Sextant Core Fund (SCORX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to SCORX
SCORX charges 0.90% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among SCORX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | SCORX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | SCORX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | SCORX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | SCORX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | SCORX vs BWBIX |
Best Risk-Adjusted Alternatives to SCORX
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 | SCORX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | SCORX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | SCORX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | SCORX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | SCORX vs PMAIX |
Top Performing SCORX Alternatives (YTD)
SCORX 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 | SCORX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | SCORX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | SCORX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | SCORX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | SCORX vs CONWX |
Lowest Volatility Alternatives to SCORX
SCORX 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 | SCORX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | SCORX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | SCORX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | SCORX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | SCORX vs SICIX |
Lowest Drawdown Alternatives to SCORX
SCORX 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 | SCORX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | SCORX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | SCORX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | SCORX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | SCORX vs SICIX |
Other Mutual Funds from Sextant Mutual Funds
Most popular Sextant Mutual Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Sextant Growth Fund | Large Cap Growth Equities | 34 | -10.08% | Apr 1, 1987 | SCORX vs SSGFX | |
| Sextant International Fund | Foreign Large Cap Equities | 69 | -0.21% | Sep 27, 1995 | SCORX vs SSIFX | |
| Sextant Global High Income Fund | Global Allocation | 74 | 1.23% | Mar 29, 2012 | SCORX vs SGHIX | |
| Sextant Bond Income Fund | Long-Term Bond | 26 | -0.81% | Feb 28, 1993 | SCORX vs SBIFX | |
| Sextant Short Term Bond Fund | Short-Term Bond | 95 | 0.28% | Sep 28, 1995 | SCORX vs STBFX |
Often Compared With SCORX
What investors most often compare with SCORX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Permanent Portfolio Permanent Portfolio | Diversified Portfolio | 91 | 2.72% | Nov 30, 1982 | SCORX vs PRPFX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | SCORX vs TPDAX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | SCORX vs QBDSX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | SCORX vs WWWEX | |
| Mutual of America Aggressive Allocation Fund | Diversified Portfolio | 44 | -3.18% | Nov 29, 2021 | SCORX vs MAANX |
Compare SCORX with Any Fund or Stock
Compare SCORX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.