SDLAX Alternatives & Similar Mutual Funds

SEI Institutional Investments Trust Dynamic Asset Allocation Fund (SDLAX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SDLAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to SDLAX

SDLAX charges 0.67% annually. There are 193 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016	SDLAX vs VSTSX
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—	SDLAX vs VFFSX
FSKAX	Fidelity Total Market Index Fund	0.02%	—	—	SDLAX vs FSKAX
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	0.02%	—	Feb 2016	SDLAX vs FLCPX
SSSYX	State Street Equity 500 Index Fund Class K	0.02%	—	Sep 2014	SDLAX vs SSSYX

Best Risk-Adjusted Alternatives to SDLAX

SDLAX has a PortfoliosLab risk / return rank of 53. There are 214 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.

Symbol	Name	Risk / Return Rank	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	96	17.20B	Dec 2004	SDLAX vs VPCCX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	95	92.00B	Nov 2001	SDLAX vs VPMAX
POSKX	PrimeCap Odyssey Stock Fund	94	—	Nov 2004	SDLAX vs POSKX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	92	—	Feb 2004	SDLAX vs GTLOX
IGIAX	Integrity ESG Growth & Income Fund	91	—	Jan 1995	SDLAX vs IGIAX

Top Performing SDLAX Alternatives (YTD)

SDLAX is at 8.32% YTD. There are 242 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 33.95%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	33.95%	17.20B	Dec 2004	SDLAX vs VPCCX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	29.80%	92.00B	Nov 2001	SDLAX vs VPMAX
IGIAX	Integrity ESG Growth & Income Fund	27.12%	—	Jan 1995	SDLAX vs IGIAX
FLCKX	Fidelity Leveraged Company Stock Fund Class K	27.04%	—	May 2008	SDLAX vs FLCKX
FLVCX	Fidelity Leveraged Company Stock Fund	26.99%	—	Dec 2000	SDLAX vs FLVCX

Lowest Volatility Alternatives to SDLAX

SDLAX has 13.47% 1-year volatility. There are 306 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.29%.

Symbol	Name	Volatility 1Y	AUM	Inception
ORDNX	North Square Preferred and Income Securities Fund	2.29%	—	Jun 2013	SDLAX vs ORDNX
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.40%	—	Mar 2021	SDLAX vs SVPFX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.39%	—	Jul 2012	SDLAX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.40%	—	Jul 2012	SDLAX vs AUEIX
FSUVX	Fidelity SAI U.S. Low Volatility Index Fund	8.59%	—	May 2015	SDLAX vs FSUVX

Lowest Drawdown Alternatives to SDLAX

SDLAX has a 1-year max drawdown of -9.76%. There are 247 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-1.33%	—	Mar 2021	SDLAX vs SVPFX
ORDNX	North Square Preferred and Income Securities Fund	-2.66%	—	Jun 2013	SDLAX vs ORDNX
RCKSX	Rock Oak Core Growth Fund	-4.14%	—	Dec 2004	SDLAX vs RCKSX
AUEIX	AQR Large Cap Defensive Style Fund	-5.91%	—	Jul 2012	SDLAX vs AUEIX
QUERX	AQR Large Cap Defensive Style Fund Class R6	-5.93%	—	Jul 2012	SDLAX vs QUERX

Other Mutual Funds from SEI

The 10 most viewed SEI mutual funds shown here include ENIAX, STDAX, SGYAX and span 9 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ENIAX	SEI Institutional Investments Trust Opportunistic ...	Ultrashort Bond	99	1.77%	—	Dec 2006	SDLAX vs ENIAX
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	Diversified Portfolio	99	1.48%	—	Nov 2003	SDLAX vs STDAX
SGYAX	SEI Institutional Investments Trust High Yield Bon...	High Yield Bonds	60	1.29%	—	Dec 2005	SDLAX vs SGYAX
SEATX	SEI Tax Exempt Trust Tax-Advantaged Income Fund	Intermediate Core-Plus Bond	46	2.21%	—	Sep 2007	SDLAX vs SEATX
SPINX	SEI Institutional Investments Trust S&P 500 Index ...	S&P 500	65	9.73%	—	Dec 2013	SDLAX vs SPINX
SIEMX	SEI Institutional International Trust Emerging Mar...	Emerging Markets Diversified	88	29.60%	—	Jan 1995	SDLAX vs SIEMX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	Diversified Portfolio	61	2.01%	—	Nov 2003	SDLAX vs SICIX
SEITX	SEI Institutional International Trust Internationa...	Foreign Large Cap Equities	50	11.04%	—	Dec 1989	SDLAX vs SEITX
CAVAX	SEI Catholic Values Trust Catholic Values Equity F...	Large Cap Blend Equities	44	8.14%	—	Apr 2015	SDLAX vs CAVAX
SEIMX	SEI Tax Exempt Trust Intermediate-Term Municipal F...	Municipal Bonds	66	1.27%	—	Sep 1989	SDLAX vs SEIMX

