SNSAX Alternatives & Similar Mutual Funds

SEI Asset Allocation Trust Defensive Strategy Fund (SNSAX) belongs to the Short-Term Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SNSAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to SNSAX

SNSAX charges 0.61% annually. There are 76 mutual funds in the Short-Term Bond category with lower expense ratios, going as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
VISTX	Vanguard Institutional Short-Term Bond Fund	0.02%	—	Jun 2015	SNSAX vs VISTX
VIITX	Vanguard Institutional Intermediate-Term Bond Fund	0.02%	—	Jun 2015	SNSAX vs VIITX
FUMBX	Fidelity Short-Term Treasury Bond Index Fund	0.03%	—	Dec 2005	SNSAX vs FUMBX
SWSBX	Schwab Short-Term Bond Index Fund	0.06%	—	Feb 2017	SNSAX vs SWSBX
TNSHX	TIAA-CREF Short-Term Bond Index Fund	0.09%	—	Aug 2015	SNSAX vs TNSHX

Best Risk-Adjusted Alternatives to SNSAX

SNSAX has a PortfoliosLab risk / return rank of 90. There are 28 mutual funds in the Short-Term Bond category with higher risk-adjusted ranks, going as high as 100.

Symbol	Name	Risk / Return Rank	AUM	Inception
DFCFX	DFA Two-Year Fixed Income Portfolio	100	—	Jun 1996	SNSAX vs DFCFX
GPICX	GuidepathConservative Income Fund	99	—	Apr 2018	SNSAX vs GPICX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	99	—	Jul 2016	SNSAX vs DHEIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	99	—	Jul 2016	SNSAX vs DHEAX
DFAIX	DFA Short-Duration Real Return Portfolio	98	—	Nov 2013	SNSAX vs DFAIX

Top Performing SNSAX Alternatives (YTD)

SNSAX is at 1.91% YTD. There are 8 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 7.16%.

Symbol	Name	YTD Return	AUM	Inception
GPARX	GuidePath Absolute Return Allocation Fund	7.16%	—	Apr 2011	SNSAX vs GPARX
LCCMX	Leader Short Term High Yield Bond Fund	4.03%	—	Jul 2005	SNSAX vs LCCMX
DFAIX	DFA Short-Duration Real Return Portfolio	2.38%	—	Nov 2013	SNSAX vs DFAIX
HOBEX	Holbrook Income Fund	2.30%	—	Jul 2016	SNSAX vs HOBEX
BATAX	BlackRock Allocation Target Shares Series A Portfo...	2.22%	—	Sep 2015	SNSAX vs BATAX

Lowest Volatility Alternatives to SNSAX

SNSAX has 1.82% 1-year volatility. There are 35 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.69%.

Symbol	Name	Volatility 1Y	AUM	Inception
DFCFX	DFA Two-Year Fixed Income Portfolio	0.69%	—	Jun 1996	SNSAX vs DFCFX
GPICX	GuidepathConservative Income Fund	0.79%	—	Apr 2018	SNSAX vs GPICX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	1.07%	—	Jul 2016	SNSAX vs DHEIX
DFEQX	DFA Short-Term Extended Quality Portfolio	1.10%	—	Mar 2009	SNSAX vs DFEQX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	1.12%	—	Jul 2016	SNSAX vs DHEAX

Lowest Drawdown Alternatives to SNSAX

SNSAX has a 1-year max drawdown of -1.41%. There are 77 mutual funds in the Short-Term Bond category with shallower 1-year drawdowns, going as shallow as -0.21%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
DFCFX	DFA Two-Year Fixed Income Portfolio	-0.21%	—	Jun 1996	SNSAX vs DFCFX
GPICX	GuidepathConservative Income Fund	-0.25%	—	Apr 2018	SNSAX vs GPICX
DFAIX	DFA Short-Duration Real Return Portfolio	-0.47%	—	Nov 2013	SNSAX vs DFAIX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	-0.50%	—	Jul 2016	SNSAX vs DHEIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	-0.50%	—	Jul 2016	SNSAX vs DHEAX

