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 a closer substitute for your current allocation.
Cheapest Alternatives to SBMIX
SBMIX charges 0.99% annually. There are 405 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | SBMIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | SBMIX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | SBMIX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | SBMIX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | SBMIX vs VTMFX |
Best Risk-Adjusted Alternatives to SBMIX
SBMIX has a PortfoliosLab risk / return rank of 27. There are 487 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | SBMIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | SBMIX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | SBMIX vs NWQIX | |
| Pioneer Balanced ESG Fund | 93 | — | Dec 1991 | SBMIX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 93 | — | Dec 1991 | SBMIX vs AOBLX |
Top Performing SBMIX Alternatives (YTD)
SBMIX is at 4.12% YTD. There are 425 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 31.24%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 31.24% | — | Jan 1998 | SBMIX vs EKBAX | |
| Greenspring Fund | 19.30% | — | Jun 1983 | SBMIX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 19.20% | — | Aug 1998 | SBMIX vs MHELX | |
| ICON Equity Income Fund | 18.43% | — | May 2004 | SBMIX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.12% | — | Dec 2002 | SBMIX vs TIBIX |
Lowest Volatility Alternatives to SBMIX
SBMIX has 9.57% 1-year volatility. There are 360 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | SBMIX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.82% | — | Nov 2003 | SBMIX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.87% | — | Apr 2012 | SBMIX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | SBMIX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | SBMIX vs CSTAX |
Lowest Drawdown Alternatives to SBMIX
SBMIX has a 1-year max drawdown of -6.85%. There are 334 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | SBMIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | SBMIX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | SBMIX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | SBMIX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | SBMIX vs CSTAX |
Other Mutual Funds from Saratoga
The 10 most viewed Saratoga mutual funds shown here include SLCGX, SPMAX, SHPAX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Saratoga Large Capitalization Growth Portfolio | Large Cap Growth Equities | 12 | 0.29% | — | Sep 1994 | SBMIX vs SLCGX | |
| Saratoga Mid Capitalization Portfolio | Mid Cap Blend Equities | 27 | 14.93% | — | Jun 2002 | SBMIX vs SPMAX | |
| Saratoga Health & Biotechnology Fund | Health & Biotech Equities | 49 | 6.11% | — | Jul 1999 | SBMIX vs SHPAX | |
| Saratoga Technology & Communications Portfolio | Technology Equities | 17 | 7.08% | — | Oct 1997 | SBMIX vs STPAX | |
| Saratoga Small Capitalization Portfolio | Small Cap Growth Equities | 54 | 22.77% | — | Sep 1994 | SBMIX vs SSCPX | |
| Saratoga International Equity Portfolio | Foreign Large Cap Equities | 43 | 13.57% | — | Sep 1994 | SBMIX vs SIEPX | |
| Saratoga Municipal Bond Portfolio | Ultrashort Bond | 93 | 0.00% | — | Sep 1994 | SBMIX vs SMBPX | |
| Saratoga Aggressive Balanced Allocation Portfolio | Diversified Portfolio | 30 | 5.70% | — | Dec 2017 | SBMIX vs SABIX | |
| Saratoga Conservative Balanced Allocation Portfoli... | Diversified Portfolio | 29 | 2.67% | — | Dec 2017 | SBMIX vs LUNAX | |
| Saratoga Investment Quality Bond Portfolio | Short-Term Bond | 7 | -1.58% | — | Sep 1994 | SBMIX vs SIBPX |
Often Compared With SBMIX
Investors most often compare SBMIX with SAMIX, SMICX, PUDZX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare SBMIX with Any Fund or Stock
Compare SBMIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SBMIX with funds that move differently
Saratoga Moderate Balanced Allocation Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SBMIX.
Explore SBMIX Diversifiers