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 112 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
VBAIX	Vanguard Balanced Index Fund Institutional Shares	0.04%	63.70B	Dec 2000	SXMAX vs VBAIX
FYMIX	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 76. There are 102 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	96	—	Dec 2009	SXMAX vs NWQIX
RPFCX	Davis Appreciation & Income Fund	95	—	Apr 1992	SXMAX vs RPFCX
FSRRX	Fidelity Strategic Real Return Fund	95	—	Sep 2005	SXMAX vs FSRRX

Top Performing SXMAX Alternatives (YTD)

SXMAX is at 7.26% YTD. There are 205 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.12%.

Symbol	Name	YTD Return	AUM	Inception
EKBAX	Allspring Diversified Capital Builder Fund	29.12%	—	Jan 1998	SXMAX vs EKBAX
IOEZX	ICON Equity Income Fund	20.77%	—	May 2004	SXMAX vs IOEZX
TIBIX	Thornburg Investment Income Builder Fund Class I	17.74%	—	Dec 2002	SXMAX vs TIBIX
GRSPX	Greenspring Fund	16.72%	—	Jun 1983	SXMAX vs GRSPX
BRUFX	Bruce Fund	16.02%	—	Mar 1968	SXMAX vs BRUFX

Lowest Volatility Alternatives to SXMAX

SXMAX has 6.29% 1-year volatility. There are 117 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	SXMAX vs STDAX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	2.81%	—	Nov 2003	SXMAX vs SICIX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	2.91%	—	Apr 2012	SXMAX vs SCLAX
AVEFX	Ave Maria Bond Fund	3.00%	—	Apr 2003	SXMAX vs AVEFX
CSTAX	American Funds College 2027 Fund	3.11%	—	Sep 2012	SXMAX vs CSTAX

Lowest Drawdown Alternatives to SXMAX

SXMAX has a 1-year max drawdown of -4.64%. There are 102 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
CSTAX	American Funds College 2027 Fund	-2.72%	—	Sep 2012	SXMAX vs CSTAX

Other Mutual Funds from SEI

The 10 most viewed SEI mutual funds shown here include ENIAX, SGYAX, SDLAX and span 9 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ENIAX	SEI Institutional Investments Trust Opportunistic ...	Ultrashort Bond	100	2.27%	—	Dec 2006	SXMAX vs ENIAX
SGYAX	SEI Institutional Investments Trust High Yield Bon...	High Yield Bonds	54	1.08%	—	Dec 2005	SXMAX vs SGYAX
SDLAX	SEI Institutional Investments Trust Dynamic Asset ...	Large Cap Blend Equities	51	8.58%	—	Jul 2010	SXMAX vs SDLAX
SEATX	SEI Tax Exempt Trust Tax-Advantaged Income Fund	Intermediate Core-Plus Bond	65	1.20%	—	Sep 2007	SXMAX vs SEATX
SPINX	SEI Institutional Investments Trust S&P 500 Index ...	S&P 500	61	9.32%	—	Dec 2013	SXMAX vs SPINX
SIEMX	SEI Institutional International Trust Emerging Mar...	Emerging Markets Equities	67	17.49%	—	Jan 1995	SXMAX vs SIEMX
CAVAX	SEI Catholic Values Trust Catholic Values Equity F...	Large Cap Blend Equities	58	10.15%	—	Apr 2015	SXMAX vs CAVAX
SEITX	SEI Institutional International Trust Internationa...	Foreign Large Cap Equities	79	14.29%	—	Dec 1989	SXMAX vs SEITX
SEIMX	SEI Tax Exempt Trust Intermediate-Term Municipal F...	Municipal Bonds	65	-0.01%	—	Sep 1989	SXMAX vs SEIMX
SEIAX	SEI Multi-Asset Real Return Fund Class A	Inflation-Protected Bonds	86	9.31%	—	Jul 2011	SXMAX vs SEIAX

Often Compared With SXMAX

Investors most often compare SXMAX with BLNDX, BWBIX, FSIRX. These 19 comparison targets span 4 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
BLNDX	Standpoint Multi-Asset Fund Institutional	Diversified Portfolio	84	12.64%	—	Dec 2019	SXMAX vs BLNDX
BWBIX	Baron WealthBuilder Fund	Diversified Portfolio	13	0.78%	—	Dec 2017	SXMAX vs BWBIX
FSIRX	Fidelity Advisor Strategic Real Return Fund Class ...	Diversified Portfolio	91	7.04%	—	Sep 2005	SXMAX vs FSIRX
FCSRX	Fidelity Advisor Strategic Real Return Fund Class ...	Diversified Portfolio	89	6.55%	—	Sep 2005	SXMAX vs FCSRX
FIQDX	Fidelity Advisor Strategic Real Return Fund Class ...	Diversified Portfolio	91	7.02%	—	Oct 2018	SXMAX vs FIQDX
MHELX	MH Elite Small Cap Fund of Funds Fund	Diversified Portfolio	66	14.91%	—	Aug 1998	SXMAX vs MHELX
SPIIX	SEI S&P 500 Index Fund Class I	Large Cap Blend Equities	53	8.88%	—	Jun 2002	SXMAX vs SPIIX
LDRAX	SEI Institutional Investments Trust Long Duration ...	Long-Term Bond	5	-3.15%	—	Apr 2004	SXMAX vs LDRAX
SBDAX	SEI Tax Exempt Trust California Municipal Bond Fun...	Municipal Bonds	36	-1.18%	—	Aug 1998	SXMAX vs SBDAX
FSRKX	Fidelity Strategic Real Return Fund Class K6	Diversified Portfolio	91	6.99%	—	Sep 2005	SXMAX vs FSRKX
PUDZX	PGIM Real Assets Fund	Diversified Portfolio	93	13.05%	—	Dec 2010	SXMAX vs PUDZX
QBDSX	Quantified Managed Income Fund	Diversified Portfolio	4	-0.25%	—	Aug 2013	SXMAX vs QBDSX
AOBLX	Victory Pioneer Balanced Fund Class A	Diversified Portfolio	92	11.89%	—	Dec 1991	SXMAX vs AOBLX
DGIFX	Disciplined Growth Investors Fund	Diversified Portfolio	27	14.46%	—	Aug 2011	SXMAX vs DGIFX
SMIFX	Sound Mind Investing Fund	Diversified Portfolio	30	9.83%	—	Dec 2005	SXMAX vs SMIFX
VTMFX	Vanguard Tax-Managed Balanced Fund Admiral Shares	Diversified Portfolio, Municipal Bonds	72	4.40%	12.30B	Sep 1994	SXMAX vs VTMFX
AYBLX	Pioneer Balanced ESG Fund	Diversified Portfolio	92	12.02%	—	Dec 1991	SXMAX vs AYBLX
FMUAX	Federated Hermes Municipal and Stock Advantage Fun...	Diversified Portfolio	91	5.65%	—	Sep 2003	SXMAX vs FMUAX
ABIEX	AB Emerging Markets Multi-Asset Portfolio	Diversified Portfolio	62	15.45%	—	Aug 2011	SXMAX vs ABIEX

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