SMI Multi-Strategy Fund (SMILX) 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 SMILX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SMILX
SMILX charges 1.15% annually. There are 457 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 | SMILX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | SMILX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | SMILX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | SMILX vs VTMFX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | SMILX vs FYMIX |
Best Risk-Adjusted Alternatives to SMILX
SMILX has a PortfoliosLab risk / return rank of 53. There are 312 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 | SMILX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | SMILX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | SMILX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | SMILX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | SMILX vs AOBLX |
Top Performing SMILX Alternatives (YTD)
SMILX is at 10.56% YTD. There are 32 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 | SMILX vs EKBAX | |
| MH Elite Small Cap Fund of Funds Fund | 20.86% | — | Aug 1998 | SMILX vs MHELX | |
| Greenspring Fund | 20.56% | — | Jun 1983 | SMILX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 16.73% | — | Dec 2002 | SMILX vs TIBIX | |
| ICON Equity Income Fund | 13.66% | — | May 2004 | SMILX vs IOEZX |
Lowest Volatility Alternatives to SMILX
SMILX has 13.42% 1-year volatility. There are 512 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 | SMILX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.84% | — | Apr 2012 | SMILX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.85% | — | Nov 2003 | SMILX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | SMILX vs AVEFX | |
| American Funds College 2027 Fund | 3.14% | — | Sep 2012 | SMILX vs CSTAX |
Lowest Drawdown Alternatives to SMILX
SMILX has a 1-year max drawdown of -8.14%. There are 444 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 | SMILX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | SMILX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | SMILX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | SMILX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | SMILX vs CSTAX |
Other Mutual Funds from SMI Funds
The 2 most viewed SMI Funds mutual funds shown here include SMIDX, SMIFX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| SMI Dynamic Allocation Fund | Tactical Allocation | 51 | 7.94% | — | Feb 2013 | SMILX vs SMIDX | |
| Sound Mind Investing Fund | Diversified Portfolio | 36 | 13.35% | — | Dec 2005 | SMILX vs SMIFX |
Often Compared With SMILX
Investors most often compare SMILX with SCHD, PUDZX, CONWX. These 18 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare SMILX with Any Fund or Stock
Compare SMILX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SMILX with funds that move differently
SMI Multi-Strategy Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SMILX.
Explore SMILX Diversifiers