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 97 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%	64.10B	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 73. There are 108 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	97	—	Dec 2002	SMOAX vs TIBIX
NWQIX	Nuveen Flexible Income Fund	97	—	Dec 2009	SMOAX vs NWQIX
AYBLX	Pioneer Balanced ESG Fund	93	—	Dec 1991	SMOAX vs AYBLX
AOBLX	Victory Pioneer Balanced Fund Class A	93	—	Dec 1991	SMOAX vs AOBLX

Top Performing SMOAX Alternatives (YTD)

SMOAX is at 4.31% YTD. There are 418 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 31.24%.

Symbol	Name	YTD Return	AUM	Inception
EKBAX	Allspring Diversified Capital Builder Fund	31.24%	—	Jan 1998	SMOAX vs EKBAX
GRSPX	Greenspring Fund	19.30%	—	Jun 1983	SMOAX vs GRSPX
MHELX	MH Elite Small Cap Fund of Funds Fund	19.20%	—	Aug 1998	SMOAX vs MHELX
IOEZX	ICON Equity Income Fund	18.43%	—	May 2004	SMOAX vs IOEZX
TIBIX	Thornburg Investment Income Builder Fund Class I	16.12%	—	Dec 2002	SMOAX vs TIBIX

Lowest Volatility Alternatives to SMOAX

SMOAX has 4.61% 1-year volatility. There are 25 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...	2.82%	—	Nov 2003	SMOAX vs SICIX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	2.87%	—	Apr 2012	SMOAX vs SCLAX
AVEFX	Ave Maria Bond Fund	2.99%	—	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 70 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, SEATX and span 8 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ENIAX	SEI Institutional Investments Trust Opportunistic ...	Ultrashort Bond	99	2.01%	—	Dec 2006	SMOAX vs ENIAX
SGYAX	SEI Institutional Investments Trust High Yield Bon...	High Yield Bonds	55	1.37%	—	Dec 2005	SMOAX vs SGYAX
SEATX	SEI Tax Exempt Trust Tax-Advantaged Income Fund	Intermediate Core-Plus Bond	66	2.44%	—	Sep 2007	SMOAX vs SEATX
SDLAX	SEI Institutional Investments Trust Dynamic Asset ...	Large Cap Blend Equities	48	9.15%	—	Jul 2010	SMOAX vs SDLAX
SPINX	SEI Institutional Investments Trust S&P 500 Index ...	S&P 500	64	10.42%	—	Dec 2013	SMOAX vs SPINX
SIEMX	SEI Institutional International Trust Emerging Mar...	Emerging Markets Diversified	69	19.12%	—	Jan 1995	SMOAX vs SIEMX
SEITX	SEI Institutional International Trust Internationa...	Foreign Large Cap Equities	56	10.50%	—	Dec 1989	SMOAX vs SEITX
CAVAX	SEI Catholic Values Trust Catholic Values Equity F...	Large Cap Blend Equities	42	8.67%	—	Apr 2015	SMOAX vs CAVAX
SEIMX	SEI Tax Exempt Trust Intermediate-Term Municipal F...	Municipal Bonds	69	1.26%	—	Sep 1989	SMOAX vs SEIMX
SPIIX	SEI S&P 500 Index Fund Class I	Large Cap Blend Equities	57	10.02%	—	Jun 2002	SMOAX vs SPIIX

Often Compared With SMOAX

Investors most often compare SMOAX with SMSAX, FCSRX, PUDZX. These 17 comparison targets span 4 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	83	6.22%	—	Mar 2010	SMOAX vs SMSAX
FCSRX	Fidelity Advisor Strategic Real Return Fund Class ...	Diversified Portfolio	80	5.62%	—	Sep 2005	SMOAX vs FCSRX
PUDZX	PGIM Real Assets Fund	Diversified Portfolio	88	11.68%	—	Dec 2010	SMOAX vs PUDZX
SBDAX	SEI Tax Exempt Trust California Municipal Bond Fun...	Municipal Bonds	53	0.08%	—	Aug 1998	SMOAX vs SBDAX
FSIRX	Fidelity Advisor Strategic Real Return Fund Class ...	Diversified Portfolio	84	6.01%	—	Sep 2005	SMOAX vs FSIRX
FSRRX	Fidelity Strategic Real Return Fund	Diversified Portfolio	83	5.86%	—	Sep 2005	SMOAX vs FSRRX
LDRAX	SEI Institutional Investments Trust Long Duration ...	Long-Term Bond	8	-1.58%	—	Apr 2004	SMOAX vs LDRAX
FIQDX	Fidelity Advisor Strategic Real Return Fund Class ...	Diversified Portfolio	84	5.99%	—	Oct 2018	SMOAX vs FIQDX
FYMIX	Fidelity Sustainable Multi-Asset Fund	Diversified Portfolio	52	8.45%	—	Feb 2022	SMOAX vs FYMIX
FSRKX	Fidelity Strategic Real Return Fund Class K6	Diversified Portfolio	85	5.98%	—	Sep 2005	SMOAX vs FSRKX
QBDSX	Quantified Managed Income Fund	Diversified Portfolio	4	-0.38%	—	Aug 2013	SMOAX vs QBDSX
BLNDX	Standpoint Multi-Asset Fund Institutional	Diversified Portfolio	80	13.05%	—	Dec 2019	SMOAX vs BLNDX
FSRTX	Fidelity Advisor Strategic Real Return Fund Class ...	Diversified Portfolio	83	5.92%	—	Sep 2005	SMOAX vs FSRTX
SMIFX	Sound Mind Investing Fund	Diversified Portfolio	30	11.49%	—	Dec 2005	SMOAX vs SMIFX
DGIFX	Disciplined Growth Investors Fund	Diversified Portfolio	24	14.16%	—	Aug 2011	SMOAX vs DGIFX
VTMFX	Vanguard Tax-Managed Balanced Fund Admiral Shares	Diversified Portfolio, Municipal Bonds	75	5.57%	12.30B	Sep 1994	SMOAX vs VTMFX
BRUFX	Bruce Fund	Diversified Portfolio	89	15.52%	—	Mar 1968	SMOAX vs BRUFX

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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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