Sextant Global High Income Fund (SGHIX) belongs to the Global Allocation category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SGHIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SGHIX
SGHIX charges 0.75% annually. There are 23 mutual funds in the Global Allocation category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Implementation Fund | 0.02% | — | Feb 2012 | SGHIX vs GIMFX | |
| Goldman Sachs Growth Strategy Portfolio | 0.19% | — | Jan 1998 | SGHIX vs GGSIX | |
| Voya Global Perspectives Portfolio | 0.20% | — | Apr 2013 | SGHIX vs IPIRX | |
| MH Elite Select Portfolio of Funds Fund | 0.21% | — | Apr 2006 | SGHIX vs MHESX | |
| Janus Henderson Global Allocation Fund - Moderate | 0.25% | — | Dec 2005 | SGHIX vs JNSMX |
Best Risk-Adjusted Alternatives to SGHIX
Among 76 mutual funds in the Global Allocation category with risk / return rank data, the top risk-adjusted alternatives shown here go as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Thornburg Investment Income Builder Fund | 98 | — | Dec 2002 | SGHIX vs TIBAX | |
| Hartford Real Asset Fund | 96 | — | May 2010 | SGHIX vs HRLYX | |
| GMO Benchmark-Free Fund | 96 | — | Jun 2011 | SGHIX vs GBFFX | |
| GMO Implementation Fund | 95 | — | Feb 2012 | SGHIX vs GIMFX | |
| GMO Benchmark-Free Allocation Fund | 95 | — | Jul 2003 | SGHIX vs GBMFX |
Top Performing SGHIX Alternatives (YTD)
Among 76 mutual funds in the Global Allocation category with YTD return data, the top-performing alternatives shown here go as high as 26.75%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Calamos Global Total Return Fund | 26.75% | — | Oct 2005 | SGHIX vs CGO | |
| Calamos Global Dynamic Income Fund | 24.93% | — | Jun 2007 | SGHIX vs CHW | |
| Allspring Absolute Return Fund | 18.97% | — | Feb 2012 | SGHIX vs WARAX | |
| Calamos Global Opportunities Fund | 18.21% | — | Sep 1996 | SGHIX vs CVLOX | |
| Thornburg Investment Income Builder Fund | 17.67% | — | Dec 2002 | SGHIX vs TIBAX |
Lowest Volatility Alternatives to SGHIX
Among 76 mutual funds in the Global Allocation category with 1-year volatility data, the lowest-volatility alternatives shown here go as low as 2.99%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Principal Diversified Select Real Asset Fund | 2.99% | — | Jul 2019 | SGHIX vs PDSYX | |
| PFG BNY Mellon Diversifier Strategy Fund | 4.28% | — | Dec 2017 | SGHIX vs PFADX | |
| LoCorr Macro Strategies Fund Class I | 5.58% | — | Mar 2011 | SGHIX vs LFMIX | |
| Pioneer Multi-Asset Income Fund | 5.71% | — | Dec 2011 | SGHIX vs PMFYX | |
| Nuveen Real Asset Income Fund | 5.79% | — | Sep 2011 | SGHIX vs NRIIX |
Lowest Drawdown Alternatives to SGHIX
Among 76 mutual funds in the Global Allocation category with 1-year drawdown data, the lowest-drawdown alternatives shown here go as shallow as -1.98%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Principal Diversified Select Real Asset Fund | -1.98% | — | Jul 2019 | SGHIX vs PDSYX | |
| LoCorr Macro Strategies Fund Class I | -2.60% | — | Mar 2011 | SGHIX vs LFMIX | |
| Hartford Real Asset Fund | -3.18% | — | May 2010 | SGHIX vs HRLYX | |
| PFG BNY Mellon Diversifier Strategy Fund | -3.63% | — | Dec 2017 | SGHIX vs PFADX | |
| Wilmington Real Asset Fund | -3.74% | — | Jun 2003 | SGHIX vs WMRIX |
Other Mutual Funds from Sextant Mutual Funds
The 5 most viewed Sextant Mutual Funds mutual funds shown here include SSIFX, SSGFX, STBFX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Sextant International Fund | Foreign Large Cap Equities | 41 | 20.72% | — | Sep 1995 | SGHIX vs SSIFX | |
| Sextant Growth Fund | Large Cap Growth Equities | 37 | 10.82% | — | Apr 1987 | SGHIX vs SSGFX | |
| Sextant Short Term Bond Fund | Short-Term Bond | — | — | — | Sep 1995 | SGHIX vs STBFX | |
| Sextant Bond Income Fund | Long-Term Bond | — | — | — | Feb 1993 | SGHIX vs SBIFX | |
| Sextant Core Fund | Diversified Portfolio | 57 | 8.75% | — | Mar 2007 | SGHIX vs SCORX |
Often Compared With SGHIX
Investors most often compare SGHIX with VGWLX, VFIAX, VGT. These 8 comparison targets span 5 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Vanguard Global Wellington Fund Investor Shares | Diversified Portfolio | 78 | 10.46% | 3.10B | Nov 2017 | SGHIX vs VGWLX | |
| Vanguard 500 Index Fund Admiral Shares | S&P 500, Large Cap Blend Equities | 66 | 10.87% | 1.60T | Nov 2000 | SGHIX vs VFIAX | |
| Vanguard Information Technology ETF | Technology Equities | 76 | 30.49% | 144.20B | Mar 2004 | SGHIX vs VGT | |
| Vanguard STAR Fund | Diversified Portfolio | 50 | 5.80% | 23.60B | Mar 1985 | SGHIX vs VGSTX | |
| Cohen & Steers Real Assets Fund Inc | Global Allocation | 45 | 13.53% | — | Jan 2012 | SGHIX vs RAPZX | |
| Principal Diversified Real Asset Fund | Global Allocation | 73 | 12.67% | — | Mar 2010 | SGHIX vs PDRDX | |
| MH Elite Income Fund of Funds | Global Allocation | 34 | 2.28% | — | Aug 2011 | SGHIX vs MHEIX | |
| Delaware Global Listed Real Assets Fund | Global Allocation | 86 | 9.28% | — | Dec 1995 | SGHIX vs DPREX |
Compare SGHIX with Any Fund or Stock
Compare SGHIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SGHIX with funds that move differently
Sextant Global High Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SGHIX.
Explore SGHIX Diversifiers