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 110 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 | SXMAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | SXMAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | SXMAX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | SXMAX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | SXMAX vs FYMIX |
Best Risk-Adjusted Alternatives to SXMAX
SXMAX has a PortfoliosLab risk / return rank of 37. There are 464 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 | SXMAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | SXMAX vs TIBIX | |
| Allspring Diversified Capital Builder Fund | 97 | — | Jan 1998 | SXMAX vs EKBAX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | SXMAX vs NWQIX | |
| Fidelity Strategic Real Return Fund Class K6 | 96 | — | Sep 2005 | SXMAX vs FSRKX |
Top Performing SXMAX Alternatives (YTD)
SXMAX is at 4.47% YTD. There are 420 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 36.56%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 36.56% | — | Jan 1998 | SXMAX vs EKBAX | |
| Greenspring Fund | 21.59% | — | Jun 1983 | SXMAX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 17.96% | — | Dec 2002 | SXMAX vs TIBIX | |
| MH Elite Small Cap Fund of Funds Fund | 17.65% | — | Aug 1998 | SXMAX vs MHELX | |
| Disciplined Growth Investors Fund | 17.45% | — | Aug 2011 | SXMAX vs DGIFX |
Lowest Volatility Alternatives to SXMAX
SXMAX has 6.10% 1-year volatility. There are 136 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | SXMAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.63% | — | Apr 2012 | SXMAX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | SXMAX vs SICIX | |
| Ave Maria Bond Fund | 2.93% | — | Apr 2003 | SXMAX vs AVEFX | |
| American Funds College 2027 Fund | 3.03% | — | 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 | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | SXMAX vs STDAX | |
| Fidelity Strategic Real Return Fund Class K6 | -1.93% | — | Sep 2005 | SXMAX vs FSRKX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.94% | — | Oct 2018 | SXMAX vs FIQDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.99% | — | Sep 2005 | SXMAX vs FCSRX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -2.05% | — | Sep 2005 | SXMAX vs FSIRX |
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 SXMAX
Investors most often compare SXMAX with BLNDX, DGTSX, FSRRX. These 7 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Standpoint Multi-Asset Fund Institutional | Diversified Portfolio | 75 | 17.17% | — | Dec 2019 | SXMAX vs BLNDX | |
| DFA Global Allocation 25/75 Portfolio | Diversified Portfolio | 89 | 4.30% | — | Dec 2003 | SXMAX vs DGTSX | |
| Fidelity Strategic Real Return Fund | Diversified Portfolio | 96 | 8.69% | — | Sep 2005 | SXMAX vs FSRRX | |
| SEI S&P 500 Index Fund Class I | Large Cap Blend Equities | 68 | 11.33% | — | Jun 2002 | SXMAX vs SPIIX | |
| ICON Equity Income Fund | Diversified Portfolio | 70 | 13.83% | — | May 2004 | SXMAX vs IOEZX | |
| Quantified Managed Income Fund | Diversified Portfolio | 7 | 0.25% | — | Aug 2013 | SXMAX vs QBDSX | |
| SEI Institutional Investments Trust Long Duration ... | Long-Term Bond | 12 | 0.60% | — | Apr 2004 | SXMAX vs LDRAX |
Compare SXMAX with Any Fund or Stock
Compare SXMAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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