SKTAX Alternatives & Similar Mutual Funds

SEI Asset Allocation Trust Core Market Strategy Allocation Fund (SKTAX) 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 SKTAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to SKTAX

SKTAX charges 0.61% annually. There are 245 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	SKTAX vs FRGAX
PALDX	PGIM 60/40 Allocation Fund	0.03%	—	Sep 2017	SKTAX vs PALDX
TSAIX	TIAA-CREF Lifestyle Aggressive Growth Fund	0.04%	—	Dec 2011	SKTAX vs TSAIX
VBAIX	Vanguard Balanced Index Fund Institutional Shares	0.04%	64.10B	Dec 2000	SKTAX vs VBAIX
BWBIX	Baron WealthBuilder Fund	0.05%	—	Dec 2017	SKTAX vs BWBIX

Best Risk-Adjusted Alternatives to SKTAX

SKTAX has a PortfoliosLab risk / return rank of 69. There are 186 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	SKTAX vs STDAX
TIBIX	Thornburg Investment Income Builder Fund Class I	98	—	Dec 2002	SKTAX vs TIBIX
NWQIX	Nuveen Flexible Income Fund	97	—	Dec 2009	SKTAX vs NWQIX
FMUAX	Federated Hermes Municipal and Stock Advantage Fun...	94	—	Sep 2003	SKTAX vs FMUAX
AYBLX	Pioneer Balanced ESG Fund	93	—	Dec 1991	SKTAX vs AYBLX

Top Performing SKTAX Alternatives (YTD)

SKTAX is at 9.89% YTD. There are 108 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 30.31%.

Symbol	Name	YTD Return	AUM	Inception
EKBAX	Allspring Diversified Capital Builder Fund	30.31%	—	Jan 1998	SKTAX vs EKBAX
GRSPX	Greenspring Fund	19.30%	—	Jun 1983	SKTAX vs GRSPX
MHELX	MH Elite Small Cap Fund of Funds Fund	18.84%	—	Aug 1998	SKTAX vs MHELX
IOEZX	ICON Equity Income Fund	18.66%	—	May 2004	SKTAX vs IOEZX
TIBIX	Thornburg Investment Income Builder Fund Class I	16.85%	—	Dec 2002	SKTAX vs TIBIX

Lowest Volatility Alternatives to SKTAX

SKTAX has 10.63% 1-year volatility. There are 402 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.

Symbol	Name	Volatility 1Y	AUM	Inception
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	0.85%	—	Nov 2003	SKTAX vs STDAX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	2.82%	—	Nov 2003	SKTAX vs SICIX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	2.87%	—	Apr 2012	SKTAX vs SCLAX
AVEFX	Ave Maria Bond Fund	2.99%	—	Apr 2003	SKTAX vs AVEFX
CSTAX	American Funds College 2027 Fund	3.11%	—	Sep 2012	SKTAX vs CSTAX

Lowest Drawdown Alternatives to SKTAX

SKTAX has a 1-year max drawdown of -8.12%. There are 440 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	SKTAX vs STDAX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	-2.32%	—	Apr 2012	SKTAX vs SCLAX
DGTSX	DFA Global Allocation 25/75 Portfolio	-2.64%	—	Dec 2003	SKTAX vs DGTSX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	-2.65%	—	Nov 2003	SKTAX vs SICIX
CSTAX	American Funds College 2027 Fund	-2.72%	—	Sep 2012	SKTAX vs CSTAX

