Saratoga Moderate Balanced Allocation Portfolio (SBMIX) Alternatives
Saratoga Moderate Balanced Allocation Portfolio (SBMIX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SBMIX. 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 SBMIX
SBMIX charges 0.99% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among SBMIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | SBMIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | SBMIX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | SBMIX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | SBMIX vs BWBIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | SBMIX vs MAANX |
Best Risk-Adjusted Alternatives to SBMIX
Among mutual funds in the Diversified Portfolio 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 | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | SBMIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | SBMIX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | SBMIX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | SBMIX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | SBMIX vs PMAIX |
Top Performing SBMIX Alternatives (YTD)
SBMIX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | SBMIX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | SBMIX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | SBMIX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | SBMIX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | SBMIX vs CONWX |
Lowest Volatility Alternatives to SBMIX
SBMIX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | SBMIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | SBMIX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | SBMIX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | SBMIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | SBMIX vs SICIX |
Lowest Drawdown Alternatives to SBMIX
SBMIX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | SBMIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | SBMIX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | SBMIX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | SBMIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | SBMIX vs SICIX |
Other Mutual Funds from Saratoga
Most popular Saratoga mutual funds on PortfoliosLab, across asset classes.
Often Compared With SBMIX
What investors most often compare with SBMIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Saratoga Moderately Aggressive Balanced Allocation... | Diversified Portfolio | 37 | -4.90% | Dec 28, 2017 | SBMIX vs SAMIX | |
| Saratoga Health & Biotechnology Fund | Health & Biotech Equities | 40 | -1.13% | Jul 14, 1999 | SBMIX vs SHPAX | |
| Fidelity Sustainable Multi-Asset Fund | Diversified Portfolio | 64 | -4.40% | Feb 9, 2022 | SBMIX vs FYMIX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | SBMIX vs QBDSX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | SBMIX vs TPDAX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | SBMIX vs WWWEX |
Compare SBMIX with Any Fund or Stock
Compare SBMIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.