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 75. There are 23 mutual funds in the Tactical Allocation category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Astor Dynamic Allocation Fund | 97 | — | Oct 2009 | SAAAX vs ASTIX | |
| Invesco Balanced-Risk Allocation Fund | 95 | — | Jun 2009 | SAAAX vs ABRYX | |
| Invesco Balanced-Risk Allocation Fund Class A | 95 | — | Jun 2009 | SAAAX vs ABRZX | |
| RESQ Dynamic Allocation Fund | 95 | — | Dec 2013 | SAAAX vs RQEIX | |
| Potomac Defensive Bull Fund | 93 | — | Jun 2020 | SAAAX vs CRDBX |
Top Performing SAAAX Alternatives (YTD)
SAAAX is at 11.79% YTD. There are 18 mutual funds in the Tactical Allocation category with higher YTD returns, going as high as 55.72%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Evolution Plus Fund | 55.72% | — | Sep 2019 | SAAAX vs QEVOX | |
| Donoghue Forlines Momentum Fund | 37.80% | — | Dec 2016 | SAAAX vs MOJOX | |
| Teberg Fund | 29.45% | — | Mar 2002 | SAAAX vs TEBRX | |
| Invesco Balanced-Risk Allocation Fund | 21.28% | — | Jun 2009 | SAAAX vs ABRYX | |
| Invesco Balanced-Risk Allocation Fund Class A | 21.20% | — | Jun 2009 | SAAAX vs ABRZX |
Lowest Volatility Alternatives to SAAAX
SAAAX has 8.99% 1-year volatility. There are 38 mutual funds in the Tactical Allocation category with lower 1-year volatility, going as low as 2.41%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.41% | — | Aug 2012 | SAAAX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 2.58% | — | Apr 2012 | SAAAX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.74% | — | Jul 2014 | SAAAX vs TTIFX | |
| Hundredfold Select Alternative Fund | 4.53% | — | Aug 2004 | SAAAX vs SFHYX | |
| Hundredfold Select Alternative Fund Investor Class | 4.53% | — | — | SAAAX vs HFSAX |
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 | |
| AQR Diversifying Strategies Fund Class N | -1.97% | — | Jun 2020 | SAAAX vs QDSNX | |
| 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 |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include NASDX, VFAIX, VTMFX and span 10 categories. AUM among these funds goes as high as $29B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 75 | 21.38% | — | Jan 2000 | SAAAX vs NASDX | |
| Vanguard Financials Index Fund Admiral Shares | Financials Equities | 4 | -5.08% | 13.70B | Feb 2004 | SAAAX vs VFAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 81 | 6.03% | 11.90B | Sep 1994 | SAAAX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 70 | 11.31% | 28.60B | Sep 1994 | SAAAX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 73 | 11.69% | — | Jul 1993 | SAAAX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 28 | 11.23% | — | Sep 2021 | SAAAX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 13.10% | — | May 2011 | SAAAX vs LIVIX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 92 | 12.48% | — | Dec 2012 | SAAAX vs BDMIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.93% | — | Dec 1991 | SAAAX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 67 | 15.25% | — | Jul 2010 | SAAAX vs ASFYX |
Often Compared With SAAAX
Investors most often compare SAAAX with SCHD, VOO, GTAIX. These 10 comparison targets span 4 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Dividend Equity ETF | Dividend | 80 | 19.01% | 94.95B | Oct 2011 | SAAAX vs SCHD | |
| Vanguard S&P 500 ETF | S&P 500 | 70 | 10.91% | 1.60T | Sep 2010 | SAAAX vs VOO | |
| Donoghue Forlines Tactical Allocation Fund | Tactical Allocation | 89 | 12.59% | — | Apr 2018 | SAAAX vs GTAIX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 22 | 0.25% | — | Aug 2005 | SAAAX vs BDJ | |
| BlackRock Tactical Opportunities Fund Institutiona... | Tactical Allocation | 66 | 9.80% | — | Jun 1993 | SAAAX vs PBAIX | |
| PIMCO Dynamic Income Strategy Fund | Tactical Allocation | 10 | 18.39% | — | Feb 2019 | SAAAX vs PDX | |
| BNY Mellon Global Real Return Fund - Class I | Tactical Allocation | 79 | 7.29% | — | May 2010 | SAAAX vs DRRIX | |
| Upright Assets Allocation Plus Fund | Tactical Allocation | — | — | — | Oct 2017 | SAAAX vs UPAAX | |
| PIMCO All Asset Fund | Tactical Allocation | 91 | 9.42% | — | Nov 2002 | SAAAX vs PAAIX | |
| PIMCO All Asset Fund Class A | Tactical Allocation | 90 | 9.23% | — | Apr 2008 | SAAAX vs PASAX |
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