SEI Institutional Managed Trust Multi-Asset Capital Stability Fund (SCLAX) 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 SCLAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SCLAX
SCLAX charges 0.62% annually. There are 253 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | SCLAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | SCLAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | SCLAX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | SCLAX vs VBAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | SCLAX vs FYMIX |
Best Risk-Adjusted Alternatives to SCLAX
SCLAX has a PortfoliosLab risk / return rank of 78. There are 68 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 | SCLAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | SCLAX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | SCLAX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | SCLAX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | SCLAX vs AOBLX |
Top Performing SCLAX Alternatives (YTD)
SCLAX is at 2.56% YTD. There are 512 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 31.24%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 31.24% | — | Jan 1998 | SCLAX vs EKBAX | |
| Greenspring Fund | 20.03% | — | Jun 1983 | SCLAX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 19.67% | — | Aug 1998 | SCLAX vs MHELX | |
| ICON Equity Income Fund | 17.57% | — | May 2004 | SCLAX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.12% | — | Dec 2002 | SCLAX vs TIBIX |
Lowest Volatility Alternatives to SCLAX
SCLAX has 2.86% 1-year volatility. There are 2 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 | SCLAX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.83% | — | Nov 2003 | SCLAX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | SCLAX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | SCLAX vs CSTAX | |
| DFA Global Allocation 25/75 Portfolio | 3.61% | — | Dec 2003 | SCLAX vs DGTSX |
Lowest Drawdown Alternatives to SCLAX
SCLAX has a 1-year max drawdown of -2.32%. There is 1 mutual fund in the Diversified Portfolio category with a shallower 1-year drawdown, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | SCLAX vs STDAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | SCLAX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | SCLAX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | SCLAX vs CSTAX | |
| Ave Maria Bond Fund | -2.83% | — | Apr 2003 | SCLAX vs AVEFX |
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 | 40 | 15.17% | — | Sep 2021 | SCLAX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 62 | 10.45% | — | Jul 1993 | SCLAX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 96 | 11.18% | — | Dec 2012 | SCLAX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 60 | 11.17% | — | May 2011 | SCLAX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 71 | 10.57% | — | Dec 1991 | SCLAX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 56 | 10.47% | — | Jul 2010 | SCLAX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 45 | 6.96% | — | Aug 2005 | SCLAX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 40 | 28.69% | — | Apr 2000 | SCLAX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 75 | 6.57% | — | Oct 2007 | SCLAX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 69 | 12.59% | — | Sep 1999 | SCLAX vs FAMRX |
Often Compared With SCLAX
Investors most often compare SCLAX with FHLKX, AONIX, LKBAX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare SCLAX with Any Fund or Stock
Compare SCLAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SCLAX with funds that move differently
SEI Institutional Managed Trust Multi-Asset Capital Stability Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SCLAX.
Explore SCLAX Diversifiers