SEI Institutional Managed Trust Small Cap Value Fund (SESVX) belongs to the Small Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SESVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SESVX
SESVX charges 1.14% annually. There are 72 mutual funds in the Small Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | — | Jul 2019 | SESVX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | SESVX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 67.80B | Sep 2011 | SESVX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | SESVX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | SESVX vs VRTVX |
Best Risk-Adjusted Alternatives to SESVX
SESVX has a PortfoliosLab risk / return rank of 91. There are 27 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 97 | — | Dec 1996 | SESVX vs MMEYX | |
| Royce Special Equity Fund | 97 | — | May 1998 | SESVX vs RYSEX | |
| Third Avenue Small Cap Value Fund | 96 | — | Apr 1997 | SESVX vs TASCX | |
| PGIM Quant Solutions Small-Cap Value Fund | 96 | — | Jan 1993 | SESVX vs TASVX | |
| Transamerica Small Cap Value | 96 | — | Jan 2003 | SESVX vs TSLTX |
Top Performing SESVX Alternatives (YTD)
SESVX is at 22.25% YTD. There are 59 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 37.97%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 37.97% | — | Dec 1996 | SESVX vs MMEYX | |
| Diamond Hill Small Cap Fund Class I | 29.57% | — | Dec 2000 | SESVX vs DHSIX | |
| Royce Special Equity Fund | 29.51% | — | May 1998 | SESVX vs RYSEX | |
| Diamond Hill Small Cap Fund | 29.35% | — | Dec 2000 | SESVX vs DHSCX | |
| Columbia Select Small Cap Value Fund | 28.96% | — | Apr 1997 | SESVX vs SSCVX |
Lowest Volatility Alternatives to SESVX
SESVX has 17.00% 1-year volatility. There are 63 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 4.48%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.48% | — | Apr 2019 | SESVX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 13.95% | — | Apr 1997 | SESVX vs TASCX | |
| VELA Small Cap Fund | 14.01% | — | Sep 2020 | SESVX vs VESMX | |
| Pear Tree Polaris Small Cap Fund | 14.22% | — | Aug 1992 | SESVX vs USBNX | |
| AMG River Road Small-Mid Cap Value Fund | 14.32% | — | Mar 2007 | SESVX vs ARSMX |
Lowest Drawdown Alternatives to SESVX
SESVX has a 1-year max drawdown of -10.00%. There are 61 mutual funds in the Small Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | — | Apr 2019 | SESVX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | SESVX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | SESVX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | SESVX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | SESVX vs TSLTX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 10 categories.
Often Compared With SESVX
Investors most often compare SESVX with RYPNX, NASDX, HRTVX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare SESVX with Any Fund or Stock
Compare SESVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SESVX with funds that move differently
SEI Institutional Managed Trust Small Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SESVX.
Explore SESVX Diversifiers