SEI Institutional Managed Trust Small Cap Fund (SLLAX) belongs to the Small Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SLLAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SLLAX
SLLAX charges 1.14% annually. There are 115 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | SLLAX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | SLLAX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.51B | May 1997 | SLLAX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 177.40B | Jul 1997 | SLLAX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 177.40B | Nov 2000 | SLLAX vs VSMAX |
Best Risk-Adjusted Alternatives to SLLAX
SLLAX has a PortfoliosLab risk / return rank of 47. There are 100 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Auer Growth Fund | 91 | — | Dec 2007 | SLLAX vs AUERX | |
| MainStay WMC Small Companies Fund | 90 | — | Jan 1987 | SLLAX vs MOPIX | |
| Keeley Small Cap Fund Class Institutional | 88 | — | Apr 1997 | SLLAX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 88 | — | Apr 1997 | SLLAX vs WESCX | |
| River Oak Discovery Fund | 87 | — | Jun 2005 | SLLAX vs RIVSX |
Top Performing SLLAX Alternatives (YTD)
SLLAX is at 14.62% YTD. There are 100 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 35.57%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 35.57% | — | Dec 1991 | SLLAX vs RYOTX | |
| River Oak Discovery Fund | 30.52% | — | Jun 2005 | SLLAX vs RIVSX | |
| Paradigm Micro-cap Fund | 29.56% | — | Dec 2007 | SLLAX vs PVIVX | |
| Hodges Small Cap Fund | 29.53% | — | Dec 2007 | SLLAX vs HDPSX | |
| MainStay WMC Small Companies Fund | 26.74% | — | Jan 1987 | SLLAX vs MOPIX |
Lowest Volatility Alternatives to SLLAX
SLLAX has 17.62% 1-year volatility. There are 73 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 12.91%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 12.91% | — | Nov 1996 | SLLAX vs HFCGX | |
| DFA International Small Company Portfolio | 13.79% | — | Sep 1996 | SLLAX vs DFISX | |
| DWS Small Cap Core Fund | 14.27% | — | Jul 2000 | SLLAX vs SSLCX | |
| Copeland SMID Cap Dividend Growth Fund | 14.48% | — | Feb 2017 | SLLAX vs CSMDX | |
| Boston Trust Small Cap Fund | 15.11% | — | — | SLLAX vs BOSOX |
Lowest Drawdown Alternatives to SLLAX
SLLAX has a 1-year max drawdown of -9.53%. There are 63 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | SLLAX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | SLLAX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.80B | Apr 2006 | SLLAX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | SLLAX vs DFSCX | |
| Brown Advisory Small-Cap Fundamental Value Fund | -8.22% | — | Dec 2008 | SLLAX vs BIAUX |
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 | |
|---|---|---|---|---|---|---|---|
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 76 | 20.81% | — | Jan 2000 | SLLAX vs NASDX | |
| Vanguard Financials Index Fund Admiral Shares | Financials Equities | 4 | -5.11% | 13.70B | Feb 2004 | SLLAX vs VFAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 81 | 5.85% | 11.90B | Sep 1994 | SLLAX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 70 | 11.07% | 28.60B | Sep 1994 | SLLAX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 74 | 11.54% | — | Jul 1993 | SLLAX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 32 | 12.58% | — | Sep 2021 | SLLAX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 12.57% | — | May 2011 | SLLAX vs LIVIX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 91 | 12.00% | — | Dec 2012 | SLLAX vs BDMIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 76 | 11.37% | — | Dec 1991 | SLLAX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 67 | 14.60% | — | Jul 2010 | SLLAX vs ASFYX |
Often Compared With SLLAX
Investors most often compare SLLAX with HASCX, NINLX, TNVIX. These 6 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Harbor Small Cap Value Fund | Small Cap Blend Equities | 63 | 24.07% | — | Dec 2001 | SLLAX vs HASCX | |
| Neuberger Berman Intrinsic Value Fund | Small Cap Blend Equities | 86 | 22.52% | — | May 2010 | SLLAX vs NINLX | |
| 1290 GAMCO Small/Mid Cap Value Fund | Small Cap Blend Equities | 57 | 15.47% | — | Nov 2014 | SLLAX vs TNVIX | |
| Fidelity Series Small Cap Opportunities Fund | Small Cap Blend Equities | 71 | 15.84% | — | Mar 2007 | SLLAX vs FSOPX | |
| TIAA-CREF Small-Cap Blend Index Fund | Small Cap Blend Equities | 62 | 17.61% | — | Oct 2002 | SLLAX vs TISBX | |
| Sit Small Cap Dividend Growth Fund | Small Cap Blend Equities | 57 | 14.71% | — | Mar 2015 | SLLAX vs SSCDX |
Compare SLLAX with Any Fund or Stock
Compare SLLAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SLLAX with funds that move differently
SEI Institutional Managed Trust Small Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SLLAX.
Explore SLLAX Diversifiers