SECAX Alternatives & Similar Mutual Funds

SEI Institutional Investments Trust Small Cap II Fund (SECAX) belongs to the Small 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 SECAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to SECAX

SECAX charges 0.72% annually. There are 41 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.

Symbol	Name	Expense Ratio	AUM	Inception
FSSNX	Fidelity Small Cap Index Fund	0.03%	—	Sep 2011	SECAX vs FSSNX
VSCPX	Vanguard Small-Cap Index Fund Institutional Plus S...	0.03%	—	Dec 2010	SECAX vs VSCPX
VSCIX	Vanguard Small-Cap Index Fund Institutional Shares	0.03%	188.20B	Jul 1997	SECAX vs VSCIX
SWSSX	Schwab Small-Cap Index Fund-Select Shares	0.04%	7.55B	May 1997	SECAX vs SWSSX
TISBX	TIAA-CREF Small-Cap Blend Index Fund	0.05%	—	Oct 2002	SECAX vs TISBX

Best Risk-Adjusted Alternatives to SECAX

SECAX has a PortfoliosLab risk / return rank of 81. There are 45 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.

Symbol	Name	Risk / Return Rank	AUM	Inception
GQSCX	Glenmede Quantitative U.S. Small Cap Equity Portfo...	95	—	Nov 2017	SECAX vs GQSCX
WWSIX	Keeley Small Cap Fund Class Institutional	95	—	Apr 1997	SECAX vs WWSIX
WESCX	TETON Westwood SmallCap Equity Fund	95	—	Apr 1997	SECAX vs WESCX
IPSIX	Voya Index Plus SmallCap Portfolio	92	—	Dec 1997	SECAX vs IPSIX
RIVSX	River Oak Discovery Fund	92	—	Jun 2005	SECAX vs RIVSX

Top Performing SECAX Alternatives (YTD)

SECAX is at 18.11% YTD. There are 102 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 34.02%.

Symbol	Name	YTD Return	AUM	Inception
PVIVX	Paradigm Micro-cap Fund	34.02%	—	Dec 2007	SECAX vs PVIVX
RYOTX	Royce Micro Cap Series Fund	33.94%	—	Dec 1991	SECAX vs RYOTX
RIVSX	River Oak Discovery Fund	30.67%	—	Jun 2005	SECAX vs RIVSX
WWSIX	Keeley Small Cap Fund Class Institutional	29.05%	—	Apr 1997	SECAX vs WWSIX
WESCX	TETON Westwood SmallCap Equity Fund	28.85%	—	Apr 1997	SECAX vs WESCX

Lowest Volatility Alternatives to SECAX

SECAX has 17.87% 1-year volatility. There are 82 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 14.39%.

Symbol	Name	Volatility 1Y	AUM	Inception
CSMDX	Copeland SMID Cap Dividend Growth Fund	14.39%	—	Feb 2017	SECAX vs CSMDX
DFISX	DFA International Small Company Portfolio	14.43%	16.04B	Sep 1996	SECAX vs DFISX
HFCGX	Hennessy Cornerstone Growth Fund	14.57%	—	Nov 1996	SECAX vs HFCGX
FTHSX	FullerThaler Behavioral Small-Cap Equity Fund Clas...	14.89%	—	Sep 2011	SECAX vs FTHSX
FTHNX	Fuller & Thaler Behavioral Small-Cap Equity Fund	14.91%	—	Sep 2011	SECAX vs FTHNX

Lowest Drawdown Alternatives to SECAX

SECAX has a 1-year max drawdown of -10.03%. There are 77 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
IPSIX	Voya Index Plus SmallCap Portfolio	-7.63%	—	Dec 1997	SECAX vs IPSIX
HFCGX	Hennessy Cornerstone Growth Fund	-7.82%	—	Nov 1996	SECAX vs HFCGX
VSTCX	Vanguard Strategic Small-Cap Equity Fund	-8.08%	3.10B	Apr 2006	SECAX vs VSTCX
DFSCX	DFA U.S. Micro Cap Portfolio	-8.17%	7.86B	Dec 1981	SECAX vs DFSCX
BIAUX	Brown Advisory Small-Cap Fundamental Value Fund	-8.22%	—	Dec 2008	SECAX vs BIAUX

