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 a closer substitute for your current allocation.
Cheapest Alternatives to STDAX
STDAX 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 | STDAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | STDAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | STDAX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | STDAX vs BWBIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | STDAX vs VTMFX |
Best Risk-Adjusted Alternatives to STDAX
STDAX has a PortfoliosLab risk / return rank of 99. No mutual funds in the Diversified Portfolio category have higher risk-adjusted ranks; the top alternatives shown here go as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | STDAX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | STDAX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | STDAX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | STDAX vs AOBLX | |
| Allspring Diversified Capital Builder Fund | 93 | — | Jan 1998 | STDAX vs EKBAX |
Top Performing STDAX Alternatives (YTD)
STDAX is at 1.57% YTD. There are 512 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 33.82%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 33.82% | — | Jan 1998 | STDAX vs EKBAX | |
| Greenspring Fund | 21.42% | — | Jun 1983 | STDAX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 19.08% | — | Aug 1998 | STDAX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 16.76% | — | Dec 2002 | STDAX vs TIBIX | |
| ICON Equity Income Fund | 13.95% | — | May 2004 | STDAX vs IOEZX |
Lowest Volatility Alternatives to STDAX
STDAX has 0.85% 1-year volatility. No mutual funds in the Diversified Portfolio category have lower 1-year volatility; the lowest-volatility alternatives shown here go as low as 2.83%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.83% | — | Apr 2012 | STDAX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.85% | — | Nov 2003 | STDAX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | STDAX vs AVEFX | |
| American Funds College 2027 Fund | 3.14% | — | Sep 2012 | STDAX vs CSTAX | |
| DFA Global Allocation 25/75 Portfolio | 3.62% | — | Dec 2003 | STDAX vs DGTSX |
Lowest Drawdown Alternatives to STDAX
STDAX has a 1-year max drawdown of -0.36%. No mutual funds in the Diversified Portfolio category have shallower 1-year drawdowns; the lowest-drawdown alternatives shown here go as shallow as -2.32%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | STDAX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | STDAX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | STDAX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | STDAX vs CSTAX | |
| Ave Maria Bond Fund | -2.83% | — | Apr 2003 | STDAX vs AVEFX |
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 STDAX
Investors most often compare STDAX with VASGX, FGTIX, GWPAX. These 20 comparison targets span 2 categories, 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.
Pair STDAX with funds that move differently
SEI Asset Allocation Trust Defensive Strategy Allocation Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to STDAX.
Explore STDAX Diversifiers