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 372 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 | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | SIBAX vs BWBIX | |
| 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 46. There are 425 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 | |
| Allspring Diversified Capital Builder Fund | 97 | — | Jan 1998 | SIBAX vs EKBAX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | SIBAX vs NWQIX | |
| Fidelity Strategic Real Return Fund Class K6 | 96 | — | Sep 2005 | SIBAX vs FSRKX |
Top Performing SIBAX Alternatives (YTD)
SIBAX is at 5.37% YTD. There are 365 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 | SIBAX vs EKBAX | |
| Greenspring Fund | 21.59% | — | Jun 1983 | SIBAX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 17.96% | — | Dec 2002 | SIBAX vs TIBIX | |
| MH Elite Small Cap Fund of Funds Fund | 17.65% | — | Aug 1998 | SIBAX vs MHELX | |
| Disciplined Growth Investors Fund | 17.45% | — | Aug 2011 | SIBAX vs DGIFX |
Lowest Volatility Alternatives to SIBAX
SIBAX has 9.39% 1-year volatility. There are 383 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 | SIBAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.63% | — | Apr 2012 | SIBAX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | SIBAX vs SICIX | |
| Ave Maria Bond Fund | 2.93% | — | Apr 2003 | SIBAX vs AVEFX | |
| American Funds College 2027 Fund | 3.03% | — | Sep 2012 | SIBAX vs CSTAX |
Lowest Drawdown Alternatives to SIBAX
SIBAX has a 1-year max drawdown of -8.51%. There are 463 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 | |
| Fidelity Strategic Real Return Fund Class K6 | -1.93% | — | Sep 2005 | SIBAX vs FSRKX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.94% | — | Oct 2018 | SIBAX vs FIQDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.99% | — | Sep 2005 | SIBAX vs FCSRX | |
| Fidelity Strategic Real Return Fund | -2.05% | — | Sep 2005 | SIBAX vs FSRRX |
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 | 70 | 7.37% | — | Dec 2003 | SIBAX vs SDVGX | |
| Sit Small Cap Dividend Growth Fund | Small Cap Blend Equities | 64 | 16.85% | — | Mar 2015 | SIBAX vs SSCDX | |
| SIT Small Cap Growth Fund | Mid Cap Growth Equities | 57 | 18.84% | — | Jul 1994 | SIBAX vs SSMGX | |
| SIT U.S. Government Securities Fund | Government Bonds | 27 | 0.31% | — | Jun 1987 | SIBAX vs SNGVX | |
| Sit Quality Income Fund | Ultrashort Bond | 46 | 0.43% | — | Dec 2012 | SIBAX vs SQIFX | |
| SIT Large Cap Growth Fund | Large Cap Growth Equities | 37 | 7.36% | — | Sep 1982 | SIBAX vs SNIGX | |
| SIT International Growth Fund | Foreign Large Cap Equities | 31 | 12.60% | — | Oct 1991 | SIBAX vs SNGRX | |
| Sit Global Dividend Growth Fund | Global Equities | 52 | 10.76% | — | Sep 2008 | SIBAX vs GDGIX | |
| SIT Mid Cap Growth Fund | Mid Cap Growth Equities | 35 | 14.14% | — | Sep 1982 | SIBAX vs NBNGX | |
| SIT Developing Markets Growth Fund | Emerging Markets Diversified | 91 | 30.38% | — | Jun 1994 | SIBAX vs SDMGX |
Often Compared With SIBAX
Investors most often compare SIBAX with IESGX, SYFI, SMTFX. These 19 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