SGOAX Alternatives & Similar Mutual Funds

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
FRGAX	Fidelity 70% Allocation Fund	0.02%	—	Jan 2022	SGOAX vs FRGAX
PALDX	PGIM 60/40 Allocation Fund	0.03%	—	Sep 2017	SGOAX vs PALDX
TSAIX	TIAA-CREF Lifestyle Aggressive Growth Fund	0.04%	—	Dec 2011	SGOAX vs TSAIX
VBAIX	Vanguard Balanced Index Fund Institutional Shares	0.04%	64.10B	Dec 2000	SGOAX vs VBAIX
VTMFX	Vanguard Tax-Managed Balanced Fund Admiral Shares	0.05%	12.30B	Sep 1994	SGOAX vs VTMFX

Best Risk-Adjusted Alternatives to SGOAX

SGOAX has a PortfoliosLab risk / return rank of 63. There are 238 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.

Symbol	Name	Risk / Return Rank	AUM	Inception
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	99	—	Nov 2003	SGOAX vs STDAX
TIBIX	Thornburg Investment Income Builder Fund Class I	97	—	Dec 2002	SGOAX vs TIBIX
NWQIX	Nuveen Flexible Income Fund	97	—	Dec 2009	SGOAX vs NWQIX
AYBLX	Pioneer Balanced ESG Fund	94	—	Dec 1991	SGOAX vs AYBLX
AOBLX	Victory Pioneer Balanced Fund Class A	94	—	Dec 1991	SGOAX vs AOBLX

Top Performing SGOAX Alternatives (YTD)

SGOAX is at 9.52% YTD. There are 121 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 33.29%.

Symbol	Name	YTD Return	AUM	Inception
EKBAX	Allspring Diversified Capital Builder Fund	33.29%	—	Jan 1998	SGOAX vs EKBAX
GRSPX	Greenspring Fund	20.03%	—	Jun 1983	SGOAX vs GRSPX
MHELX	MH Elite Small Cap Fund of Funds Fund	18.01%	—	Aug 1998	SGOAX vs MHELX
IOEZX	ICON Equity Income Fund	16.48%	—	May 2004	SGOAX vs IOEZX
TIBIX	Thornburg Investment Income Builder Fund Class I	15.32%	—	Dec 2002	SGOAX vs TIBIX

Lowest Volatility Alternatives to SGOAX

SGOAX has 10.63% 1-year volatility. There are 404 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.

Symbol	Name	Volatility 1Y	AUM	Inception
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	0.86%	—	Nov 2003	SGOAX vs STDAX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	2.84%	—	Nov 2003	SGOAX vs SICIX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	2.87%	—	Apr 2012	SGOAX vs SCLAX
AVEFX	Ave Maria Bond Fund	2.99%	—	Apr 2003	SGOAX vs AVEFX
CSTAX	American Funds College 2027 Fund	3.10%	—	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
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	-0.36%	—	Nov 2003	SGOAX vs STDAX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	-2.32%	—	Apr 2012	SGOAX vs SCLAX
DGTSX	DFA Global Allocation 25/75 Portfolio	-2.64%	—	Dec 2003	SGOAX vs DGTSX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	-2.65%	—	Nov 2003	SGOAX vs SICIX
CSTAX	American Funds College 2027 Fund	-2.72%	—	Sep 2012	SGOAX vs CSTAX

