Sextant Core Fund (SCORX) 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 SCORX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SCORX
SCORX charges 0.90% annually. There are 370 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 | SCORX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | SCORX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | SCORX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | SCORX vs VTMFX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | SCORX vs BWBIX |
Best Risk-Adjusted Alternatives to SCORX
SCORX has a PortfoliosLab risk / return rank of 51. There are 385 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 | SCORX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | SCORX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | SCORX vs NWQIX | |
| Allspring Diversified Capital Builder Fund | 95 | — | Jan 1998 | SCORX vs EKBAX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | SCORX vs AYBLX |
Top Performing SCORX Alternatives (YTD)
SCORX is at 7.88% YTD. There are 195 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 36.76%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 36.76% | — | Jan 1998 | SCORX vs EKBAX | |
| Greenspring Fund | 20.69% | — | Jun 1983 | SCORX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 18.72% | — | Aug 1998 | SCORX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.68% | — | Dec 2002 | SCORX vs TIBIX | |
| Sound Mind Investing Fund | 15.94% | — | Dec 2005 | SCORX vs SMIFX |
Lowest Volatility Alternatives to SCORX
SCORX has 9.61% 1-year volatility. There are 369 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | SCORX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.82% | — | Apr 2012 | SCORX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.85% | — | Nov 2003 | SCORX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | SCORX vs AVEFX | |
| American Funds College 2027 Fund | 3.13% | — | Sep 2012 | SCORX vs CSTAX |
Lowest Drawdown Alternatives to SCORX
SCORX has a 1-year max drawdown of -6.62%. There are 308 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 | SCORX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | SCORX vs SCLAX | |
| Fidelity Strategic Real Return Fund Class K6 | -2.57% | — | Sep 2005 | SCORX vs FSRKX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | SCORX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | SCORX vs SICIX |
Other Mutual Funds from Sextant Mutual Funds
The 5 most viewed Sextant Mutual Funds mutual funds shown here include SSIFX, SSGFX, SGHIX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Sextant International Fund | Foreign Large Cap Equities | 47 | 21.59% | — | Sep 1995 | SCORX vs SSIFX | |
| Sextant Growth Fund | Large Cap Growth Equities | 27 | 7.50% | — | Apr 1987 | SCORX vs SSGFX | |
| Sextant Global High Income Fund | Global Allocation | — | — | — | Mar 2012 | SCORX vs SGHIX | |
| Sextant Short Term Bond Fund | Short-Term Bond | — | — | — | Sep 1995 | SCORX vs STBFX | |
| Sextant Bond Income Fund | Long-Term Bond | — | — | — | Feb 1993 | SCORX vs SBIFX |
Often Compared With SCORX
Investors most often compare SCORX with PRPFX, FYMIX, BERIX. These 18 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare SCORX with Any Fund or Stock
Compare SCORX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SCORX with funds that move differently
Sextant Core Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SCORX.
Explore SCORX Diversifiers