SCPAX Alternatives & Similar Mutual Funds

SEI Institutional Investments Trust Large Cap Disciplined Equity Fund (SCPAX) 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 SCPAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to SCPAX

SCPAX charges 0.47% annually. There are 116 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%	—	—	SCPAX vs VFFSX
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016	SCPAX vs VSTSX
FSKAX	Fidelity Total Market Index Fund	0.02%	—	—	SCPAX vs FSKAX
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	0.02%	—	Feb 2016	SCPAX vs FLCPX
WBREOX	CIT: BlackRock Equity Index Fund Class 1	0.02%	—	Jul 2017	SCPAX vs WBREOX

Best Risk-Adjusted Alternatives to SCPAX

SCPAX has a PortfoliosLab risk / return rank of 78. There are 36 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 97.

Symbol	Name	Risk / Return Rank	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	97	—	Mar 2021	SCPAX vs SVPFX
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	92	—	Dec 2018	SCPAX vs FTZIX
VPCCX	Vanguard PRIMECAP Core Fund	92	18.10B	Dec 2004	SCPAX vs VPCCX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	92	—	Feb 2004	SCPAX vs GTLOX
POGSX	Pin Oak Equity	90	—	Aug 1992	SCPAX vs POGSX

Top Performing SCPAX Alternatives (YTD)

SCPAX is at 11.85% YTD. There are 64 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 24.47%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	24.47%	18.10B	Dec 2004	SCPAX vs VPCCX
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	24.27%	—	Dec 2018	SCPAX vs FTZIX
POGRX	PRIMECAP Odyssey Growth Fund	22.85%	—	Nov 2004	SCPAX vs POGRX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	22.24%	—	Dec 2015	SCPAX vs RESGX
IGIAX	Integrity ESG Growth & Income Fund	21.87%	—	Jan 1995	SCPAX vs IGIAX

Lowest Volatility Alternatives to SCPAX

SCPAX has 11.99% 1-year volatility. There are 66 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	SCPAX vs SVPFX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.21%	—	Jul 2012	SCPAX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.23%	—	Jul 2012	SCPAX vs AUEIX
JEPIX	JPMorgan Equity Premium Income Fund Class I	8.85%	—	Aug 2018	SCPAX vs JEPIX
SILVX	SGI U.S. Large Equity Fund	9.33%	—	Feb 2012	SCPAX vs SILVX

Lowest Drawdown Alternatives to SCPAX

SCPAX has a 1-year max drawdown of -8.31%. There are 55 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	SCPAX vs SVPFX
RCKSX	Rock Oak Core Growth Fund	-4.14%	—	Dec 2004	SCPAX vs RCKSX
AUEIX	AQR Large Cap Defensive Style Fund	-5.91%	—	Jul 2012	SCPAX vs AUEIX
QUERX	AQR Large Cap Defensive Style Fund Class R6	-5.93%	—	Jul 2012	SCPAX vs QUERX
AMFEX	AAMA Equity Fund	-6.07%	—	Jun 2017	SCPAX vs AMFEX

Other Mutual Funds from SEI

The 10 most viewed SEI mutual funds shown here include ENIAX, STDAX, SGYAX and span 8 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ENIAX	SEI Institutional Investments Trust Opportunistic ...	Ultrashort Bond	100	2.27%	—	Dec 2006	SCPAX vs ENIAX
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	Diversified Portfolio	99	1.58%	—	Nov 2003	SCPAX vs STDAX
SGYAX	SEI Institutional Investments Trust High Yield Bon...	High Yield Bonds	54	1.08%	—	Dec 2005	SCPAX vs SGYAX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	Diversified Portfolio	85	3.12%	—	Nov 2003	SCPAX vs SICIX
SEATX	SEI Tax Exempt Trust Tax-Advantaged Income Fund	Intermediate Core-Plus Bond	65	1.20%	—	Sep 2007	SCPAX vs SEATX
SDLAX	SEI Institutional Investments Trust Dynamic Asset ...	Large Cap Blend Equities	51	8.58%	—	Jul 2010	SCPAX vs SDLAX
SPINX	SEI Institutional Investments Trust S&P 500 Index ...	S&P 500	61	9.32%	—	Dec 2013	SCPAX vs SPINX
SIEMX	SEI Institutional International Trust Emerging Mar...	Emerging Markets Equities	67	17.49%	—	Jan 1995	SCPAX vs SIEMX
CAVAX	SEI Catholic Values Trust Catholic Values Equity F...	Large Cap Blend Equities	58	10.15%	—	Apr 2015	SCPAX vs CAVAX
SEITX	SEI Institutional International Trust Internationa...	Foreign Large Cap Equities	79	14.29%	—	Dec 1989	SCPAX vs SEITX

