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 190 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
FSOSX	Fidelity Series Overseas Fund	0.01%	—	Jun 2019	SIMYX vs FSOSX
FIGSX	Fidelity Series International Growth Fund	0.01%	—	Dec 2009	SIMYX vs FIGSX
FSGEX	Fidelity Series Global ex U.S. Index Fund	0.01%	—	Sep 2009	SIMYX vs FSGEX
FINVX	Fidelity Series International Value Fund	0.01%	—	Dec 2009	SIMYX vs FINVX
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 26. There are 251 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
THOIX	Thornburg Global Opportunities Fund	94	—	Jul 2006	SIMYX vs THOIX
TIVFX	American Beacon Tocqueville International Value Fu...	93	—	Aug 1994	SIMYX vs TIVFX
SWRLX	Touchstone International Equity Fund	91	—	Mar 1993	SIMYX vs SWRLX
DCINX	Dunham International Stock Fund	91	—	Dec 2004	SIMYX vs DCINX
DFWVX	DFA World ex U.S. Value Portfolio Fund	88	—	Aug 2010	SIMYX vs DFWVX

Top Performing SIMYX Alternatives (YTD)

SIMYX is at 6.18% YTD. There are 363 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 35.17%.

Symbol	Name	YTD Return	AUM	Inception
TIVFX	American Beacon Tocqueville International Value Fu...	35.17%	—	Aug 1994	SIMYX vs TIVFX
CIGIX	Calamos International Growth Fund	34.54%	—	Mar 2005	SIMYX vs CIGIX
LIAGX	Lord Abbett International Growth Fund	27.78%	—	Jun 2021	SIMYX vs LIAGX
FISZX	Fidelity SAI International SMA Completion Fund	27.01%	—	Apr 2019	SIMYX vs FISZX
DCINX	Dunham International Stock Fund	26.35%	—	Dec 2004	SIMYX vs DCINX

Lowest Volatility Alternatives to SIMYX

SIMYX has 10.20% 1-year volatility. There are 8 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 9.17%.

Symbol	Name	Volatility 1Y	AUM	Inception
FAOCX	Fidelity Advisor Overseas Fund Class C	9.17%	—	Nov 1997	SIMYX vs FAOCX
FAOSX	Fidelity Advisor Overseas Fund Class Z	9.18%	—	Feb 2017	SIMYX vs FAOSX
FAOAX	Fidelity Advisor Overseas Fund Class A	9.18%	—	Sep 1996	SIMYX vs FAOAX
FAERX	Fidelity Advisor Overseas Fund Class M	9.19%	—	Apr 1990	SIMYX vs FAERX
FAOIX	Fidelity Advisor Overseas Fund Class I	9.20%	—	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
FAERX	Fidelity Advisor Overseas Fund Class M	-7.29%	—	Apr 1990	SIMYX vs FAERX

Other Mutual Funds from BlackRock

The 10 most viewed BlackRock mutual funds shown here include NASDX, VFAIX, VTMFX and span 10 categories. AUM among these funds goes as high as $29B.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
NASDX	Shelton Capital Management Nasdaq-100 Index Fund D...	Large Cap Growth Equities	75	21.38%	—	Jan 2000	SIMYX vs NASDX
VFAIX	Vanguard Financials Index Fund Admiral Shares	Financials Equities	4	-5.08%	13.70B	Feb 2004	SIMYX vs VFAIX
VTMFX	Vanguard Tax-Managed Balanced Fund Admiral Shares	Diversified Portfolio	81	6.03%	11.90B	Sep 1994	SIMYX vs VTMFX
VTCLX	Vanguard Tax-Managed Capital Appreciation Fund Adm...	Large Cap Blend Equities	70	11.31%	28.60B	Sep 1994	SIMYX vs VTCLX
WFSPX	iShares S&P 500 Index Fund	S&P 500	73	11.69%	—	Jul 1993	SIMYX vs WFSPX
ECAT	BlackRock ESG Capital Allocation Term Trust	Derivative Income, ESG	28	11.23%	—	Sep 2021	SIMYX vs ECAT
LIVIX	BlackRock LifePath Index 2055 Fund	Target Retirement Date	69	13.10%	—	May 2011	SIMYX vs LIVIX
BDMIX	BlackRock Global Long/Short Equity Fund Class I	Long-Short	92	12.48%	—	Dec 2012	SIMYX vs BDMIX
FASGX	Fidelity Asset Manager 70% Fund	Diversified Portfolio	77	11.93%	—	Dec 1991	SIMYX vs FASGX
ASFYX	AlphaSimplex Managed Futures Strategy Fund Class Y	Systematic Trend	67	15.25%	—	Jul 2010	SIMYX vs ASFYX

