SIMYX Alternatives & Similar Mutual Funds

SEI Institutional Managed Trust Tax-Managed International Managed Volatility Fund (SIMYX) belongs to the Foreign Large Cap Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SIMYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to SIMYX

SIMYX charges 0.86% annually. There are 191 mutual funds in the Foreign Large Cap Equities category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
FSGEX	Fidelity Series Global ex U.S. Index Fund	0.01%	—	Sep 2009	SIMYX vs FSGEX
FSOSX	Fidelity Series Overseas Fund	0.01%	—	Jun 2019	SIMYX vs FSOSX
FINVX	Fidelity Series International Value Fund	0.01%	—	Dec 2009	SIMYX vs FINVX
FIGSX	Fidelity Series International Growth Fund	0.01%	—	Dec 2009	SIMYX vs FIGSX
FHLFX	Fidelity Series International Index Fund	0.01%	—	Aug 2018	SIMYX vs FHLFX

Best Risk-Adjusted Alternatives to SIMYX

SIMYX has a PortfoliosLab risk / return rank of 36. There are 250 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 94.

Symbol	Name	Risk / Return Rank	AUM	Inception
SWRLX	Touchstone International Equity Fund	94	—	Mar 1993	SIMYX vs SWRLX
TIVFX	American Beacon Tocqueville International Value Fu...	94	—	Aug 1994	SIMYX vs TIVFX
DCINX	Dunham International Stock Fund	92	—	Dec 2004	SIMYX vs DCINX
GTMIX	GMO Tax-Managed International Equities Fund	91	—	Jul 1998	SIMYX vs GTMIX
THOIX	Thornburg Global Opportunities Fund	91	—	Jul 2006	SIMYX vs THOIX

Top Performing SIMYX Alternatives (YTD)

SIMYX is at 6.18% YTD. There are 351 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 40.47%.

Symbol	Name	YTD Return	AUM	Inception
TIVFX	American Beacon Tocqueville International Value Fu...	40.47%	—	Aug 1994	SIMYX vs TIVFX
CIGIX	Calamos International Growth Fund	38.33%	—	Mar 2005	SIMYX vs CIGIX
JIJIX	John Hancock International Dynamic Growth Fund	33.48%	—	May 2019	SIMYX vs JIJIX
LIAGX	Lord Abbett International Growth Fund	33.43%	—	Jun 2021	SIMYX vs LIAGX
FISZX	Fidelity SAI International SMA Completion Fund	32.58%	—	Apr 2019	SIMYX vs FISZX

Lowest Volatility Alternatives to SIMYX

SIMYX has 10.13% 1-year volatility. There are 8 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 8.76%.

Symbol	Name	Volatility 1Y	AUM	Inception
FAOSX	Fidelity Advisor Overseas Fund Class Z	8.76%	—	Feb 2017	SIMYX vs FAOSX
FAOAX	Fidelity Advisor Overseas Fund Class A	8.76%	—	Sep 1996	SIMYX vs FAOAX
FAOCX	Fidelity Advisor Overseas Fund Class C	8.76%	—	Nov 1997	SIMYX vs FAOCX
FAERX	Fidelity Advisor Overseas Fund Class M	8.78%	—	Apr 1990	SIMYX vs FAERX
FAOIX	Fidelity Advisor Overseas Fund Class I	8.78%	—	Jul 1995	SIMYX vs FAOIX

Lowest Drawdown Alternatives to SIMYX

SIMYX has a 1-year max drawdown of -8.55%. There are 20 mutual funds in the Foreign Large Cap Equities category with shallower 1-year drawdowns, going as shallow as -6.94%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
RWIIX	Redwood AlphaFactor Tactical International Fund	-6.94%	—	Nov 2017	SIMYX vs RWIIX
IVFIX	Federated Hermes International Strategic Value Div...	-6.97%	—	Jun 2008	SIMYX vs IVFIX
FAOSX	Fidelity Advisor Overseas Fund Class Z	-7.26%	—	Feb 2017	SIMYX vs FAOSX
FAOIX	Fidelity Advisor Overseas Fund Class I	-7.28%	—	Jul 1995	SIMYX vs FAOIX
FAOAX	Fidelity Advisor Overseas Fund Class A	-7.29%	—	Sep 1996	SIMYX vs FAOAX

