SEI Asset Allocation Trust Defensive Strategy Allocation Fund (STDAX) Alternatives
SEI Asset Allocation Trust Defensive Strategy Allocation Fund (STDAX) 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 STDAX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to STDAX
STDAX charges 0.35% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among STDAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | STDAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | STDAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | STDAX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | STDAX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | STDAX vs BWBIX |
Best Risk-Adjusted Alternatives to STDAX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | STDAX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | STDAX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | STDAX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | STDAX vs PMAIX | |
| SEI Institutional Managed Trust Multi-Asset Inflat... | 93 | Apr 8, 2012 | STDAX vs SIFAX |
Top Performing STDAX Alternatives (YTD)
STDAX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | STDAX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | STDAX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | STDAX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | STDAX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | STDAX vs CONWX |
Lowest Volatility Alternatives to STDAX
STDAX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | STDAX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | STDAX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | STDAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | STDAX vs SICIX | |
| Quantified Managed Income Fund | 3.76% | Aug 8, 2013 | STDAX vs QBDSX |
Lowest Drawdown Alternatives to STDAX
STDAX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | STDAX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | STDAX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | STDAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | STDAX vs SICIX | |
| Chartwell Income Fund | -2.95% | Sep 2, 1987 | STDAX vs BERIX |
Other Mutual Funds from SEI
Most popular SEI mutual funds on PortfoliosLab, across asset classes.
Often Compared With STDAX
What investors most often compare with STDAX, based on PortfoliosLab usage data.
Compare STDAX with Any Fund or Stock
Compare STDAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.