SA Worldwide Moderate Growth Fund (SAWMX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to SAWMX
SAWMX charges 0.00% annually. Among mutual funds in the Global Allocation category, these options have the lowest expense ratios among SAWMX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| GMO Implementation Fund | 0.02% | Feb 29, 2012 | SAWMX vs GIMFX | |
| Goldman Sachs Growth Strategy Portfolio | 0.19% | Jan 1, 1998 | SAWMX vs GGSIX | |
| Voya Global Perspectives Portfolio | 0.20% | Apr 30, 2013 | SAWMX vs IPIRX | |
| MH Elite Select Portfolio of Funds Fund | 0.21% | Apr 5, 2006 | SAWMX vs MHESX | |
| Janus Henderson Global Allocation Fund - Moderate | 0.25% | Dec 29, 2005 | SAWMX vs JNSMX |
Best Risk-Adjusted Alternatives to SAWMX
Among mutual funds in the Global Allocation category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Thornburg Investment Income Builder Fund | 98 | Dec 23, 2002 | SAWMX vs TIBAX | |
| Hartford Real Asset Fund | 97 | May 27, 2010 | SAWMX vs HRLYX | |
| GMO Benchmark-Free Fund | 97 | Jun 14, 2011 | SAWMX vs GBFFX | |
| GMO Benchmark-Free Allocation Fund | 96 | Jul 22, 2003 | SAWMX vs GBMFX | |
| GMO Implementation Fund | 96 | Feb 29, 2012 | SAWMX vs GIMFX |
Top Performing SAWMX Alternatives (YTD)
SAWMX alternatives from the Global Allocation category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Allspring Absolute Return Fund | 14.79% | Feb 29, 2012 | SAWMX vs WARAX | |
| Hartford Real Asset Fund | 10.68% | May 27, 2010 | SAWMX vs HRLYX | |
| Wilmington Real Asset Fund | 10.27% | Jun 30, 2003 | SAWMX vs WMRIX | |
| Cohen & Steers Real Assets Fund Inc | 10.26% | Jan 30, 2012 | SAWMX vs RAPZX | |
| Principal Diversified Real Asset Fund | 9.23% | Mar 15, 2010 | SAWMX vs PDRDX |
Lowest Volatility Alternatives to SAWMX
SAWMX alternatives from the Global Allocation category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| PFG BNY Mellon Diversifier Strategy Fund | 4.95% | Dec 10, 2017 | SAWMX vs PFADX | |
| LoCorr Macro Strategies Fund Class I | 5.78% | Mar 24, 2011 | SAWMX vs LFMIX | |
| MH Elite Income Fund of Funds | 6.46% | Aug 14, 2011 | SAWMX vs MHEIX | |
| Principal Diversified Select Real Asset Fund | 6.83% | Jul 2, 2019 | SAWMX vs PDSYX | |
| Nuveen Real Asset Income Fund | 6.94% | Sep 12, 2011 | SAWMX vs NRIIX |
Lowest Drawdown Alternatives to SAWMX
SAWMX alternatives from the Global Allocation category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| LoCorr Macro Strategies Fund Class I | -3.08% | Mar 24, 2011 | SAWMX vs LFMIX | |
| PFG BNY Mellon Diversifier Strategy Fund | -4.21% | Dec 10, 2017 | SAWMX vs PFADX | |
| MH Elite Income Fund of Funds | -4.54% | Aug 14, 2011 | SAWMX vs MHEIX | |
| Allspring Absolute Return Fund | -5.06% | Feb 29, 2012 | SAWMX vs WARAX | |
| Principal Diversified Select Real Asset Fund | -5.32% | Jul 2, 2019 | SAWMX vs PDSYX |
Other Mutual Funds from SA Funds
Most popular SA Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| SA Emerging Markets Value Fund | Emerging Markets Diversified | 83 | 2.65% | Apr 1, 2007 | SAWMX vs SAEMX | |
| SA International Value Fund | Foreign Large Cap Equities | 92 | 3.60% | Aug 4, 1999 | SAWMX vs SAHMX | |
| SA Real Estate Securities Fund | REIT | 7 | 1.73% | Apr 2, 2007 | SAWMX vs SAREX | |
| SA International Small Company Fund | Foreign Small & Mid Cap Equities | 81 | -2.08% | Aug 4, 1999 | SAWMX vs SAISX | |
| SA U.S. Value Fund | Large Cap Value Equities | 47 | 2.28% | Aug 5, 1999 | SAWMX vs SABTX | |
| SA U.S. Core Market Fund | Large Cap Blend Equities | 27 | -6.27% | Aug 5, 1999 | SAWMX vs SAMKX | |
| SA Global Fixed Income Fund | Global Bonds | 90 | 0.12% | Jul 28, 1999 | SAWMX vs SAXIX | |
| SA U.S. Small Company Fund | Small Cap Blend Equities | 26 | 0.50% | Aug 5, 1999 | SAWMX vs SAUMX | |
| SA U.S. Fixed Income Fund | Ultrashort Bond | 92 | 0.29% | Apr 2, 2007 | SAWMX vs SAUFX |
Compare SAWMX with Any Fund or Stock
Compare SAWMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.