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 40 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
SWSSX	Schwab Small-Cap Index Fund-Select Shares	0.04%	7.66B	May 1997	SECAX vs SWSSX
VSCIX	Vanguard Small-Cap Index Fund Institutional Shares	0.04%	182.70B	Jul 1997	SECAX vs VSCIX
VSMAX	Vanguard Small-Cap Index Fund Admiral Shares	0.05%	182.70B	Nov 2000	SECAX vs VSMAX

Best Risk-Adjusted Alternatives to SECAX

SECAX has a PortfoliosLab risk / return rank of 70. There are 65 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 94.

Symbol	Name	Risk / Return Rank	AUM	Inception
WWSIX	Keeley Small Cap Fund Class Institutional	94	—	Apr 1997	SECAX vs WWSIX
WESCX	TETON Westwood SmallCap Equity Fund	94	—	Apr 1997	SECAX vs WESCX
MOPIX	MainStay WMC Small Companies Fund	93	—	Jan 1987	SECAX vs MOPIX
RIVSX	River Oak Discovery Fund	92	—	Jun 2005	SECAX vs RIVSX
RYOTX	Royce Micro Cap Series Fund	90	—	Dec 1991	SECAX vs RYOTX

Top Performing SECAX Alternatives (YTD)

SECAX is at 17.94% YTD. There are 111 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 40.27%.

Symbol	Name	YTD Return	AUM	Inception
RYOTX	Royce Micro Cap Series Fund	40.27%	—	Dec 1991	SECAX vs RYOTX
PVIVX	Paradigm Micro-cap Fund	36.98%	—	Dec 2007	SECAX vs PVIVX
RIVSX	River Oak Discovery Fund	34.51%	—	Jun 2005	SECAX vs RIVSX
HDPSX	Hodges Small Cap Fund	34.04%	—	Dec 2007	SECAX vs HDPSX
HASCX	Harbor Small Cap Value Fund	33.41%	—	Dec 2001	SECAX vs HASCX

Lowest Volatility Alternatives to SECAX

SECAX has 18.10% 1-year volatility. There are 80 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.52%.

Symbol	Name	Volatility 1Y	AUM	Inception
HFCGX	Hennessy Cornerstone Growth Fund	13.52%	—	Nov 1996	SECAX vs HFCGX
DFISX	DFA International Small Company Portfolio	14.12%	—	Sep 1996	SECAX vs DFISX
CSMDX	Copeland SMID Cap Dividend Growth Fund	14.69%	—	Feb 2017	SECAX vs CSMDX
SSLCX	DWS Small Cap Core Fund	14.87%	—	Jul 2000	SECAX vs SSLCX
BOSOX	Boston Trust Small Cap Fund	15.22%	—	—	SECAX vs BOSOX

Lowest Drawdown Alternatives to SECAX

SECAX has a 1-year max drawdown of -10.03%. There are 76 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%	2.90B	Apr 2006	SECAX vs VSTCX
DFSCX	DFA U.S. Micro Cap Portfolio	-8.17%	—	Dec 1981	SECAX vs DFSCX
SSCDX	Sit Small Cap Dividend Growth Fund	-8.22%	—	Mar 2015	SECAX vs SSCDX

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	1.77%	—	Dec 2006	SECAX vs ENIAX
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	Diversified Portfolio	99	1.48%	—	Nov 2003	SECAX vs STDAX
SGYAX	SEI Institutional Investments Trust High Yield Bon...	High Yield Bonds	60	1.29%	—	Dec 2005	SECAX vs SGYAX
SEATX	SEI Tax Exempt Trust Tax-Advantaged Income Fund	Intermediate Core-Plus Bond	46	2.21%	—	Sep 2007	SECAX vs SEATX
SDLAX	SEI Institutional Investments Trust Dynamic Asset ...	Large Cap Blend Equities	53	8.32%	—	Jul 2010	SECAX vs SDLAX
SIEMX	SEI Institutional International Trust Emerging Mar...	Emerging Markets Diversified	88	29.60%	—	Jan 1995	SECAX vs SIEMX
SPINX	SEI Institutional Investments Trust S&P 500 Index ...	S&P 500	65	9.73%	—	Dec 2013	SECAX vs SPINX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	Diversified Portfolio	61	2.01%	—	Nov 2003	SECAX vs SICIX
SEITX	SEI Institutional International Trust Internationa...	Foreign Large Cap Equities	50	11.04%	—	Dec 1989	SECAX vs SEITX
CAVAX	SEI Catholic Values Trust Catholic Values Equity F...	Large Cap Blend Equities	44	8.14%	—	Apr 2015	SECAX vs CAVAX

Often Compared With SECAX

Investors most often compare SECAX with SMSAX, SEIMX, AUERX. These 11 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	89	7.33%	—	Mar 2010	SECAX vs SMSAX
SEIMX	SEI Tax Exempt Trust Intermediate-Term Municipal F...	Municipal Bonds	66	1.27%	—	Sep 1989	SECAX vs SEIMX
AUERX	Auer Growth Fund	Small Cap Blend Equities	86	15.25%	—	Dec 2007	SECAX vs AUERX
LDRAX	SEI Institutional Investments Trust Long Duration ...	Long-Term Bond	9	0.25%	—	Apr 2004	SECAX vs LDRAX
NINLX	Neuberger Berman Intrinsic Value Fund	Small Cap Blend Equities	87	23.42%	—	May 2010	SECAX vs NINLX
TISBX	TIAA-CREF Small-Cap Blend Index Fund	Small Cap Blend Equities	72	21.71%	—	Oct 2002	SECAX vs TISBX
BIAUX	Brown Advisory Small-Cap Fundamental Value Fund	Small Cap Blend Equities	59	16.25%	—	Dec 2008	SECAX vs BIAUX
FSOPX	Fidelity Series Small Cap Opportunities Fund	Small Cap Blend Equities	83	22.32%	—	Mar 2007	SECAX vs FSOPX
SBDAX	SEI Tax Exempt Trust California Municipal Bond Fun...	Municipal Bonds	53	0.18%	—	Aug 1998	SECAX vs SBDAX
SPIIX	SEI S&P 500 Index Fund Class I	Large Cap Blend Equities	60	9.38%	—	Jun 2002	SECAX vs SPIIX
TNVIX	1290 GAMCO Small/Mid Cap Value Fund	Small Cap Blend Equities	74	19.59%	—	Nov 2014	SECAX vs TNVIX

Compare SECAX with Any Fund or Stock

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

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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