SEHAX Alternatives & Similar Mutual Funds

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 a closer substitute for your current allocation.

Cheapest Alternatives to SEHAX

SEHAX charges 0.32% annually. There are 86 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
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—	SEHAX vs VFFSX
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 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 2016	SEHAX vs FLCPX
WBREOX	CIT: BlackRock Equity Index Fund Class 1	0.02%	—	Jul 2017	SEHAX vs WBREOX

Best Risk-Adjusted Alternatives to SEHAX

SEHAX has a PortfoliosLab risk / return rank of 83. There are 28 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.

Symbol	Name	Risk / Return Rank	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	96	—	Mar 2021	SEHAX vs SVPFX
VPCCX	Vanguard PRIMECAP Core Fund	93	18.10B	Dec 2004	SEHAX vs VPCCX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	93	—	Feb 2004	SEHAX vs GTLOX
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	92	—	Dec 2018	SEHAX vs FTZIX
RCKSX	Rock Oak Core Growth Fund	91	—	Dec 2004	SEHAX vs RCKSX

Top Performing SEHAX Alternatives (YTD)

SEHAX is at 13.78% YTD. There are 35 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 24.41%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	24.41%	18.10B	Dec 2004	SEHAX vs VPCCX
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	23.90%	—	Dec 2018	SEHAX vs FTZIX
POGRX	PRIMECAP Odyssey Growth Fund	22.34%	—	Nov 2004	SEHAX vs POGRX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	22.17%	—	Dec 2015	SEHAX vs RESGX
IGIAX	Integrity ESG Growth & Income Fund	21.69%	—	Jan 1995	SEHAX vs IGIAX

Lowest Volatility Alternatives to SEHAX

SEHAX has 12.03% 1-year volatility. There are 70 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.21%.

Symbol	Name	Volatility 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.21%	—	Mar 2021	SEHAX vs SVPFX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.21%	—	Jul 2012	SEHAX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.22%	—	Jul 2012	SEHAX vs AUEIX
JEPIX	JPMorgan Equity Premium Income Fund Class I	8.83%	—	Aug 2018	SEHAX vs JEPIX
SILVX	SGI U.S. Large Equity Fund	9.32%	—	Feb 2012	SEHAX vs SILVX

Lowest Drawdown Alternatives to SEHAX

SEHAX has a 1-year max drawdown of -7.74%. There are 27 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	SEHAX vs SVPFX
RCKSX	Rock Oak Core Growth Fund	-4.14%	—	Dec 2004	SEHAX vs RCKSX
AUEIX	AQR Large Cap Defensive Style Fund	-5.91%	—	Jul 2012	SEHAX vs AUEIX
QUERX	AQR Large Cap Defensive Style Fund Class R6	-5.93%	—	Jul 2012	SEHAX vs QUERX
AMFEX	AAMA Equity Fund	-6.07%	—	Jun 2017	SEHAX vs AMFEX

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	SEHAX vs ENIAX
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	Diversified Portfolio	99	1.58%	—	Nov 2003	SEHAX vs STDAX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	Diversified Portfolio	85	3.12%	—	Nov 2003	SEHAX vs SICIX
SGYAX	SEI Institutional Investments Trust High Yield Bon...	High Yield Bonds	35	0.93%	—	Dec 2005	SEHAX vs SGYAX
SDLAX	SEI Institutional Investments Trust Dynamic Asset ...	Large Cap Blend Equities	48	9.15%	—	Jul 2010	SEHAX vs SDLAX
SEATX	SEI Tax Exempt Trust Tax-Advantaged Income Fund	Intermediate Core-Plus Bond	50	1.08%	—	Sep 2007	SEHAX vs SEATX
SPINX	SEI Institutional Investments Trust S&P 500 Index ...	S&P 500	59	10.09%	—	Dec 2013	SEHAX vs SPINX
CAVAX	SEI Catholic Values Trust Catholic Values Equity F...	Large Cap Blend Equities	56	10.38%	—	Apr 2015	SEHAX vs CAVAX
SIEMX	SEI Institutional International Trust Emerging Mar...	Emerging Markets Equities	68	19.26%	—	Jan 1995	SEHAX vs SIEMX
SEITX	SEI Institutional International Trust Internationa...	Foreign Large Cap Equities	78	13.59%	—	Dec 1989	SEHAX vs SEITX

