SRH Total Return Fund Inc. (STEW) 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 STEW. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to STEW
STEW charges 2.28% annually. There are 537 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| John Hancock Diversified Income Fund | 0.02% | — | May 2011 | STEW vs HEQ | |
| Highland Funds I - Highland Opportunities and Inco... | 0.02% | — | Jan 2000 | STEW vs HFRO | |
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | STEW vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | STEW vs PALDX | |
| Dimensional Managed Account Fund | 0.03% | — | Mar 2012 | STEW vs DMA |
Best Risk-Adjusted Alternatives to STEW
STEW has a PortfoliosLab risk / return rank of 12. There are 537 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 | STEW vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | STEW vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | STEW vs NWQIX | |
| Pioneer Balanced ESG Fund | 93 | — | Dec 1991 | STEW vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 93 | — | Dec 1991 | STEW vs AOBLX |
Top Performing STEW Alternatives (YTD)
STEW is at 0.49% YTD. There are 545 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 32.36%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Highland Funds I - Highland Opportunities and Inco... | 32.36% | — | Jan 2000 | STEW vs HFRO | |
| Allspring Diversified Capital Builder Fund | 31.24% | — | Jan 1998 | STEW vs EKBAX | |
| Hood River New Opportunities Fund Institutional Cl... | 22.82% | — | — | STEW vs HRNOX | |
| Greenspring Fund | 19.30% | — | Jun 1983 | STEW vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 19.20% | — | Aug 1998 | STEW vs MHELX |
Lowest Volatility Alternatives to STEW
STEW has 10.91% 1-year volatility. There are 433 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | STEW vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.82% | — | Nov 2003 | STEW vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.87% | — | Apr 2012 | STEW vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | STEW vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | STEW vs CSTAX |
Lowest Drawdown Alternatives to STEW
STEW has a 1-year max drawdown of -9.68%. There are 518 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 | STEW vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | STEW vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | STEW vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | STEW vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | STEW vs CSTAX |
Often Compared With STEW
Investors most often compare STEW with ADX, PMFKX, AAAAX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare STEW with Any Fund or Stock
Compare STEW with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair STEW with funds that move differently
SRH Total Return Fund Inc. alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to STEW.
Explore STEW Diversifiers