Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | SAAT CONSERVATIVE STRATEGY ALLOCATION FUND · SMGAX cheaper | 69% | 1.24% | SEI INVESTMENTS MANAGEMENT Corporation |
| 2 | SAAT DEFENSIVE STRATEGY ALLOCATION FUND · STDAX cheaper | 32% | 0.93% | SEI INVESTMENTS MANAGEMENT Corporation |
| 3 | SAAT Core Market Strategy Allocation Fund · SKTAX | 24% | 1.37% | SEI INVESTMENTS MANAGEMENT Corporation |
| 4 | SAAT TAX-MANAGED AGGRESSIVE STRATEGY FUND · SISAX | 24% | 1.37% | SEI INVESTMENTS MANAGEMENT Corporation |
| 5 | SAAT MARKET GROWTH STRATEGY ALLOCATION FUND · SGOAX | 24% | 1.37% | SEI INVESTMENTS MANAGEMENT Corporation |
| 6 | Yieldstreet Alternative Income Fund Inc. | 14% | — | — |
| 7 | Catholic Values Fixed Income Fund · CFVAX, CFVYX cheaper | 9% | 0.69% | SEI INVESTMENTS MANAGEMENT Corporation |
| 8 | City National Rochdale Strategic Credit Fund | 9% | — | — |
| 9 | SIMT Multi-Strategy Alternatives Fund · SMSAX, SMUYX | 8% | 2.68% | — |
| 10 | SAAT Moderate Strategy Fund · SMOAX, SMSIX, SMSDX | 6% | 1.29% | SEI INVESTMENTS MANAGEMENT Corporation |
| 11 | SIIT CORE FIXED INCOME FUND · SCOAX cheaper | 5% | 0.37% | SEI INVESTMENTS MANAGEMENT Corporation |
| 12 | SAAT Defensive Strategy Fund · SNSAX, SEDIX, SDSDX cheaper | 5% | 1.12% | SEI INVESTMENTS MANAGEMENT Corporation |
| 13 | SIIT LIMITED DURATION BOND FUND · SLDBX cheaper | 5% | 0.32% | SEI INVESTMENTS MANAGEMENT Corporation |
| 14 | SAAT Conservative Strategy Fund · SVSAX, SICIX, SSTDX cheaper | 4% | 1.20% | SEI INVESTMENTS MANAGEMENT Corporation |
| 15 | SAAT Market Growth Strategy Fund · SRWAX, SMGSX, SMKDX | 4% | 1.34% | SEI INVESTMENTS MANAGEMENT Corporation |
| 16 | SIIT OPPORTUNISTIC INCOME FUND · ENIAX cheaper | 4% | 0.57% | SEI INVESTMENTS MANAGEMENT Corporation |
| 17 | CITY NATIONAL ROCHDALE FIXED INCOME OPPORTUNITIES FUND · RIMOX, CNRZX cheaper | 4% | 0.96% | — |
| 18 | SAAT Core Market Strategy Fund · SOKAX, SCMSX, SRSDX | 4% | 1.35% | SEI INVESTMENTS MANAGEMENT Corporation |
| 19 | SIIT INTERMEDIATE DURATION CREDIT FUND · SIDCX cheaper | 4% | 0.32% | SEI INVESTMENTS MANAGEMENT Corporation |
| 20 | SIIT LARGE CAP FUND · SLCAX cheaper | 3% | 0.47% | SEI INVESTMENTS MANAGEMENT Corporation |
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