SEI Institutional Investments Trust U.S. Equity Factor Allocation Fund (SEHAX) Alternatives

SEI Institutional Investments Trust U.S. Equity Factor Allocation Fund (SEHAX) 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 SEHAX. 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 SEHAX

SEHAX charges 0.32% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among SEHAX alternatives.

Symbol	Name	Expense Ratio	Inception
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	SEHAX vs VFFSX
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	Jun 27, 2016	SEHAX vs VSTSX
FSKAX	Fidelity Total Market Index Fund	0.02%	—	SEHAX vs FSKAX
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	0.02%	Feb 2, 2016	SEHAX vs FLCPX
SSSYX	State Street Equity 500 Index Fund Class K	0.02%	Sep 17, 2014	SEHAX vs SSSYX

Best Risk-Adjusted Alternatives to SEHAX

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	SEHAX vs VPMAX
POGSX	Pin Oak Equity	91	Aug 3, 1992	SEHAX vs POGSX
SGOIX	First Eagle Overseas Fund Class I	89	—	SEHAX vs SGOIX
PAGRX	Permanent Portfolio Aggressive Growth Portfolio	88	Jan 2, 1990	SEHAX vs PAGRX
DHAMX	Centre American Select Equity Fund	87	Dec 21, 2011	SEHAX vs DHAMX

Top Performing SEHAX Alternatives (YTD)

SEHAX 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	SEHAX vs GQEIX
NWAUX	Nationwide GQG US Quality Equity Fund	9.70%	Jan 24, 2021	SEHAX vs NWAUX
YFSIX	AMG Yacktman Global Fund	8.16%	Jan 30, 2017	SEHAX vs YFSIX
MUHLX	Muhlenkamp Fund	6.53%	Nov 1, 1988	SEHAX vs MUHLX
RCKSX	Rock Oak Core Growth Fund	6.05%	Dec 31, 2004	SEHAX vs RCKSX

Lowest Volatility Alternatives to SEHAX

SEHAX 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	SEHAX vs ORDNX
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	8.02%	Mar 28, 2021	SEHAX vs SVPFX
FGJEX	Fidelity Advisor Growth & Income Fund Class Z	10.78%	Mar 20, 2025	SEHAX vs FGJEX
FEQHX	Fidelity Hedged Equity Fund	10.94%	Sep 8, 2022	SEHAX vs FEQHX
QUERX	AQR Large Cap Defensive Style Fund Class R6	12.03%	Jul 9, 2012	SEHAX vs QUERX

Lowest Drawdown Alternatives to SEHAX

SEHAX 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	SEHAX vs ORDNX
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-5.22%	Mar 28, 2021	SEHAX vs SVPFX
FEQHX	Fidelity Hedged Equity Fund	-7.40%	Sep 8, 2022	SEHAX vs FEQHX
FNSTX	Fidelity Infrastructure Fund	-8.43%	Nov 5, 2019	SEHAX vs FNSTX
GQEIX	GQG Partners US Select Quality Equity Fund	-8.67%	Sep 28, 2018	SEHAX 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	SEHAX vs ENIAX
SDLAX	SEI Institutional Investments Trust Dynamic Asset ...	Large Cap Blend Equities	40	-8.11%	Jul 30, 2010	SEHAX vs SDLAX
SGYAX	SEI Institutional Investments Trust High Yield Bon...	High Yield Bonds	78	-1.71%	Dec 5, 2005	SEHAX vs SGYAX
SPINX	SEI Institutional Investments Trust S&P 500 Index ...	S&P 500	45	-7.09%	Dec 18, 2013	SEHAX vs SPINX
SEITX	SEI Institutional International Trust Internationa...	Foreign Large Cap Equities	73	-0.69%	Dec 20, 1989	SEHAX vs SEITX
SEATX	SEI Tax Exempt Trust Tax-Advantaged Income Fund	Intermediate Core-Plus Bond	14	-0.47%	Sep 4, 2007	SEHAX vs SEATX
SPIIX	SEI S&P 500 Index Fund Class I	Large Cap Blend Equities	40	-7.22%	Jun 28, 2002	SEHAX vs SPIIX
SIEMX	SEI Institutional International Trust Emerging Mar...	Emerging Markets Diversified	85	0.85%	Jan 16, 1995	SEHAX vs SIEMX
CAVAX	SEI Catholic Values Trust Catholic Values Equity F...	Large Cap Blend Equities	36	-5.19%	Apr 30, 2015	SEHAX vs CAVAX
SEIMX	SEI Tax Exempt Trust Intermediate-Term Municipal F...	Municipal Bonds	60	-0.70%	Sep 4, 1989	SEHAX vs SEIMX

Often Compared With SEHAX

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

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
VOO	Vanguard S&P 500 ETF	S&P 500	65	-4.42%	Sep 7, 2010	SEHAX vs VOO
PAGDX	Permanent Portfolio Aggressive Growth Fund Class A	Large Cap Blend Equities	86	-3.91%	Jan 2, 1990	SEHAX vs PAGDX
SSEYX	State Street Equity 500 Index II Portfolio	Large Cap Blend Equities	44	-7.05%	Aug 11, 2014	SEHAX vs SSEYX

Compare SEHAX with Any Fund or Stock

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

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SEI Institutional Investments Trust U.S. Equity Factor Allocation Fund

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