1919 Socially Responsive Balanced Fund (SSIAX) 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 SSIAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SSIAX
SSIAX charges 0.97% annually. There are 395 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 | SSIAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | SSIAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | SSIAX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | SSIAX vs VBAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | SSIAX vs FYMIX |
Best Risk-Adjusted Alternatives to SSIAX
SSIAX has a PortfoliosLab risk / return rank of 25. There are 504 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 | SSIAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | SSIAX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | SSIAX vs NWQIX | |
| Federated Hermes Municipal and Stock Advantage Fun... | 94 | — | Sep 2003 | SSIAX vs FMUAX | |
| Pioneer Balanced ESG Fund | 93 | — | Dec 1991 | SSIAX vs AYBLX |
Top Performing SSIAX Alternatives (YTD)
SSIAX is at 4.11% YTD. There are 455 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 30.31%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 30.31% | — | Jan 1998 | SSIAX vs EKBAX | |
| Greenspring Fund | 19.30% | — | Jun 1983 | SSIAX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 18.84% | — | Aug 1998 | SSIAX vs MHELX | |
| ICON Equity Income Fund | 18.66% | — | May 2004 | SSIAX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.85% | — | Dec 2002 | SSIAX vs TIBIX |
Lowest Volatility Alternatives to SSIAX
SSIAX has 8.64% 1-year volatility. There are 267 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 | SSIAX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.82% | — | Nov 2003 | SSIAX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.87% | — | Apr 2012 | SSIAX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | SSIAX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | SSIAX vs CSTAX |
Lowest Drawdown Alternatives to SSIAX
SSIAX has a 1-year max drawdown of -7.77%. There are 415 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 | SSIAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | SSIAX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | SSIAX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | SSIAX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | SSIAX vs CSTAX |
Often Compared With SSIAX
Investors most often compare SSIAX with SPY, ESGU, AVMA. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare SSIAX with Any Fund or Stock
Compare SSIAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SSIAX with funds that move differently
1919 Socially Responsive Balanced Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SSIAX.
Explore SSIAX Diversifiers