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 89 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
SWPPX	Schwab S&P 500 Index Fund	0.02%	145.00B	May 1997	SEHAX vs SWPPX

Best Risk-Adjusted Alternatives to SEHAX

SEHAX has a PortfoliosLab risk / return rank of 80. There are 41 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
VPCCX	Vanguard PRIMECAP Core Fund	96	15.30B	Dec 2004	SEHAX vs VPCCX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	94	82.00B	Nov 2001	SEHAX vs VPMAX
DHAMX	Centre American Select Equity Fund	92	—	Dec 2011	SEHAX vs DHAMX
POSKX	PrimeCap Odyssey Stock Fund	91	—	Nov 2004	SEHAX vs POSKX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	91	—	Feb 2004	SEHAX vs GTLOX

Top Performing SEHAX Alternatives (YTD)

SEHAX is at 13.11% YTD. There are 58 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 29.33%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	29.33%	15.30B	Dec 2004	SEHAX vs VPCCX
YFSIX	AMG Yacktman Global Fund	27.94%	—	Jan 2017	SEHAX vs YFSIX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	27.79%	—	Dec 2015	SEHAX vs RESGX
ALSMX	Archer Multi Cap Fund	26.71%	—	Dec 2019	SEHAX vs ALSMX
IGIAX	Integrity ESG Growth & Income Fund	26.41%	—	Jan 1995	SEHAX vs IGIAX

Lowest Volatility Alternatives to SEHAX

SEHAX has 11.54% 1-year volatility. There are 82 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.26%.

Symbol	Name	Volatility 1Y	AUM	Inception
ORDNX	North Square Preferred and Income Securities Fund	2.26%	—	Jun 2013	SEHAX vs ORDNX
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.26%	—	Mar 2021	SEHAX vs SVPFX
AUEIX	AQR Large Cap Defensive Style Fund	7.91%	—	Jul 2012	SEHAX vs AUEIX
QUERX	AQR Large Cap Defensive Style Fund Class R6	7.91%	—	Jul 2012	SEHAX vs QUERX
FULVX	Fidelity U.S. Low Volatility Equity Fund	8.38%	—	Nov 2019	SEHAX vs FULVX

Lowest Drawdown Alternatives to SEHAX

SEHAX has a 1-year max drawdown of -7.74%. There are 33 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-1.33%	—	Mar 2021	SEHAX vs SVPFX
ORDNX	North Square Preferred and Income Securities Fund	-2.66%	—	Jun 2013	SEHAX vs ORDNX
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

Other Mutual Funds from SEI

The 10 most viewed SEI mutual funds shown here include ENIAX, SGYAX, STDAX and span 9 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ENIAX	SEI Institutional Investments Trust Opportunistic ...	Ultrashort Bond	100	1.52%	—	Dec 2006	SEHAX vs ENIAX
SGYAX	SEI Institutional Investments Trust High Yield Bon...	High Yield Bonds	63	1.59%	—	Dec 2005	SEHAX vs SGYAX
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	Diversified Portfolio	99	1.30%	—	Nov 2003	SEHAX vs STDAX
SEATX	SEI Tax Exempt Trust Tax-Advantaged Income Fund	Intermediate Core-Plus Bond	39	2.21%	—	Sep 2007	SEHAX vs SEATX
SDLAX	SEI Institutional Investments Trust Dynamic Asset ...	Large Cap Blend Equities	62	10.77%	—	Jul 2010	SEHAX vs SDLAX
SIEMX	SEI Institutional International Trust Emerging Mar...	Emerging Markets Diversified	91	29.32%	—	Jan 1995	SEHAX vs SIEMX
SPINX	SEI Institutional Investments Trust S&P 500 Index ...	S&P 500	74	11.70%	—	Dec 2013	SEHAX vs SPINX
SEITX	SEI Institutional International Trust Internationa...	Foreign Large Cap Equities	41	10.73%	—	Dec 1989	SEHAX vs SEITX
CAVAX	SEI Catholic Values Trust Catholic Values Equity F...	Large Cap Blend Equities	48	9.85%	—	Apr 2015	SEHAX vs CAVAX
SEIMX	SEI Tax Exempt Trust Intermediate-Term Municipal F...	Municipal Bonds	67	1.27%	—	Sep 1989	SEHAX vs SEIMX

Often Compared With SEHAX

Investors most often compare SEHAX with VOO, POGSX, FGJEX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VOO	Vanguard S&P 500 ETF	S&P 500	70	10.91%	1.60T	Sep 2010	SEHAX vs VOO
POGSX	Pin Oak Equity	Large Cap Blend Equities	83	15.39%	—	Aug 1992	SEHAX vs POGSX
FGJEX	Fidelity Advisor Growth & Income Fund Class Z	Large Cap Blend Equities	59	7.66%	—	Mar 2025	SEHAX vs FGJEX
SPIIX	SEI S&P 500 Index Fund Class I	Large Cap Blend Equities	68	11.33%	—	Jun 2002	SEHAX vs SPIIX
SMSAX	SEI Institutional Managed Trust Multi-Strategy Alt...	Multistrategy	91	7.33%	—	Mar 2010	SEHAX vs SMSAX
GQEIX	GQG Partners US Select Quality Equity Fund	Large Cap Blend Equities	7	7.72%	—	Sep 2018	SEHAX vs GQEIX
DFIEX	DFA International Core Equity Portfolio I	Foreign Large Cap Equities, Large Cap Blend Equities	45	11.05%	—	Sep 2005	SEHAX vs DFIEX
NWAUX	Nationwide GQG US Quality Equity Fund	Large Cap Blend Equities	6	7.43%	—	Jan 2021	SEHAX vs NWAUX
TANDX	Castle Tandem Fund	Large Cap Blend Equities	0	-13.18%	—	Mar 2019	SEHAX vs TANDX
FNSTX	Fidelity Infrastructure Fund	Large Cap Blend Equities	46	10.08%	—	Nov 2019	SEHAX vs FNSTX
FEQHX	Fidelity Hedged Equity Fund	Large Cap Blend Equities	68	10.01%	—	Sep 2022	SEHAX vs FEQHX
SSSYX	State Street Equity 500 Index Fund Class K	Large Cap Blend Equities	73	11.69%	—	Sep 2014	SEHAX vs SSSYX
PAGRX	Permanent Portfolio Aggressive Growth Portfolio	Large Cap Blend Equities	81	16.20%	—	Jan 1990	SEHAX vs PAGRX
MUHLX	Muhlenkamp Fund	Large Cap Blend Equities	37	11.53%	—	Nov 1988	SEHAX vs MUHLX
FGLGX	Fidelity Series Large Cap Stock Fund	Large Cap Blend Equities	80	10.11%	—	Dec 2012	SEHAX vs FGLGX
PAGDX	Permanent Portfolio Aggressive Growth Fund Class A	Large Cap Blend Equities	80	16.08%	—	Jan 1990	SEHAX vs PAGDX
SGOIX	First Eagle Overseas Fund Class I	Large Cap Blend Equities, Foreign Large Cap Equities	57	10.73%	—	—	SEHAX vs SGOIX
SSEYX	State Street Equity 500 Index II Portfolio	Large Cap Blend Equities	72	11.70%	—	Aug 2014	SEHAX vs SSEYX
AFNIX	AAM/Bahl & Gaynor Income Growth Fund Class I	Large Cap Blend Equities, Dividend	—	—	—	Jul 2012	SEHAX vs AFNIX
FZALX	Fidelity Advisor Mega Cap Stock Fund Class Z	Large Cap Blend Equities	81	10.54%	—	Aug 2013	SEHAX vs FZALX

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