Saratoga Municipal Bond Portfolio (SMBPX) Alternatives

Saratoga Municipal Bond Portfolio (SMBPX) belongs to the Ultrashort Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SMBPX. 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 SMBPX

SMBPX charges 3.16% annually. Among mutual funds in the Ultrashort Bond category, these options have the lowest expense ratios among SMBPX alternatives.

Symbol	Name	Expense Ratio	Inception
FHCOX	Federated Hermes Conservative Microshort Fund	0.05%	Feb 2, 2021	SMBPX vs FHCOX
DFIHX	DFA One Year Fixed Income Portfolio	0.13%	Jul 25, 1983	SMBPX vs DFIHX
CUTAX	Six Circles Tax Aware Ultra Short Duration Fund	0.15%	Jul 8, 2018	SMBPX vs CUTAX
BUBIX	Baird Ultra Short Bond Fund Institutional Class	0.15%	Dec 31, 2013	SMBPX vs BUBIX
DFYGX	DFA Two-Year Government Portfolio	0.17%	Jun 6, 1996	SMBPX vs DFYGX

Best Risk-Adjusted Alternatives to SMBPX

Among mutual funds in the Ultrashort Bond 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
NUSIX	Navigator Ultra Short Term Bond Fund	100	Mar 21, 2019	SMBPX vs NUSIX
BUBSX	Baird Ultra Short Bond Fund	100	Dec 31, 2013	SMBPX vs BUBSX
FHQFX	Fidelity Series Treasury Bill Index Fund	100	Aug 28, 2018	SMBPX vs FHQFX
TRBUX	T. Rowe Price Ultra Short-Term Bond Fund	100	Dec 3, 2012	SMBPX vs TRBUX
BUBIX	Baird Ultra Short Bond Fund Institutional Class	100	Dec 31, 2013	SMBPX vs BUBIX

Top Performing SMBPX Alternatives (YTD)

SMBPX alternatives from the Ultrashort Bond category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
DFYGX	DFA Two-Year Government Portfolio	0.88%	Jun 6, 1996	SMBPX vs DFYGX
BUSIX	Sterling Capital Ultra Short Bond Fund	0.83%	Nov 30, 2012	SMBPX vs BUSIX
DFIHX	DFA One Year Fixed Income Portfolio	0.81%	Jul 25, 1983	SMBPX vs DFIHX
NUSIX	Navigator Ultra Short Term Bond Fund	0.76%	Mar 21, 2019	SMBPX vs NUSIX
NUSFX	Northern Ultra-Short Fixed Income Fund	0.75%	Jun 18, 2009	SMBPX vs NUSFX

Lowest Volatility Alternatives to SMBPX

SMBPX alternatives from the Ultrashort Bond category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
TMPFX	Tactical Multi-Purpose Fund	0.55%	Mar 30, 2017	SMBPX vs TMPFX
NUSIX	Navigator Ultra Short Term Bond Fund	0.65%	Mar 21, 2019	SMBPX vs NUSIX
BUBSX	Baird Ultra Short Bond Fund	0.65%	Dec 31, 2013	SMBPX vs BUBSX
DFIHX	DFA One Year Fixed Income Portfolio	0.72%	Jul 25, 1983	SMBPX vs DFIHX
BUBIX	Baird Ultra Short Bond Fund Institutional Class	0.72%	Dec 31, 2013	SMBPX vs BUBIX

Lowest Drawdown Alternatives to SMBPX

SMBPX alternatives from the Ultrashort Bond category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
UGSDX	U.S. Global Investors U.S. Government Ultra-Short ...	0.00%	Dec 2, 2013	SMBPX vs UGSDX
TMPFX	Tactical Multi-Purpose Fund	0.00%	Mar 30, 2017	SMBPX vs TMPFX
NUSIX	Navigator Ultra Short Term Bond Fund	-0.10%	Mar 21, 2019	SMBPX vs NUSIX
MUIIX	Morgan Stanley Institutional Fund Trust Ultra-Shor...	-0.10%	Apr 28, 2016	SMBPX vs MUIIX
BUBSX	Baird Ultra Short Bond Fund	-0.10%	Dec 31, 2013	SMBPX vs BUBSX

Other Mutual Funds from Saratoga

Most popular Saratoga mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
SLCGX	Saratoga Large Capitalization Growth Portfolio	Large Cap Growth Equities	21	-16.54%	Sep 1, 1994	SMBPX vs SLCGX
SPMAX	Saratoga Mid Capitalization Portfolio	Mid Cap Blend Equities	29	-2.04%	Jun 28, 2002	SMBPX vs SPMAX
SIEPX	Saratoga International Equity Portfolio	Foreign Large Cap Equities	51	-1.34%	Sep 1, 1994	SMBPX vs SIEPX
STPAX	Saratoga Technology & Communications Portfolio	Technology Equities	16	-13.24%	Oct 21, 1997	SMBPX vs STPAX
SBMIX	Saratoga Moderate Balanced Allocation Portfolio	Diversified Portfolio	40	-4.78%	Dec 28, 2017	SMBPX vs SBMIX
SABIX	Saratoga Aggressive Balanced Allocation Portfolio	Diversified Portfolio	34	-5.28%	Dec 28, 2017	SMBPX vs SABIX
SSCPX	Saratoga Small Capitalization Portfolio	Small Cap Growth Equities	34	-2.63%	Sep 1, 1994	SMBPX vs SSCPX
SIBPX	Saratoga Investment Quality Bond Portfolio	Short-Term Bond	33	-1.04%	Sep 1, 1994	SMBPX vs SIBPX
LUNAX	Saratoga Conservative Balanced Allocation Portfoli...	Diversified Portfolio	53	-3.56%	Dec 28, 2017	SMBPX vs LUNAX
SMICX	Saratoga Moderately Conservative Balanced Allocati...	Diversified Portfolio	47	-4.09%	Dec 28, 2017	SMBPX vs SMICX

Often Compared With SMBPX

What investors most often compare with SMBPX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
SHPAX	Saratoga Health & Biotechnology Fund	Health & Biotech Equities	40	-1.13%	Jul 14, 1999	SMBPX vs SHPAX
SAMIX	Saratoga Moderately Aggressive Balanced Allocation...	Diversified Portfolio	37	-4.90%	Dec 28, 2017	SMBPX vs SAMIX
CBUDX	CrossingBridge Ultra-Short Duration Fund	Ultrashort Bond	100	0.75%	Jun 29, 2021	SMBPX vs CBUDX

Compare SMBPX with Any Fund or Stock

Compare SMBPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Saratoga Municipal Bond Portfolio

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