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 194 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
VIIIX	Vanguard Institutional Index Fund Institutional Pl...	0.02%	355.20B	Jul 1997	SDLAX vs VIIIX

Best Risk-Adjusted Alternatives to SDLAX

SDLAX has a PortfoliosLab risk / return rank of 51. There are 214 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.

Symbol	Name	Risk / Return Rank	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	95	—	Mar 2021	SDLAX vs SVPFX
VPCCX	Vanguard PRIMECAP Core Fund	93	17.20B	Dec 2004	SDLAX vs VPCCX
POGSX	Pin Oak Equity	92	—	Aug 1992	SDLAX vs POGSX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	91	92.00B	Nov 2001	SDLAX vs VPMAX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	90	—	Feb 2004	SDLAX vs GTLOX

Top Performing SDLAX Alternatives (YTD)

SDLAX is at 10.04% YTD. There are 241 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 28.68%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	28.68%	17.20B	Dec 2004	SDLAX vs VPCCX
POGRX	PRIMECAP Odyssey Growth Fund	27.40%	—	Nov 2004	SDLAX vs POGRX
IGIAX	Integrity ESG Growth & Income Fund	26.40%	—	Jan 1995	SDLAX vs IGIAX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	25.12%	92.00B	Nov 2001	SDLAX vs VPMAX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	24.23%	—	Dec 2015	SDLAX vs RESGX

Lowest Volatility Alternatives to SDLAX

SDLAX has 13.55% 1-year volatility. There are 305 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.

Symbol	Name	Volatility 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.22%	—	Mar 2021	SDLAX vs SVPFX
ORDNX	North Square Preferred and Income Securities Fund	2.28%	—	Jun 2013	SDLAX vs ORDNX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.26%	—	Jul 2012	SDLAX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.28%	—	Jul 2012	SDLAX vs AUEIX
JEPIX	JPMorgan Equity Premium Income Fund Class I	8.70%	—	Aug 2018	SDLAX vs JEPIX

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 -0.91%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-0.91%	—	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	2.01%	—	Dec 2006	SDLAX vs ENIAX
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	Diversified Portfolio	99	1.67%	—	Nov 2003	SDLAX vs STDAX
SGYAX	SEI Institutional Investments Trust High Yield Bon...	High Yield Bonds	55	1.52%	—	Dec 2005	SDLAX vs SGYAX
SEATX	SEI Tax Exempt Trust Tax-Advantaged Income Fund	Intermediate Core-Plus Bond	64	2.56%	—	Sep 2007	SDLAX vs SEATX
SPINX	SEI Institutional Investments Trust S&P 500 Index ...	S&P 500	66	11.29%	—	Dec 2013	SDLAX vs SPINX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	Diversified Portfolio	72	2.66%	—	Nov 2003	SDLAX vs SICIX
SIEMX	SEI Institutional International Trust Emerging Mar...	Emerging Markets Diversified	78	23.02%	—	Jan 1995	SDLAX vs SIEMX
SEITX	SEI Institutional International Trust Internationa...	Foreign Large Cap Equities	53	11.04%	—	Dec 1989	SDLAX vs SEITX
CAVAX	SEI Catholic Values Trust Catholic Values Equity F...	Large Cap Blend Equities	42	9.50%	—	Apr 2015	SDLAX vs CAVAX
SEIMX	SEI Tax Exempt Trust Intermediate-Term Municipal F...	Municipal Bonds	69	1.35%	—	Sep 1989	SDLAX vs SEIMX

Often Compared With SDLAX

Investors most often compare SDLAX with FNILX, FXAIX, QQQ. These 20 comparison targets span 16 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	61	11.15%	—	—	SDLAX vs FNILX
FXAIX	Fidelity 500 Index Fund	S&P 500	63	11.06%	—	Feb 1988	SDLAX vs FXAIX
QQQ	Invesco QQQ ETF	Nasdaq-100	58	16.13%	481.14B	Mar 1999	SDLAX vs QQQ
DGRW	WisdomTree U.S. Quality Dividend Growth Fund	Dividend, Large Cap Growth Equities	53	8.61%	16.82B	May 2013	SDLAX vs DGRW
SPY	State Street SPDR S&P 500 ETF	S&P 500	66	10.45%	783.21B	Jan 1993	SDLAX vs SPY
RPFCX	Davis Appreciation & Income Fund	Diversified Portfolio	89	11.84%	—	Apr 1992	SDLAX vs RPFCX
GLOSX	Pioneer Global Sustainable Equity Fund Class A	Global Equities, Sustainable	83	15.22%	—	Dec 2005	SDLAX vs GLOSX
DGFAX	Davis Global Fund	Global Equities	23	0.96%	—	Dec 2004	SDLAX vs DGFAX
FIUIX	Fidelity Telecom and Utilities Fund	Utilities Equities	4	4.04%	—	Nov 1987	SDLAX vs FIUIX
SBDAX	SEI Tax Exempt Trust California Municipal Bond Fun...	Municipal Bonds	52	0.18%	—	Aug 1998	SDLAX vs SBDAX
SEHAX	SEI Institutional Investments Trust U.S. Equity Fa...	Large Cap Blend Equities	77	12.65%	—	Apr 2018	SDLAX vs SEHAX
SUMAX	SEI Tax Exempt Trust Short Duration Municipal Fund	Municipal Bonds	92	1.13%	—	Nov 2003	SDLAX vs SUMAX
TIBAX	Thornburg Investment Income Builder Fund	Global Allocation	97	16.05%	—	Dec 2002	SDLAX vs TIBAX
SMQFX	SEI Institutional Investments Trust Emerging Marke...	Emerging Markets Diversified	79	20.56%	—	Oct 2014	SDLAX vs SMQFX
TCSGX	SEI Daily Income Trust Short-Duration Government F...	Government Bonds	69	0.56%	—	Feb 1987	SDLAX vs TCSGX
SCPAX	SEI Institutional Investments Trust Large Cap Disc...	Large Cap Blend Equities	80	12.22%	—	Aug 2003	SDLAX vs SCPAX
SEFIX	SEI Institutional International Trust Internationa...	Global Bonds	7	0.00%	—	Aug 1993	SDLAX vs SEFIX
SLCAX	SEI Institutional Investments Trust Large Cap Fund	Large Cap Blend Equities	77	11.96%	—	Jun 1996	SDLAX vs SLCAX
SNSAX	SEI Asset Allocation Trust Defensive Strategy Fund	Short-Term Bond	90	1.91%	—	Nov 2003	SDLAX vs SNSAX
SRAAX	SEI Institutional Managed Trust Real Return Fund	Inflation-Protected Bonds	65	1.31%	—	Jul 2009	SDLAX vs SRAAX

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