Other Mutual Funds from SEI

The 10 most viewed SEI mutual funds shown here include ENIAX, STDAX, SICIX 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	SECAX vs ENIAX
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	Diversified Portfolio	99	1.58%	—	Nov 2003	SECAX vs STDAX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	Diversified Portfolio	85	3.12%	—	Nov 2003	SECAX vs SICIX
SGYAX	SEI Institutional Investments Trust High Yield Bon...	High Yield Bonds	35	0.93%	—	Dec 2005	SECAX vs SGYAX
SDLAX	SEI Institutional Investments Trust Dynamic Asset ...	Large Cap Blend Equities	48	9.15%	—	Jul 2010	SECAX vs SDLAX
SEATX	SEI Tax Exempt Trust Tax-Advantaged Income Fund	Intermediate Core-Plus Bond	50	1.08%	—	Sep 2007	SECAX vs SEATX
SPINX	SEI Institutional Investments Trust S&P 500 Index ...	S&P 500	59	10.09%	—	Dec 2013	SECAX vs SPINX
SIEMX	SEI Institutional International Trust Emerging Mar...	Emerging Markets Equities	68	19.26%	—	Jan 1995	SECAX vs SIEMX
CAVAX	SEI Catholic Values Trust Catholic Values Equity F...	Large Cap Blend Equities	56	10.38%	—	Apr 2015	SECAX vs CAVAX
SEITX	SEI Institutional International Trust Internationa...	Foreign Large Cap Equities	78	13.59%	—	Dec 1989	SECAX vs SEITX

Often Compared With SECAX

Investors most often compare SECAX with SMSAX, LDRAX, SEIMX. These 17 comparison targets span 5 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SMSAX	SEI Institutional Managed Trust Multi-Strategy Alt...	Multistrategy	88	6.12%	—	Mar 2010	SECAX vs SMSAX
LDRAX	SEI Institutional Investments Trust Long Duration ...	Long-Term Bond	4	-3.50%	—	Apr 2004	SECAX vs LDRAX
SEIMX	SEI Tax Exempt Trust Intermediate-Term Municipal F...	Municipal Bonds	56	-0.10%	—	Sep 1989	SECAX vs SEIMX
AUERX	Auer Growth Fund	Small Cap Blend Equities	90	13.58%	—	Dec 2007	SECAX vs AUERX
HASCX	Harbor Small Cap Value Fund	Small Cap Blend Equities	82	28.61%	—	Dec 2001	SECAX vs HASCX
SSCDX	Sit Small Cap Dividend Growth Fund	Small Cap Blend Equities	67	17.71%	—	Mar 2015	SECAX vs SSCDX
HDPSX	Hodges Small Cap Fund	Small Cap Blend Equities	74	27.64%	—	Dec 2007	SECAX vs HDPSX
NINLX	Neuberger Berman Intrinsic Value Fund	Small Cap Blend Equities	84	19.62%	—	May 2010	SECAX vs NINLX
SSLCX	DWS Small Cap Core Fund	Small Cap Blend Equities	27	11.16%	—	Jul 2000	SECAX vs SSLCX
FSOPX	Fidelity Series Small Cap Opportunities Fund	Small Cap Blend Equities	85	21.21%	—	Mar 2007	SECAX vs FSOPX
SPIIX	SEI S&P 500 Index Fund Class I	Large Cap Blend Equities	52	9.65%	—	Jun 2002	SECAX vs SPIIX
VSMAX	Vanguard Small-Cap Index Fund Admiral Shares	Small Cap Blend Equities	61	15.17%	188.20B	Nov 2000	SECAX vs VSMAX
SBDAX	SEI Tax Exempt Trust California Municipal Bond Fun...	Municipal Bonds	24	-1.28%	—	Aug 1998	SECAX vs SBDAX
TNVIX	1290 GAMCO Small/Mid Cap Value Fund	Small Cap Blend Equities	76	18.31%	—	Nov 2014	SECAX vs TNVIX
MOPIX	MainStay WMC Small Companies Fund	Small Cap Blend Equities	91	25.74%	—	Jan 1987	SECAX vs MOPIX
BOSOX	Boston Trust Small Cap Fund	Small Cap Blend Equities	29	13.93%	—	—	SECAX vs BOSOX
FTMSX	Fuller & Thaler Behavioral Micro-Cap Equity Fund	Small Cap Blend Equities	41	22.75%	—	Dec 2018	SECAX vs FTMSX

Compare SECAX with Any Fund or Stock

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

Symbol name

Diversifiers

Pair SECAX with funds that move differently

SEI Institutional Investments Trust Small Cap II Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SECAX.

Explore SECAX Diversifiers

SEI Institutional Investments Trust Small Cap II Fund (SECAX) Alternatives