1919 Socially Responsive Balanced Fund (SSIAX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to SSIAX
SSIAX charges 0.97% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among SSIAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | SSIAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | SSIAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | SSIAX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | SSIAX vs BWBIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | SSIAX vs MAANX |
Best Risk-Adjusted Alternatives to SSIAX
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 | SSIAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | SSIAX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | SSIAX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | SSIAX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | SSIAX vs PMAIX |
Top Performing SSIAX Alternatives (YTD)
SSIAX 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 | SSIAX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | SSIAX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | SSIAX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | SSIAX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | SSIAX vs CONWX |
Lowest Volatility Alternatives to SSIAX
SSIAX 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 | SSIAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | SSIAX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | SSIAX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | SSIAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | SSIAX vs SICIX |
Lowest Drawdown Alternatives to SSIAX
SSIAX 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 | SSIAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | SSIAX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | SSIAX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | SSIAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | SSIAX vs SICIX |
Often Compared With SSIAX
What investors most often compare with SSIAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | SSIAX vs SPY | |
| iShares ESG MSCI USA ETF | Large Cap Growth Equities | 61 | -4.83% | Dec 1, 2016 | SSIAX vs ESGU | |
| Avantis Moderate Allocation ETF | Diversified Portfolio | 83 | 1.73% | Jun 27, 2023 | SSIAX vs AVMA | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | SSIAX vs WWWEX | |
| Fidelity Sustainable Multi-Asset Fund | Diversified Portfolio | 64 | -4.40% | Feb 9, 2022 | SSIAX vs FYMIX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | SSIAX vs QBDSX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | SSIAX vs TPDAX |
Compare SSIAX with Any Fund or Stock
Compare SSIAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.