SA Worldwide Moderate Growth Fund (SAWMX) belongs to the Global Allocation category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SAWMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SAWMX
SAWMX charges 0.00% annually. No mutual funds in the Global Allocation category have lower expense ratios; the lowest-cost alternatives shown here go as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Implementation Fund | 0.02% | — | Feb 2012 | SAWMX vs GIMFX | |
| Goldman Sachs Growth Strategy Portfolio | 0.19% | — | Jan 1998 | SAWMX vs GGSIX | |
| Voya Global Perspectives Portfolio | 0.20% | — | Apr 2013 | SAWMX vs IPIRX | |
| MH Elite Select Portfolio of Funds Fund | 0.21% | — | Apr 2006 | SAWMX vs MHESX | |
| Janus Henderson Global Allocation Fund - Moderate | 0.25% | — | Dec 2005 | SAWMX vs JNSMX |
Best Risk-Adjusted Alternatives to SAWMX
SAWMX has a PortfoliosLab risk / return rank of 95. There are 6 mutual funds in the Global Allocation category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Thornburg Investment Income Builder Fund | 98 | — | Dec 2002 | SAWMX vs TIBAX | |
| GMO Benchmark-Free Fund | 97 | — | Jun 2011 | SAWMX vs GBFFX | |
| GMO Benchmark-Free Allocation Fund | 97 | — | Jul 2003 | SAWMX vs GBMFX | |
| GMO Implementation Fund | 97 | — | Feb 2012 | SAWMX vs GIMFX | |
| Principal Diversified Select Real Asset Fund | 97 | — | Jul 2019 | SAWMX vs PDSYX |
Top Performing SAWMX Alternatives (YTD)
SAWMX is at 11.46% YTD. There are 22 mutual funds in the Global Allocation category with higher YTD returns, going as high as 17.63%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Thornburg Investment Income Builder Fund | 17.63% | — | Dec 2002 | SAWMX vs TIBAX | |
| Wilmington Real Asset Fund | 17.01% | — | Jun 2003 | SAWMX vs WMRIX | |
| Calamos Global Dynamic Income Fund | 16.29% | — | Jun 2007 | SAWMX vs CHW | |
| Calamos Global Total Return Fund | 15.69% | — | Oct 2005 | SAWMX vs CGO | |
| GMO Implementation Fund | 15.19% | — | Feb 2012 | SAWMX vs GIMFX |
Lowest Volatility Alternatives to SAWMX
SAWMX has 7.46% 1-year volatility. There are 17 mutual funds in the Global Allocation category with lower 1-year volatility, going as low as 3.02%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Principal Diversified Select Real Asset Fund | 3.02% | — | Jul 2019 | SAWMX vs PDSYX | |
| PFG BNY Mellon Diversifier Strategy Fund | 4.43% | — | Dec 2017 | SAWMX vs PFADX | |
| LoCorr Macro Strategies Fund Class I | 5.75% | — | Mar 2011 | SAWMX vs LFMIX | |
| Nuveen Real Asset Income Fund | 5.82% | — | Sep 2011 | SAWMX vs NRIIX | |
| Pioneer Multi-Asset Income Fund | 5.96% | — | Dec 2011 | SAWMX vs PMFYX |
Lowest Drawdown Alternatives to SAWMX
SAWMX has a 1-year max drawdown of -5.79%. There are 20 mutual funds in the Global Allocation category with shallower 1-year drawdowns, going as shallow as -1.98%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Principal Diversified Select Real Asset Fund | -1.98% | — | Jul 2019 | SAWMX vs PDSYX | |
| LoCorr Macro Strategies Fund Class I | -3.48% | — | Mar 2011 | SAWMX vs LFMIX | |
| PFG BNY Mellon Diversifier Strategy Fund | -3.63% | — | Dec 2017 | SAWMX vs PFADX | |
| Pioneer Multi-Asset Income Fund | -4.08% | — | Dec 2011 | SAWMX vs PMFYX | |
| Morningstar Global Income Fund | -4.38% | — | Nov 2018 | SAWMX vs MSTGX |
Other Mutual Funds from SA Funds
The 9 most viewed SA Funds mutual funds shown here include SAHMX, SAEMX, SABTX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| SA International Value Fund | Foreign Large Cap Equities | 96 | 16.30% | — | Aug 1999 | SAWMX vs SAHMX | |
| SA Emerging Markets Value Fund | Emerging Markets Equities | 65 | 15.29% | — | Apr 2007 | SAWMX vs SAEMX | |
| SA U.S. Value Fund | Large Cap Value Equities | 97 | 20.61% | — | Aug 1999 | SAWMX vs SABTX | |
| SA International Small Company Fund | Foreign Small & Mid Cap Equities | 59 | 9.48% | — | Aug 1999 | SAWMX vs SAISX | |
| SA Global Fixed Income Fund | Global Bonds | 72 | 1.50% | — | Jul 1999 | SAWMX vs SAXIX | |
| SA Real Estate Securities Fund | REIT | 28 | 17.79% | — | Apr 2007 | SAWMX vs SAREX | |
| SA U.S. Core Market Fund | Large Cap Blend Equities | 66 | 9.33% | — | Aug 1999 | SAWMX vs SAMKX | |
| SA U.S. Fixed Income Fund | Ultrashort Bond | 93 | 1.06% | — | Apr 2007 | SAWMX vs SAUFX | |
| SA U.S. Small Company Fund | Small Cap Blend Equities | 76 | 18.11% | — | Aug 1999 | SAWMX vs SAUMX |
Often Compared With SAWMX
Investors most often compare SAWMX with CVLOX, TTMIX, WARAX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare SAWMX with Any Fund or Stock
Compare SAWMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SAWMX with funds that move differently
SA Worldwide Moderate Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SAWMX.
Explore SAWMX Diversifiers