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

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 funds that fit a different role in your portfolio.

Cheapest Alternatives to SDLAX

SDLAX charges 0.67% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among SDLAX alternatives.

Symbol	Name	Expense Ratio	Inception
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	Jun 27, 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 2, 2016	SDLAX vs FLCPX
SSSYX	State Street Equity 500 Index Fund Class K	0.02%	Sep 17, 2014	SDLAX vs SSSYX

Best Risk-Adjusted Alternatives to SDLAX

Among mutual funds in the Large Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.

Symbol	Name	Risk / Return Rank	Inception
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	93	Nov 12, 2001	SDLAX vs VPMAX
POGSX	Pin Oak Equity	91	Aug 3, 1992	SDLAX vs POGSX
SGOIX	First Eagle Overseas Fund Class I	89	—	SDLAX vs SGOIX
PAGRX	Permanent Portfolio Aggressive Growth Portfolio	88	Jan 2, 1990	SDLAX vs PAGRX
DHAMX	Centre American Select Equity Fund	87	Dec 21, 2011	SDLAX vs DHAMX

Top Performing SDLAX Alternatives (YTD)

SDLAX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
GQEIX	GQG Partners US Select Quality Equity Fund	9.81%	Sep 28, 2018	SDLAX vs GQEIX
NWAUX	Nationwide GQG US Quality Equity Fund	9.70%	Jan 24, 2021	SDLAX vs NWAUX
YFSIX	AMG Yacktman Global Fund	8.16%	Jan 30, 2017	SDLAX vs YFSIX
MUHLX	Muhlenkamp Fund	6.53%	Nov 1, 1988	SDLAX vs MUHLX
RCKSX	Rock Oak Core Growth Fund	6.05%	Dec 31, 2004	SDLAX vs RCKSX

Lowest Volatility Alternatives to SDLAX

SDLAX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
ORDNX	North Square Preferred and Income Securities Fund	2.63%	Jun 28, 2013	SDLAX vs ORDNX
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	8.02%	Mar 28, 2021	SDLAX vs SVPFX
FGJEX	Fidelity Advisor Growth & Income Fund Class Z	10.78%	Mar 20, 2025	SDLAX vs FGJEX
FEQHX	Fidelity Hedged Equity Fund	10.94%	Sep 8, 2022	SDLAX vs FEQHX
QUERX	AQR Large Cap Defensive Style Fund Class R6	12.03%	Jul 9, 2012	SDLAX vs QUERX

Lowest Drawdown Alternatives to SDLAX

SDLAX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
ORDNX	North Square Preferred and Income Securities Fund	-2.66%	Jun 28, 2013	SDLAX vs ORDNX
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-5.22%	Mar 28, 2021	SDLAX vs SVPFX
FEQHX	Fidelity Hedged Equity Fund	-7.40%	Sep 8, 2022	SDLAX vs FEQHX
FNSTX	Fidelity Infrastructure Fund	-8.43%	Nov 5, 2019	SDLAX vs FNSTX
GQEIX	GQG Partners US Select Quality Equity Fund	-8.67%	Sep 28, 2018	SDLAX vs GQEIX

Other Mutual Funds from SEI

Most popular SEI mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
ENIAX	SEI Institutional Investments Trust Opportunistic ...	Ultrashort Bond	92	0.38%	Dec 13, 2006	SDLAX vs ENIAX
SGYAX	SEI Institutional Investments Trust High Yield Bon...	High Yield Bonds	78	-1.71%	Dec 5, 2005	SDLAX vs SGYAX
SPINX	SEI Institutional Investments Trust S&P 500 Index ...	S&P 500	45	-7.09%	Dec 18, 2013	SDLAX vs SPINX
SEITX	SEI Institutional International Trust Internationa...	Foreign Large Cap Equities	73	-0.69%	Dec 20, 1989	SDLAX vs SEITX
SEATX	SEI Tax Exempt Trust Tax-Advantaged Income Fund	Intermediate Core-Plus Bond	14	-0.47%	Sep 4, 2007	SDLAX vs SEATX
SPIIX	SEI S&P 500 Index Fund Class I	Large Cap Blend Equities	40	-7.22%	Jun 28, 2002	SDLAX vs SPIIX
SIEMX	SEI Institutional International Trust Emerging Mar...	Emerging Markets Diversified	85	0.85%	Jan 16, 1995	SDLAX vs SIEMX
CAVAX	SEI Catholic Values Trust Catholic Values Equity F...	Large Cap Blend Equities	36	-5.19%	Apr 30, 2015	SDLAX vs CAVAX
SEIMX	SEI Tax Exempt Trust Intermediate-Term Municipal F...	Municipal Bonds	60	-0.70%	Sep 4, 1989	SDLAX vs SEIMX
SBDAX	SEI Tax Exempt Trust California Municipal Bond Fun...	Municipal Bonds	62	-1.28%	Aug 18, 1998	SDLAX vs SBDAX

