SEI Institutional Managed Trust Mid-Cap Fund (SEMCX) belongs to the Mid 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 SEMCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SEMCX
SEMCX charges 0.98% annually. There are 76 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | SEMCX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 218.80B | Dec 2010 | SEMCX vs VMCPX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | SEMCX vs FSMAX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | 2.75B | Dec 2017 | SEMCX vs SWMCX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 93.70B | Jan 2011 | SEMCX vs VEMPX |
Best Risk-Adjusted Alternatives to SEMCX
SEMCX has a PortfoliosLab risk / return rank of 45. There are 63 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 91 | — | Jan 2005 | SEMCX vs PFSLX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 81 | — | Aug 2013 | SEMCX vs FZAMX | |
| Destinations Small-Mid Cap Equity Fund | 80 | — | Mar 2017 | SEMCX vs DSMFX | |
| Fidelity Advisor Mid Cap II Fund Class I | 79 | — | Aug 2004 | SEMCX vs FIIMX | |
| Vanguard Strategic Equity Fund | 79 | 11.50B | Aug 1995 | SEMCX vs VSEQX |
Top Performing SEMCX Alternatives (YTD)
SEMCX is at 12.18% YTD. There are 85 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 42.66%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 42.66% | — | Jan 2005 | SEMCX vs PFSLX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 34.60% | — | Aug 2015 | SEMCX vs FZFLX | |
| Hodges Fund | 29.12% | — | Oct 1992 | SEMCX vs HDPMX | |
| 13D Activist Fund | 26.16% | — | Dec 2011 | SEMCX vs DDDIX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 24.30% | — | Aug 2013 | SEMCX vs FZAMX |
Lowest Volatility Alternatives to SEMCX
SEMCX has 13.63% 1-year volatility. There are 19 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.83%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.83% | — | Dec 2002 | SEMCX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.82% | — | Jul 1999 | SEMCX vs TLVAX | |
| Boston Trust Midcap Fund | 11.90% | — | — | SEMCX vs BTMFX | |
| Boston Trust Walden Midcap Fund | 12.02% | — | Aug 2011 | SEMCX vs WAMFX | |
| Victory RS Investors Fund | 12.09% | — | Nov 2005 | SEMCX vs RSINX |
Lowest Drawdown Alternatives to SEMCX
SEMCX has a 1-year max drawdown of -8.14%. There are 18 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | -6.33% | — | Oct 2023 | SEMCX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | SEMCX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | SEMCX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | SEMCX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | SEMCX vs DNLDX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 30 | 11.55% | — | Sep 2021 | SEMCX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 52 | 8.19% | — | Jul 1993 | SEMCX vs WFSPX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 94 | 12.07% | — | Dec 2012 | SEMCX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 53 | 10.22% | — | May 2011 | SEMCX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 62 | 10.04% | — | Dec 1991 | SEMCX vs FASGX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 27 | 2.35% | — | Aug 2005 | SEMCX vs BDJ | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 54 | 9.82% | — | Jul 2010 | SEMCX vs ASFYX | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 50 | 35.11% | — | Apr 2000 | SEMCX vs BGSAX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 61 | 11.83% | — | Sep 1999 | SEMCX vs FAMRX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 67 | 6.38% | — | Oct 2007 | SEMCX vs FFANX |
Often Compared With SEMCX
Investors most often compare SEMCX with TARKX, GABVX, VTCLX. These 13 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare SEMCX with Any Fund or Stock
Compare SEMCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SEMCX with funds that move differently
SEI Institutional Managed Trust Mid-Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SEMCX.
Explore SEMCX Diversifiers