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 121 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	SCPAX vs VSTSX
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—	SCPAX vs VFFSX
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
SSSYX	State Street Equity 500 Index Fund Class K	0.02%	—	Sep 2014	SCPAX vs SSSYX

Best Risk-Adjusted Alternatives to SCPAX

SCPAX has a PortfoliosLab risk / return rank of 77. There are 51 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	SCPAX vs VPCCX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	94	92.00B	Nov 2001	SCPAX vs VPMAX
POSKX	PrimeCap Odyssey Stock Fund	93	—	Nov 2004	SCPAX vs POSKX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	91	—	Feb 2004	SCPAX vs GTLOX
IGIAX	Integrity ESG Growth & Income Fund	91	—	Jan 1995	SCPAX vs IGIAX

Top Performing SCPAX Alternatives (YTD)

SCPAX is at 10.54% YTD. There are 109 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 32.08%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	32.08%	17.20B	Dec 2004	SCPAX vs VPCCX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	28.16%	92.00B	Nov 2001	SCPAX vs VPMAX
IGIAX	Integrity ESG Growth & Income Fund	27.37%	—	Jan 1995	SCPAX vs IGIAX
ALSMX	Archer Multi Cap Fund	25.38%	—	Dec 2019	SCPAX vs ALSMX
POSKX	PrimeCap Odyssey Stock Fund	25.29%	—	Nov 2004	SCPAX vs POSKX

Lowest Volatility Alternatives to SCPAX

SCPAX has 11.71% 1-year volatility. There are 64 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.28%.

Symbol	Name	Volatility 1Y	AUM	Inception
ORDNX	North Square Preferred and Income Securities Fund	2.28%	—	Jun 2013	SCPAX vs ORDNX
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.40%	—	Mar 2021	SCPAX vs SVPFX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.37%	—	Jul 2012	SCPAX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.38%	—	Jul 2012	SCPAX vs AUEIX
FSUVX	Fidelity SAI U.S. Low Volatility Index Fund	8.56%	—	May 2015	SCPAX vs FSUVX

Lowest Drawdown Alternatives to SCPAX

SCPAX has a 1-year max drawdown of -8.31%. There are 59 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	SCPAX vs SVPFX
ORDNX	North Square Preferred and Income Securities Fund	-2.66%	—	Jun 2013	SCPAX vs ORDNX
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

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	99	1.65%	—	Dec 2006	SCPAX vs ENIAX
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	Diversified Portfolio	99	1.48%	—	Nov 2003	SCPAX vs STDAX
SGYAX	SEI Institutional Investments Trust High Yield Bon...	High Yield Bonds	60	1.29%	—	Dec 2005	SCPAX vs SGYAX
SEATX	SEI Tax Exempt Trust Tax-Advantaged Income Fund	Intermediate Core-Plus Bond	48	2.33%	—	Sep 2007	SCPAX vs SEATX
SDLAX	SEI Institutional Investments Trust Dynamic Asset ...	Large Cap Blend Equities	54	8.79%	—	Jul 2010	SCPAX vs SDLAX
SIEMX	SEI Institutional International Trust Emerging Mar...	Emerging Markets Diversified	87	28.97%	—	Jan 1995	SCPAX vs SIEMX
SPINX	SEI Institutional Investments Trust S&P 500 Index ...	S&P 500	67	10.16%	—	Dec 2013	SCPAX vs SPINX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	Diversified Portfolio	62	2.10%	—	Nov 2003	SCPAX vs SICIX
SEITX	SEI Institutional International Trust Internationa...	Foreign Large Cap Equities	50	10.89%	—	Dec 1989	SCPAX vs SEITX
CAVAX	SEI Catholic Values Trust Catholic Values Equity F...	Large Cap Blend Equities	45	8.61%	—	Apr 2015	SCPAX vs CAVAX

Often Compared With SCPAX

Investors most often compare SCPAX with FTGRX, POGSX, QCELX. These 20 comparison targets span 4 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	75	9.84%	—	Feb 2008	SCPAX vs FTGRX
POGSX	Pin Oak Equity	Large Cap Blend Equities	86	17.12%	—	Aug 1992	SCPAX vs POGSX
QCELX	AQR Large Cap Multi-Style Fund	Large Cap Blend Equities	89	16.40%	—	Mar 2013	SCPAX vs QCELX
SSEYX	State Street Equity 500 Index II Portfolio	Large Cap Blend Equities	65	10.19%	—	Aug 2014	SCPAX vs SSEYX
LDRAX	SEI Institutional Investments Trust Long Duration ...	Long-Term Bond	10	0.95%	—	Apr 2004	SCPAX vs LDRAX
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	Large Cap Blend Equities	89	21.01%	—	Dec 2018	SCPAX vs FTZIX
FGLGX	Fidelity Series Large Cap Stock Fund	Large Cap Blend Equities	80	10.45%	—	Dec 2012	SCPAX vs FGLGX
FGRTX	Fidelity Mega Cap Stock Fund	Large Cap Blend Equities	78	10.11%	—	Dec 1998	SCPAX vs FGRTX
DHAMX	Centre American Select Equity Fund	Large Cap Blend Equities	90	23.19%	—	Dec 2011	SCPAX vs DHAMX
WBREOX	CIT: BlackRock Equity Index Fund Class 1	Large Cap Blend Equities	78	10.18%	—	Jul 2017	SCPAX vs WBREOX
FLCKX	Fidelity Leveraged Company Stock Fund Class K	Large Cap Blend Equities	59	25.23%	—	May 2008	SCPAX vs FLCKX
YFSIX	AMG Yacktman Global Fund	Large Cap Blend Equities	21	24.17%	—	Jan 2017	SCPAX vs YFSIX
FULVX	Fidelity U.S. Low Volatility Equity Fund	Large Cap Blend Equities	—	—	—	Nov 2019	SCPAX vs FULVX
SBDAX	SEI Tax Exempt Trust California Municipal Bond Fun...	Municipal Bonds	54	0.27%	—	Aug 1998	SCPAX vs SBDAX
VITPX	Vanguard Institutional Total Stock Market Index Fu...	Large Cap Blend Equities	65	10.73%	35.20B	May 2001	SCPAX vs VITPX
BKTSX	iShares Total U.S. Stock Market Index Fund Class K	Large Cap Blend Equities	64	10.44%	—	Aug 2015	SCPAX vs BKTSX
FZALX	Fidelity Advisor Mega Cap Stock Fund Class Z	Large Cap Blend Equities	78	10.15%	—	Aug 2013	SCPAX vs FZALX
SEIMX	SEI Tax Exempt Trust Intermediate-Term Municipal F...	Municipal Bonds	66	1.27%	—	Sep 1989	SCPAX vs SEIMX
SMSAX	SEI Institutional Managed Trust Multi-Strategy Alt...	Multistrategy	90	7.53%	—	Mar 2010	SCPAX vs SMSAX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	Large Cap Blend Equities	88	23.62%	—	Dec 2015	SCPAX vs RESGX

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