Often Compared With SDLAX

What investors most often compare with SDLAX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
FNILX	Fidelity ZERO Large Cap Index Fund	Large Cap Blend Equities	45	-7.30%	—	SDLAX vs FNILX
FXAIX	Fidelity 500 Index Fund	S&P 500	46	-7.05%	Feb 17, 1988	SDLAX vs FXAIX
QQQ	Invesco QQQ ETF	Large Cap Growth Equities	69	-5.93%	Mar 10, 1999	SDLAX vs QQQ
DGRW	WisdomTree U.S. Dividend Growth Fund	Large Cap Growth Equities, Dividend	49	-1.50%	May 22, 2013	SDLAX vs DGRW
SPY	State Street SPDR S&P 500 ETF	S&P 500	64	-4.37%	Jan 22, 1993	SDLAX vs SPY
FIUIX	Fidelity Telecom and Utilities Fund	Utilities Equities	18	7.85%	Nov 27, 1987	SDLAX vs FIUIX
RPFCX	Davis Appreciation & Income Fund	Diversified Portfolio	75	-1.07%	Apr 30, 1992	SDLAX vs RPFCX
DGFAX	Davis Global Fund	Global Equities	32	-9.57%	Dec 21, 2004	SDLAX vs DGFAX
GLOSX	Pioneer Global Sustainable Equity Fund Class A	Global Equities, Sustainable	88	-2.65%	Dec 15, 2005	SDLAX vs GLOSX
TIBAX	Thornburg Investment Income Builder Fund	Global Allocation	98	7.98%	Dec 23, 2002	SDLAX vs TIBAX
SEHAX	SEI Institutional Investments Trust U.S. Equity Fa...	Large Cap Blend Equities	53	-4.77%	Apr 26, 2018	SDLAX vs SEHAX
SMQFX	SEI Institutional Investments Trust Emerging Marke...	Emerging Markets Diversified	93	1.01%	Oct 30, 2014	SDLAX vs SMQFX
SLCAX	SEI Institutional Investments Trust Large Cap Fund	Large Cap Blend Equities	52	-5.17%	Jun 14, 1996	SDLAX vs SLCAX
LDRAX	SEI Institutional Investments Trust Long Duration ...	Long-Term Bond	14	-1.41%	Apr 20, 2004	SDLAX vs LDRAX
SEPAX	SEI Tax-Exempt Trust Pennsylvania Municipal Bond F...	Municipal Bonds	71	-0.88%	Aug 25, 1998	SDLAX vs SEPAX
SUMAX	SEI Tax Exempt Trust Short Duration Municipal Fund	Municipal Bonds	95	0.14%	Nov 12, 2003	SDLAX vs SUMAX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	Diversified Portfolio	85	0.36%	Nov 16, 2003	SDLAX vs SICIX
SNSAX	SEI Asset Allocation Trust Defensive Strategy Fund	Short-Term Bond	90	0.61%	Nov 17, 2003	SDLAX vs SNSAX
PAGDX	Permanent Portfolio Aggressive Growth Fund Class A	Large Cap Blend Equities	86	-3.91%	Jan 2, 1990	SDLAX vs PAGDX
VITPX	Vanguard Institutional Total Stock Market Index Fu...	Large Cap Blend Equities	45	-6.74%	May 31, 2001	SDLAX vs VITPX

Compare SDLAX with Any Fund or Stock

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

Symbol name

SEI Institutional Investments Trust Dynamic Asset Allocation Fund

Symbol name