SEAIX Alternatives & Similar Mutual Funds

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

Cheapest Alternatives to SEAIX

SEAIX charges 0.60% annually. There are 14 mutual funds in the Global Allocation category with lower expense ratios, going as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
GIMFX	GMO Implementation Fund	0.02%	—	Feb 2012	SEAIX vs GIMFX
GGSIX	Goldman Sachs Growth Strategy Portfolio	0.19%	—	Jan 1998	SEAIX vs GGSIX
IPIRX	Voya Global Perspectives Portfolio	0.20%	—	Apr 2013	SEAIX vs IPIRX
MHESX	MH Elite Select Portfolio of Funds Fund	0.21%	—	Apr 2006	SEAIX vs MHESX
JNSMX	Janus Henderson Global Allocation Fund - Moderate	0.25%	—	Dec 2005	SEAIX vs JNSMX

Best Risk-Adjusted Alternatives to SEAIX

SEAIX has a PortfoliosLab risk / return rank of 74. There are 35 mutual funds in the Global Allocation category with higher risk-adjusted ranks, going as high as 98.

Symbol	Name	Risk / Return Rank	AUM	Inception
TIBAX	Thornburg Investment Income Builder Fund	98	—	Dec 2002	SEAIX vs TIBAX
GBFFX	GMO Benchmark-Free Fund	97	—	Jun 2011	SEAIX vs GBFFX
GBMFX	GMO Benchmark-Free Allocation Fund	97	—	Jul 2003	SEAIX vs GBMFX
GIMFX	GMO Implementation Fund	97	—	Feb 2012	SEAIX vs GIMFX
PDSYX	Principal Diversified Select Real Asset Fund	97	—	Jul 2019	SEAIX vs PDSYX

Top Performing SEAIX Alternatives (YTD)

SEAIX is at 10.83% YTD. There are 24 mutual funds in the Global Allocation category with higher YTD returns, going as high as 17.63%.

Symbol	Name	YTD Return	AUM	Inception
TIBAX	Thornburg Investment Income Builder Fund	17.63%	—	Dec 2002	SEAIX vs TIBAX
WMRIX	Wilmington Real Asset Fund	17.01%	—	Jun 2003	SEAIX vs WMRIX
CHW	Calamos Global Dynamic Income Fund	16.29%	—	Jun 2007	SEAIX vs CHW
CGO	Calamos Global Total Return Fund	15.69%	—	Oct 2005	SEAIX vs CGO
GIMFX	GMO Implementation Fund	15.19%	—	Feb 2012	SEAIX vs GIMFX

Lowest Volatility Alternatives to SEAIX

SEAIX has 11.71% 1-year volatility. There are 63 mutual funds in the Global Allocation category with lower 1-year volatility, going as low as 3.02%.

Symbol	Name	Volatility 1Y	AUM	Inception
PDSYX	Principal Diversified Select Real Asset Fund	3.02%	—	Jul 2019	SEAIX vs PDSYX
PFADX	PFG BNY Mellon Diversifier Strategy Fund	4.43%	—	Dec 2017	SEAIX vs PFADX
LFMIX	LoCorr Macro Strategies Fund Class I	5.75%	—	Mar 2011	SEAIX vs LFMIX
NRIIX	Nuveen Real Asset Income Fund	5.82%	—	Sep 2011	SEAIX vs NRIIX
PMFYX	Pioneer Multi-Asset Income Fund	5.96%	—	Dec 2011	SEAIX vs PMFYX

Lowest Drawdown Alternatives to SEAIX

SEAIX has a 1-year max drawdown of -8.88%. There are 64 mutual funds in the Global Allocation category with shallower 1-year drawdowns, going as shallow as -1.98%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
PDSYX	Principal Diversified Select Real Asset Fund	-1.98%	—	Jul 2019	SEAIX vs PDSYX
LFMIX	LoCorr Macro Strategies Fund Class I	-3.48%	—	Mar 2011	SEAIX vs LFMIX
PFADX	PFG BNY Mellon Diversifier Strategy Fund	-3.63%	—	Dec 2017	SEAIX vs PFADX
PMFYX	Pioneer Multi-Asset Income Fund	-4.08%	—	Dec 2011	SEAIX vs PMFYX
MSTGX	Morningstar Global Income Fund	-4.38%	—	Nov 2018	SEAIX vs MSTGX

