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 200 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
FINVX	Fidelity Series International Value Fund	0.01%	—	Dec 2009	SIMYX vs FINVX
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
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 73. There are 96 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 97.

Symbol	Name	Risk / Return Rank	AUM	Inception
GTMIX	GMO Tax-Managed International Equities Fund	97	—	Jul 1998	SIMYX vs GTMIX
SAHMX	SA International Value Fund	96	—	Aug 1999	SIMYX vs SAHMX
PTSIX	PIMCO RAE PLUS International Fund	95	—	Sep 2011	SIMYX vs PTSIX
SWRLX	Touchstone International Equity Fund	94	—	Mar 1993	SIMYX vs SWRLX
VIHAX	Vanguard International High Dividend Yield Index F...	94	20.40B	Mar 2016	SIMYX vs VIHAX

Top Performing SIMYX Alternatives (YTD)

SIMYX is at 11.18% YTD. There are 238 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 22.83%.

Symbol	Name	YTD Return	AUM	Inception
DCINX	Dunham International Stock Fund	22.83%	—	Dec 2004	SIMYX vs DCINX
QFVOX	Pear Tree Polaris Foreign Value Fund	21.28%	—	May 1998	SIMYX vs QFVOX
GTMIX	GMO Tax-Managed International Equities Fund	21.02%	—	Jul 1998	SIMYX vs GTMIX
SWRLX	Touchstone International Equity Fund	21.00%	—	Mar 1993	SIMYX vs SWRLX
GIOTX	GMO International Developed Equity Allocation Fund	20.64%	—	Jun 2006	SIMYX vs GIOTX

Lowest Volatility Alternatives to SIMYX

SIMYX has 10.34% 1-year volatility. There are 9 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 7.67%.

Symbol	Name	Volatility 1Y	AUM	Inception
FAOAX	Fidelity Advisor Overseas Fund Class A	7.67%	—	Sep 1996	SIMYX vs FAOAX
FAOCX	Fidelity Advisor Overseas Fund Class C	7.67%	—	Nov 1997	SIMYX vs FAOCX
FAOSX	Fidelity Advisor Overseas Fund Class Z	7.68%	—	Feb 2017	SIMYX vs FAOSX
FAERX	Fidelity Advisor Overseas Fund Class M	7.69%	—	Apr 1990	SIMYX vs FAERX
FAOIX	Fidelity Advisor Overseas Fund Class I	7.69%	—	Jul 1995	SIMYX vs FAOIX

Lowest Drawdown Alternatives to SIMYX

SIMYX has a 1-year max drawdown of -8.55%. There are 21 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 10 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ECAT	BlackRock ESG Capital Allocation Term Trust	Tactical Allocation, Derivative Income, ESG	29	11.70%	—	Sep 2021	SIMYX vs ECAT
WFSPX	iShares S&P 500 Index Fund Class K	S&P 500	59	10.11%	—	Jul 1993	SIMYX vs WFSPX
BDMIX	BlackRock Global Equity Market Neutral Fund Class ...	Equity Market Neutral	98	12.92%	—	Dec 2012	SIMYX vs BDMIX
LIVIX	BlackRock LifePath Index 2055 Fund - Institutional...	Target Retirement Date	67	11.31%	—	May 2011	SIMYX vs LIVIX
BDJ	BlackRock Enhanced Equity Dividend Trust	Derivative Income	66	8.31%	—	Aug 2005	SIMYX vs BDJ
BGSAX	BlackRock Technology Opportunities Fund Investor A	Technology Equities	28	23.72%	—	May 2000	SIMYX vs BGSAX
BDMAX	BlackRock Global Equity Market Neutral Fund Invest...	Equity Market Neutral	97	12.73%	—	Dec 2012	SIMYX vs BDMAX
MADVX	BlackRock Equity Dividend Fund	Large Cap Value Equities	88	16.37%	—	Nov 1988	SIMYX vs MADVX
BSIIX	BlackRock Strategic Income Opportunities Fund Clas...	Total Bond Market	52	0.93%	—	Feb 2008	SIMYX vs BSIIX
BRHYX	BlackRock High Yield K	High Yield Bonds	63	1.22%	—	Jan 2001	SIMYX vs BRHYX

Often Compared With SIMYX

Investors most often compare SIMYX with WBIGX, TRERX, PEQUX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
WBIGX	William Blair International Growth Fund	Foreign Large Cap Equities	29	10.54%	—	Sep 1992	SIMYX vs WBIGX
TRERX	Nuveen International Equity Fund Retirement Class	Foreign Large Cap Equities	47	9.55%	—	Oct 2002	SIMYX vs TRERX
PEQUX	Putnam Focused International Equity Fund	Foreign Large Cap Equities	73	12.90%	—	Jul 1994	SIMYX vs PEQUX
FIGCX	Fidelity Advisor International Growth Fund Class C	Foreign Large Cap Equities	17	6.82%	—	Nov 2007	SIMYX vs FIGCX
VIAAX	Vanguard International Dividend Appreciation Index...	Foreign Large Cap Equities	34	7.69%	9.10B	Mar 2016	SIMYX vs VIAAX
MINJX	MFS International Intrinsic Value Fund Class R6	Foreign Large Cap Equities	44	8.22%	—	Oct 1995	SIMYX vs MINJX
FAPCX	Fidelity International Capital Appreciation K6 Fun...	Foreign Large Cap Equities	10	5.72%	—	May 2017	SIMYX vs FAPCX
DOXFX	Dodge & Cox International Stock X	Foreign Large Cap Equities	82	15.01%	—	Jan 2001	SIMYX vs DOXFX
FIVQX	Fidelity Advisor International Value Fund Class I	Foreign Large Cap Equities	70	10.69%	—	May 2006	SIMYX vs FIVQX
SCINX	DWS CROCI International Fund	Foreign Large Cap Equities	87	15.08%	—	Jun 1953	SIMYX vs SCINX
AAIEX	American Beacon International Equity Fund	Foreign Large Cap Equities	55	11.89%	—	Aug 1991	SIMYX vs AAIEX
SCIEX	Hartford Schroders International Stock Fund Class ...	Foreign Large Cap Equities	39	9.90%	—	Dec 1985	SIMYX vs SCIEX
MICYX	Victory Trivalent International Fund-Core Equity	Foreign Large Cap Equities	73	15.81%	—	Aug 2007	SIMYX vs MICYX
CIOVX	Causeway International Opps Fd	Foreign Large Cap Equities	59	13.72%	—	Dec 2009	SIMYX vs CIOVX
VTISX	Vanguard Total International Stock Index Fund Inst...	Foreign Large Cap Equities	68	12.88%	—	Jun 2016	SIMYX vs VTISX
IGAAX	American Funds International Growth and Income Fun...	Foreign Large Cap Equities	74	12.69%	—	Oct 2008	SIMYX vs IGAAX
CIGIX	Calamos International Growth Fund	Foreign Large Cap Equities	26	17.07%	—	Mar 2005	SIMYX vs CIGIX
BCAIX	Boston Common ESG Impact International Fund	Foreign Large Cap Equities	45	11.08%	—	Dec 2010	SIMYX vs BCAIX
SWISX	Schwab International Index Fund	Foreign Large Cap Equities	62	11.84%	14.81B	May 1997	SIMYX vs SWISX
JIJIX	John Hancock International Dynamic Growth Fund	Foreign Large Cap Equities	23	12.83%	—	May 2019	SIMYX vs JIJIX

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