SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund (SIFAX) 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 SIFAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SIFAX
SIFAX charges 0.90% annually. There are 370 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 | SIFAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | SIFAX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | SIFAX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | SIFAX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | SIFAX vs BWBIX |
Best Risk-Adjusted Alternatives to SIFAX
SIFAX has a PortfoliosLab risk / return rank of 65. There are 187 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 | SIFAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | SIFAX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | SIFAX vs NWQIX | |
| Pioneer Balanced ESG Fund | 93 | — | Dec 1991 | SIFAX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 93 | — | Dec 1991 | SIFAX vs AOBLX |
Top Performing SIFAX Alternatives (YTD)
SIFAX is at 7.32% YTD. There are 196 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 | SIFAX vs EKBAX | |
| Greenspring Fund | 19.30% | — | Jun 1983 | SIFAX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 19.20% | — | Aug 1998 | SIFAX vs MHELX | |
| ICON Equity Income Fund | 18.43% | — | May 2004 | SIFAX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.12% | — | Dec 2002 | SIFAX vs TIBIX |
Lowest Volatility Alternatives to SIFAX
SIFAX has 5.69% 1-year volatility. There are 81 mutual funds 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 | SIFAX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.82% | — | Nov 2003 | SIFAX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.87% | — | Apr 2012 | SIFAX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | SIFAX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | SIFAX vs CSTAX |
Lowest Drawdown Alternatives to SIFAX
SIFAX has a 1-year max drawdown of -4.47%. There are 91 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 | SIFAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | SIFAX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | SIFAX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | SIFAX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | SIFAX vs CSTAX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 40 | 15.17% | — | Sep 2021 | SIFAX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 62 | 10.45% | — | Jul 1993 | SIFAX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 96 | 11.18% | — | Dec 2012 | SIFAX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 60 | 11.17% | — | May 2011 | SIFAX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 71 | 10.57% | — | Dec 1991 | SIFAX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 56 | 10.47% | — | Jul 2010 | SIFAX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 45 | 6.96% | — | Aug 2005 | SIFAX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 40 | 28.69% | — | Apr 2000 | SIFAX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 75 | 6.57% | — | Oct 2007 | SIFAX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 69 | 12.59% | — | Sep 1999 | SIFAX vs FAMRX |
Often Compared With SIFAX
Investors most often compare SIFAX with VOO, FYMIX, FOBAX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare SIFAX with Any Fund or Stock
Compare SIFAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SIFAX with funds that move differently
SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SIFAX.
Explore SIFAX Diversifiers