SEI Institutional Managed Trust Multi-Asset Income Fund (SIOAX) Alternatives
SEI Institutional Managed Trust Multi-Asset Income Fund (SIOAX) belongs to the Tactical Allocation category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SIOAX. 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 SIOAX
SIOAX charges 0.80% annually. Among mutual funds in the Tactical Allocation category, these options have the lowest expense ratios among SIOAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Goldman Sachs Growth and Income Strategy Portfolio | 0.19% | Jan 1, 1998 | SIOAX vs GOIIX | |
| Goldman Sachs Balanced Strategy Portfolio | 0.19% | Jan 1, 1998 | SIOAX vs GIPIX | |
| PIMCO All Asset All Authority Fund | 0.21% | Oct 30, 2003 | SIOAX vs PAUIX | |
| Columbia Thermostat Fund | 0.24% | Sep 24, 2002 | SIOAX vs COTZX | |
| GuidePath Flexible Income Allocation Fund | 0.50% | Aug 30, 2012 | SIOAX vs GPIFX |
Best Risk-Adjusted Alternatives to SIOAX
Among mutual funds in the Tactical Allocation 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 | |
|---|---|---|---|---|
| Hussman Strategic Total Return Fund | 97 | Sep 11, 2002 | SIOAX vs HSTRX | |
| Conquer Risk Defensive Bull Fund | 95 | Jun 30, 2020 | SIOAX vs CRDBX | |
| Hundredfold Select Alternative Fund Investor Class | 93 | — | SIOAX vs HFSAX | |
| Donoghue Forlines Momentum Fund | 93 | Dec 22, 2016 | SIOAX vs MOJOX | |
| Invesco Balanced-Risk Allocation Fund | 92 | Jun 1, 2009 | SIOAX vs ABRYX |
Top Performing SIOAX Alternatives (YTD)
SIOAX alternatives from the Tactical Allocation category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Quantified Evolution Plus Fund | 40.30% | Sep 29, 2019 | SIOAX vs QEVOX | |
| PIMCO Dynamic Income Strategy Fund | 16.74% | Feb 1, 2019 | SIOAX vs PDX | |
| Donoghue Forlines Momentum Fund | 15.26% | Dec 22, 2016 | SIOAX vs MOJOX | |
| Invesco Balanced-Risk Allocation Fund | 12.72% | Jun 1, 2009 | SIOAX vs ABRYX | |
| Invesco Balanced-Risk Allocation Fund Class A | 12.62% | Jun 2, 2009 | SIOAX vs ABRZX |
Lowest Volatility Alternatives to SIOAX
SIOAX alternatives from the Tactical Allocation category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.76% | Aug 30, 2012 | SIOAX vs GPIFX | |
| Goldman Sachs TacticalTiltOverlayFund | 4.40% | Jul 30, 2014 | SIOAX vs TTIFX | |
| Hundredfold Select Alternative Fund | 4.40% | Aug 31, 2004 | SIOAX vs SFHYX | |
| Hundredfold Select Alternative Fund Investor Class | 4.41% | — | SIOAX vs HFSAX | |
| USA Mutuals All Seasons Fund | 5.55% | Oct 12, 2017 | SIOAX vs UNAVX |
Lowest Drawdown Alternatives to SIOAX
SIOAX alternatives from the Tactical Allocation category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Goldman Sachs TacticalTiltOverlayFund | -2.66% | Jul 30, 2014 | SIOAX vs TTIFX | |
| Hussman Strategic Total Return Fund | -3.14% | Sep 11, 2002 | SIOAX vs HSTRX | |
| GuidePath Flexible Income Allocation Fund | -3.50% | Aug 30, 2012 | SIOAX vs GPIFX | |
| Hundredfold Select Alternative Fund Investor Class | -3.68% | — | SIOAX vs HFSAX | |
| Hussman Strategic Allocation Fund | -3.74% | Aug 26, 2019 | SIOAX vs HSAFX |
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