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 97 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 | SMOAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | SMOAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | SMOAX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | SMOAX vs BWBIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | SMOAX vs VTMFX |
Best Risk-Adjusted Alternatives to SMOAX
SMOAX has a PortfoliosLab risk / return rank of 61. 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 | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | SMOAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | SMOAX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | SMOAX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | SMOAX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | SMOAX vs AOBLX |
Top Performing SMOAX Alternatives (YTD)
SMOAX is at 3.58% YTD. There are 431 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 34.11%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 34.11% | — | Jan 1998 | SMOAX vs EKBAX | |
| MH Elite Small Cap Fund of Funds Fund | 20.86% | — | Aug 1998 | SMOAX vs MHELX | |
| Greenspring Fund | 20.56% | — | Jun 1983 | SMOAX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 16.73% | — | Dec 2002 | SMOAX vs TIBIX | |
| ICON Equity Income Fund | 13.66% | — | May 2004 | SMOAX vs IOEZX |
Lowest Volatility Alternatives to SMOAX
SMOAX has 4.65% 1-year volatility. There are 26 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | SMOAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.84% | — | Apr 2012 | SMOAX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.85% | — | Nov 2003 | SMOAX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | SMOAX vs AVEFX | |
| American Funds College 2027 Fund | 3.14% | — | Sep 2012 | SMOAX vs CSTAX |
Lowest Drawdown Alternatives to SMOAX
SMOAX has a 1-year max drawdown of -4.26%. There are 71 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 | SMOAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | SMOAX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | SMOAX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | SMOAX vs SICIX | |
| 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, SEATX and span 8 categories.
Often Compared With SMOAX
Investors most often compare SMOAX with SMSAX, FCSRX, PUDZX. These 15 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare SMOAX with Any Fund or Stock
Compare SMOAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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