SOKAX Alternatives & Similar Mutual Funds

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

Cheapest Alternatives to SOKAX

SOKAX charges 0.35% annually. There are 113 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	SOKAX vs FRGAX
PALDX	PGIM 60/40 Allocation Fund	0.03%	—	Sep 2017	SOKAX vs PALDX
VBAIX	Vanguard Balanced Index Fund Institutional Shares	0.04%	64.10B	Dec 2000	SOKAX vs VBAIX
TSAIX	TIAA-CREF Lifestyle Aggressive Growth Fund	0.04%	—	Dec 2011	SOKAX vs TSAIX
VTMFX	Vanguard Tax-Managed Balanced Fund Admiral Shares	0.05%	12.30B	Sep 1994	SOKAX vs VTMFX

Best Risk-Adjusted Alternatives to SOKAX

SOKAX has a PortfoliosLab risk / return rank of 75. There are 93 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	SOKAX vs STDAX
TIBIX	Thornburg Investment Income Builder Fund Class I	97	—	Dec 2002	SOKAX vs TIBIX
NWQIX	Nuveen Flexible Income Fund	96	—	Dec 2009	SOKAX vs NWQIX
AYBLX	Pioneer Balanced ESG Fund	94	—	Dec 1991	SOKAX vs AYBLX
AOBLX	Victory Pioneer Balanced Fund Class A	94	—	Dec 1991	SOKAX vs AOBLX

Top Performing SOKAX Alternatives (YTD)

SOKAX is at 7.21% YTD. There are 242 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 33.16%.

Symbol	Name	YTD Return	AUM	Inception
EKBAX	Allspring Diversified Capital Builder Fund	33.16%	—	Jan 1998	SOKAX vs EKBAX
GRSPX	Greenspring Fund	20.03%	—	Jun 1983	SOKAX vs GRSPX
MHELX	MH Elite Small Cap Fund of Funds Fund	19.67%	—	Aug 1998	SOKAX vs MHELX
IOEZX	ICON Equity Income Fund	17.57%	—	May 2004	SOKAX vs IOEZX
TIBIX	Thornburg Investment Income Builder Fund Class I	16.15%	—	Dec 2002	SOKAX vs TIBIX

Lowest Volatility Alternatives to SOKAX

SOKAX has 7.23% 1-year volatility. There are 179 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	SOKAX vs STDAX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	2.83%	—	Nov 2003	SOKAX vs SICIX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	2.86%	—	Apr 2012	SOKAX vs SCLAX
AVEFX	Ave Maria Bond Fund	2.99%	—	Apr 2003	SOKAX vs AVEFX
CSTAX	American Funds College 2027 Fund	3.09%	—	Sep 2012	SOKAX vs CSTAX

Lowest Drawdown Alternatives to SOKAX

SOKAX has a 1-year max drawdown of -5.71%. There are 191 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	SOKAX vs STDAX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	-2.32%	—	Apr 2012	SOKAX vs SCLAX
DGTSX	DFA Global Allocation 25/75 Portfolio	-2.64%	—	Dec 2003	SOKAX vs DGTSX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	-2.65%	—	Nov 2003	SOKAX vs SICIX
CSTAX	American Funds College 2027 Fund	-2.72%	—	Sep 2012	SOKAX 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	SOKAX vs ENIAX
SGYAX	SEI Institutional Investments Trust High Yield Bon...	High Yield Bonds	55	1.52%	—	Dec 2005	SOKAX vs SGYAX
SEATX	SEI Tax Exempt Trust Tax-Advantaged Income Fund	Intermediate Core-Plus Bond	64	2.56%	—	Sep 2007	SOKAX vs SEATX
SDLAX	SEI Institutional Investments Trust Dynamic Asset ...	Large Cap Blend Equities	51	10.04%	—	Jul 2010	SOKAX vs SDLAX
SPINX	SEI Institutional Investments Trust S&P 500 Index ...	S&P 500	66	11.29%	—	Dec 2013	SOKAX vs SPINX
SIEMX	SEI Institutional International Trust Emerging Mar...	Emerging Markets Diversified	78	23.02%	—	Jan 1995	SOKAX vs SIEMX
SEITX	SEI Institutional International Trust Internationa...	Foreign Large Cap Equities	53	11.04%	—	Dec 1989	SOKAX vs SEITX
CAVAX	SEI Catholic Values Trust Catholic Values Equity F...	Large Cap Blend Equities	42	9.50%	—	Apr 2015	SOKAX vs CAVAX
SEIMX	SEI Tax Exempt Trust Intermediate-Term Municipal F...	Municipal Bonds	69	1.35%	—	Sep 1989	SOKAX vs SEIMX
SPIIX	SEI S&P 500 Index Fund Class I	Large Cap Blend Equities	59	10.90%	—	Jun 2002	SOKAX vs SPIIX

Often Compared With SOKAX

Investors most often compare SOKAX with FIQDX, QBDSX, FSRRX. These 16 comparison targets span 4 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FIQDX	Fidelity Advisor Strategic Real Return Fund Class ...	Diversified Portfolio	83	5.65%	—	Oct 2018	SOKAX vs FIQDX
QBDSX	Quantified Managed Income Fund	Diversified Portfolio	3	-0.38%	—	Aug 2013	SOKAX vs QBDSX
FSRRX	Fidelity Strategic Real Return Fund	Diversified Portfolio	82	5.52%	—	Sep 2005	SOKAX vs FSRRX
FCSRX	Fidelity Advisor Strategic Real Return Fund Class ...	Diversified Portfolio	79	5.28%	—	Sep 2005	SOKAX vs FCSRX
BWBIX	Baron WealthBuilder Fund	Diversified Portfolio	17	4.93%	—	Dec 2017	SOKAX vs BWBIX
FSRKX	Fidelity Strategic Real Return Fund Class K6	Diversified Portfolio	84	5.64%	—	Sep 2005	SOKAX vs FSRKX
PUDZX	PGIM Real Assets Fund	Diversified Portfolio	87	11.16%	—	Dec 2010	SOKAX vs PUDZX
FYMIX	Fidelity Sustainable Multi-Asset Fund	Diversified Portfolio	55	9.55%	—	Feb 2022	SOKAX vs FYMIX
BLNDX	Standpoint Multi-Asset Fund Institutional	Diversified Portfolio	81	13.25%	—	Dec 2019	SOKAX vs BLNDX
FSIRX	Fidelity Advisor Strategic Real Return Fund Class ...	Diversified Portfolio	83	5.67%	—	Sep 2005	SOKAX vs FSIRX
SBDAX	SEI Tax Exempt Trust California Municipal Bond Fun...	Municipal Bonds	52	0.18%	—	Aug 1998	SOKAX vs SBDAX
SMSAX	SEI Institutional Managed Trust Multi-Strategy Alt...	Multistrategy	83	6.53%	—	Mar 2010	SOKAX vs SMSAX
LDRAX	SEI Institutional Investments Trust Long Duration ...	Long-Term Bond	7	-0.88%	—	Apr 2004	SOKAX vs LDRAX
SMIFX	Sound Mind Investing Fund	Diversified Portfolio	32	12.84%	—	Dec 2005	SOKAX vs SMIFX
DGIFX	Disciplined Growth Investors Fund	Diversified Portfolio	26	15.13%	—	Aug 2011	SOKAX vs DGIFX
BRUFX	Bruce Fund	Diversified Portfolio	87	15.33%	—	Mar 1968	SOKAX vs BRUFX

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Pair SOKAX with funds that move differently

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

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