CAVAX Alternatives & Similar Mutual Funds

SEI Catholic Values Trust Catholic Values Equity Fund (CAVAX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CAVAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to CAVAX

CAVAX charges 0.86% annually. There are 262 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016	CAVAX vs VSTSX
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—	CAVAX vs VFFSX
FSKAX	Fidelity Total Market Index Fund	0.02%	—	—	CAVAX vs FSKAX
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	0.02%	—	Feb 2016	CAVAX vs FLCPX
VSMPX	Vanguard Total Stock Market Index Fund Institution...	0.02%	2.30T	Apr 2015	CAVAX vs VSMPX

Best Risk-Adjusted Alternatives to CAVAX

CAVAX has a PortfoliosLab risk / return rank of 42. There are 266 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.

Symbol	Name	Risk / Return Rank	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	95	—	Mar 2021	CAVAX vs SVPFX
VPCCX	Vanguard PRIMECAP Core Fund	93	17.20B	Dec 2004	CAVAX vs VPCCX
POGSX	Pin Oak Equity	92	—	Aug 1992	CAVAX vs POGSX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	91	92.00B	Nov 2001	CAVAX vs VPMAX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	90	—	Feb 2004	CAVAX vs GTLOX

Top Performing CAVAX Alternatives (YTD)

CAVAX is at 9.50% YTD. There are 264 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 28.68%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	28.68%	17.20B	Dec 2004	CAVAX vs VPCCX
POGRX	PRIMECAP Odyssey Growth Fund	27.40%	—	Nov 2004	CAVAX vs POGRX
IGIAX	Integrity ESG Growth & Income Fund	26.40%	—	Jan 1995	CAVAX vs IGIAX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	25.12%	92.00B	Nov 2001	CAVAX vs VPMAX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	24.23%	—	Dec 2015	CAVAX vs RESGX

Lowest Volatility Alternatives to CAVAX

CAVAX has 12.23% 1-year volatility. There are 92 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.

Symbol	Name	Volatility 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.22%	—	Mar 2021	CAVAX vs SVPFX
ORDNX	North Square Preferred and Income Securities Fund	2.28%	—	Jun 2013	CAVAX vs ORDNX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.26%	—	Jul 2012	CAVAX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.28%	—	Jul 2012	CAVAX vs AUEIX
JEPIX	JPMorgan Equity Premium Income Fund Class I	8.70%	—	Aug 2018	CAVAX vs JEPIX

Lowest Drawdown Alternatives to CAVAX

CAVAX has a 1-year max drawdown of -8.49%. There are 75 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-0.91%	—	Mar 2021	CAVAX vs SVPFX
ORDNX	North Square Preferred and Income Securities Fund	-2.66%	—	Jun 2013	CAVAX vs ORDNX
RCKSX	Rock Oak Core Growth Fund	-4.14%	—	Dec 2004	CAVAX vs RCKSX
AUEIX	AQR Large Cap Defensive Style Fund	-5.91%	—	Jul 2012	CAVAX vs AUEIX
QUERX	AQR Large Cap Defensive Style Fund Class R6	-5.93%	—	Jul 2012	CAVAX vs QUERX

Other Mutual Funds from SEI

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

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ENIAX	SEI Institutional Investments Trust Opportunistic ...	Ultrashort Bond	99	2.01%	—	Dec 2006	CAVAX vs ENIAX
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	Diversified Portfolio	99	1.67%	—	Nov 2003	CAVAX vs STDAX
SGYAX	SEI Institutional Investments Trust High Yield Bon...	High Yield Bonds	55	1.52%	—	Dec 2005	CAVAX vs SGYAX
SEATX	SEI Tax Exempt Trust Tax-Advantaged Income Fund	Intermediate Core-Plus Bond	64	2.56%	—	Sep 2007	CAVAX vs SEATX
SDLAX	SEI Institutional Investments Trust Dynamic Asset ...	Large Cap Blend Equities	51	10.04%	—	Jul 2010	CAVAX vs SDLAX
SPINX	SEI Institutional Investments Trust S&P 500 Index ...	S&P 500	66	11.29%	—	Dec 2013	CAVAX vs SPINX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	Diversified Portfolio	72	2.66%	—	Nov 2003	CAVAX vs SICIX
SIEMX	SEI Institutional International Trust Emerging Mar...	Emerging Markets Diversified	78	23.02%	—	Jan 1995	CAVAX vs SIEMX
SEITX	SEI Institutional International Trust Internationa...	Foreign Large Cap Equities	53	11.04%	—	Dec 1989	CAVAX vs SEITX
SEIMX	SEI Tax Exempt Trust Intermediate-Term Municipal F...	Municipal Bonds	69	1.35%	—	Sep 1989	CAVAX vs SEIMX