Often Compared With SDLAX

Investors most often compare SDLAX with FNILX, FXAIX, QQQ. These 20 comparison targets span 15 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FNILX	Fidelity ZERO Large Cap Index Fund	Large Cap Blend Equities	62	9.63%	—	—	SDLAX vs FNILX
FXAIX	Fidelity 500 Index Fund	S&P 500	65	9.79%	—	Feb 1988	SDLAX vs FXAIX
QQQ	Invesco QQQ ETF	Nasdaq-100	59	16.45%	493.17B	Mar 1999	SDLAX vs QQQ
DGRW	WisdomTree U.S. Quality Dividend Growth Fund	Dividend, Large Cap Growth Equities	48	6.36%	16.61B	May 2013	SDLAX vs DGRW
SPY	State Street SPDR S&P 500 ETF	S&P 500	59	8.15%	765.27B	Jan 1993	SDLAX vs SPY
GLOSX	Pioneer Global Sustainable Equity Fund Class A	Global Equities, Sustainable	84	14.57%	—	Dec 2005	SDLAX vs GLOSX
RPFCX	Davis Appreciation & Income Fund	Diversified Portfolio	85	9.77%	—	Apr 1992	SDLAX vs RPFCX
DGFAX	Davis Global Fund	Global Equities	22	-1.11%	—	Dec 2004	SDLAX vs DGFAX
FIUIX	Fidelity Telecom and Utilities Fund	Utilities Equities	5	5.31%	—	Nov 1987	SDLAX vs FIUIX
SBDAX	SEI Tax Exempt Trust California Municipal Bond Fun...	Municipal Bonds	53	0.18%	—	Aug 1998	SDLAX vs SBDAX
SEHAX	SEI Institutional Investments Trust U.S. Equity Fa...	Large Cap Blend Equities	73	10.50%	—	Apr 2018	SDLAX vs SEHAX
SUMAX	SEI Tax Exempt Trust Short Duration Municipal Fund	Municipal Bonds	90	0.90%	—	Nov 2003	SDLAX vs SUMAX
TIBAX	Thornburg Investment Income Builder Fund	Global Allocation	98	17.44%	—	Dec 2002	SDLAX vs TIBAX
SMQFX	SEI Institutional Investments Trust Emerging Marke...	Emerging Markets Diversified	90	26.31%	—	Oct 2014	SDLAX vs SMQFX
SLCAX	SEI Institutional Investments Trust Large Cap Fund	Large Cap Blend Equities	74	10.37%	—	Jun 1996	SDLAX vs SLCAX
TCSGX	SEI Daily Income Trust Short-Duration Government F...	Government Bonds	50	0.18%	—	Feb 1987	SDLAX vs TCSGX
SEPAX	SEI Tax-Exempt Trust Pennsylvania Municipal Bond F...	Municipal Bonds	56	0.49%	—	Aug 1998	SDLAX vs SEPAX
SRAAX	SEI Institutional Managed Trust Real Return Fund	Inflation-Protected Bonds	46	0.86%	—	Jul 2009	SDLAX vs SRAAX
SCPAX	SEI Institutional Investments Trust Large Cap Disc...	Large Cap Blend Equities	76	10.26%	—	Aug 2003	SDLAX vs SCPAX
SEFIX	SEI Institutional International Trust Internationa...	Global Bonds	4	0.00%	—	Aug 1993	SDLAX vs SEFIX

Compare SDLAX with Any Fund or Stock

Compare SDLAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair SDLAX with funds that move differently

SEI Institutional Investments Trust Dynamic Asset Allocation Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SDLAX.

Explore SDLAX Diversifiers

SEI Institutional Investments Trust Dynamic Asset Allocation Fund (SDLAX) Alternatives