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SOKAX: SAAT CORE MARKET STRATEGY FUND SAAT CORE MARKET STRATEGY FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A) (MUTUAL FUND)
Basic Info 10.06 0.01(0.10%) April 24
Asset Class: | Conservative Allocation |
MyPlanIQ Rating: | (85%) |
Start Date: | 03/30/2004 |
Last Dividend Date: | 04/05/2024 |
12-Mo. Yield | 2.91% |
Expenses | 1.06% |
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Performance Analytics (As of 04/12/2024)
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See Conservative Allocation Asset Class Trend Rankings |
Top Rated Funds in Conservative Allocation
Best Mutual Funds
- PMCDX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION MODERATE-CONSERVATIVE ADVISOR CLASS) 0.10% (100%)
- EXDAX (PRO-BLEND(R) CONSERVATIVE TERM SERIES PRO-BLEND(R) CONSERVATIVE TERM SERIES CLASS S) 0.24% (98%)
- EXBAX (PRO-BLEND(R) MODERATE TERM SERIES PRO-BLEND(R) MODERATE TERM SERIES CLASS S) 0.29% (98%)
- TEBRX (THE TEBERG FUND THE TEBERG FUND) 0.14% (98%)
- KMDNX (KINETICS MULTI-DISCIPLINARY INCOME FUND NO LOAD) 0.0% (98%)
- PRPFX (PERMANENT PORTFOLIO CLASS I) 0.18% (97%)
- AONIX (ONE CHOICE PORTFOLIO: VERY CONSERVATIVE INVESTOR CLASS) 0.09% (96%)
- BERIX (BERWYN INCOME FUND BERWYN INCOME FUND) 0.08% (96%)
- NIPAX (COLUMBIA CAPITAL ALLOCATION MODERATE CONSERVATIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE CONSERVATIVE PORTFOLIO CLASS Z) 0.11% (96%)
- EKSCX (WELLS FARGO DIVERSIFIED INCOME BUILDER FUND CLASS C) 0.34% (96%)
Best ETFs
- AOK (iShares Core Conservative Allocation ETF) 0.19% (83%)
- AOM (iShares Core Moderate Allocation ETF) 0.17% (83%)
- PCEF (Invesco CEF Income Composite ETF) 0.44% (29%)
- IYLD (iShares Morningstar Multi-Asset Income ETF) 0.20% (26%)
Best Closed End Funds
- CSQ (Calamos Strategic Total Return Closed Fund) 0.06% (100%)
- FOF (Cohen & Steers Closed End Opportunity Closed Fund) 0.0% (99%)
- FT (Franklin Universal Closed Fund) 0.15% (99%)
- PDT (John Hancock Premium Dividend Fund) 0.09% (99%)
- MFV (MFS Special Value Trust) 0.0% (99%)
- TPZ (Tortoise Power and Energy Infrastructure Closed Fund) 0.07% (27%)