Other Mutual Funds from SEI

The 10 most viewed SEI mutual funds shown here include ENIAX, SGYAX, SEATX 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	SGOAX vs ENIAX
SGYAX	SEI Institutional Investments Trust High Yield Bon...	High Yield Bonds	58	1.67%	—	Dec 2005	SGOAX vs SGYAX
SEATX	SEI Tax Exempt Trust Tax-Advantaged Income Fund	Intermediate Core-Plus Bond	64	2.56%	—	Sep 2007	SGOAX vs SEATX
SDLAX	SEI Institutional Investments Trust Dynamic Asset ...	Large Cap Blend Equities	51	9.62%	—	Jul 2010	SGOAX vs SDLAX
SPINX	SEI Institutional Investments Trust S&P 500 Index ...	S&P 500	65	10.81%	—	Dec 2013	SGOAX vs SPINX
SIEMX	SEI Institutional International Trust Emerging Mar...	Emerging Markets Diversified	77	22.24%	—	Jan 1995	SGOAX vs SIEMX
SEITX	SEI Institutional International Trust Internationa...	Foreign Large Cap Equities	50	10.66%	—	Dec 1989	SGOAX vs SEITX
CAVAX	SEI Catholic Values Trust Catholic Values Equity F...	Large Cap Blend Equities	41	8.91%	—	Apr 2015	SGOAX vs CAVAX
SEIMX	SEI Tax Exempt Trust Intermediate-Term Municipal F...	Municipal Bonds	68	1.35%	—	Sep 1989	SGOAX vs SEIMX
SPIIX	SEI S&P 500 Index Fund Class I	Large Cap Blend Equities	59	10.43%	—	Jun 2002	SGOAX vs SPIIX

Often Compared With SGOAX

Investors most often compare SGOAX with FSRKX, FYMIX, BWBIX. These 18 comparison targets span 4 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FSRKX	Fidelity Strategic Real Return Fund Class K6	Diversified Portfolio	91	6.99%	—	Sep 2005	SGOAX vs FSRKX
FYMIX	Fidelity Sustainable Multi-Asset Fund	Diversified Portfolio	55	9.21%	—	Feb 2022	SGOAX vs FYMIX
BWBIX	Baron WealthBuilder Fund	Diversified Portfolio	20	5.48%	—	Dec 2017	SGOAX vs BWBIX
SBDAX	SEI Tax Exempt Trust California Municipal Bond Fun...	Municipal Bonds	52	0.18%	—	Aug 1998	SGOAX vs SBDAX
FSRTX	Fidelity Advisor Strategic Real Return Fund Class ...	Diversified Portfolio	89	6.71%	—	Sep 2005	SGOAX vs FSRTX
LDRAX	SEI Institutional Investments Trust Long Duration ...	Long-Term Bond	8	-0.71%	—	Apr 2004	SGOAX vs LDRAX
SMSAX	SEI Institutional Managed Trust Multi-Strategy Alt...	Multistrategy	85	6.73%	—	Mar 2010	SGOAX vs SMSAX
AAAAX	DWS RREEF Real Assets Fund - Class A	Diversified Portfolio	52	8.73%	—	Jul 2007	SGOAX vs AAAAX
FCSRX	Fidelity Advisor Strategic Real Return Fund Class ...	Diversified Portfolio	86	6.32%	—	Sep 2005	SGOAX vs FCSRX
FSIRX	Fidelity Advisor Strategic Real Return Fund Class ...	Diversified Portfolio	90	6.81%	—	Sep 2005	SGOAX vs FSIRX
BLNDX	Standpoint Multi-Asset Fund Institutional	Diversified Portfolio	80	12.78%	—	Dec 2019	SGOAX vs BLNDX
PUDZX	PGIM Real Assets Fund	Diversified Portfolio	88	11.26%	—	Dec 2010	SGOAX vs PUDZX
FSRRX	Fidelity Strategic Real Return Fund	Diversified Portfolio	90	6.76%	—	Sep 2005	SGOAX vs FSRRX
QBDSX	Quantified Managed Income Fund	Diversified Portfolio	3	-0.38%	—	Aug 2013	SGOAX vs QBDSX
FIQDX	Fidelity Advisor Strategic Real Return Fund Class ...	Diversified Portfolio	91	6.90%	—	Oct 2018	SGOAX vs FIQDX
SMIFX	Sound Mind Investing Fund	Diversified Portfolio	31	12.84%	—	Dec 2005	SGOAX vs SMIFX
DGIFX	Disciplined Growth Investors Fund	Diversified Portfolio	26	15.22%	—	Aug 2011	SGOAX vs DGIFX
BRUFX	Bruce Fund	Diversified Portfolio	88	15.04%	—	Mar 1968	SGOAX vs BRUFX

Compare SGOAX with Any Fund or Stock

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

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Diversifiers

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

SEI Asset Allocation Trust Market Growth Strategy Allocation Fund (SGOAX) Alternatives