Often Compared With SCPAX

Investors most often compare SCPAX with FTGRX, QCELX, LDRAX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FTGRX	Fidelity Advisor Mega Cap Stock Fund Class M	Large Cap Blend Equities	68	10.36%	—	Feb 2008	SCPAX vs FTGRX
QCELX	AQR Large Cap Multi-Style Fund	Large Cap Blend Equities	90	18.14%	—	Mar 2013	SCPAX vs QCELX
LDRAX	SEI Institutional Investments Trust Long Duration ...	Long-Term Bond	5	-3.15%	—	Apr 2004	SCPAX vs LDRAX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	Large Cap Blend Equities	90	20.70%	96.10B	Nov 2001	SCPAX vs VPMAX
FLCKX	Fidelity Leveraged Company Stock Fund Class K	Large Cap Blend Equities	19	11.95%	—	May 2008	SCPAX vs FLCKX
SSSYX	State Street Equity 500 Index Fund Class K	S&P 500, Large Cap Blend Equities	63	9.34%	—	Sep 2014	SCPAX vs SSSYX
SBDAX	SEI Tax Exempt Trust California Municipal Bond Fun...	Municipal Bonds	36	-1.18%	—	Aug 1998	SCPAX vs SBDAX
SPIIX	SEI S&P 500 Index Fund Class I	Large Cap Blend Equities	53	8.88%	—	Jun 2002	SCPAX vs SPIIX
ALSMX	Archer Multi Cap Fund	Large Cap Blend Equities	67	18.47%	—	Dec 2019	SCPAX vs ALSMX
SSEYX	State Street Equity 500 Index II Portfolio	Large Cap Blend Equities	61	9.35%	—	Aug 2014	SCPAX vs SSEYX
ORDNX	North Square Preferred and Income Securities Fund	Preferred Stock	59	1.10%	—	Jun 2013	SCPAX vs ORDNX
FGRTX	Fidelity Mega Cap Stock Fund	Large Cap Blend Equities	74	10.69%	—	Dec 1998	SCPAX vs FGRTX
YFSIX	AMG Yacktman Global Fund	Global Equities	29	24.97%	—	Jan 2017	SCPAX vs YFSIX
FTRIX	Fidelity Advisor Mega Cap Stock Fund Class I	Large Cap Blend Equities	72	10.68%	—	Feb 2008	SCPAX vs FTRIX
VITPX	Vanguard Institutional Total Stock Market Index Fu...	Large Cap Blend Equities	63	9.88%	34.70B	May 2001	SCPAX vs VITPX
FZALX	Fidelity Advisor Mega Cap Stock Fund Class Z	Large Cap Blend Equities	73	10.77%	—	Aug 2013	SCPAX vs FZALX
BKTSX	iShares Total U.S. Stock Market Index Fund Class K	Large Cap Blend Equities	61	9.74%	—	Aug 2015	SCPAX vs BKTSX
SMSAX	SEI Institutional Managed Trust Multi-Strategy Alt...	Multistrategy	86	6.02%	—	Mar 2010	SCPAX vs SMSAX
FGLGX	Fidelity Series Large Cap Stock Fund	Large Cap Blend Equities	76	11.16%	—	Dec 2012	SCPAX vs FGLGX
SEIMX	SEI Tax Exempt Trust Intermediate-Term Municipal F...	Municipal Bonds	65	-0.01%	—	Sep 1989	SCPAX vs SEIMX

Compare SCPAX with Any Fund or Stock

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

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Diversifiers

Pair SCPAX with funds that move differently

SEI Institutional Investments Trust Large Cap Disciplined Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SCPAX.

Explore SCPAX Diversifiers

SEI Institutional Investments Trust Large Cap Disciplined Equity Fund (SCPAX) Alternatives