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% | 65.50B | 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 68. There are 48 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 91 | — | Dec 1996 | SESVX vs MMEYX | |
| Transamerica Small Cap Value | 90 | — | Jan 2003 | SESVX vs TSLTX | |
| Walthausen Small Cap Value Fund | 90 | — | Feb 2008 | SESVX vs WSCVX | |
| First Eagle Small Cap Opportunity Fund | 88 | — | Apr 2021 | SESVX vs FESCX | |
| FPA Queens Road Small Cap Value Fund Investor Clas... | 87 | — | Jun 2002 | SESVX vs QRSVX |
Top Performing SESVX Alternatives (YTD)
SESVX is at 16.26% YTD. There are 79 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 32.84%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 32.84% | — | Dec 1996 | SESVX vs MMEYX | |
| Royce Opportunity Fund | 31.78% | — | Nov 1996 | SESVX vs RYPNX | |
| Invesco Small Cap Value Fund | 31.37% | — | Jun 1999 | SESVX vs VSCAX | |
| First Eagle Small Cap Opportunity Fund | 30.40% | — | Apr 2021 | SESVX vs FESCX | |
| Walthausen Small Cap Value Fund | 27.74% | — | Feb 2008 | SESVX vs WSCVX |
Lowest Volatility Alternatives to SESVX
SESVX has 17.68% 1-year volatility. There are 68 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 0.63%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 0.63% | — | Sep 2017 | SESVX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.20% | — | Apr 2019 | SESVX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.28% | — | Apr 1997 | SESVX vs TASCX | |
| VELA Small Cap Fund | 14.35% | — | Sep 2020 | SESVX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.44% | — | Mar 2007 | SESVX vs ARSMX |
Lowest Drawdown Alternatives to SESVX
SESVX has a 1-year max drawdown of -10.00%. There are 62 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 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 34 | 12.06% | — | Sep 2021 | SESVX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 66 | 10.17% | — | Jul 1993 | SESVX vs WFSPX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 95 | 12.96% | — | Dec 2012 | SESVX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 67 | 12.50% | — | May 2011 | SESVX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 76 | 12.03% | — | Dec 1991 | SESVX vs FASGX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 31 | 2.24% | — | Aug 2005 | SESVX vs BDJ | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 60 | 11.24% | — | Jul 2010 | SESVX vs ASFYX | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 66 | 43.57% | — | Apr 2000 | SESVX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 79 | 7.59% | — | Oct 2007 | SESVX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 75 | 14.24% | — | Sep 1999 | SESVX vs FAMRX |
Often Compared With SESVX
Investors most often compare SESVX with SSCVX, NASDX, RYSEX. These 11 comparison targets span 6 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