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 27 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 Growth and Income Strategy Portfolio | 0.19% | — | Jan 1998 | SAAAX vs GOIIX | |
| Goldman Sachs Balanced Strategy Portfolio | 0.19% | — | Jan 1998 | SAAAX vs GIPIX | |
| 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 36 mutual funds in the Tactical Allocation category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Astor Dynamic Allocation Fund | 95 | — | Oct 2009 | SAAAX vs ASTIX | |
| Hussman Strategic Total Return Fund | 95 | — | Sep 2002 | SAAAX vs HSTRX | |
| PIMCO All Asset Fund | 95 | — | Nov 2002 | SAAAX vs PAAIX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 94 | — | Apr 2012 | SAAAX vs SIOAX | |
| PIMCO All Asset Fund Class A | 94 | — | Apr 2008 | SAAAX vs PASAX |
Top Performing SAAAX Alternatives (YTD)
SAAAX is at 8.03% YTD. There are 32 mutual funds in the Tactical Allocation category with higher YTD returns, going as high as 43.03%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Evolution Plus Fund | 43.03% | — | Sep 2019 | SAAAX vs QEVOX | |
| Donoghue Forlines Momentum Fund | 33.55% | — | Dec 2016 | SAAAX vs MOJOX | |
| Teberg Fund | 21.81% | — | Mar 2002 | SAAAX vs TEBRX | |
| PIMCO Dynamic Income Strategy Fund | 19.01% | — | Feb 2019 | SAAAX vs PDX | |
| Potomac Defensive Bull Fund | 18.43% | — | Jun 2020 | SAAAX vs CRDBX |
Lowest Volatility Alternatives to SAAAX
SAAAX has 9.65% 1-year volatility. There are 34 mutual funds in the Tactical Allocation category with lower 1-year volatility, going as low as 2.54%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.54% | — | Aug 2012 | SAAAX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 2.81% | — | Apr 2012 | SAAAX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.83% | — | Jul 2014 | SAAAX vs TTIFX | |
| OnTrack Core Fund | 4.15% | — | Jan 2013 | SAAAX vs OTRFX | |
| Hussman Strategic Total Return Fund | 4.31% | — | Sep 2002 | SAAAX vs HSTRX |
Lowest Drawdown Alternatives to SAAAX
SAAAX has a 1-year max drawdown of -7.14%. There are 42 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 | -2.48% | — | 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 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 29 | 10.45% | — | Sep 2021 | SAAAX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 63 | 9.34% | — | Jul 1993 | SAAAX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 97 | 12.04% | — | Dec 2012 | SAAAX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund - Institutional... | Target Retirement Date | 70 | 11.03% | — | May 2011 | SAAAX vs LIVIX | |
| BlackRock Enhanced Equity Dividend Trust | Derivative Income | 64 | 8.08% | — | Aug 2005 | SAAAX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 30 | 22.08% | — | May 2000 | SAAAX vs BGSAX | |
| BlackRock Global Equity Market Neutral Fund Invest... | Equity Market Neutral | 97 | 11.82% | — | Dec 2012 | SAAAX vs BDMAX | |
| BlackRock Equity Dividend Fund | Large Cap Value Equities | 87 | 15.65% | — | Nov 1988 | SAAAX vs MADVX | |
| BlackRock Strategic Income Opportunities Fund Clas... | Total Bond Market | 64 | 1.03% | — | Feb 2008 | SAAAX vs BSIIX | |
| BlackRock High Yield K | High Yield Bonds | 78 | 1.22% | — | Jan 2001 | SAAAX vs BRHYX |
Often Compared With SAAAX
Investors most often compare SAAAX with SCHD, VOO, GTAIX. These 20 comparison targets span 10 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