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 a closer substitute for your current allocation.
Cheapest Alternatives to SMICX
SMICX charges 0.99% annually. There are 405 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 | SMICX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | SMICX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | SMICX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | SMICX vs FYMIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | SMICX vs VTMFX |
Best Risk-Adjusted Alternatives to SMICX
SMICX has a PortfoliosLab risk / return rank of 36. There are 440 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 | SMICX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | SMICX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | SMICX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | SMICX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | SMICX vs AOBLX |
Top Performing SMICX Alternatives (YTD)
SMICX is at 4.91% YTD. There are 326 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 34.11%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 34.11% | — | Jan 1998 | SMICX vs EKBAX | |
| MH Elite Small Cap Fund of Funds Fund | 20.86% | — | Aug 1998 | SMICX vs MHELX | |
| Greenspring Fund | 20.56% | — | Jun 1983 | SMICX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 16.73% | — | Dec 2002 | SMICX vs TIBIX | |
| ICON Equity Income Fund | 13.66% | — | May 2004 | SMICX vs IOEZX |
Lowest Volatility Alternatives to SMICX
SMICX has 9.07% 1-year volatility. There are 324 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 | SMICX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.84% | — | Apr 2012 | SMICX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.85% | — | Nov 2003 | SMICX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | SMICX vs AVEFX | |
| American Funds College 2027 Fund | 3.14% | — | Sep 2012 | SMICX vs CSTAX |
Lowest Drawdown Alternatives to SMICX
SMICX has a 1-year max drawdown of -6.64%. There are 311 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 | SMICX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | SMICX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | SMICX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | SMICX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | SMICX vs CSTAX |
Other Mutual Funds from Saratoga
The 10 most viewed Saratoga mutual funds shown here include SLCGX, SBMIX, SPMAX and span 8 categories.
Often Compared With SMICX
Investors most often compare SMICX with SIBPX, SAMIX, PMAIX. These 19 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare SMICX with Any Fund or Stock
Compare SMICX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SMICX with funds that move differently
Saratoga Moderately Conservative Balanced Allocation Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SMICX.
Explore SMICX Diversifiers