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% | 7.66B | May 1997 | SLLAX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 182.70B | Jul 1997 | SLLAX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 182.70B | Nov 2000 | SLLAX vs VSMAX |
Best Risk-Adjusted Alternatives to SLLAX
SLLAX has a PortfoliosLab risk / return rank of 60. There are 93 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 94 | — | Apr 1997 | SLLAX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 94 | — | Apr 1997 | SLLAX vs WESCX | |
| MainStay WMC Small Companies Fund | 93 | — | Jan 1987 | SLLAX vs MOPIX | |
| River Oak Discovery Fund | 92 | — | Jun 2005 | SLLAX vs RIVSX | |
| Royce Micro Cap Series Fund | 90 | — | Dec 1991 | SLLAX vs RYOTX |
Top Performing SLLAX Alternatives (YTD)
SLLAX is at 19.52% YTD. There are 95 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 40.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 40.27% | — | Dec 1991 | SLLAX vs RYOTX | |
| Paradigm Micro-cap Fund | 36.98% | — | Dec 2007 | SLLAX vs PVIVX | |
| River Oak Discovery Fund | 34.51% | — | Jun 2005 | SLLAX vs RIVSX | |
| Hodges Small Cap Fund | 34.04% | — | Dec 2007 | SLLAX vs HDPSX | |
| Harbor Small Cap Value Fund | 33.41% | — | Dec 2001 | SLLAX vs HASCX |
Lowest Volatility Alternatives to SLLAX
SLLAX has 17.99% 1-year volatility. There are 75 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.52%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.52% | — | Nov 1996 | SLLAX vs HFCGX | |
| DFA International Small Company Portfolio | 14.12% | — | Sep 1996 | SLLAX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.69% | — | Feb 2017 | SLLAX vs CSMDX | |
| DWS Small Cap Core Fund | 14.87% | — | Jul 2000 | SLLAX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.22% | — | — | 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% | 2.90B | Apr 2006 | SLLAX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | SLLAX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | SLLAX vs SSCDX |
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 | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 30 | 11.26% | — | Sep 2021 | SLLAX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 65 | 9.77% | — | Jul 1993 | SLLAX vs WFSPX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 96 | 13.03% | — | Dec 2012 | SLLAX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 12.39% | — | May 2011 | SLLAX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.90% | — | Dec 1991 | SLLAX vs FASGX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 28 | 1.80% | — | Aug 2005 | SLLAX vs BDJ | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 64 | 11.89% | — | Jul 2010 | SLLAX vs ASFYX | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 69 | 43.67% | — | Apr 2000 | SLLAX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 79 | 7.45% | — | Oct 2007 | SLLAX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 77 | 14.17% | — | Sep 1999 | SLLAX vs FAMRX |
Often Compared With SLLAX
Investors most often compare SLLAX with BIAUX, NASDX, VFAIX. These 10 comparison targets span 6 categories, based on PortfoliosLab usage data.
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