SEI Institutional Managed Trust Multi-Asset Accumulation Fund (SAAAX) belongs to the Tactical Allocation category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SAAAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SAAAX
SAAAX charges 1.17% annually. There are 26 mutual funds in the Tactical Allocation category with lower expense ratios, going as low as 0.19%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Balanced Strategy Portfolio | 0.19% | — | Jan 1998 | SAAAX vs GIPIX | |
| Goldman Sachs Growth and Income Strategy Portfolio | 0.19% | — | Jan 1998 | SAAAX vs GOIIX | |
| PIMCO All Asset All Authority Fund | 0.21% | — | Oct 2003 | SAAAX vs PAUIX | |
| Columbia Thermostat Fund | 0.24% | — | Sep 2002 | SAAAX vs COTZX | |
| GuidePath Flexible Income Allocation Fund | 0.50% | — | Aug 2012 | SAAAX vs GPIFX |
Best Risk-Adjusted Alternatives to SAAAX
SAAAX has a PortfoliosLab risk / return rank of 61. There are 32 mutual funds in the Tactical Allocation category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Astor Dynamic Allocation Fund | 93 | — | Oct 2009 | SAAAX vs ASTIX | |
| Hussman Strategic Total Return Fund | 92 | — | Sep 2002 | SAAAX vs HSTRX | |
| Donoghue Forlines Momentum Fund | 92 | — | Dec 2016 | SAAAX vs MOJOX | |
| Donoghue Forlines Tactical Allocation Fund | 91 | — | Apr 2018 | SAAAX vs GTAIX | |
| AQR Diversifying Strategies Fund Class N | 91 | — | Jun 2020 | SAAAX vs QDSNX |
Top Performing SAAAX Alternatives (YTD)
SAAAX is at 8.81% YTD. There are 30 mutual funds in the Tactical Allocation category with higher YTD returns, going as high as 50.00%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Evolution Plus Fund | 50.00% | — | Sep 2019 | SAAAX vs QEVOX | |
| Donoghue Forlines Momentum Fund | 40.75% | — | Dec 2016 | SAAAX vs MOJOX | |
| Teberg Fund | 27.65% | — | Mar 2002 | SAAAX vs TEBRX | |
| Quantified STF Fund | 25.79% | — | Nov 2015 | SAAAX vs QSTFX | |
| Potomac Defensive Bull Fund | 22.18% | — | Jun 2020 | SAAAX vs CRDBX |
Lowest Volatility Alternatives to SAAAX
SAAAX has 9.58% 1-year volatility. There are 35 mutual funds in the Tactical Allocation category with lower 1-year volatility, going as low as 2.50%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.50% | — | Aug 2012 | SAAAX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 2.71% | — | Apr 2012 | SAAAX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.82% | — | Jul 2014 | SAAAX vs TTIFX | |
| Hussman Strategic Total Return Fund | 4.65% | — | Sep 2002 | SAAAX vs HSTRX | |
| Hundredfold Select Alternative Fund | 4.73% | — | Aug 2004 | SAAAX vs SFHYX |
Lowest Drawdown Alternatives to SAAAX
SAAAX has a 1-year max drawdown of -7.14%. There are 41 mutual funds in the Tactical Allocation category with shallower 1-year drawdowns, going as shallow as -1.69%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | -1.69% | — | Aug 2012 | SAAAX vs GPIFX | |
| Goldman Sachs TacticalTiltOverlayFund | -2.11% | — | Jul 2014 | SAAAX vs TTIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | -2.34% | — | Apr 2012 | SAAAX vs SIOAX | |
| Hussman Strategic Total Return Fund | -2.42% | — | Sep 2002 | SAAAX vs HSTRX | |
| Astor Dynamic Allocation Fund | -2.77% | — | Oct 2009 | SAAAX vs ASTIX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 39 | 15.10% | — | Sep 2021 | SAAAX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 65 | 11.33% | — | Jul 1993 | SAAAX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 96 | 11.25% | — | Dec 2012 | SAAAX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 64 | 12.43% | — | May 2011 | SAAAX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 73 | 11.70% | — | Dec 1991 | SAAAX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 51 | 9.56% | — | Jul 2010 | SAAAX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 41 | 5.97% | — | Aug 2005 | SAAAX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 50 | 34.57% | — | Apr 2000 | SAAAX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 72 | 6.74% | — | Oct 2007 | SAAAX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 72 | 13.91% | — | Sep 1999 | SAAAX vs FAMRX |
Often Compared With SAAAX
Investors most often compare SAAAX with SCHD, VOO, VTMFX. These 18 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare SAAAX with Any Fund or Stock
Compare SAAAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SAAAX with funds that move differently
SEI Institutional Managed Trust Multi-Asset Accumulation Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SAAAX.
Explore SAAAX Diversifiers