Great-West SecureFoundation Balanced ETF Fund (SFBPX) 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 SFBPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SFBPX
SFBPX charges 0.23% annually. There are 69 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 | SFBPX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | SFBPX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | SFBPX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | SFBPX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | SFBPX vs FYMIX |
Best Risk-Adjusted Alternatives to SFBPX
SFBPX has a PortfoliosLab risk / return rank of 70. There are 200 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 | SFBPX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | SFBPX vs TIBIX | |
| Allspring Diversified Capital Builder Fund | 97 | — | Jan 1998 | SFBPX vs EKBAX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | SFBPX vs NWQIX | |
| Fidelity Strategic Real Return Fund Class K6 | 96 | — | Sep 2005 | SFBPX vs FSRKX |
Top Performing SFBPX Alternatives (YTD)
SFBPX is at 8.15% YTD. There are 201 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 36.56%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 36.56% | — | Jan 1998 | SFBPX vs EKBAX | |
| Greenspring Fund | 21.59% | — | Jun 1983 | SFBPX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 17.96% | — | Dec 2002 | SFBPX vs TIBIX | |
| MH Elite Small Cap Fund of Funds Fund | 17.53% | — | Aug 1998 | SFBPX vs MHELX | |
| Disciplined Growth Investors Fund | 17.45% | — | Aug 2011 | SFBPX vs DGIFX |
Lowest Volatility Alternatives to SFBPX
SFBPX has 8.78% 1-year volatility. There are 350 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 | SFBPX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.63% | — | Apr 2012 | SFBPX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | SFBPX vs SICIX | |
| Ave Maria Bond Fund | 2.93% | — | Apr 2003 | SFBPX vs AVEFX | |
| American Funds College 2027 Fund | 3.03% | — | Sep 2012 | SFBPX vs CSTAX |
Lowest Drawdown Alternatives to SFBPX
SFBPX has a 1-year max drawdown of -6.38%. There are 272 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 | SFBPX vs STDAX | |
| Fidelity Strategic Real Return Fund Class K6 | -1.93% | — | Sep 2005 | SFBPX vs FSRKX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.94% | — | Oct 2018 | SFBPX vs FIQDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.99% | — | Sep 2005 | SFBPX vs FCSRX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -2.05% | — | Sep 2005 | SFBPX vs FSIRX |
Other Mutual Funds from Great-West
The 10 most viewed Great-West mutual funds shown here include MXVIX, MXISX, MXEOX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Great-West S&P 500 Index Fund | Large Cap Blend Equities | 76 | 11.51% | — | Sep 2003 | SFBPX vs MXVIX | |
| Great-West S&P Small Cap 600 Index Fund | Small Cap Blend Equities | 60 | 16.11% | — | Dec 1993 | SFBPX vs MXISX | |
| Great-West Emerging Markets Equity Fund | Emerging Markets Diversified | 92 | 33.17% | — | Jan 2018 | SFBPX vs MXEOX | |
| Great-West Conservative Profile Fund | Diversified Portfolio | 49 | 3.87% | — | Sep 1999 | SFBPX vs MXCPX | |
| Great-West International Index Fund | Foreign Large Cap Equities | 27 | 9.45% | — | Jan 2011 | SFBPX vs MXINX | |
| Great-West Real Estate Index Fund | REIT | 21 | 11.54% | — | Nov 2012 | SFBPX vs MXREX | |
| Great-West S&P Mid Cap 400 Index Fund | Mid Cap Blend Equities | 47 | 13.95% | — | Jan 2011 | SFBPX vs MXMDX | |
| Great-West Bond Index Fund | Intermediate Core Bond | 21 | 0.23% | — | Dec 1992 | SFBPX vs MXBIX | |
| Great-West Moderately Aggressive Profile Fund | Diversified Portfolio | 38 | 8.18% | — | Sep 1999 | SFBPX vs MXBPX | |
| Great-West Moderately Conservative Profile Fund | Diversified Portfolio | 41 | 5.37% | — | Sep 1999 | SFBPX vs MXDPX |
Often Compared With SFBPX
Investors most often compare SFBPX with DGTSX, IOEZX, BLNDX. These 7 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| DFA Global Allocation 25/75 Portfolio | Diversified Portfolio | 89 | 4.30% | — | Dec 2003 | SFBPX vs DGTSX | |
| ICON Equity Income Fund | Diversified Portfolio | 70 | 13.83% | — | May 2004 | SFBPX vs IOEZX | |
| Standpoint Multi-Asset Fund Institutional | Diversified Portfolio | 75 | 17.17% | — | Dec 2019 | SFBPX vs BLNDX | |
| Fidelity Strategic Real Return Fund | Diversified Portfolio | 96 | 8.69% | — | Sep 2005 | SFBPX vs FSRRX | |
| Great-West Large Cap Growth Fund | Large Cap Growth Equities | 20 | 6.05% | — | May 2003 | SFBPX vs MXLGX | |
| Quantified Managed Income Fund | Diversified Portfolio | 7 | 0.25% | — | Aug 2013 | SFBPX vs QBDSX | |
| Great-West International Value Fund | Foreign Large Cap Equities | 42 | 8.07% | — | Dec 1993 | SFBPX vs MXIVX |
Compare SFBPX with Any Fund or Stock
Compare SFBPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SFBPX with funds that move differently
Great-West SecureFoundation Balanced ETF Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SFBPX.
Explore SFBPX Diversifiers