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SGOAX SEI Market Growth Strategy Allc A (SAAT)

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Fund SGOAX SEI Market Growth Strategy Allc A (SAAT) TSGLX TIAA-CREF Lifestyle Growth Retail TRSGX T. Rowe Price Personal Strat Gr  
100% 94% 89%
Annual Fees
(1.38% Exp. Ratio)
(0.83% Exp. Ratio)
(0.79% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.63% annual return
$25,631.48 $30,285.39 $30,654.00
Est. savings over 30 yrs +$4,653.91 +$5,022.53
As of 9/30/16
1 YR RETURN 9.18%
3 YR 5.81%
5 YR 12.25%
10 YR 5.06%
1 YR RETURN 10.43%
3 YR 6.09%
5 YR --
10 YR --
1 YR RETURN 11.68%
3 YR 6.86%
5 YR 12.62%
10 YR 6.39%
The investment seeks to provide the opportunity for capital appreciation with some opportunity to generate income. The fund invests in other SEI Funds, each of which has its own investment goal (the Underlying SEI Funds), that form the non-underlying muni bond fund component of the GoalLink Strategy. The Underlying SEI Funds invest, in turn, in securities and other instruments of various asset classes. The fund's assets may be diversified across Underlying SEI Equity funds, bond and money market funds and real estate funds.
The investment seeks long-term growth of capital with some current income. The fund is a "fund of funds" that invests in Institutional Class shares of other funds of the Trust and potentially in other investment pools or investment products. It generally seeks to meet the fund's investment objective by investing: (1) approximately 80% of the fund's assets in equity underlying funds and (2) approximately 20% of the fund's assets in fixed-income underlying funds. The fund may deviate from these target allocations by up to ten percentage points depending upon current market conditions and outlook.
The investment seeks the highest total return over time consistent with a primary emphasis on capital growth and a secondary emphasis on income. The fund invests in a diversified portfolio typically consisting of approximately 80% stocks; 16% bonds, money market securities, and cash reserves; and 4% alternative investments, including through hedge funds. Under normal conditions, its allocation to the broad asset classes will be within the following ranges: stocks (70-90%), bonds and money markets (5-25%), and alternative investments (0-10%).

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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