Often Compared With SIMYX

Investors most often compare SIMYX with TRERX, WBIGX, PEQUX. These 20 comparison targets span 1 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	23	7.38%	—	Oct 2002	SIMYX vs TRERX
WBIGX	William Blair International Growth Fund	Foreign Large Cap Equities	29	15.58%	—	Sep 1992	SIMYX vs WBIGX
PEQUX	Putnam Focused International Equity Fund	Foreign Large Cap Equities	49	13.55%	—	Jul 1994	SIMYX vs PEQUX
VIAAX	Vanguard International Dividend Appreciation Index...	Foreign Large Cap Equities	6	3.86%	9.10B	Mar 2016	SIMYX vs VIAAX
FIGCX	Fidelity Advisor International Growth Fund Class C	Foreign Large Cap Equities	10	6.72%	—	Nov 2007	SIMYX vs FIGCX
FAPCX	Fidelity International Capital Appreciation K6 Fun...	Foreign Large Cap Equities	10	10.07%	—	May 2017	SIMYX vs FAPCX
DOXFX	Dodge & Cox International Stock X	Foreign Large Cap Equities	60	12.82%	—	Jan 2001	SIMYX vs DOXFX
SWISX	Schwab International Index Fund	Foreign Large Cap Equities	26	9.54%	14.43B	May 1997	SIMYX vs SWISX
AAIEX	American Beacon International Equity Fund	Foreign Large Cap Equities	29	7.76%	—	Aug 1991	SIMYX vs AAIEX
GTMIX	GMO Tax-Managed International Equities Fund	Foreign Large Cap Equities	88	14.34%	—	Jul 1998	SIMYX vs GTMIX
CIOVX	Causeway International Opps Fd	Foreign Large Cap Equities	47	13.51%	—	Dec 2009	SIMYX vs CIOVX
MINJX	MFS International Intrinsic Value Fund Class R6	Foreign Large Cap Equities	25	7.29%	—	Oct 1995	SIMYX vs MINJX
MICYX	Victory Trivalent International Fund-Core Equity	Foreign Large Cap Equities	67	18.69%	—	Aug 2007	SIMYX vs MICYX
SCINX	DWS CROCI International Fund	Foreign Large Cap Equities	51	8.99%	—	Jun 1953	SIMYX vs SCINX
FIVQX	Fidelity Advisor International Value Fund Class I	Foreign Large Cap Equities	31	7.01%	—	May 2006	SIMYX vs FIVQX
SCIEX	Hartford Schroders International Stock Fund Class ...	Foreign Large Cap Equities	18	8.83%	—	Dec 1985	SIMYX vs SCIEX
VTISX	Vanguard Total International Stock Index Fund Inst...	Foreign Large Cap Equities	59	15.42%	—	Jun 2016	SIMYX vs VTISX
IGAAX	American Funds International Growth and Income Fun...	Foreign Large Cap Equities	56	13.39%	—	Oct 2008	SIMYX vs IGAAX
FSPSX	Fidelity International Index Fund	Foreign Large Cap Equities	27	9.51%	—	Nov 1997	SIMYX vs FSPSX
BCAIX	Boston Common ESG Impact International Fund	Foreign Large Cap Equities	20	9.78%	—	Dec 2010	SIMYX vs BCAIX

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