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
ECAT	BlackRock ESG Capital Allocation Term Trust	Tactical Allocation, Derivative Income, ESG	30	11.26%	—	Sep 2021	SIMYX vs ECAT
WFSPX	iShares S&P 500 Index Fund Class K	S&P 500	65	9.77%	—	Jul 1993	SIMYX vs WFSPX
BDMIX	BlackRock Global Long/Short Equity Fund Class I	Long-Short	96	13.03%	—	Dec 2012	SIMYX vs BDMIX
LIVIX	BlackRock LifePath Index 2055 Fund	Target Retirement Date	69	12.39%	—	May 2011	SIMYX vs LIVIX
FASGX	Fidelity Asset Manager 70% Fund	Diversified Portfolio	77	11.90%	—	Dec 1991	SIMYX vs FASGX
BDJ	BlackRock Enhanced Equity Dividend Fund	Derivative Income	28	1.80%	—	Aug 2005	SIMYX vs BDJ
ASFYX	AlphaSimplex Managed Futures Strategy Fund Class Y	Systematic Trend	64	11.89%	—	Jul 2010	SIMYX vs ASFYX
BGSAX	BlackRock Technology Opportunities Fund Investor A	Technology Equities	69	43.67%	—	Apr 2000	SIMYX vs BGSAX
FAMRX	Fidelity Asset Manager 85% Fund	Diversified Portfolio	77	14.17%	—	Sep 1999	SIMYX vs FAMRX
FFANX	Fidelity Asset Manager 40% Fund	Diversified Portfolio	79	7.45%	—	Oct 2007	SIMYX vs FFANX

Often Compared With SIMYX

Investors most often compare SIMYX with TRERX, PEQUX, WBIGX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
TRERX	Nuveen International Equity Fund Retirement Class	Foreign Large Cap Equities	32	8.59%	—	Oct 2002	SIMYX vs TRERX
PEQUX	Putnam Focused International Equity Fund	Foreign Large Cap Equities	54	15.17%	—	Jul 1994	SIMYX vs PEQUX
WBIGX	William Blair International Growth Fund	Foreign Large Cap Equities	41	18.51%	—	Sep 1992	SIMYX vs WBIGX
FIGCX	Fidelity Advisor International Growth Fund Class C	Foreign Large Cap Equities	21	12.36%	—	Nov 2007	SIMYX vs FIGCX
VIAAX	Vanguard International Dividend Appreciation Index...	Foreign Large Cap Equities	10	3.52%	9.20B	Mar 2016	SIMYX vs VIAAX
FAPCX	Fidelity International Capital Appreciation K6 Fun...	Foreign Large Cap Equities	18	14.42%	—	May 2017	SIMYX vs FAPCX
MINJX	MFS International Intrinsic Value Fund Class R6	Foreign Large Cap Equities	29	6.26%	—	Oct 1995	SIMYX vs MINJX
DOXFX	Dodge & Cox International Stock X	Foreign Large Cap Equities	72	13.97%	—	Jan 2001	SIMYX vs DOXFX
SCINX	DWS CROCI International Fund	Foreign Large Cap Equities	66	8.76%	—	Jun 1953	SIMYX vs SCINX
AAIEX	American Beacon International Equity Fund	Foreign Large Cap Equities	34	7.87%	—	Aug 1991	SIMYX vs AAIEX
SWISX	Schwab International Index Fund	Foreign Large Cap Equities	38	10.79%	14.60B	May 1997	SIMYX vs SWISX
FIVQX	Fidelity Advisor International Value Fund Class I	Foreign Large Cap Equities	42	7.50%	—	May 2006	SIMYX vs FIVQX
MICYX	Victory Trivalent International Fund-Core Equity	Foreign Large Cap Equities	77	20.02%	—	Aug 2007	SIMYX vs MICYX
SCIEX	Hartford Schroders International Stock Fund Class ...	Foreign Large Cap Equities	23	8.37%	—	Dec 1985	SIMYX vs SCIEX
CIOVX	Causeway International Opps Fd	Foreign Large Cap Equities	54	14.75%	—	Dec 2009	SIMYX vs CIOVX
VTISX	Vanguard Total International Stock Index Fund Inst...	Foreign Large Cap Equities	68	15.84%	—	Jun 2016	SIMYX vs VTISX
BCAIX	Boston Common ESG Impact International Fund	Foreign Large Cap Equities	31	10.56%	—	Dec 2010	SIMYX vs BCAIX
VTMFX	Vanguard Tax-Managed Balanced Fund Admiral Shares	Diversified Portfolio, Municipal Bonds	76	5.23%	12.30B	Sep 1994	SIMYX vs VTMFX
FSPSX	Fidelity International Index Fund	Foreign Large Cap Equities	39	10.74%	—	Nov 1997	SIMYX vs FSPSX
IGAAX	American Funds International Growth and Income Fun...	Foreign Large Cap Equities	63	13.60%	—	Oct 2008	SIMYX vs IGAAX

Compare SIMYX with Any Fund or Stock

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

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Diversifiers

Pair SIMYX with funds that move differently

SEI Institutional Managed Trust Tax-Managed International Managed Volatility Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SIMYX.

Explore SIMYX Diversifiers

SEI Institutional Managed Trust Tax-Managed International Managed Volatility Fund (SIMYX) Alternatives