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 | |
|---|---|---|---|---|---|
| GMO Implementation Fund | 0.02% | — | Feb 2012 | SEAIX vs GIMFX | |
| Goldman Sachs Growth Strategy Portfolio | 0.19% | — | Jan 1998 | SEAIX vs GGSIX | |
| Voya Global Perspectives Portfolio | 0.20% | — | Apr 2013 | SEAIX vs IPIRX | |
| MH Elite Select Portfolio of Funds Fund | 0.21% | — | Apr 2006 | SEAIX vs MHESX | |
| 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 71. There are 21 mutual funds in the Global Allocation category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Thornburg Investment Income Builder Fund | 98 | — | Dec 2002 | SEAIX vs TIBAX | |
| GMO Benchmark-Free Fund | 95 | — | Jun 2011 | SEAIX vs GBFFX | |
| GMO Implementation Fund | 95 | — | Feb 2012 | SEAIX vs GIMFX | |
| GMO Benchmark-Free Allocation Fund | 95 | — | Jul 2003 | SEAIX vs GBMFX | |
| SA Worldwide Moderate Growth Fund | 93 | — | Jun 2015 | SEAIX vs SAWMX |
Top Performing SEAIX Alternatives (YTD)
SEAIX is at 11.06% YTD. There are 12 mutual funds in the Global Allocation category with higher YTD returns, going as high as 24.25%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Calamos Global Total Return Fund | 24.25% | — | Oct 2005 | SEAIX vs CGO | |
| Calamos Global Dynamic Income Fund | 22.87% | — | Jun 2007 | SEAIX vs CHW | |
| Calamos Global Opportunities Fund | 18.19% | — | Sep 1996 | SEAIX vs CVLOX | |
| Thornburg Investment Income Builder Fund | 17.44% | — | Dec 2002 | SEAIX vs TIBAX | |
| Leuthold Global Fund | 15.78% | — | Apr 2008 | SEAIX vs GLBIX |
Lowest Volatility Alternatives to SEAIX
SEAIX has 11.47% 1-year volatility. There are 63 mutual funds in the Global Allocation category with lower 1-year volatility, going as low as 3.03%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Principal Diversified Select Real Asset Fund | 3.03% | — | Jul 2019 | SEAIX vs PDSYX | |
| PFG BNY Mellon Diversifier Strategy Fund | 4.45% | — | Dec 2017 | SEAIX vs PFADX | |
| LoCorr Macro Strategies Fund Class I | 5.69% | — | Mar 2011 | SEAIX vs LFMIX | |
| Pioneer Multi-Asset Income Fund | 5.92% | — | Dec 2011 | SEAIX vs PMFYX | |
| Nuveen Real Asset Income Fund | 5.92% | — | Sep 2011 | SEAIX vs NRIIX |
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 | |
|---|---|---|---|---|---|
| Principal Diversified Select Real Asset Fund | -1.98% | — | Jul 2019 | SEAIX vs PDSYX | |
| LoCorr Macro Strategies Fund Class I | -2.60% | — | Mar 2011 | SEAIX vs LFMIX | |
| PFG BNY Mellon Diversifier Strategy Fund | -3.63% | — | Dec 2017 | SEAIX vs PFADX | |
| Allspring Absolute Return Fund | -3.81% | — | Feb 2012 | SEAIX vs WARAX | |
| Pioneer Multi-Asset Income Fund | -4.08% | — | Dec 2011 | SEAIX vs PMFYX |
Other Mutual Funds from SEI
The 10 most viewed SEI mutual funds shown here include ENIAX, STDAX, SGYAX and span 8 categories.
Often Compared With SEAIX
Investors most often compare SEAIX with WMRIX, RAPZX, HRLYX. These 9 comparison targets span 5 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Wilmington Real Asset Fund | Global Allocation | 49 | 11.89% | — | Jun 2003 | SEAIX vs WMRIX | |
| Cohen & Steers Real Assets Fund Inc | Global Allocation | 26 | 10.45% | — | Jan 2012 | SEAIX vs RAPZX | |
| Hartford Real Asset Fund | Global Allocation | 88 | 9.75% | — | May 2010 | SEAIX vs HRLYX | |
| SEI Institutional Managed Trust Multi-Strategy Alt... | Multistrategy | 89 | 7.33% | — | Mar 2010 | SEAIX vs SMSAX | |
| SEI S&P 500 Index Fund Class I | Large Cap Blend Equities | 60 | 9.38% | — | Jun 2002 | SEAIX vs SPIIX | |
| Lazard Real Assets Portfolio | Global Allocation | 63 | 10.69% | — | Dec 2016 | SEAIX vs RALIX | |
| SEI Tax Exempt Trust California Municipal Bond Fun... | Municipal Bonds | 53 | 0.18% | — | Aug 1998 | SEAIX vs SBDAX | |
| SEI Tax Exempt Trust Intermediate-Term Municipal F... | Municipal Bonds | 66 | 1.27% | — | Sep 1989 | SEAIX vs SEIMX | |
| SEI Institutional Investments Trust Long Duration ... | Long-Term Bond | 9 | 0.25% | — | Apr 2004 | SEAIX vs LDRAX |
Compare SEAIX with Any Fund or Stock
Compare SEAIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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