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 110 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 | SOKAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | SOKAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | SOKAX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | SOKAX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | SOKAX vs FYMIX |
Best Risk-Adjusted Alternatives to SOKAX
SOKAX has a PortfoliosLab risk / return rank of 76. There are 118 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 | SOKAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | SOKAX vs TIBIX | |
| Allspring Diversified Capital Builder Fund | 97 | — | Jan 1998 | SOKAX vs EKBAX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | SOKAX vs NWQIX | |
| Fidelity Strategic Real Return Fund Class K6 | 96 | — | Sep 2005 | SOKAX vs FSRKX |
Top Performing SOKAX Alternatives (YTD)
SOKAX is at 7.34% YTD. There are 247 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 36.56%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 36.56% | — | Jan 1998 | SOKAX vs EKBAX | |
| Greenspring Fund | 21.59% | — | Jun 1983 | SOKAX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 17.96% | — | Dec 2002 | SOKAX vs TIBIX | |
| MH Elite Small Cap Fund of Funds Fund | 17.65% | — | Aug 1998 | SOKAX vs MHELX | |
| Disciplined Growth Investors Fund | 17.45% | — | Aug 2011 | SOKAX vs DGIFX |
Lowest Volatility Alternatives to SOKAX
SOKAX has 6.82% 1-year volatility. There are 176 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | SOKAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.63% | — | Apr 2012 | SOKAX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | SOKAX vs SICIX | |
| Ave Maria Bond Fund | 2.93% | — | Apr 2003 | SOKAX vs AVEFX | |
| American Funds College 2027 Fund | 3.03% | — | Sep 2012 | SOKAX vs CSTAX |
Lowest Drawdown Alternatives to SOKAX
SOKAX has a 1-year max drawdown of -5.71%. There are 193 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 | SOKAX vs STDAX | |
| Fidelity Strategic Real Return Fund Class K6 | -1.93% | — | Sep 2005 | SOKAX vs FSRKX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.94% | — | Oct 2018 | SOKAX vs FIQDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.99% | — | Sep 2005 | SOKAX vs FCSRX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -2.05% | — | Sep 2005 | SOKAX vs FSIRX |
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 SOKAX
Investors most often compare SOKAX with FSRRX, QBDSX, DGTSX. These 9 comparison targets span 4 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity Strategic Real Return Fund | Diversified Portfolio | 96 | 8.69% | — | Sep 2005 | SOKAX vs FSRRX | |
| Quantified Managed Income Fund | Diversified Portfolio | 7 | 0.25% | — | Aug 2013 | SOKAX vs QBDSX | |
| DFA Global Allocation 25/75 Portfolio | Diversified Portfolio | 89 | 4.30% | — | Dec 2003 | SOKAX vs DGTSX | |
| ICON Equity Income Fund | Diversified Portfolio | 70 | 13.83% | — | May 2004 | SOKAX vs IOEZX | |
| PGIM Real Assets Fund | Diversified Portfolio | 89 | 13.05% | — | Dec 2010 | SOKAX vs PUDZX | |
| SEI S&P 500 Index Fund Class I | Large Cap Blend Equities | 68 | 11.33% | — | Jun 2002 | SOKAX vs SPIIX | |
| Standpoint Multi-Asset Fund Institutional | Diversified Portfolio | 75 | 17.17% | — | Dec 2019 | SOKAX vs BLNDX | |
| SEI Institutional Managed Trust Multi-Strategy Alt... | Multistrategy | 91 | 7.33% | — | Mar 2010 | SOKAX vs SMSAX | |
| SEI Institutional Investments Trust Long Duration ... | Long-Term Bond | 12 | 0.60% | — | Apr 2004 | SOKAX vs LDRAX |
Compare SOKAX with Any Fund or Stock
Compare SOKAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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.
Explore SOKAX Diversifiers