Other Mutual Funds from SEI

The 10 most viewed SEI mutual funds shown here include ENIAX, SGYAX, SEATX and span 8 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ENIAX	SEI Institutional Investments Trust Opportunistic ...	Ultrashort Bond	99	2.14%	—	Dec 2006	SKTAX vs ENIAX
SGYAX	SEI Institutional Investments Trust High Yield Bon...	High Yield Bonds	58	1.52%	—	Dec 2005	SKTAX vs SGYAX
SEATX	SEI Tax Exempt Trust Tax-Advantaged Income Fund	Intermediate Core-Plus Bond	69	2.44%	—	Sep 2007	SKTAX vs SEATX
SDLAX	SEI Institutional Investments Trust Dynamic Asset ...	Large Cap Blend Equities	54	10.36%	—	Jul 2010	SKTAX vs SDLAX
SPINX	SEI Institutional Investments Trust S&P 500 Index ...	S&P 500	68	11.29%	—	Dec 2013	SKTAX vs SPINX
SIEMX	SEI Institutional International Trust Emerging Mar...	Emerging Markets Diversified	70	21.32%	—	Jan 1995	SKTAX vs SIEMX
SEITX	SEI Institutional International Trust Internationa...	Foreign Large Cap Equities	63	11.51%	—	Dec 1989	SKTAX vs SEITX
CAVAX	SEI Catholic Values Trust Catholic Values Equity F...	Large Cap Blend Equities	47	9.62%	—	Apr 2015	SKTAX vs CAVAX
SEIMX	SEI Tax Exempt Trust Intermediate-Term Municipal F...	Municipal Bonds	69	1.17%	—	Sep 1989	SKTAX vs SEIMX
SPIIX	SEI S&P 500 Index Fund Class I	Large Cap Blend Equities	60	10.86%	—	Jun 2002	SKTAX vs SPIIX

Often Compared With SKTAX

Investors most often compare SKTAX with LDRAX, FSRKX, FCSRX. These 16 comparison targets span 4 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
LDRAX	SEI Institutional Investments Trust Long Duration ...	Long-Term Bond	10	-1.23%	—	Apr 2004	SKTAX vs LDRAX
FSRKX	Fidelity Strategic Real Return Fund Class K6	Diversified Portfolio	87	6.43%	—	Sep 2005	SKTAX vs FSRKX
FCSRX	Fidelity Advisor Strategic Real Return Fund Class ...	Diversified Portfolio	83	5.97%	—	Sep 2005	SKTAX vs FCSRX
FSIRX	Fidelity Advisor Strategic Real Return Fund Class ...	Diversified Portfolio	86	6.47%	—	Sep 2005	SKTAX vs FSIRX
BLNDX	Standpoint Multi-Asset Fund Institutional	Diversified Portfolio	83	13.59%	—	Dec 2019	SKTAX vs BLNDX
FYMIX	Fidelity Sustainable Multi-Asset Fund	Diversified Portfolio	58	9.47%	—	Feb 2022	SKTAX vs FYMIX
SMSAX	SEI Institutional Managed Trust Multi-Strategy Alt...	Multistrategy	84	6.43%	—	Mar 2010	SKTAX vs SMSAX
QBDSX	Quantified Managed Income Fund	Diversified Portfolio	5	-0.38%	—	Aug 2013	SKTAX vs QBDSX
FIQDX	Fidelity Advisor Strategic Real Return Fund Class ...	Diversified Portfolio	87	6.34%	—	Oct 2018	SKTAX vs FIQDX
SBDAX	SEI Tax Exempt Trust California Municipal Bond Fun...	Municipal Bonds	52	-0.01%	—	Aug 1998	SKTAX vs SBDAX
PUDZX	PGIM Real Assets Fund	Diversified Portfolio	89	12.00%	—	Dec 2010	SKTAX vs PUDZX
FSRRX	Fidelity Strategic Real Return Fund	Diversified Portfolio	92	7.68%	—	Sep 2005	SKTAX vs FSRRX
DGIFX	Disciplined Growth Investors Fund	Diversified Portfolio	24	13.57%	—	Aug 2011	SKTAX vs DGIFX
VTMFX	Vanguard Tax-Managed Balanced Fund Admiral Shares	Diversified Portfolio, Municipal Bonds	72	5.53%	12.30B	Sep 1994	SKTAX vs VTMFX
AOBLX	Victory Pioneer Balanced Fund Class A	Diversified Portfolio	93	12.92%	—	Dec 1991	SKTAX vs AOBLX
BRUFX	Bruce Fund	Diversified Portfolio	90	15.08%	—	Mar 1968	SKTAX vs BRUFX

Compare SKTAX with Any Fund or Stock

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

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Diversifiers

Pair SKTAX with funds that move differently

SEI Asset Allocation Trust Core Market Strategy Allocation Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SKTAX.

Explore SKTAX Diversifiers

SEI Asset Allocation Trust Core Market Strategy Allocation Fund (SKTAX) Alternatives