Other Mutual Funds from SEI

The 10 most viewed SEI mutual funds shown here include ENIAX, STDAX, SGYAX 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	SNSAX vs ENIAX
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	Diversified Portfolio	99	1.67%	—	Nov 2003	SNSAX vs STDAX
SGYAX	SEI Institutional Investments Trust High Yield Bon...	High Yield Bonds	55	1.52%	—	Dec 2005	SNSAX vs SGYAX
SEATX	SEI Tax Exempt Trust Tax-Advantaged Income Fund	Intermediate Core-Plus Bond	64	2.56%	—	Sep 2007	SNSAX vs SEATX
SDLAX	SEI Institutional Investments Trust Dynamic Asset ...	Large Cap Blend Equities	51	10.04%	—	Jul 2010	SNSAX vs SDLAX
SPINX	SEI Institutional Investments Trust S&P 500 Index ...	S&P 500	66	11.29%	—	Dec 2013	SNSAX vs SPINX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	Diversified Portfolio	72	2.66%	—	Nov 2003	SNSAX vs SICIX
SIEMX	SEI Institutional International Trust Emerging Mar...	Emerging Markets Diversified	78	23.02%	—	Jan 1995	SNSAX vs SIEMX
SEITX	SEI Institutional International Trust Internationa...	Foreign Large Cap Equities	53	11.04%	—	Dec 1989	SNSAX vs SEITX
CAVAX	SEI Catholic Values Trust Catholic Values Equity F...	Large Cap Blend Equities	42	9.50%	—	Apr 2015	SNSAX vs CAVAX

Often Compared With SNSAX

Investors most often compare SNSAX with CDSRX, DLDFX, DBLSX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
CDSRX	Calvert Short Duration Income Fund Class R6	Short-Term Bond	78	0.88%	—	Feb 2019	SNSAX vs CDSRX
DLDFX	Destinations Low Duration Fixed Income Fund	Short-Term Bond	98	1.58%	—	Mar 2017	SNSAX vs DLDFX
DBLSX	DoubleLine Low Duration Bond Fund	Short-Term Bond	98	1.23%	—	Sep 2011	SNSAX vs DBLSX
PARYX	Putnam Short Duration Bond Fund	Short-Term Bond	88	0.89%	—	Dec 2008	SNSAX vs PARYX
BSBIX	Baird Short-Term Bond Fund Institutional Class	Short-Term Bond	93	0.95%	—	Aug 2004	SNSAX vs BSBIX
BSBSX	Baird Short-Term Bond Fund Investor Class	Short-Term Bond	92	0.83%	—	Sep 2012	SNSAX vs BSBSX
CMFIX	CM Advisors Fixed Income Fund	Short-Term Bond	61	1.09%	—	Mar 2006	SNSAX vs CMFIX
TSDLX	T. Rowe Price Short Duration Income Fund	Short-Term Bond	94	1.46%	—	Dec 2020	SNSAX vs TSDLX
SEIMX	SEI Tax Exempt Trust Intermediate-Term Municipal F...	Municipal Bonds	69	1.35%	—	Sep 1989	SNSAX vs SEIMX
SEACX	Crossmark Steward Select Bond Fund	Short-Term Bond	16	-0.34%	—	Oct 2004	SNSAX vs SEACX
WEFIX	Weitz Short Duration Income Fund	Short-Term Bond	94	1.41%	—	Dec 1988	SNSAX vs WEFIX
FCFAX	Frost Credit Fund	Short-Term Bond	58	1.38%	—	Dec 2012	SNSAX vs FCFAX
FPNIX	FPA New Income Fund	Short-Term Bond	36	0.00%	—	Jul 1984	SNSAX vs FPNIX
HLLVX	JPMorgan Short Duration Bond Fund	Short-Term Bond	81	0.62%	—	Sep 1990	SNSAX vs HLLVX
SIBPX	Saratoga Investment Quality Bond Portfolio	Short-Term Bond	6	-1.27%	—	Sep 1994	SNSAX vs SIBPX
VBISX	Vanguard Short-Term Bond Index Fund	Short-Term Bond	38	0.20%	—	Mar 1994	SNSAX vs VBISX
DLSNX	DoubleLine Low Duration Bond Fund Class N	Short-Term Bond	97	1.22%	—	Sep 2011	SNSAX vs DLSNX
STBFX	Sextant Short Term Bond Fund	Short-Term Bond	—	—	—	Sep 1995	SNSAX vs STBFX
SPIIX	SEI S&P 500 Index Fund Class I	Large Cap Blend Equities	59	10.90%	—	Jun 2002	SNSAX vs SPIIX
FSTIX	Federated Hermes Short-Term Income Fund	Short-Term Bond	90	0.92%	—	Jul 1986	SNSAX vs FSTIX

Compare SNSAX with Any Fund or Stock

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

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Diversifiers

Pair SNSAX with funds that move differently

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

Explore SNSAX Diversifiers

SEI Asset Allocation Trust Defensive Strategy Fund (SNSAX) Alternatives