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 192 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
FHLFX	Fidelity Series International Index Fund	0.01%	—	Aug 2018	SIMYX vs FHLFX
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
FSOSX	Fidelity Series Overseas Fund	0.01%	—	Jun 2019	SIMYX vs FSOSX

Best Risk-Adjusted Alternatives to SIMYX

SIMYX has a PortfoliosLab risk / return rank of 42. There are 171 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 92.

Symbol	Name	Risk / Return Rank	AUM	Inception
GTMIX	GMO Tax-Managed International Equities Fund	92	—	Jul 1998	SIMYX vs GTMIX
SWRLX	Touchstone International Equity Fund	92	—	Mar 1993	SIMYX vs SWRLX
SAHMX	SA International Value Fund	89	—	Aug 1999	SIMYX vs SAHMX
DCINX	Dunham International Stock Fund	88	—	Dec 2004	SIMYX vs DCINX
GIOTX	GMO International Developed Equity Allocation Fund	87	—	Jun 2006	SIMYX vs GIOTX

Top Performing SIMYX Alternatives (YTD)

SIMYX is at 7.68% YTD. There are 323 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 28.55%.

Symbol	Name	YTD Return	AUM	Inception
TIVFX	American Beacon Tocqueville International Value Fu...	28.55%	—	Aug 1994	SIMYX vs TIVFX
FISZX	Fidelity SAI International SMA Completion Fund	26.94%	—	Apr 2019	SIMYX vs FISZX
CIGIX	Calamos International Growth Fund	25.57%	—	Mar 2005	SIMYX vs CIGIX
LIAGX	Lord Abbett International Growth Fund	24.40%	—	Jun 2021	SIMYX vs LIAGX
DCINX	Dunham International Stock Fund	23.49%	—	Dec 2004	SIMYX vs DCINX

Lowest Volatility Alternatives to SIMYX

SIMYX has 10.24% 1-year volatility. There are 8 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 8.34%.

Symbol	Name	Volatility 1Y	AUM	Inception
FAOCX	Fidelity Advisor Overseas Fund Class C	8.34%	—	Nov 1997	SIMYX vs FAOCX
FAOSX	Fidelity Advisor Overseas Fund Class Z	8.34%	—	Feb 2017	SIMYX vs FAOSX
FAOAX	Fidelity Advisor Overseas Fund Class A	8.35%	—	Sep 1996	SIMYX vs FAOAX
FAOIX	Fidelity Advisor Overseas Fund Class I	8.36%	—	Jul 1995	SIMYX vs FAOIX
FAERX	Fidelity Advisor Overseas Fund Class M	8.37%	—	Apr 1990	SIMYX vs FAERX

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	39	15.10%	—	Sep 2021	SIMYX vs ECAT
WFSPX	iShares S&P 500 Index Fund Class K	S&P 500	65	11.33%	—	Jul 1993	SIMYX vs WFSPX
BDMIX	BlackRock Global Equity Market Neutral Fund Class ...	Equity Market Neutral	96	11.25%	—	Dec 2012	SIMYX vs BDMIX
LIVIX	BlackRock LifePath Index 2055 Fund	Target Retirement Date	64	12.43%	—	May 2011	SIMYX vs LIVIX
FASGX	Fidelity Asset Manager 70% Fund	Diversified Portfolio	73	11.70%	—	Dec 1991	SIMYX vs FASGX
ASFYX	AlphaSimplex Managed Futures Strategy Fund Class Y	Systematic Trend	51	9.56%	—	Jul 2010	SIMYX vs ASFYX
BDJ	BlackRock Enhanced Equity Dividend Fund	Derivative Income	41	5.97%	—	Aug 2005	SIMYX vs BDJ
BGSAX	BlackRock Technology Opportunities Fund Investor A	Technology Equities	50	34.57%	—	Apr 2000	SIMYX vs BGSAX
FFANX	Fidelity Asset Manager 40% Fund	Diversified Portfolio	72	6.74%	—	Oct 2007	SIMYX vs FFANX
FAMRX	Fidelity Asset Manager 85% Fund	Diversified Portfolio	72	13.91%	—	Sep 1999	SIMYX vs FAMRX

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	29	7.80%	—	Oct 2002	SIMYX vs TRERX
WBIGX	William Blair International Growth Fund	Foreign Large Cap Equities	28	13.77%	—	Sep 1992	SIMYX vs WBIGX
PEQUX	Putnam Focused International Equity Fund	Foreign Large Cap Equities	58	14.85%	—	Jul 1994	SIMYX vs PEQUX
FIGCX	Fidelity Advisor International Growth Fund Class C	Foreign Large Cap Equities	11	8.13%	—	Nov 2007	SIMYX vs FIGCX
VIAAX	Vanguard International Dividend Appreciation Index...	Foreign Large Cap Equities	12	5.23%	9.20B	Mar 2016	SIMYX vs VIAAX
FAPCX	Fidelity International Capital Appreciation K6 Fun...	Foreign Large Cap Equities	10	9.15%	—	May 2017	SIMYX vs FAPCX
MINJX	MFS International Intrinsic Value Fund Class R6	Foreign Large Cap Equities	26	5.47%	—	Oct 1995	SIMYX vs MINJX
DOXFX	Dodge & Cox International Stock X	Foreign Large Cap Equities	71	13.91%	—	Jan 2001	SIMYX vs DOXFX
SCINX	DWS CROCI International Fund	Foreign Large Cap Equities	70	10.33%	—	Jun 1953	SIMYX vs SCINX
AAIEX	American Beacon International Equity Fund	Foreign Large Cap Equities	31	8.76%	—	Aug 1991	SIMYX vs AAIEX
FIVQX	Fidelity Advisor International Value Fund Class I	Foreign Large Cap Equities	46	8.63%	—	May 2006	SIMYX vs FIVQX
SCIEX	Hartford Schroders International Stock Fund Class ...	Foreign Large Cap Equities	23	8.23%	—	Dec 1985	SIMYX vs SCIEX
CIOVX	Causeway International Opps Fd	Foreign Large Cap Equities	42	12.06%	—	Dec 2009	SIMYX vs CIOVX
MICYX	Victory Trivalent International Fund-Core Equity	Foreign Large Cap Equities	69	16.84%	—	Aug 2007	SIMYX vs MICYX
SWISX	Schwab International Index Fund	Foreign Large Cap Equities	35	10.45%	14.63B	May 1997	SIMYX vs SWISX
VTISX	Vanguard Total International Stock Index Fund Inst...	Foreign Large Cap Equities	56	13.48%	—	Jun 2016	SIMYX vs VTISX
IGAAX	American Funds International Growth and Income Fun...	Foreign Large Cap Equities	51	11.32%	—	Oct 2008	SIMYX vs IGAAX
BCAIX	Boston Common ESG Impact International Fund	Foreign Large Cap Equities	26	9.40%	—	Dec 2010	SIMYX vs BCAIX
JIJIX	John Hancock International Dynamic Growth Fund	Foreign Large Cap Equities	34	21.09%	—	May 2019	SIMYX vs JIJIX
FSPSX	Fidelity International Index Fund	Foreign Large Cap Equities	36	10.41%	—	Nov 1997	SIMYX vs FSPSX

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