Other Mutual Funds from SEI

The 10 most viewed SEI mutual funds shown here include ENIAX, STDAX, SICIX and span 8 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ENIAX	SEI Institutional Investments Trust Opportunistic ...	Ultrashort Bond	100	2.27%	—	Dec 2006	SEAIX vs ENIAX
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	Diversified Portfolio	99	1.58%	—	Nov 2003	SEAIX vs STDAX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	Diversified Portfolio	85	3.12%	—	Nov 2003	SEAIX vs SICIX
SGYAX	SEI Institutional Investments Trust High Yield Bon...	High Yield Bonds	54	1.08%	—	Dec 2005	SEAIX vs SGYAX
SDLAX	SEI Institutional Investments Trust Dynamic Asset ...	Large Cap Blend Equities	51	8.58%	—	Jul 2010	SEAIX vs SDLAX
SEATX	SEI Tax Exempt Trust Tax-Advantaged Income Fund	Intermediate Core-Plus Bond	65	1.20%	—	Sep 2007	SEAIX vs SEATX
SPINX	SEI Institutional Investments Trust S&P 500 Index ...	S&P 500	61	9.32%	—	Dec 2013	SEAIX vs SPINX
SIEMX	SEI Institutional International Trust Emerging Mar...	Emerging Markets Equities	67	17.49%	—	Jan 1995	SEAIX vs SIEMX
CAVAX	SEI Catholic Values Trust Catholic Values Equity F...	Large Cap Blend Equities	58	10.15%	—	Apr 2015	SEAIX vs CAVAX
SEITX	SEI Institutional International Trust Internationa...	Foreign Large Cap Equities	79	14.29%	—	Dec 1989	SEAIX vs SEITX

Often Compared With SEAIX

Investors most often compare SEAIX with HRLYX, RAPZX, RALIX. These 13 comparison targets span 5 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
HRLYX	Hartford Real Asset Fund	Global Allocation	97	14.83%	—	May 2010	SEAIX vs HRLYX
RAPZX	Cohen & Steers Real Assets Fund Inc	Global Allocation	65	13.68%	—	Jan 2012	SEAIX vs RAPZX
RALIX	Lazard Real Assets Portfolio	Global Allocation	90	13.88%	—	Dec 2016	SEAIX vs RALIX
SMSAX	SEI Institutional Managed Trust Multi-Strategy Alt...	Multistrategy	86	6.02%	—	Mar 2010	SEAIX vs SMSAX
WARAX	Allspring Absolute Return Fund	Global Allocation	86	12.25%	—	Feb 2012	SEAIX vs WARAX
SPIIX	SEI S&P 500 Index Fund Class I	Large Cap Blend Equities	53	8.88%	—	Jun 2002	SEAIX vs SPIIX
SEIMX	SEI Tax Exempt Trust Intermediate-Term Municipal F...	Municipal Bonds	65	-0.01%	—	Sep 1989	SEAIX vs SEIMX
GLBIX	Leuthold Global Fund	Global Allocation	86	12.61%	—	Apr 2008	SEAIX vs GLBIX
LDRAX	SEI Institutional Investments Trust Long Duration ...	Long-Term Bond	5	-3.15%	—	Apr 2004	SEAIX vs LDRAX
SBDAX	SEI Tax Exempt Trust California Municipal Bond Fun...	Municipal Bonds	36	-1.18%	—	Aug 1998	SEAIX vs SBDAX
CVLOX	Calamos Global Opportunities Fund	Global Allocation	34	12.04%	—	Sep 1996	SEAIX vs CVLOX
SAWMX	SA Worldwide Moderate Growth Fund	Global Allocation	95	11.46%	—	Jun 2015	SEAIX vs SAWMX
NMAI	Nuveen Multi-Asset Income Fund	Global Allocation	67	13.85%	—	Nov 2021	SEAIX vs NMAI

Compare SEAIX with Any Fund or Stock

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

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Diversifiers

Pair SEAIX with funds that move differently

SEI Asset Allocation Trust Aggressive Strategy Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SEAIX.

Explore SEAIX Diversifiers

SEI Asset Allocation Trust Aggressive Strategy Fund (SEAIX) Alternatives