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
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
VITPX	Vanguard Institutional Total Stock Market Index Fu...	0.02%	35.20B	May 2001	SCPAX vs VITPX

Best Risk-Adjusted Alternatives to SCPAX

SCPAX has a PortfoliosLab risk / return rank of 78. There are 44 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.

Symbol	Name	Risk / Return Rank	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	95	—	Mar 2021	SCPAX vs SVPFX
VPCCX	Vanguard PRIMECAP Core Fund	94	17.20B	Dec 2004	SCPAX vs VPCCX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	92	92.00B	Nov 2001	SCPAX vs VPMAX
POGRX	PRIMECAP Odyssey Growth Fund	91	—	Nov 2004	SCPAX vs POGRX
POGSX	Pin Oak Equity	91	—	Aug 1992	SCPAX vs POGSX

Top Performing SCPAX Alternatives (YTD)

SCPAX is at 11.85% YTD. There are 86 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 29.27%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	29.27%	17.20B	Dec 2004	SCPAX vs VPCCX
POGRX	PRIMECAP Odyssey Growth Fund	28.22%	—	Nov 2004	SCPAX vs POGRX
IGIAX	Integrity ESG Growth & Income Fund	26.58%	—	Jan 1995	SCPAX vs IGIAX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	25.63%	92.00B	Nov 2001	SCPAX vs VPMAX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	24.11%	—	Dec 2015	SCPAX vs RESGX

Lowest Volatility Alternatives to SCPAX

SCPAX has 11.71% 1-year volatility. There are 65 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
ORDNX	North Square Preferred and Income Securities Fund	2.28%	—	Jun 2013	SCPAX vs ORDNX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.25%	—	Jul 2012	SCPAX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.27%	—	Jul 2012	SCPAX vs AUEIX
JEPIX	JPMorgan Equity Premium Income Fund Class I	8.70%	—	Aug 2018	SCPAX vs JEPIX

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 -0.91%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-0.91%	—	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	2.01%	—	Dec 2006	SCPAX vs ENIAX
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	Diversified Portfolio	99	1.67%	—	Nov 2003	SCPAX vs STDAX
SGYAX	SEI Institutional Investments Trust High Yield Bon...	High Yield Bonds	58	1.67%	—	Dec 2005	SCPAX vs SGYAX
SEATX	SEI Tax Exempt Trust Tax-Advantaged Income Fund	Intermediate Core-Plus Bond	64	2.56%	—	Sep 2007	SCPAX vs SEATX
SDLAX	SEI Institutional Investments Trust Dynamic Asset ...	Large Cap Blend Equities	51	9.62%	—	Jul 2010	SCPAX vs SDLAX
SPINX	SEI Institutional Investments Trust S&P 500 Index ...	S&P 500	65	10.81%	—	Dec 2013	SCPAX vs SPINX
SIEMX	SEI Institutional International Trust Emerging Mar...	Emerging Markets Diversified	77	22.24%	—	Jan 1995	SCPAX vs SIEMX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	Diversified Portfolio	70	2.57%	—	Nov 2003	SCPAX vs SICIX
SEITX	SEI Institutional International Trust Internationa...	Foreign Large Cap Equities	50	10.66%	—	Dec 1989	SCPAX vs SEITX
CAVAX	SEI Catholic Values Trust Catholic Values Equity F...	Large Cap Blend Equities	41	8.91%	—	Apr 2015	SCPAX vs CAVAX

Often Compared With SCPAX

Investors most often compare SCPAX with FTGRX, QCELX, LDRAX. These 20 comparison targets span 5 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	72	10.72%	—	Feb 2008	SCPAX vs FTGRX
QCELX	AQR Large Cap Multi-Style Fund	Large Cap Blend Equities	89	17.89%	—	Mar 2013	SCPAX vs QCELX
LDRAX	SEI Institutional Investments Trust Long Duration ...	Long-Term Bond	8	-0.71%	—	Apr 2004	SCPAX vs LDRAX
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	Large Cap Blend Equities	87	21.39%	—	Dec 2018	SCPAX vs FTZIX
FLCKX	Fidelity Leveraged Company Stock Fund Class K	Large Cap Blend Equities	36	19.77%	—	May 2008	SCPAX vs FLCKX
SSSYX	State Street Equity 500 Index Fund Class K	S&P 500, Large Cap Blend Equities	65	10.86%	—	Sep 2014	SCPAX vs SSSYX
FGRTX	Fidelity Mega Cap Stock Fund	Large Cap Blend Equities	75	11.01%	—	Dec 1998	SCPAX vs FGRTX
SSEYX	State Street Equity 500 Index II Portfolio	Large Cap Blend Equities	63	10.86%	—	Aug 2014	SCPAX vs SSEYX
SBDAX	SEI Tax Exempt Trust California Municipal Bond Fun...	Municipal Bonds	52	0.18%	—	Aug 1998	SCPAX vs SBDAX
SPIIX	SEI S&P 500 Index Fund Class I	Large Cap Blend Equities	59	10.43%	—	Jun 2002	SCPAX vs SPIIX
YFSIX	AMG Yacktman Global Fund	Large Cap Blend Equities	18	21.26%	—	Jan 2017	SCPAX vs YFSIX
ALSMX	Archer Multi Cap Fund	Large Cap Blend Equities	78	22.79%	—	Dec 2019	SCPAX vs ALSMX
SMSAX	SEI Institutional Managed Trust Multi-Strategy Alt...	Multistrategy	85	6.73%	—	Mar 2010	SCPAX vs SMSAX
FGLGX	Fidelity Series Large Cap Stock Fund	Large Cap Blend Equities	76	11.35%	—	Dec 2012	SCPAX vs FGLGX
BKTSX	iShares Total U.S. Stock Market Index Fund Class K	Large Cap Blend Equities	64	11.34%	—	Aug 2015	SCPAX vs BKTSX
WBREOX	CIT: BlackRock Equity Index Fund Class 1	Large Cap Blend Equities	76	10.87%	—	Jul 2017	SCPAX vs WBREOX
FTRIX	Fidelity Advisor Mega Cap Stock Fund Class I	Large Cap Blend Equities	75	11.00%	—	Feb 2008	SCPAX vs FTRIX
FULVX	Fidelity U.S. Low Volatility Equity Fund	Large Cap Blend Equities	—	—	—	Nov 2019	SCPAX vs FULVX
DHAMX	Centre American Select Equity Fund	Large Cap Blend Equities	86	21.32%	—	Dec 2011	SCPAX vs DHAMX
POSKX	PrimeCap Odyssey Stock Fund	Large Cap Blend Equities	89	23.42%	—	Nov 2004	SCPAX vs POSKX

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