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

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 funds that fit a different role in your portfolio.

Cheapest Alternatives to CAVAX

CAVAX charges 0.86% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among CAVAX alternatives.

Symbol	Name	Expense Ratio	Inception
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	Jun 27, 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 2, 2016	CAVAX vs FLCPX
SSSYX	State Street Equity 500 Index Fund Class K	0.02%	Sep 17, 2014	CAVAX vs SSSYX

Best Risk-Adjusted Alternatives to CAVAX

Among mutual funds in the Large Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.

Symbol	Name	Risk / Return Rank	Inception
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	94	Nov 12, 2001	CAVAX vs VPMAX
POGSX	Pin Oak Equity	92	Aug 3, 1992	CAVAX vs POGSX
SGOIX	First Eagle Overseas Fund Class I	92	—	CAVAX vs SGOIX
PAGRX	Permanent Portfolio Aggressive Growth Portfolio	91	Jan 2, 1990	CAVAX vs PAGRX
DFIEX	DFA International Core Equity Portfolio I	90	Sep 15, 2005	CAVAX vs DFIEX

Top Performing CAVAX Alternatives (YTD)

CAVAX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
YFSIX	AMG Yacktman Global Fund	9.95%	Jan 30, 2017	CAVAX vs YFSIX
GQEIX	GQG Partners US Select Quality Equity Fund	9.61%	Sep 28, 2018	CAVAX vs GQEIX
NWAUX	Nationwide GQG US Quality Equity Fund	9.49%	Jan 24, 2021	CAVAX vs NWAUX
MUHLX	Muhlenkamp Fund	9.11%	Nov 1, 1988	CAVAX vs MUHLX
POGSX	Pin Oak Equity	8.02%	Aug 3, 1992	CAVAX vs POGSX

Lowest Volatility Alternatives to CAVAX

CAVAX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
ORDNX	North Square Preferred and Income Securities Fund	2.66%	Jun 28, 2013	CAVAX vs ORDNX
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	8.01%	Mar 28, 2021	CAVAX vs SVPFX
FEQHX	Fidelity Hedged Equity Fund	11.04%	Sep 8, 2022	CAVAX vs FEQHX
FGJEX	Fidelity Advisor Growth & Income Fund Class Z	11.08%	Mar 20, 2025	CAVAX vs FGJEX
TANDX	Castle Tandem Fund	12.04%	Mar 15, 2019	CAVAX vs TANDX

Lowest Drawdown Alternatives to CAVAX

CAVAX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
ORDNX	North Square Preferred and Income Securities Fund	-2.66%	Jun 28, 2013	CAVAX vs ORDNX
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-5.22%	Mar 28, 2021	CAVAX vs SVPFX
FEQHX	Fidelity Hedged Equity Fund	-7.40%	Sep 8, 2022	CAVAX vs FEQHX
GQEIX	GQG Partners US Select Quality Equity Fund	-8.30%	Sep 28, 2018	CAVAX vs GQEIX
FNSTX	Fidelity Infrastructure Fund	-8.43%	Nov 5, 2019	CAVAX vs FNSTX

Other Mutual Funds from SEI

Most popular SEI mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
ENIAX	SEI Institutional Investments Trust Opportunistic ...	Ultrashort Bond	92	0.38%	Dec 13, 2006	CAVAX vs ENIAX
SDLAX	SEI Institutional Investments Trust Dynamic Asset ...	Large Cap Blend Equities	52	-5.23%	Jul 30, 2010	CAVAX vs SDLAX
SGYAX	SEI Institutional Investments Trust High Yield Bon...	High Yield Bonds	81	-1.13%	Dec 5, 2005	CAVAX vs SGYAX
SPINX	SEI Institutional Investments Trust S&P 500 Index ...	S&P 500	56	-4.36%	Dec 18, 2013	CAVAX vs SPINX
SEITX	SEI Institutional International Trust Internationa...	Foreign Large Cap Equities	76	1.70%	Dec 20, 1989	CAVAX vs SEITX
SEATX	SEI Tax Exempt Trust Tax-Advantaged Income Fund	Intermediate Core-Plus Bond	12	-0.14%	Sep 4, 2007	CAVAX vs SEATX
SPIIX	SEI S&P 500 Index Fund Class I	Large Cap Blend Equities	50	-4.52%	Jun 28, 2002	CAVAX vs SPIIX
SIEMX	SEI Institutional International Trust Emerging Mar...	Emerging Markets Diversified	89	3.40%	Jan 16, 1995	CAVAX vs SIEMX
SEIMX	SEI Tax Exempt Trust Intermediate-Term Municipal F...	Municipal Bonds	48	-0.43%	Sep 4, 1989	CAVAX vs SEIMX
SBDAX	SEI Tax Exempt Trust California Municipal Bond Fun...	Municipal Bonds	52	-1.09%	Aug 18, 1998	CAVAX vs SBDAX

Often Compared With CAVAX

What investors most often compare with CAVAX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
FTEC	Fidelity MSCI Information Technology Index ETF	Technology Equities	63	-6.12%	Oct 21, 2013	CAVAX vs FTEC
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	Diversified Portfolio	84	0.82%	Nov 16, 2003	CAVAX vs SICIX
LDRAX	SEI Institutional Investments Trust Long Duration ...	Long-Term Bond	8	-1.23%	Apr 20, 2004	CAVAX vs LDRAX
SUMAX	SEI Tax Exempt Trust Short Duration Municipal Fund	Municipal Bonds	94	0.24%	Nov 12, 2003	CAVAX vs SUMAX
SEPAX	SEI Tax-Exempt Trust Pennsylvania Municipal Bond F...	Municipal Bonds	58	-0.78%	Aug 25, 1998	CAVAX vs SEPAX
SMQFX	SEI Institutional Investments Trust Emerging Marke...	Emerging Markets Diversified	94	3.63%	Oct 30, 2014	CAVAX vs SMQFX
SLCAX	SEI Institutional Investments Trust Large Cap Fund	Large Cap Blend Equities	59	-2.55%	Jun 14, 1996	CAVAX vs SLCAX
SEHAX	SEI Institutional Investments Trust U.S. Equity Fa...	Large Cap Blend Equities	59	-2.29%	Apr 26, 2018	CAVAX vs SEHAX
SLDAX	SEI Institutional Investments Trust Long Duration ...	Long-Term Bond	11	-1.38%	Jun 28, 2012	CAVAX vs SLDAX
SEDAX	SEI Institutional Investments Trust Emerging Marke...	Emerging Markets Bonds	95	-0.86%	Dec 4, 2005	CAVAX vs SEDAX
SNSAX	SEI Asset Allocation Trust Defensive Strategy Fund	Short-Term Bond	89	0.82%	Nov 17, 2003	CAVAX vs SNSAX
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	Diversified Portfolio	99	0.45%	Nov 16, 2003	CAVAX vs STDAX

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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SEI Catholic Values Trust Catholic Values Equity Fund

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