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 a closer substitute for your current allocation.
Cheapest Alternatives to SIBAX
SIBAX charges 0.91% annually. There are 375 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 | SIBAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | SIBAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | SIBAX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | SIBAX vs VBAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | SIBAX vs FYMIX |
Best Risk-Adjusted Alternatives to SIBAX
SIBAX has a PortfoliosLab risk / return rank of 39. There are 452 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 | SIBAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | SIBAX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | SIBAX vs NWQIX | |
| Federated Hermes Municipal and Stock Advantage Fun... | 94 | — | Sep 2003 | SIBAX vs FMUAX | |
| Pioneer Balanced ESG Fund | 93 | — | Dec 1991 | SIBAX vs AYBLX |
Top Performing SIBAX Alternatives (YTD)
SIBAX is at 5.41% YTD. There are 369 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 30.31%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 30.31% | — | Jan 1998 | SIBAX vs EKBAX | |
| Greenspring Fund | 19.30% | — | Jun 1983 | SIBAX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 18.84% | — | Aug 1998 | SIBAX vs MHELX | |
| ICON Equity Income Fund | 18.66% | — | May 2004 | SIBAX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.85% | — | Dec 2002 | SIBAX vs TIBIX |
Lowest Volatility Alternatives to SIBAX
SIBAX has 9.90% 1-year volatility. There are 373 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | SIBAX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.82% | — | Nov 2003 | SIBAX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.87% | — | Apr 2012 | SIBAX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | SIBAX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | SIBAX vs CSTAX |
Lowest Drawdown Alternatives to SIBAX
SIBAX has a 1-year max drawdown of -8.51%. There are 460 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 | SIBAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | SIBAX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | SIBAX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | SIBAX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | SIBAX vs CSTAX |
Other Mutual Funds from Sit
The 10 most viewed Sit mutual funds shown here include SDVGX, SSCDX, SSMGX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| SIT Dividend Growth Fund | Large Cap Blend Equities | 75 | 8.63% | — | Dec 2003 | SIBAX vs SDVGX | |
| Sit Small Cap Dividend Growth Fund | Small Cap Blend Equities | 67 | 18.24% | — | Mar 2015 | SIBAX vs SSCDX | |
| SIT Small Cap Growth Fund | Mid Cap Growth Equities | 50 | 17.50% | — | Jul 1994 | SIBAX vs SSMGX | |
| SIT Large Cap Growth Fund | Large Cap Growth Equities | 31 | 7.73% | — | Sep 1982 | SIBAX vs SNIGX | |
| SIT U.S. Government Securities Fund | Government Bonds | 36 | 0.54% | — | Jun 1987 | SIBAX vs SNGVX | |
| Sit Quality Income Fund | Ultrashort Bond | 64 | 0.61% | — | Dec 2012 | SIBAX vs SQIFX | |
| SIT Mid Cap Growth Fund | Mid Cap Growth Equities | 26 | 11.24% | — | Sep 1982 | SIBAX vs NBNGX | |
| Sit Global Dividend Growth Fund | Global Equities | 53 | 10.74% | — | Sep 2008 | SIBAX vs GDGIX | |
| SIT Developing Markets Growth Fund | Emerging Markets Diversified | 68 | 21.01% | — | Jun 1994 | SIBAX vs SDMGX | |
| SIT International Growth Fund | Foreign Large Cap Equities | 27 | 9.39% | — | Oct 1991 | SIBAX vs SNGRX |
Often Compared With SIBAX
Investors most often compare SIBAX with IESGX, SYFI, SNTIX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare SIBAX with Any Fund or Stock
Compare SIBAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SIBAX with funds that move differently
SIT Balanced Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SIBAX.
Explore SIBAX Diversifiers