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SDYAX SEI Dynamic Asset Allocation A (SIMT)

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Fund SDYAX SEI Dynamic Asset Allocation A (SIMT) SCHX Schwab US Large-Cap ETF™ VOO Vanguard 500 ETF  
100% 98% 99%
Annual Fees
(0.75% Exp. Ratio)
(0.03% Exp. Ratio)
(0.05% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$42,357.07 $52,613.98 $52,299.12
Est. savings over 30 yrs +$10,256.92 +$9,942.05
As of 9/30/16
1 YR RETURN 12.39%
3 YR --
5 YR --
10 YR --
1 YR RETURN 14.89%
3 YR 10.75%
5 YR 16.21%
10 YR --
1 YR RETURN 15.39%
3 YR 11.12%
5 YR 16.33%
10 YR --
The investment seeks long-term total return. The fund employs a dynamic investment strategy seeking to achieve, over time, a total return in excess of the broad U.S. equity market by selecting investments from among a broad range of asset classes or market exposures based upon SEI Investments Management Corporation's (SIMC or the Adviser) expectations of risk and return. Asset classes or market exposures in which the fund may invest include U.S. and foreign equities and bonds, currencies, and investment exposures to various market characteristics such as interest rates or volatility.
The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Large-Cap Total Stock Market Index. To pursue its goal, the fund generally invests in stocks that are included in the Dow Jones U.S. Large-Cap Total Stock Market Index. The index includes the large-cap portion of the Dow Jones U.S. Total Stock Market Index actually available to investors in the marketplace. The Dow Jones U.S. Large-Cap Total Stock Market Index includes the components ranked 1-750 by full market capitalization. The index is a float-adjusted market capitalization weighted index.
The investment seeks to track the performance of a benchmark index that measures the investment return of large-capitalization stocks. The fund employs an indexing investment approach designed to track the performance of the Standard & Poor's 500 Index, a widely recognized benchmark of U.S. stock market performance that is dominated by the stocks of large U.S. companies. The advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.

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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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