SMOAX Alternatives & Similar Mutual Funds

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

Cheapest Alternatives to SMOAX

SMOAX charges 0.31% annually. There are 96 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	SMOAX vs FRGAX
PALDX	PGIM 60/40 Allocation Fund	0.03%	—	Sep 2017	SMOAX vs PALDX
VBAIX	Vanguard Balanced Index Fund Institutional Shares	0.04%	63.70B	Dec 2000	SMOAX vs VBAIX
TSAIX	TIAA-CREF Lifestyle Aggressive Growth Fund	0.04%	—	Dec 2011	SMOAX vs TSAIX
BWBIX	Baron WealthBuilder Fund	0.05%	—	Dec 2017	SMOAX vs BWBIX

Best Risk-Adjusted Alternatives to SMOAX

SMOAX has a PortfoliosLab risk / return rank of 81. There are 68 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	SMOAX vs STDAX
TIBIX	Thornburg Investment Income Builder Fund Class I	98	—	Dec 2002	SMOAX vs TIBIX
RPFCX	Davis Appreciation & Income Fund	96	—	Apr 1992	SMOAX vs RPFCX
NWQIX	Nuveen Flexible Income Fund	96	—	Dec 2009	SMOAX vs NWQIX
FSRRX	Fidelity Strategic Real Return Fund	95	—	Sep 2005	SMOAX vs FSRRX

Top Performing SMOAX Alternatives (YTD)

SMOAX is at 4.96% YTD. There are 369 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	SMOAX vs EKBAX
TIBIX	Thornburg Investment Income Builder Fund Class I	19.05%	—	Dec 2002	SMOAX vs TIBIX
IOEZX	ICON Equity Income Fund	18.94%	—	May 2004	SMOAX vs IOEZX
GRSPX	Greenspring Fund	17.70%	—	Jun 1983	SMOAX vs GRSPX
MHELX	MH Elite Small Cap Fund of Funds Fund	17.05%	—	Aug 1998	SMOAX vs MHELX

Lowest Volatility Alternatives to SMOAX

SMOAX has 4.58% 1-year volatility. There are 24 mutual funds 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	SMOAX vs STDAX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	2.80%	—	Nov 2003	SMOAX vs SICIX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	2.91%	—	Apr 2012	SMOAX vs SCLAX
AVEFX	Ave Maria Bond Fund	3.05%	—	Apr 2003	SMOAX vs AVEFX
CSTAX	American Funds College 2027 Fund	3.11%	—	Sep 2012	SMOAX vs CSTAX

Lowest Drawdown Alternatives to SMOAX

SMOAX has a 1-year max drawdown of -4.26%. There are 69 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	SMOAX vs STDAX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	-2.32%	—	Apr 2012	SMOAX vs SCLAX
DGTSX	DFA Global Allocation 25/75 Portfolio	-2.64%	—	Dec 2003	SMOAX vs DGTSX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	-2.65%	—	Nov 2003	SMOAX vs SICIX
CSTAX	American Funds College 2027 Fund	-2.72%	—	Sep 2012	SMOAX vs CSTAX

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

Often Compared With SMOAX

Investors most often compare SMOAX with SMSAX, SPIIX, FCSRX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SMSAX	SEI Institutional Managed Trust Multi-Strategy Alt...	Multistrategy	88	6.12%	—	Mar 2010	SMOAX vs SMSAX
SPIIX	SEI S&P 500 Index Fund Class I	Large Cap Blend Equities	52	9.65%	—	Jun 2002	SMOAX vs SPIIX
FCSRX	Fidelity Advisor Strategic Real Return Fund Class ...	Diversified Portfolio	88	6.20%	—	Sep 2005	SMOAX vs FCSRX
PUDZX	PGIM Real Assets Fund	Diversified Portfolio	92	12.51%	—	Dec 2010	SMOAX vs PUDZX
SBDAX	SEI Tax Exempt Trust California Municipal Bond Fun...	Municipal Bonds	24	-1.28%	—	Aug 1998	SMOAX vs SBDAX
LDRAX	SEI Institutional Investments Trust Long Duration ...	Long-Term Bond	4	-3.50%	—	Apr 2004	SMOAX vs LDRAX
FSIRX	Fidelity Advisor Strategic Real Return Fund Class ...	Diversified Portfolio	91	6.81%	—	Sep 2005	SMOAX vs FSIRX
FIQDX	Fidelity Advisor Strategic Real Return Fund Class ...	Diversified Portfolio	91	6.68%	—	Oct 2018	SMOAX vs FIQDX
FYMIX	Fidelity Sustainable Multi-Asset Fund	Diversified Portfolio	56	8.71%	—	Feb 2022	SMOAX vs FYMIX
FSRKX	Fidelity Strategic Real Return Fund Class K6	Diversified Portfolio	92	6.77%	—	Sep 2005	SMOAX vs FSRKX
QBDSX	Quantified Managed Income Fund	Diversified Portfolio	4	-0.25%	—	Aug 2013	SMOAX vs QBDSX
BLNDX	Standpoint Multi-Asset Fund Institutional	Diversified Portfolio	87	13.52%	—	Dec 2019	SMOAX vs BLNDX
FSRTX	Fidelity Advisor Strategic Real Return Fund Class ...	Diversified Portfolio	90	6.60%	—	Sep 2005	SMOAX vs FSRTX
AYBLX	Pioneer Balanced ESG Fund	Diversified Portfolio	94	13.12%	—	Dec 1991	SMOAX vs AYBLX
AOBLX	Victory Pioneer Balanced Fund Class A	Diversified Portfolio	94	13.00%	—	Dec 1991	SMOAX vs AOBLX
DGIFX	Disciplined Growth Investors Fund	Diversified Portfolio	28	15.68%	—	Aug 2011	SMOAX vs DGIFX
SMIFX	Sound Mind Investing Fund	Diversified Portfolio	31	10.56%	—	Dec 2005	SMOAX vs SMIFX
BRUFX	Bruce Fund	Diversified Portfolio	93	14.75%	—	Mar 1968	SMOAX vs BRUFX
VTMFX	Vanguard Tax-Managed Balanced Fund Admiral Shares	Diversified Portfolio, Municipal Bonds	67	4.67%	12.30B	Sep 1994	SMOAX vs VTMFX
FMUAX	Federated Hermes Municipal and Stock Advantage Fun...	Diversified Portfolio	92	5.90%	—	Sep 2003	SMOAX vs FMUAX

Compare SMOAX with Any Fund or Stock

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

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Diversifiers

Pair SMOAX with funds that move differently

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

Explore SMOAX Diversifiers

SEI Asset Allocation Trust Moderate Strategy Fund (SMOAX) Alternatives