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 256 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
VIIIX	Vanguard Institutional Index Fund Institutional Pl...	0.02%	342.00B	Jul 1997	CAVAX vs VIIIX

Best Risk-Adjusted Alternatives to CAVAX

CAVAX has a PortfoliosLab risk / return rank of 48. There are 256 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	15.30B	Dec 2004	CAVAX vs VPCCX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	94	82.00B	Nov 2001	CAVAX vs VPMAX
DHAMX	Centre American Select Equity Fund	92	—	Dec 2011	CAVAX vs DHAMX
POSKX	PrimeCap Odyssey Stock Fund	91	—	Nov 2004	CAVAX vs POSKX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	91	—	Feb 2004	CAVAX vs GTLOX

Top Performing CAVAX Alternatives (YTD)

CAVAX is at 9.85% YTD. There are 236 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 29.33%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	29.33%	15.30B	Dec 2004	CAVAX vs VPCCX
YFSIX	AMG Yacktman Global Fund	27.94%	—	Jan 2017	CAVAX vs YFSIX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	27.79%	—	Dec 2015	CAVAX vs RESGX
ALSMX	Archer Multi Cap Fund	26.71%	—	Dec 2019	CAVAX vs ALSMX
IGIAX	Integrity ESG Growth & Income Fund	26.41%	—	Jan 1995	CAVAX vs IGIAX

Lowest Volatility Alternatives to CAVAX

CAVAX has 11.81% 1-year volatility. There are 113 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.26%.

Symbol	Name	Volatility 1Y	AUM	Inception
ORDNX	North Square Preferred and Income Securities Fund	2.26%	—	Jun 2013	CAVAX vs ORDNX
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.26%	—	Mar 2021	CAVAX vs SVPFX
AUEIX	AQR Large Cap Defensive Style Fund	7.91%	—	Jul 2012	CAVAX vs AUEIX
QUERX	AQR Large Cap Defensive Style Fund Class R6	7.91%	—	Jul 2012	CAVAX vs QUERX
FULVX	Fidelity U.S. Low Volatility Equity Fund	8.38%	—	Nov 2019	CAVAX vs FULVX

Lowest Drawdown Alternatives to CAVAX

CAVAX has a 1-year max drawdown of -8.49%. There are 76 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, SGYAX, STDAX and span 9 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ENIAX	SEI Institutional Investments Trust Opportunistic ...	Ultrashort Bond	100	1.52%	—	Dec 2006	CAVAX vs ENIAX
SGYAX	SEI Institutional Investments Trust High Yield Bon...	High Yield Bonds	63	1.59%	—	Dec 2005	CAVAX vs SGYAX
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	Diversified Portfolio	99	1.30%	—	Nov 2003	CAVAX vs STDAX
SEATX	SEI Tax Exempt Trust Tax-Advantaged Income Fund	Intermediate Core-Plus Bond	39	2.21%	—	Sep 2007	CAVAX vs SEATX
SDLAX	SEI Institutional Investments Trust Dynamic Asset ...	Large Cap Blend Equities	62	10.77%	—	Jul 2010	CAVAX vs SDLAX
SIEMX	SEI Institutional International Trust Emerging Mar...	Emerging Markets Diversified	91	29.32%	—	Jan 1995	CAVAX vs SIEMX
SPINX	SEI Institutional Investments Trust S&P 500 Index ...	S&P 500	74	11.70%	—	Dec 2013	CAVAX vs SPINX
SEITX	SEI Institutional International Trust Internationa...	Foreign Large Cap Equities	41	10.73%	—	Dec 1989	CAVAX vs SEITX
SEIMX	SEI Tax Exempt Trust Intermediate-Term Municipal F...	Municipal Bonds	67	1.27%	—	Sep 1989	CAVAX vs SEIMX
SBDAX	SEI Tax Exempt Trust California Municipal Bond Fun...	Municipal Bonds	54	0.18%	—	Aug 1998	CAVAX vs SBDAX

Often Compared With CAVAX

Investors most often compare CAVAX with FTEC, SICIX, 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	77	31.89%	17.89B	Oct 2013	CAVAX vs FTEC
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	Diversified Portfolio	64	2.55%	—	Nov 2003	CAVAX vs SICIX
LDRAX	SEI Institutional Investments Trust Long Duration ...	Long-Term Bond	12	0.60%	—	Apr 2004	CAVAX vs LDRAX
SUMAX	SEI Tax Exempt Trust Short Duration Municipal Fund	Municipal Bonds	88	0.90%	—	Nov 2003	CAVAX vs SUMAX
SEPAX	SEI Tax-Exempt Trust Pennsylvania Municipal Bond F...	Municipal Bonds	58	0.49%	—	Aug 1998	CAVAX vs SEPAX
SMQFX	SEI Institutional Investments Trust Emerging Marke...	Emerging Markets Diversified	92	26.81%	—	Oct 2014	CAVAX vs SMQFX
SECPX	SEI Daily Income Ultra Short Duration Bond Fund	Ultrashort Bond	96	1.21%	—	Sep 1993	CAVAX vs SECPX
CFVAX	SEI Catholic Values Trust Catholic Values Fixed In...	Intermediate Core-Plus Bond	18	0.28%	—	Apr 2015	CAVAX vs CFVAX
SITEX	SEI Institutional International Trust Emerging Mar...	Emerging Markets Bonds	79	3.68%	—	Jun 1997	CAVAX vs SITEX
SPIIX	SEI S&P 500 Index Fund Class I	Large Cap Blend Equities	68	11.33%	—	Jun 2002	CAVAX vs SPIIX
SRAAX	SEI Institutional Managed Trust Real Return Fund	Inflation-Protected Bonds	79	1.79%	—	Jul 2009	CAVAX vs SRAAX
SEFIX	SEI Institutional International Trust Internationa...	Global Bonds	4	-0.11%	—	Aug 1993	CAVAX vs SEFIX
SLCAX	SEI Institutional Investments Trust Large Cap Fund	Large Cap Blend Equities	75	11.22%	—	Jun 1996	CAVAX vs SLCAX
TCSGX	SEI Daily Income Trust Short-Duration Government F...	Government Bonds	57	0.48%	—	Feb 1987	CAVAX vs TCSGX
SNSAX	SEI Asset Allocation Trust Defensive Strategy Fund	Short-Term Bond	89	1.86%	—	Nov 2003	CAVAX vs SNSAX
RRPAX	SEI Institutional Investments Trust Real Return Fu...	Inflation-Protected Bonds	86	1.97%	—	Dec 2006	CAVAX vs RRPAX
SCPAX	SEI Institutional Investments Trust Large Cap Disc...	Large Cap Blend Equities	79	11.38%	—	Aug 2003	CAVAX vs SCPAX
SEIAX	SEI Multi-Asset Real Return Fund Class A	Inflation-Protected Bonds	79	8.10%	—	Jul 2011	CAVAX vs SEIAX
SRWAX	SEI Asset Allocation Trust Market Growth Strategy ...	Diversified Portfolio	77	9.31%	—	Nov 2003	CAVAX vs SRWAX
SEHAX	SEI Institutional Investments Trust U.S. Equity Fa...	Large Cap Blend Equities	80	13.11%	—	Apr 2018	CAVAX vs SEHAX

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