SICIX Alternatives & Similar Mutual Funds

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 194 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	SICIX vs FRGAX
PALDX	PGIM 60/40 Allocation Fund	0.03%	—	Sep 2017	SICIX vs PALDX
VBAIX	Vanguard Balanced Index Fund Institutional Shares	0.04%	63.70B	Dec 2000	SICIX vs VBAIX
TSAIX	TIAA-CREF Lifestyle Aggressive Growth Fund	0.04%	—	Dec 2011	SICIX vs TSAIX
BWBIX	Baron WealthBuilder Fund	0.05%	—	Dec 2017	SICIX vs BWBIX

Best Risk-Adjusted Alternatives to SICIX

SICIX has a PortfoliosLab risk / return rank of 85. There are 55 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	SICIX vs STDAX
TIBIX	Thornburg Investment Income Builder Fund Class I	98	—	Dec 2002	SICIX vs TIBIX
RPFCX	Davis Appreciation & Income Fund	96	—	Apr 1992	SICIX vs RPFCX
NWQIX	Nuveen Flexible Income Fund	96	—	Dec 2009	SICIX vs NWQIX
FSRRX	Fidelity Strategic Real Return Fund	95	—	Sep 2005	SICIX vs FSRRX

Top Performing SICIX Alternatives (YTD)

SICIX is at 3.12% YTD. There are 484 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.72%.

Symbol	Name	YTD Return	AUM	Inception
EKBAX	Allspring Diversified Capital Builder Fund	29.72%	—	Jan 1998	SICIX vs EKBAX
TIBIX	Thornburg Investment Income Builder Fund Class I	19.05%	—	Dec 2002	SICIX vs TIBIX
IOEZX	ICON Equity Income Fund	18.94%	—	May 2004	SICIX vs IOEZX
GRSPX	Greenspring Fund	17.70%	—	Jun 1983	SICIX vs GRSPX
MHELX	MH Elite Small Cap Fund of Funds Fund	17.05%	—	Aug 1998	SICIX vs MHELX

Lowest Volatility Alternatives to SICIX

SICIX has 2.80% 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
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	0.86%	—	Nov 2003	SICIX vs STDAX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	2.91%	—	Apr 2012	SICIX vs SCLAX
AVEFX	Ave Maria Bond Fund	3.05%	—	Apr 2003	SICIX vs AVEFX
CSTAX	American Funds College 2027 Fund	3.11%	—	Sep 2012	SICIX vs CSTAX
QBDSX	Quantified Managed Income Fund	3.52%	—	Aug 2013	SICIX vs QBDSX

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
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	-0.36%	—	Nov 2003	SICIX vs STDAX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	-2.32%	—	Apr 2012	SICIX vs SCLAX
DGTSX	DFA Global Allocation 25/75 Portfolio	-2.64%	—	Dec 2003	SICIX vs DGTSX
CSTAX	American Funds College 2027 Fund	-2.72%	—	Sep 2012	SICIX vs CSTAX
AVEFX	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, SDLAX and span 9 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ENIAX	SEI Institutional Investments Trust Opportunistic ...	Ultrashort Bond	100	2.27%	—	Dec 2006	SICIX vs ENIAX
SGYAX	SEI Institutional Investments Trust High Yield Bon...	High Yield Bonds	35	0.93%	—	Dec 2005	SICIX vs SGYAX
SDLAX	SEI Institutional Investments Trust Dynamic Asset ...	Large Cap Blend Equities	48	9.15%	—	Jul 2010	SICIX vs SDLAX
SEATX	SEI Tax Exempt Trust Tax-Advantaged Income Fund	Intermediate Core-Plus Bond	50	1.08%	—	Sep 2007	SICIX vs SEATX
SPINX	SEI Institutional Investments Trust S&P 500 Index ...	S&P 500	59	10.09%	—	Dec 2013	SICIX vs SPINX
SIEMX	SEI Institutional International Trust Emerging Mar...	Emerging Markets Equities	68	19.26%	—	Jan 1995	SICIX vs SIEMX
CAVAX	SEI Catholic Values Trust Catholic Values Equity F...	Large Cap Blend Equities	56	10.38%	—	Apr 2015	SICIX vs CAVAX
SEITX	SEI Institutional International Trust Internationa...	Foreign Large Cap Equities	78	13.59%	—	Dec 1989	SICIX vs SEITX
SEIMX	SEI Tax Exempt Trust Intermediate-Term Municipal F...	Municipal Bonds	56	-0.10%	—	Sep 1989	SICIX vs SEIMX
SEIAX	SEI Multi-Asset Real Return Fund Class A	Inflation-Protected Bonds	86	9.04%	—	Jul 2011	SICIX vs SEIAX

