SXMAX Alternatives & Similar Mutual Funds

SEI Asset Allocation Trust Moderate Strategy Allocation Fund (SXMAX) 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 SXMAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to SXMAX

SXMAX 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	SXMAX vs FRGAX
PALDX	PGIM 60/40 Allocation Fund	0.03%	—	Sep 2017	SXMAX vs PALDX
TSAIX	TIAA-CREF Lifestyle Aggressive Growth Fund	0.04%	—	Dec 2011	SXMAX vs TSAIX
FYMIX	Fidelity Sustainable Multi-Asset Fund	0.05%	—	Feb 2022	SXMAX vs FYMIX
VTMFX	Vanguard Tax-Managed Balanced Fund Admiral Shares	0.05%	12.30B	Sep 1994	SXMAX vs VTMFX

Best Risk-Adjusted Alternatives to SXMAX

SXMAX has a PortfoliosLab risk / return rank of 34. There are 467 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	SXMAX vs STDAX
TIBIX	Thornburg Investment Income Builder Fund Class I	98	—	Dec 2002	SXMAX vs TIBIX
NWQIX	Nuveen Flexible Income Fund	97	—	Dec 2009	SXMAX vs NWQIX
EKBAX	Allspring Diversified Capital Builder Fund	95	—	Jan 1998	SXMAX vs EKBAX
AYBLX	Pioneer Balanced ESG Fund	95	—	Dec 1991	SXMAX vs AYBLX

Top Performing SXMAX Alternatives (YTD)

SXMAX is at 3.15% YTD. There are 480 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 38.34%.

Symbol	Name	YTD Return	AUM	Inception
EKBAX	Allspring Diversified Capital Builder Fund	38.34%	—	Jan 1998	SXMAX vs EKBAX
GRSPX	Greenspring Fund	21.91%	—	Jun 1983	SXMAX vs GRSPX
MHELX	MH Elite Small Cap Fund of Funds Fund	20.27%	—	Aug 1998	SXMAX vs MHELX
TIBIX	Thornburg Investment Income Builder Fund Class I	17.52%	—	Dec 2002	SXMAX vs TIBIX
SMIFX	Sound Mind Investing Fund	15.84%	—	Dec 2005	SXMAX vs SMIFX

Lowest Volatility Alternatives to SXMAX

SXMAX has 6.17% 1-year volatility. There are 118 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.

Symbol	Name	Volatility 1Y	AUM	Inception
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	0.85%	—	Nov 2003	SXMAX vs STDAX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	2.83%	—	Apr 2012	SXMAX vs SCLAX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	2.86%	—	Nov 2003	SXMAX vs SICIX
AVEFX	Ave Maria Bond Fund	2.99%	—	Apr 2003	SXMAX vs AVEFX
CSTAX	American Funds College 2027 Fund	3.14%	—	Sep 2012	SXMAX vs CSTAX

Lowest Drawdown Alternatives to SXMAX

SXMAX has a 1-year max drawdown of -4.64%. There are 104 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	SXMAX vs STDAX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	-2.32%	—	Apr 2012	SXMAX vs SCLAX
DGTSX	DFA Global Allocation 25/75 Portfolio	-2.64%	—	Dec 2003	SXMAX vs DGTSX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	-2.65%	—	Nov 2003	SXMAX vs SICIX
FSRKX	Fidelity Strategic Real Return Fund Class K6	-2.68%	—	Sep 2005	SXMAX vs FSRKX

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	1.77%	—	Dec 2006	SXMAX vs ENIAX
SGYAX	SEI Institutional Investments Trust High Yield Bon...	High Yield Bonds	60	1.29%	—	Dec 2005	SXMAX vs SGYAX
SEATX	SEI Tax Exempt Trust Tax-Advantaged Income Fund	Intermediate Core-Plus Bond	46	2.21%	—	Sep 2007	SXMAX vs SEATX
SDLAX	SEI Institutional Investments Trust Dynamic Asset ...	Large Cap Blend Equities	53	8.32%	—	Jul 2010	SXMAX vs SDLAX
SPINX	SEI Institutional Investments Trust S&P 500 Index ...	S&P 500	65	9.73%	—	Dec 2013	SXMAX vs SPINX
SIEMX	SEI Institutional International Trust Emerging Mar...	Emerging Markets Diversified	88	29.60%	—	Jan 1995	SXMAX vs SIEMX
SEITX	SEI Institutional International Trust Internationa...	Foreign Large Cap Equities	50	11.04%	—	Dec 1989	SXMAX vs SEITX
CAVAX	SEI Catholic Values Trust Catholic Values Equity F...	Large Cap Blend Equities	44	8.14%	—	Apr 2015	SXMAX vs CAVAX
SEIMX	SEI Tax Exempt Trust Intermediate-Term Municipal F...	Municipal Bonds	66	1.27%	—	Sep 1989	SXMAX vs SEIMX
SPIIX	SEI S&P 500 Index Fund Class I	Large Cap Blend Equities	60	9.38%	—	Jun 2002	SXMAX vs SPIIX

Often Compared With SXMAX

Investors most often compare SXMAX with BLNDX, FSRRX, BWBIX. These 11 comparison targets span 3 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
BLNDX	Standpoint Multi-Asset Fund Institutional	Diversified Portfolio	82	12.91%	—	Dec 2019	SXMAX vs BLNDX
FSRRX	Fidelity Strategic Real Return Fund	Diversified Portfolio	87	6.54%	—	Sep 2005	SXMAX vs FSRRX
BWBIX	Baron WealthBuilder Fund	Diversified Portfolio	14	1.98%	—	Dec 2017	SXMAX vs BWBIX
FCSRX	Fidelity Advisor Strategic Real Return Fund Class ...	Diversified Portfolio	82	6.09%	—	Sep 2005	SXMAX vs FCSRX
SBDAX	SEI Tax Exempt Trust California Municipal Bond Fun...	Municipal Bonds	53	0.18%	—	Aug 1998	SXMAX vs SBDAX
IOEZX	ICON Equity Income Fund	Diversified Portfolio	75	12.75%	—	May 2004	SXMAX vs IOEZX
FIQDX	Fidelity Advisor Strategic Real Return Fund Class ...	Diversified Portfolio	88	6.68%	—	Oct 2018	SXMAX vs FIQDX
QBDSX	Quantified Managed Income Fund	Diversified Portfolio	5	-0.50%	—	Aug 2013	SXMAX vs QBDSX
LDRAX	SEI Institutional Investments Trust Long Duration ...	Long-Term Bond	9	0.25%	—	Apr 2004	SXMAX vs LDRAX
FSIRX	Fidelity Advisor Strategic Real Return Fund Class ...	Diversified Portfolio	86	6.58%	—	Sep 2005	SXMAX vs FSIRX
DGIFX	Disciplined Growth Investors Fund	Diversified Portfolio	29	14.54%	—	Aug 2011	SXMAX vs DGIFX

Compare SXMAX with Any Fund or Stock

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

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Diversifiers

Pair SXMAX with funds that move differently

SEI Asset Allocation Trust Moderate Strategy Allocation Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SXMAX.

Explore SXMAX Diversifiers

SEI Asset Allocation Trust Moderate Strategy Allocation Fund (SXMAX) Alternatives