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 a closer substitute for your current allocation.
Cheapest Alternatives to SICIX
SICIX charges 0.51% annually. There are 195 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 | SICIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | SICIX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | SICIX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | SICIX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | SICIX vs VTMFX |
Best Risk-Adjusted Alternatives to SICIX
SICIX has a PortfoliosLab risk / return rank of 75. There are 94 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 | SICIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | SICIX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | SICIX vs NWQIX | |
| Pioneer Balanced ESG Fund | 93 | — | Dec 1991 | SICIX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 93 | — | Dec 1991 | SICIX vs AOBLX |
Top Performing SICIX Alternatives (YTD)
SICIX is at 2.57% YTD. There are 505 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 31.24%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 31.24% | — | Jan 1998 | SICIX vs EKBAX | |
| Greenspring Fund | 19.30% | — | Jun 1983 | SICIX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 19.20% | — | Aug 1998 | SICIX vs MHELX | |
| ICON Equity Income Fund | 18.43% | — | May 2004 | SICIX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.12% | — | Dec 2002 | SICIX vs TIBIX |
Lowest Volatility Alternatives to SICIX
SICIX has 2.82% 1-year volatility. There is 1 mutual fund in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | SICIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.87% | — | Apr 2012 | SICIX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | SICIX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | SICIX vs CSTAX | |
| DFA Global Allocation 25/75 Portfolio | 3.61% | — | Dec 2003 | SICIX vs DGTSX |
Lowest Drawdown Alternatives to SICIX
SICIX has a 1-year max drawdown of -2.65%. There are 3 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 | SICIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | SICIX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | SICIX vs DGTSX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | SICIX vs CSTAX | |
| Ave Maria Bond Fund | -2.83% | — | Apr 2003 | SICIX vs AVEFX |
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 SICIX
Investors most often compare SICIX with HADAX, FGTIX, MBAIX. These 20 comparison targets span 1 categories, 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.
Pair SICIX with funds that move differently
SEI Asset Allocation Trust Conservative Strategy Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SICIX.
Explore SICIX Diversifiers