SEI Asset Allocation Trust Market Growth Strategy Fund (SRWAX) 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 SRWAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SRWAX
SRWAX 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 | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | SRWAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | SRWAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | SRWAX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | SRWAX vs BWBIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | SRWAX vs VTMFX |
Best Risk-Adjusted Alternatives to SRWAX
SRWAX has a PortfoliosLab risk / return rank of 72. There are 92 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 | SRWAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | SRWAX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | SRWAX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | SRWAX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | SRWAX vs AOBLX |
Top Performing SRWAX Alternatives (YTD)
SRWAX is at 7.56% YTD. There are 153 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 | SRWAX vs EKBAX | |
| MH Elite Small Cap Fund of Funds Fund | 20.86% | — | Aug 1998 | SRWAX vs MHELX | |
| Greenspring Fund | 20.56% | — | Jun 1983 | SRWAX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 16.73% | — | Dec 2002 | SRWAX vs TIBIX | |
| ICON Equity Income Fund | 13.66% | — | May 2004 | SRWAX vs IOEZX |
Lowest Volatility Alternatives to SRWAX
SRWAX has 8.63% 1-year volatility. There are 269 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 | SRWAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.84% | — | Apr 2012 | SRWAX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.85% | — | Nov 2003 | SRWAX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | SRWAX vs AVEFX | |
| American Funds College 2027 Fund | 3.14% | — | Sep 2012 | SRWAX vs CSTAX |
Lowest Drawdown Alternatives to SRWAX
SRWAX has a 1-year max drawdown of -6.60%. There are 305 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 | SRWAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | SRWAX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | SRWAX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | SRWAX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | SRWAX 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 SRWAX
Investors most often compare SRWAX with SMSAX, FCSRX, BLNDX. These 14 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare SRWAX with Any Fund or Stock
Compare SRWAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SRWAX with funds that move differently
SEI Asset Allocation Trust Market Growth Strategy Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SRWAX.
Explore SRWAX Diversifiers