Often Compared With SICIX

Investors most often compare SICIX with HADAX, MBAIX, FGTIX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
HADAX	Hartford Balanced HLS Fund	Diversified Portfolio	28	3.89%	—	Mar 1983	SICIX vs HADAX
MBAIX	MainStay Balanced Fund	Diversified Portfolio	86	7.89%	—	Apr 1989	SICIX vs MBAIX
FGTIX	Franklin Growth Allocation Fund	Diversified Portfolio	63	8.85%	—	Dec 1996	SICIX vs FGTIX
GWPAX	American Funds Growth Portfolio Class A	Diversified Portfolio	32	8.46%	—	May 2012	SICIX vs GWPAX
FKINX	Franklin Income Fund Class A1	Diversified Portfolio	91	5.62%	—	—	SICIX vs FKINX
MAPOX	Mairs & Power Balanced Fund	Diversified Portfolio	43	6.99%	—	Jan 1961	SICIX vs MAPOX
FPURX	Fidelity Puritan Fund	Diversified Portfolio	44	7.73%	—	Apr 1947	SICIX vs FPURX
MDCPX	BlackRock Balanced Capital Fund Investor A Shares	Diversified Portfolio	73	8.01%	—	Nov 1973	SICIX vs MDCPX
JILGX	John Hancock Funds II Multimanager Lifestyle Growt...	Diversified Portfolio	10	9.86%	—	Oct 2005	SICIX vs JILGX
CFIHX	American Funds Capital Income Builder Fund Class F...	Diversified Portfolio	88	10.66%	—	—	SICIX vs CFIHX
USCCX	USAA Cornerstone Conservative Fund	Diversified Portfolio	83	3.71%	—	Jun 2012	SICIX vs USCCX
CAIBX	American Funds Capital Income Builder Class A	Diversified Portfolio	87	10.47%	—	Jul 1987	SICIX vs CAIBX
SMIFX	Sound Mind Investing Fund	Diversified Portfolio	31	10.56%	—	Dec 2005	SICIX vs SMIFX
CDGRX	Copeland Dividend Growth Fund	Diversified Portfolio	29	6.72%	—	Dec 2010	SICIX vs CDGRX
SPIIX	SEI S&P 500 Index Fund Class I	Large Cap Blend Equities	52	9.65%	—	Jun 2002	SICIX vs SPIIX
VILLX	Villere Balanced Fund	Diversified Portfolio	—	—	—	Sep 1999	SICIX vs VILLX
VWELX	Vanguard Wellington Fund Investor Shares	Diversified Portfolio	50	5.37%	123.40B	Jul 1929	SICIX vs VWELX
FYMIX	Fidelity Sustainable Multi-Asset Fund	Diversified Portfolio	56	8.71%	—	Feb 2022	SICIX vs FYMIX
ETIMX	Eventide Multi-Asset Income Fund	Diversified Portfolio	41	8.06%	—	Jul 2015	SICIX vs ETIMX
FSRTX	Fidelity Advisor Strategic Real Return Fund Class ...	Diversified Portfolio	90	6.60%	—	Sep 2005	SICIX vs FSRTX

Compare SICIX with Any Fund or Stock

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

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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

SEI Asset Allocation Trust Conservative Strategy Fund (SICIX) Alternatives