SRWAX Alternatives & Similar Mutual Funds

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
FRGAX	Fidelity 70% Allocation Fund	0.02%	—	Jan 2022	SRWAX vs FRGAX
PALDX	PGIM 60/40 Allocation Fund	0.03%	—	Sep 2017	SRWAX vs PALDX
VBAIX	Vanguard Balanced Index Fund Institutional Shares	0.04%	64.10B	Dec 2000	SRWAX vs VBAIX
TSAIX	TIAA-CREF Lifestyle Aggressive Growth Fund	0.04%	—	Dec 2011	SRWAX vs TSAIX
FYMIX	Fidelity Sustainable Multi-Asset Fund	0.05%	—	Feb 2022	SRWAX vs FYMIX

Best Risk-Adjusted Alternatives to SRWAX

SRWAX has a PortfoliosLab risk / return rank of 77. There are 74 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	SRWAX vs STDAX
TIBIX	Thornburg Investment Income Builder Fund Class I	97	—	Dec 2002	SRWAX vs TIBIX
NWQIX	Nuveen Flexible Income Fund	97	—	Dec 2009	SRWAX vs NWQIX
AYBLX	Pioneer Balanced ESG Fund	93	—	Dec 1991	SRWAX vs AYBLX
AOBLX	Victory Pioneer Balanced Fund Class A	93	—	Dec 1991	SRWAX vs AOBLX

Top Performing SRWAX Alternatives (YTD)

SRWAX is at 8.21% YTD. There are 151 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	SRWAX vs EKBAX
GRSPX	Greenspring Fund	19.30%	—	Jun 1983	SRWAX vs GRSPX
MHELX	MH Elite Small Cap Fund of Funds Fund	19.20%	—	Aug 1998	SRWAX vs MHELX
IOEZX	ICON Equity Income Fund	18.43%	—	May 2004	SRWAX vs IOEZX
TIBIX	Thornburg Investment Income Builder Fund Class I	16.12%	—	Dec 2002	SRWAX vs TIBIX

Lowest Volatility Alternatives to SRWAX

SRWAX has 8.65% 1-year volatility. There are 268 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	SRWAX vs STDAX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	2.82%	—	Nov 2003	SRWAX vs SICIX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	2.87%	—	Apr 2012	SRWAX vs SCLAX
AVEFX	Ave Maria Bond Fund	2.99%	—	Apr 2003	SRWAX vs AVEFX
CSTAX	American Funds College 2027 Fund	3.11%	—	Sep 2012	SRWAX vs CSTAX

Lowest Drawdown Alternatives to SRWAX

SRWAX has a 1-year max drawdown of -6.60%. There are 304 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	SRWAX vs STDAX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	-2.32%	—	Apr 2012	SRWAX vs SCLAX
DGTSX	DFA Global Allocation 25/75 Portfolio	-2.64%	—	Dec 2003	SRWAX vs DGTSX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	-2.65%	—	Nov 2003	SRWAX vs SICIX
CSTAX	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.

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

Often Compared With SRWAX

Investors most often compare SRWAX with SMSAX, LDRAX, BWBIX. 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	SRWAX vs SMSAX
LDRAX	SEI Institutional Investments Trust Long Duration ...	Long-Term Bond	8	-1.58%	—	Apr 2004	SRWAX vs LDRAX
BWBIX	Baron WealthBuilder Fund	Diversified Portfolio	17	4.24%	—	Dec 2017	SRWAX vs BWBIX
SBDAX	SEI Tax Exempt Trust California Municipal Bond Fun...	Municipal Bonds	53	0.08%	—	Aug 1998	SRWAX vs SBDAX
FSRTX	Fidelity Advisor Strategic Real Return Fund Class ...	Diversified Portfolio	83	5.92%	—	Sep 2005	SRWAX vs FSRTX
BLNDX	Standpoint Multi-Asset Fund Institutional	Diversified Portfolio	80	13.05%	—	Dec 2019	SRWAX vs BLNDX
FSRRX	Fidelity Strategic Real Return Fund	Diversified Portfolio	83	5.86%	—	Sep 2005	SRWAX vs FSRRX
FIQDX	Fidelity Advisor Strategic Real Return Fund Class ...	Diversified Portfolio	84	5.99%	—	Oct 2018	SRWAX vs FIQDX
FCSRX	Fidelity Advisor Strategic Real Return Fund Class ...	Diversified Portfolio	80	5.62%	—	Sep 2005	SRWAX vs FCSRX
QBDSX	Quantified Managed Income Fund	Diversified Portfolio	4	-0.38%	—	Aug 2013	SRWAX vs QBDSX
FSRKX	Fidelity Strategic Real Return Fund Class K6	Diversified Portfolio	85	5.98%	—	Sep 2005	SRWAX vs FSRKX
FSIRX	Fidelity Advisor Strategic Real Return Fund Class ...	Diversified Portfolio	84	6.01%	—	Sep 2005	SRWAX vs FSIRX
PUDZX	PGIM Real Assets Fund	Diversified Portfolio	88	11.68%	—	Dec 2010	SRWAX vs PUDZX
SMIFX	Sound Mind Investing Fund	Diversified Portfolio	30	11.49%	—	Dec 2005	SRWAX vs SMIFX
VTMFX	Vanguard Tax-Managed Balanced Fund Admiral Shares	Diversified Portfolio, Municipal Bonds	75	5.57%	12.30B	Sep 1994	SRWAX vs VTMFX
DGIFX	Disciplined Growth Investors Fund	Diversified Portfolio	24	14.16%	—	Aug 2011	SRWAX vs DGIFX
BRUFX	Bruce Fund	Diversified Portfolio	89	15.52%	—	Mar 1968	SRWAX vs BRUFX

Compare SRWAX with Any Fund or Stock

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

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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

SEI Asset Allocation Trust Market Growth Strategy Fund (SRWAX) Alternatives