SMI Multi-Strategy Fund (SMILX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to SMILX
SMILX charges 1.15% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among SMILX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | SMILX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | SMILX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | SMILX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | SMILX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | SMILX vs FYMIX |
Best Risk-Adjusted Alternatives to SMILX
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 | SMILX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | SMILX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | SMILX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | SMILX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | SMILX vs PMAIX |
Top Performing SMILX Alternatives (YTD)
SMILX 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 | SMILX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | SMILX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | SMILX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | SMILX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | SMILX vs CONWX |
Lowest Volatility Alternatives to SMILX
SMILX 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 | SMILX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | SMILX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | SMILX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | SMILX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | SMILX vs SICIX |
Lowest Drawdown Alternatives to SMILX
SMILX 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 | SMILX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | SMILX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | SMILX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | SMILX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | SMILX vs SICIX |
Other Mutual Funds from SMI Funds
Most popular SMI Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| SMI Dynamic Allocation Fund | Tactical Allocation | 82 | -1.27% | Feb 27, 2013 | SMILX vs SMIDX | |
| Sound Mind Investing Fund | Diversified Portfolio | 29 | 3.42% | Dec 1, 2005 | SMILX vs SMIFX |
Often Compared With SMILX
What investors most often compare with SMILX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Schwab U.S. Dividend Equity ETF | Dividend | 52 | 12.79% | Oct 20, 2011 | SMILX vs SCHD | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | SMILX vs QBDSX | |
| Mutual of America Aggressive Allocation Fund | Diversified Portfolio | 44 | -3.18% | Nov 29, 2021 | SMILX vs MAANX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | SMILX vs TPDAX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | SMILX vs WWWEX |
Compare SMILX with Any Fund or Stock
Compare SMILX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.