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 90 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
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016	SEHAX vs VSTSX
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—	SEHAX vs VFFSX
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
SSEYX	State Street Equity 500 Index II Portfolio	0.02%	—	Aug 2014	SEHAX vs SSEYX

Best Risk-Adjusted Alternatives to SEHAX

SEHAX has a PortfoliosLab risk / return rank of 79. There are 37 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 94.

Symbol	Name	Risk / Return Rank	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	94	—	Mar 2021	SEHAX vs SVPFX
POGSX	Pin Oak Equity	92	—	Aug 1992	SEHAX vs POGSX
VPCCX	Vanguard PRIMECAP Core Fund	92	17.20B	Dec 2004	SEHAX vs VPCCX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	91	—	Feb 2004	SEHAX vs GTLOX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	90	92.00B	Nov 2001	SEHAX vs VPMAX

Top Performing SEHAX Alternatives (YTD)

SEHAX is at 12.15% YTD. There are 67 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 26.63%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	26.63%	17.20B	Dec 2004	SEHAX vs VPCCX
POGRX	PRIMECAP Odyssey Growth Fund	25.33%	—	Nov 2004	SEHAX vs POGRX
IGIAX	Integrity ESG Growth & Income Fund	24.87%	—	Jan 1995	SEHAX vs IGIAX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	23.98%	—	Dec 2015	SEHAX vs RESGX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	23.20%	92.00B	Nov 2001	SEHAX vs VPMAX

Lowest Volatility Alternatives to SEHAX

SEHAX has 11.91% 1-year volatility. There are 76 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.23%.

Symbol	Name	Volatility 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.23%	—	Mar 2021	SEHAX vs SVPFX
ORDNX	North Square Preferred and Income Securities Fund	2.28%	—	Jun 2013	SEHAX vs ORDNX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.26%	—	Jul 2012	SEHAX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.28%	—	Jul 2012	SEHAX vs AUEIX
JEPIX	JPMorgan Equity Premium Income Fund Class I	8.71%	—	Aug 2018	SEHAX vs JEPIX

Lowest Drawdown Alternatives to SEHAX

SEHAX has a 1-year max drawdown of -7.74%. There are 31 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
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, STDAX, SGYAX and span 8 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ENIAX	SEI Institutional Investments Trust Opportunistic ...	Ultrashort Bond	99	2.01%	—	Dec 2006	SEHAX vs ENIAX
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	Diversified Portfolio	99	1.67%	—	Nov 2003	SEHAX vs STDAX
SGYAX	SEI Institutional Investments Trust High Yield Bon...	High Yield Bonds	55	1.37%	—	Dec 2005	SEHAX vs SGYAX
SEATX	SEI Tax Exempt Trust Tax-Advantaged Income Fund	Intermediate Core-Plus Bond	66	2.44%	—	Sep 2007	SEHAX vs SEATX
SDLAX	SEI Institutional Investments Trust Dynamic Asset ...	Large Cap Blend Equities	48	9.15%	—	Jul 2010	SEHAX vs SDLAX
SPINX	SEI Institutional Investments Trust S&P 500 Index ...	S&P 500	64	10.42%	—	Dec 2013	SEHAX vs SPINX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	Diversified Portfolio	75	2.57%	—	Nov 2003	SEHAX vs SICIX
SIEMX	SEI Institutional International Trust Emerging Mar...	Emerging Markets Diversified	69	19.12%	—	Jan 1995	SEHAX vs SIEMX
SEITX	SEI Institutional International Trust Internationa...	Foreign Large Cap Equities	56	10.50%	—	Dec 1989	SEHAX vs SEITX
CAVAX	SEI Catholic Values Trust Catholic Values Equity F...	Large Cap Blend Equities	42	8.67%	—	Apr 2015	SEHAX vs CAVAX

Often Compared With SEHAX

Investors most often compare SEHAX with VOO, FGJEX, SEIMX. 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	67	10.87%	1.70T	Sep 2010	SEHAX vs VOO
FGJEX	Fidelity Advisor Growth & Income Fund Class Z	Large Cap Blend Equities	57	9.38%	—	Mar 2025	SEHAX vs FGJEX
SEIMX	SEI Tax Exempt Trust Intermediate-Term Municipal F...	Municipal Bonds	69	1.26%	—	Sep 1989	SEHAX vs SEIMX
SPIIX	SEI S&P 500 Index Fund Class I	Large Cap Blend Equities	57	10.02%	—	Jun 2002	SEHAX vs SPIIX
SMSAX	SEI Institutional Managed Trust Multi-Strategy Alt...	Multistrategy	83	6.22%	—	Mar 2010	SEHAX vs SMSAX
SBDAX	SEI Tax Exempt Trust California Municipal Bond Fun...	Municipal Bonds	53	0.08%	—	Aug 1998	SEHAX vs SBDAX
GQEIX	GQG Partners US Select Quality Equity Fund	Large Cap Blend Equities	9	6.13%	—	Sep 2018	SEHAX vs GQEIX
TANDX	Castle Tandem Fund	Large Cap Blend Equities	0	-9.48%	—	Mar 2019	SEHAX vs TANDX
FNSTX	Fidelity Infrastructure Fund	Large Cap Blend Equities	42	9.29%	—	Nov 2019	SEHAX vs FNSTX
YFSIX	AMG Yacktman Global Fund	Large Cap Blend Equities	18	20.64%	—	Jan 2017	SEHAX vs YFSIX
DFIEX	DFA International Core Equity 2 Portfolio Institut...	Foreign Large Cap Equities, Large Cap Blend Equities	48	9.56%	41.84B	Sep 2005	SEHAX vs DFIEX
NWAUX	Nationwide GQG US Quality Equity Fund	Large Cap Blend Equities	8	5.82%	—	Jan 2021	SEHAX vs NWAUX
DHAMX	Centre American Select Equity Fund	Large Cap Blend Equities	85	20.64%	—	Dec 2011	SEHAX vs DHAMX
FEQHX	Fidelity Hedged Equity Fund	Large Cap Blend Equities	51	8.33%	—	Sep 2022	SEHAX vs FEQHX
MUHLX	Muhlenkamp Fund	Large Cap Blend Equities	30	8.18%	—	Nov 1988	SEHAX vs MUHLX
PAGRX	Permanent Portfolio Aggressive Growth Portfolio	Large Cap Blend Equities	55	9.93%	—	Jan 1990	SEHAX vs PAGRX
SSSYX	State Street Equity 500 Index Fund Class K	S&P 500, Large Cap Blend Equities	62	10.45%	—	Sep 2014	SEHAX vs SSSYX
FGLGX	Fidelity Series Large Cap Stock Fund	Large Cap Blend Equities	75	11.05%	—	Dec 2012	SEHAX vs FGLGX
ALSMX	Archer Multi Cap Fund	Large Cap Blend Equities	74	21.06%	—	Dec 2019	SEHAX vs ALSMX
PAGDX	Permanent Portfolio Aggressive Growth Fund Class A	Large Cap Blend Equities	54	9.79%	—	Jan 1990	SEHAX vs PAGDX

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