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 73 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 | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | SFBPX vs VBAIX | |
| 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 66. There are 225 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 | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | SFBPX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | SFBPX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | SFBPX vs FSRRX |
Top Performing SFBPX Alternatives (YTD)
SFBPX is at 7.46% YTD. There are 193 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.12% | — | Jan 1998 | SFBPX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | SFBPX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | SFBPX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | SFBPX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | SFBPX vs BRUFX |
Lowest Volatility Alternatives to SFBPX
SFBPX has 9.34% 1-year volatility. There are 330 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 Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | SFBPX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | SFBPX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | SFBPX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | SFBPX vs CSTAX |
Lowest Drawdown Alternatives to SFBPX
SFBPX has a 1-year max drawdown of -6.38%. There are 269 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 | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | SFBPX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | SFBPX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | SFBPX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | SFBPX vs CSTAX |
Other Mutual Funds from Great-West
The 10 most viewed Great-West mutual funds shown here include MXVIX, MXEOX, MXISX 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 | 60 | 9.08% | — | Sep 2003 | SFBPX vs MXVIX | |
| Great-West Emerging Markets Equity Fund | Emerging Markets Equities | 58 | 17.63% | — | Jan 2018 | SFBPX vs MXEOX | |
| Great-West S&P Small Cap 600 Index Fund | Small Cap Blend Equities | 83 | 21.22% | — | Dec 1993 | SFBPX vs MXISX | |
| Great-West Real Estate Index Fund | REIT | 79 | 20.70% | — | Nov 2012 | SFBPX vs MXREX | |
| Great-West Moderately Conservative Profile Fund | Diversified Portfolio | 61 | 6.09% | — | Sep 1999 | SFBPX vs MXDPX | |
| Great-West International Index Fund | Foreign Large Cap Equities | 66 | 12.75% | — | Jan 2011 | SFBPX vs MXINX | |
| Great-West International Value Fund | Foreign Large Cap Equities | 75 | 12.48% | — | Dec 1993 | SFBPX vs MXIVX | |
| Great-West S&P Mid Cap 400 Index Fund | Mid Cap Blend Equities | 52 | 14.38% | — | Jan 2011 | SFBPX vs MXMDX | |
| Great-West Conservative Profile Fund | Diversified Portfolio | 68 | 4.25% | — | Sep 1999 | SFBPX vs MXCPX | |
| Great-West Bond Index Fund | Intermediate Core Bond | 17 | -0.54% | — | Dec 1992 | SFBPX vs MXBIX |
Often Compared With SFBPX
Investors most often compare SFBPX with BWBIX, BLNDX, FIQDX. These 18 comparison targets span 3 categories, based on PortfoliosLab usage data.
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