Saratoga Moderately Conservative Balanced Allocation Portfolio (SMICX) Alternatives
Saratoga Moderately Conservative Balanced Allocation Portfolio (SMICX) 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 SMICX. 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 SMICX
SMICX charges 0.99% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among SMICX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | SMICX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | SMICX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | SMICX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | SMICX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | SMICX vs BWBIX |
Best Risk-Adjusted Alternatives to SMICX
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 | SMICX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | SMICX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | SMICX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | SMICX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | SMICX vs PMAIX |
Top Performing SMICX Alternatives (YTD)
SMICX 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 | SMICX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | SMICX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | SMICX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | SMICX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | SMICX vs CONWX |
Lowest Volatility Alternatives to SMICX
SMICX 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 | SMICX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | SMICX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | SMICX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | SMICX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | SMICX vs SICIX |
Lowest Drawdown Alternatives to SMICX
SMICX 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 | SMICX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | SMICX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | SMICX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | SMICX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | SMICX vs SICIX |
Other Mutual Funds from Saratoga
Most popular Saratoga mutual funds on PortfoliosLab, across asset classes.
Often Compared With SMICX
What investors most often compare with SMICX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | SMICX vs QBDSX | |
| Saratoga Health & Biotechnology Fund | Health & Biotech Equities | 40 | -1.13% | Jul 14, 1999 | SMICX vs SHPAX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | SMICX vs TPDAX | |
| Mutual of America Aggressive Allocation Fund | Diversified Portfolio | 44 | -3.18% | Nov 29, 2021 | SMICX vs MAANX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | SMICX vs WWWEX |
Compare SMICX with Any Fund or Stock
Compare SMICX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.