Often Compared With CAVAX

Investors most often compare CAVAX with FTEC, SUMAX, LDRAX. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FTEC	Fidelity MSCI Information Technology Index ETF	Technology Equities	58	23.14%	20.96B	Oct 2013	CAVAX vs FTEC
SUMAX	SEI Tax Exempt Trust Short Duration Municipal Fund	Municipal Bonds	92	1.13%	—	Nov 2003	CAVAX vs SUMAX
LDRAX	SEI Institutional Investments Trust Long Duration ...	Long-Term Bond	7	-0.88%	—	Apr 2004	CAVAX vs LDRAX
SMQFX	SEI Institutional Investments Trust Emerging Marke...	Emerging Markets Diversified	79	20.56%	—	Oct 2014	CAVAX vs SMQFX
SEPAX	SEI Tax-Exempt Trust Pennsylvania Municipal Bond F...	Municipal Bonds	56	0.49%	—	Aug 1998	CAVAX vs SEPAX
SECPX	SEI Daily Income Ultra Short Duration Bond Fund	Ultrashort Bond	98	1.42%	—	Sep 1993	CAVAX vs SECPX
CFVAX	SEI Catholic Values Trust Catholic Values Fixed In...	Intermediate Core-Plus Bond	15	-0.13%	—	Apr 2015	CAVAX vs CFVAX
SRAAX	SEI Institutional Managed Trust Real Return Fund	Inflation-Protected Bonds	65	1.31%	—	Jul 2009	CAVAX vs SRAAX
SUSAX	SEI Institutional Investments Trust Ultra Short Du...	Ultrashort Bond	98	1.50%	—	Feb 2011	CAVAX vs SUSAX
SRWAX	SEI Asset Allocation Trust Market Growth Strategy ...	Diversified Portfolio	77	8.87%	—	Nov 2003	CAVAX vs SRWAX
SNSAX	SEI Asset Allocation Trust Defensive Strategy Fund	Short-Term Bond	90	1.91%	—	Nov 2003	CAVAX vs SNSAX
TCSGX	SEI Daily Income Trust Short-Duration Government F...	Government Bonds	69	0.56%	—	Feb 1987	CAVAX vs TCSGX
SCPAX	SEI Institutional Investments Trust Large Cap Disc...	Large Cap Blend Equities	80	12.22%	—	Aug 2003	CAVAX vs SCPAX
SBDAX	SEI Tax Exempt Trust California Municipal Bond Fun...	Municipal Bonds	52	0.18%	—	Aug 1998	CAVAX vs SBDAX
SITEX	SEI Institutional International Trust Emerging Mar...	Emerging Markets Bonds	80	4.28%	—	Jun 1997	CAVAX vs SITEX
SPIIX	SEI S&P 500 Index Fund Class I	Large Cap Blend Equities	59	10.90%	—	Jun 2002	CAVAX vs SPIIX
SEIAX	SEI Multi-Asset Real Return Fund Class A	Inflation-Protected Bonds	66	6.75%	—	Jul 2011	CAVAX vs SEIAX
SEAIX	SEI Asset Allocation Trust Aggressive Strategy Fun...	Global Allocation	70	11.22%	—	Nov 2003	CAVAX vs SEAIX
SLCAX	SEI Institutional Investments Trust Large Cap Fund	Large Cap Blend Equities	77	11.96%	—	Jun 1996	CAVAX vs SLCAX
RRPAX	SEI Institutional Investments Trust Real Return Fu...	Inflation-Protected Bonds	81	1.62%	—	Dec 2006	CAVAX vs RRPAX

Compare CAVAX with Any Fund or Stock

Compare CAVAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair CAVAX with funds that move differently

SEI Catholic Values Trust Catholic Values Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CAVAX.

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SEI Catholic Values Trust Catholic Values Equity Fund (CAVAX) Alternatives