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 261 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
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—	CAVAX vs VFFSX
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016	CAVAX vs VSTSX
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
SSSYX	State Street Equity 500 Index Fund Class K	0.02%	—	Sep 2014	CAVAX vs SSSYX

Best Risk-Adjusted Alternatives to CAVAX

CAVAX has a PortfoliosLab risk / return rank of 44. There are 264 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.

Symbol	Name	Risk / Return Rank	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	96	17.20B	Dec 2004	CAVAX vs VPCCX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	95	92.00B	Nov 2001	CAVAX vs VPMAX
POSKX	PrimeCap Odyssey Stock Fund	94	—	Nov 2004	CAVAX vs POSKX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	92	—	Feb 2004	CAVAX vs GTLOX
IGIAX	Integrity ESG Growth & Income Fund	91	—	Jan 1995	CAVAX vs IGIAX

Top Performing CAVAX Alternatives (YTD)

CAVAX is at 8.14% YTD. There are 249 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 33.95%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	33.95%	17.20B	Dec 2004	CAVAX vs VPCCX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	29.80%	92.00B	Nov 2001	CAVAX vs VPMAX
IGIAX	Integrity ESG Growth & Income Fund	27.12%	—	Jan 1995	CAVAX vs IGIAX
FLCKX	Fidelity Leveraged Company Stock Fund Class K	27.04%	—	May 2008	CAVAX vs FLCKX
FLVCX	Fidelity Leveraged Company Stock Fund	26.99%	—	Dec 2000	CAVAX vs FLVCX

Lowest Volatility Alternatives to CAVAX

CAVAX has 12.25% 1-year volatility. There are 95 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.29%.

Symbol	Name	Volatility 1Y	AUM	Inception
ORDNX	North Square Preferred and Income Securities Fund	2.29%	—	Jun 2013	CAVAX vs ORDNX
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.40%	—	Mar 2021	CAVAX vs SVPFX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.39%	—	Jul 2012	CAVAX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.40%	—	Jul 2012	CAVAX vs AUEIX
FSUVX	Fidelity SAI U.S. Low Volatility Index Fund	8.59%	—	May 2015	CAVAX vs FSUVX

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 -1.33%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-1.33%	—	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	1.77%	—	Dec 2006	CAVAX vs ENIAX
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	Diversified Portfolio	99	1.48%	—	Nov 2003	CAVAX vs STDAX
SGYAX	SEI Institutional Investments Trust High Yield Bon...	High Yield Bonds	60	1.29%	—	Dec 2005	CAVAX vs SGYAX
SEATX	SEI Tax Exempt Trust Tax-Advantaged Income Fund	Intermediate Core-Plus Bond	46	2.21%	—	Sep 2007	CAVAX vs SEATX
SDLAX	SEI Institutional Investments Trust Dynamic Asset ...	Large Cap Blend Equities	53	8.32%	—	Jul 2010	CAVAX vs SDLAX
SIEMX	SEI Institutional International Trust Emerging Mar...	Emerging Markets Diversified	88	29.60%	—	Jan 1995	CAVAX vs SIEMX
SPINX	SEI Institutional Investments Trust S&P 500 Index ...	S&P 500	65	9.73%	—	Dec 2013	CAVAX vs SPINX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	Diversified Portfolio	61	2.01%	—	Nov 2003	CAVAX vs SICIX
SEITX	SEI Institutional International Trust Internationa...	Foreign Large Cap Equities	50	11.04%	—	Dec 1989	CAVAX vs SEITX
SEIMX	SEI Tax Exempt Trust Intermediate-Term Municipal F...	Municipal Bonds	66	1.27%	—	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	60	23.56%	21.38B	Oct 2013	CAVAX vs FTEC
SUMAX	SEI Tax Exempt Trust Short Duration Municipal Fund	Municipal Bonds	90	0.90%	—	Nov 2003	CAVAX vs SUMAX
LDRAX	SEI Institutional Investments Trust Long Duration ...	Long-Term Bond	9	0.25%	—	Apr 2004	CAVAX vs LDRAX
SMQFX	SEI Institutional Investments Trust Emerging Marke...	Emerging Markets Diversified	90	26.31%	—	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	96	0.99%	—	Sep 1993	CAVAX vs SECPX
CFVAX	SEI Catholic Values Trust Catholic Values Fixed In...	Intermediate Core-Plus Bond	15	-0.07%	—	Apr 2015	CAVAX vs CFVAX
SRAAX	SEI Institutional Managed Trust Real Return Fund	Inflation-Protected Bonds	46	0.86%	—	Jul 2009	CAVAX vs SRAAX
SITEX	SEI Institutional International Trust Emerging Mar...	Emerging Markets Bonds	78	4.00%	—	Jun 1997	CAVAX vs SITEX
TCSGX	SEI Daily Income Trust Short-Duration Government F...	Government Bonds	50	0.18%	—	Feb 1987	CAVAX vs TCSGX
SUSAX	SEI Institutional Investments Trust Ultra Short Du...	Ultrashort Bond	97	1.16%	—	Feb 2011	CAVAX vs SUSAX
SPIIX	SEI S&P 500 Index Fund Class I	Large Cap Blend Equities	60	9.38%	—	Jun 2002	CAVAX vs SPIIX
SBDAX	SEI Tax Exempt Trust California Municipal Bond Fun...	Municipal Bonds	53	0.18%	—	Aug 1998	CAVAX vs SBDAX
SLCAX	SEI Institutional Investments Trust Large Cap Fund	Large Cap Blend Equities	74	10.37%	—	Jun 1996	CAVAX vs SLCAX
RRPAX	SEI Institutional Investments Trust Real Return Fu...	Inflation-Protected Bonds	64	1.11%	—	Dec 2006	CAVAX vs RRPAX
SNSAX	SEI Asset Allocation Trust Defensive Strategy Fund	Short-Term Bond	85	1.56%	—	Nov 2003	CAVAX vs SNSAX
SRWAX	SEI Asset Allocation Trust Market Growth Strategy ...	Diversified Portfolio	77	8.66%	—	Nov 2003	CAVAX vs SRWAX
SCPAX	SEI Institutional Investments Trust Large Cap Disc...	Large Cap Blend Equities	76	10.26%	—	Aug 2003	CAVAX vs SCPAX
SEIAX	SEI Multi-Asset Real Return Fund Class A	Inflation-Protected Bonds	36	5.53%	—	Jul 2011	CAVAX vs SEIAX
SEFIX	SEI Institutional International Trust Internationa...	Global Bonds	4	0.00%	—	Aug 1993	CAVAX vs SEFIX

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