SEI Asset Allocation Trust Market Growth Strategy Allocation Fund (SGOAX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SGOAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SGOAX
SGOAX charges 0.35% annually. There are 113 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | SGOAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | SGOAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | SGOAX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | SGOAX vs VTMFX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | SGOAX vs FYMIX |
Best Risk-Adjusted Alternatives to SGOAX
SGOAX has a PortfoliosLab risk / return rank of 63. There are 247 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | SGOAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | SGOAX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | SGOAX vs NWQIX | |
| Allspring Diversified Capital Builder Fund | 95 | — | Jan 1998 | SGOAX vs EKBAX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | SGOAX vs AYBLX |
Top Performing SGOAX Alternatives (YTD)
SGOAX is at 8.85% YTD. There are 160 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 36.76%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 36.76% | — | Jan 1998 | SGOAX vs EKBAX | |
| Greenspring Fund | 20.69% | — | Jun 1983 | SGOAX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 18.72% | — | Aug 1998 | SGOAX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.68% | — | Dec 2002 | SGOAX vs TIBIX | |
| Sound Mind Investing Fund | 15.94% | — | Dec 2005 | SGOAX vs SMIFX |
Lowest Volatility Alternatives to SGOAX
SGOAX has 10.66% 1-year volatility. There are 419 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | SGOAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.82% | — | Apr 2012 | SGOAX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.85% | — | Nov 2003 | SGOAX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | SGOAX vs AVEFX | |
| American Funds College 2027 Fund | 3.13% | — | Sep 2012 | SGOAX vs CSTAX |
Lowest Drawdown Alternatives to SGOAX
SGOAX has a 1-year max drawdown of -8.13%. There are 442 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | SGOAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | SGOAX vs SCLAX | |
| Fidelity Strategic Real Return Fund Class K6 | -2.57% | — | Sep 2005 | SGOAX vs FSRKX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | SGOAX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | SGOAX vs SICIX |
Other Mutual Funds from SEI
The 10 most viewed SEI mutual funds shown here include ENIAX, SGYAX, SEATX and span 8 categories.
Often Compared With SGOAX
Investors most often compare SGOAX with BWBIX, SMSAX, AAAAX. These 15 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare SGOAX with Any Fund or Stock
Compare SGOAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SGOAX with funds that move differently
SEI Asset Allocation Trust Market Growth Strategy Allocation Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SGOAX.
Explore SGOAX Diversifiers