SIT Balanced Fund (SIBAX) Alternatives
SIT Balanced Fund (SIBAX) 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 SIBAX. 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 SIBAX
SIBAX charges 0.91% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among SIBAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | SIBAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | SIBAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | SIBAX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | SIBAX vs BWBIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | SIBAX vs MAANX |
Best Risk-Adjusted Alternatives to SIBAX
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 | SIBAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | SIBAX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | SIBAX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | SIBAX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | SIBAX vs PMAIX |
Top Performing SIBAX Alternatives (YTD)
SIBAX 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 | SIBAX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | SIBAX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | SIBAX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | SIBAX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | SIBAX vs CONWX |
Lowest Volatility Alternatives to SIBAX
SIBAX 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 | SIBAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | SIBAX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | SIBAX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | SIBAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | SIBAX vs SICIX |
Lowest Drawdown Alternatives to SIBAX
SIBAX 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 | SIBAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | SIBAX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | SIBAX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | SIBAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | SIBAX vs SICIX |
Other Mutual Funds from Sit
Most popular Sit mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| SIT Dividend Growth Fund | Large Cap Blend Equities | 54 | -5.14% | Dec 31, 2003 | SIBAX vs SDVGX | |
| SIT Small Cap Growth Fund | Mid Cap Growth Equities | 60 | 1.24% | Jul 1, 1994 | SIBAX vs SSMGX | |
| SIT Large Cap Growth Fund | Large Cap Growth Equities | 26 | -11.47% | Sep 2, 1982 | SIBAX vs SNIGX | |
| Sit Small Cap Dividend Growth Fund | Small Cap Blend Equities | 69 | 3.52% | Mar 31, 2015 | SIBAX vs SSCDX | |
| Sit Quality Income Fund | Ultrashort Bond | 91 | 0.05% | Dec 31, 2012 | SIBAX vs SQIFX | |
| SIT U.S. Government Securities Fund | Government Bonds | 67 | -0.04% | Jun 1, 1987 | SIBAX vs SNGVX | |
| Sit Global Dividend Growth Fund | Global Equities | 38 | -5.53% | Sep 29, 2008 | SIBAX vs GDGIX | |
| SIT Mid Cap Growth Fund | Mid Cap Growth Equities | 30 | -6.31% | Sep 2, 1982 | SIBAX vs NBNGX | |
| Sit ESG Growth Fund | Global Equities | 40 | -8.07% | Jun 30, 2016 | SIBAX vs IESGX | |
| SIT Developing Markets Growth Fund | Emerging Markets Diversified | 86 | -3.39% | Jun 30, 1994 | SIBAX vs SDMGX |
Often Compared With SIBAX
What investors most often compare with SIBAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | SIBAX vs WWWEX | |
| Fidelity Sustainable Multi-Asset Fund | Diversified Portfolio | 64 | -4.40% | Feb 9, 2022 | SIBAX vs FYMIX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | SIBAX vs TPDAX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | SIBAX vs QBDSX |
Compare SIBAX with Any Fund or Stock
Compare SIBAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.