SEI Asset Allocation Trust Conservative Strategy Fund (SICIX) Alternatives
SEI Asset Allocation Trust Conservative Strategy Fund (SICIX) 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 SICIX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to SICIX
SICIX charges 0.51% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among SICIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | SICIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | SICIX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | SICIX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | SICIX vs BWBIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | SICIX vs MAANX |
Best Risk-Adjusted Alternatives to SICIX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | SICIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | SICIX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | SICIX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | SICIX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | SICIX vs PMAIX |
Top Performing SICIX Alternatives (YTD)
SICIX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | SICIX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | SICIX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | SICIX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | SICIX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | SICIX vs CONWX |
Lowest Volatility Alternatives to SICIX
SICIX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | SICIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | SICIX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | SICIX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | SICIX vs CSTAX | |
| Quantified Managed Income Fund | 3.76% | Aug 8, 2013 | SICIX vs QBDSX |
Lowest Drawdown Alternatives to SICIX
SICIX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | SICIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | SICIX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | SICIX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | SICIX vs CSTAX | |
| Chartwell Income Fund | -2.95% | Sep 2, 1987 | SICIX vs BERIX |
Other Mutual Funds from SEI
Most popular SEI mutual funds on PortfoliosLab, across asset classes.
Often Compared With SICIX
What investors most often compare with SICIX, based on PortfoliosLab usage data.
Compare SICIX with Any Fund or Stock
Compare SICIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.