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%	7.51B	May 1997	SECAX vs SWSSX
VSCIX	Vanguard Small-Cap Index Fund Institutional Shares	0.04%	177.40B	Jul 1997	SECAX vs VSCIX
VSMAX	Vanguard Small-Cap Index Fund Admiral Shares	0.05%	177.40B	Nov 2000	SECAX vs VSMAX

Best Risk-Adjusted Alternatives to SECAX

SECAX has a PortfoliosLab risk / return rank of 61. There are 64 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 91.

Symbol	Name	Risk / Return Rank	AUM	Inception
MOPIX	MainStay WMC Small Companies Fund	91	—	Jan 1987	SECAX vs MOPIX
AUERX	Auer Growth Fund	90	—	Dec 2007	SECAX vs AUERX
RIVSX	River Oak Discovery Fund	90	—	Jun 2005	SECAX vs RIVSX
WESCX	TETON Westwood SmallCap Equity Fund	89	—	Apr 1997	SECAX vs WESCX
WWSIX	Keeley Small Cap Fund Class Institutional	89	—	Apr 1997	SECAX vs WWSIX

Top Performing SECAX Alternatives (YTD)

SECAX is at 14.86% YTD. There are 114 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 37.74%.

Symbol	Name	YTD Return	AUM	Inception
RYOTX	Royce Micro Cap Series Fund	37.74%	—	Dec 1991	SECAX vs RYOTX
RIVSX	River Oak Discovery Fund	32.82%	—	Jun 2005	SECAX vs RIVSX
PVIVX	Paradigm Micro-cap Fund	32.57%	—	Dec 2007	SECAX vs PVIVX
HDPSX	Hodges Small Cap Fund	31.07%	—	Dec 2007	SECAX vs HDPSX
MOPIX	MainStay WMC Small Companies Fund	27.70%	—	Jan 1987	SECAX vs MOPIX

Lowest Volatility Alternatives to SECAX

SECAX has 17.69% 1-year volatility. There are 83 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 12.96%.

Symbol	Name	Volatility 1Y	AUM	Inception
HFCGX	Hennessy Cornerstone Growth Fund	12.96%	—	Nov 1996	SECAX vs HFCGX
DFISX	DFA International Small Company Portfolio	13.77%	—	Sep 1996	SECAX vs DFISX
SSLCX	DWS Small Cap Core Fund	14.28%	—	Jul 2000	SECAX vs SSLCX
CSMDX	Copeland SMID Cap Dividend Growth Fund	14.46%	—	Feb 2017	SECAX vs CSMDX
BOSOX	Boston Trust Small Cap Fund	15.10%	—	—	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%	2.80B	Apr 2006	SECAX vs VSTCX
DFSCX	DFA U.S. Micro Cap Portfolio	-8.17%	—	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, SGYAX, STDAX and span 9 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ENIAX	SEI Institutional Investments Trust Opportunistic ...	Ultrashort Bond	100	1.52%	—	Dec 2006	SECAX vs ENIAX
SGYAX	SEI Institutional Investments Trust High Yield Bon...	High Yield Bonds	63	1.59%	—	Dec 2005	SECAX vs SGYAX
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	Diversified Portfolio	99	1.30%	—	Nov 2003	SECAX vs STDAX
SEATX	SEI Tax Exempt Trust Tax-Advantaged Income Fund	Intermediate Core-Plus Bond	39	2.21%	—	Sep 2007	SECAX vs SEATX
SDLAX	SEI Institutional Investments Trust Dynamic Asset ...	Large Cap Blend Equities	62	10.77%	—	Jul 2010	SECAX vs SDLAX
SIEMX	SEI Institutional International Trust Emerging Mar...	Emerging Markets Diversified	91	29.32%	—	Jan 1995	SECAX vs SIEMX
SPINX	SEI Institutional Investments Trust S&P 500 Index ...	S&P 500	74	11.70%	—	Dec 2013	SECAX vs SPINX
SEITX	SEI Institutional International Trust Internationa...	Foreign Large Cap Equities	41	10.73%	—	Dec 1989	SECAX vs SEITX
CAVAX	SEI Catholic Values Trust Catholic Values Equity F...	Large Cap Blend Equities	48	9.85%	—	Apr 2015	SECAX vs CAVAX
SEIMX	SEI Tax Exempt Trust Intermediate-Term Municipal F...	Municipal Bonds	67	1.27%	—	Sep 1989	SECAX vs SEIMX

Often Compared With SECAX

Investors most often compare SECAX with HASCX, SMSAX, SSCDX. These 10 comparison targets span 5 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
HASCX	Harbor Small Cap Value Fund	Small Cap Blend Equities	69	26.15%	—	Dec 2001	SECAX vs HASCX
SMSAX	SEI Institutional Managed Trust Multi-Strategy Alt...	Multistrategy	91	7.33%	—	Mar 2010	SECAX vs SMSAX
SSCDX	Sit Small Cap Dividend Growth Fund	Small Cap Blend Equities	64	16.85%	—	Mar 2015	SECAX vs SSCDX
NINLX	Neuberger Berman Intrinsic Value Fund	Small Cap Blend Equities	88	24.97%	—	May 2010	SECAX vs NINLX
TISBX	TIAA-CREF Small-Cap Blend Index Fund	Small Cap Blend Equities	64	18.69%	—	Oct 2002	SECAX vs TISBX
FSOPX	Fidelity Series Small Cap Opportunities Fund	Small Cap Blend Equities	73	16.83%	—	Mar 2007	SECAX vs FSOPX
LDRAX	SEI Institutional Investments Trust Long Duration ...	Long-Term Bond	12	0.60%	—	Apr 2004	SECAX vs LDRAX
SBDAX	SEI Tax Exempt Trust California Municipal Bond Fun...	Municipal Bonds	54	0.18%	—	Aug 1998	SECAX vs SBDAX
SPIIX	SEI S&P 500 Index Fund Class I	Large Cap Blend Equities	68	11.33%	—	Jun 2002	SECAX vs SPIIX
TNVIX	1290 GAMCO Small/Mid Cap Value Fund	Small Cap Blend Equities	63	16.43%	—	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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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.

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