Often Compared With SEHAX

Investors most often compare SEHAX with POGSX, FGJEX, VOO. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
POGSX	Pin Oak Equity	Large Cap Blend Equities	91	20.40%	—	Aug 1992	SEHAX vs POGSX
FGJEX	Fidelity Advisor Growth & Income Fund Class Z	Large Cap Blend Equities	71	11.03%	—	Mar 2025	SEHAX vs FGJEX
VOO	Vanguard S&P 500 ETF	S&P 500	78	11.72%	1.70T	Sep 2010	SEHAX vs VOO
SEIMX	SEI Tax Exempt Trust Intermediate-Term Municipal F...	Municipal Bonds	56	-0.10%	—	Sep 1989	SEHAX vs SEIMX
SPIIX	SEI S&P 500 Index Fund Class I	Large Cap Blend Equities	52	9.65%	—	Jun 2002	SEHAX vs SPIIX
SMSAX	SEI Institutional Managed Trust Multi-Strategy Alt...	Multistrategy	88	6.12%	—	Mar 2010	SEHAX vs SMSAX
SBDAX	SEI Tax Exempt Trust California Municipal Bond Fun...	Municipal Bonds	24	-1.28%	—	Aug 1998	SEHAX vs SBDAX
GQEIX	GQG Partners US Select Quality Equity Fund	Quality Factor, Large Cap Blend Equities	15	6.87%	—	Sep 2018	SEHAX vs GQEIX
DHAMX	Centre American Select Equity Fund	Large Cap Blend Equities	86	19.15%	—	Dec 2011	SEHAX vs DHAMX
TANDX	Castle Tandem Fund	Large Cap Blend Equities	1	-7.03%	—	Mar 2019	SEHAX vs TANDX
YFSIX	AMG Yacktman Global Fund	Global Equities	29	25.53%	—	Jan 2017	SEHAX vs YFSIX
ORDNX	North Square Preferred and Income Securities Fund	Preferred Stock	54	1.10%	—	Jun 2013	SEHAX vs ORDNX
FNSTX	Fidelity Infrastructure Fund	Infrastructure Equities, Large Cap Blend Equities	21	5.29%	—	Nov 2019	SEHAX vs FNSTX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	Large Cap Blend Equities	90	20.78%	96.10B	Nov 2001	SEHAX vs VPMAX
DFIEX	DFA International Core Equity 2 Portfolio Institut...	Foreign Large Cap Equities	76	12.10%	42.60B	Sep 2005	SEHAX vs DFIEX
NWAUX	Nationwide GQG US Quality Equity Fund	Quality Factor, Large Cap Blend Equities	14	6.48%	—	Jan 2021	SEHAX vs NWAUX
PAGRX	Permanent Portfolio Aggressive Growth Portfolio Cl...	Large Cap Blend Equities	45	7.08%	—	Jan 1990	SEHAX vs PAGRX
FEQHX	Fidelity Hedged Equity Fund	Large Cap Blend Equities	42	7.18%	—	Sep 2022	SEHAX vs FEQHX
MUHLX	Muhlenkamp Fund	Large Cap Blend Equities	51	11.07%	—	Nov 1988	SEHAX vs MUHLX
SSSYX	State Street Equity 500 Index Fund Class K	S&P 500, Large Cap Blend Equities	59	10.11%	—	Sep 2014	SEHAX vs SSSYX

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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Diversifiers

Pair SEHAX with funds that move differently

SEI Institutional Investments Trust U.S. Equity Factor Allocation Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SEHAX.

Explore SEHAX Diversifiers

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