SEI Institutional Investments Trust Small Cap Fund (SLPAX) 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 SLPAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SLPAX
SLPAX charges 0.72% annually. There are 40 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 | SLPAX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | SLPAX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 182.70B | Jul 1997 | SLPAX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.66B | May 1997 | SLPAX vs SWSSX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 182.70B | Nov 2000 | SLPAX vs VSMAX |
Best Risk-Adjusted Alternatives to SLPAX
SLPAX has a PortfoliosLab risk / return rank of 56. There are 109 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 | SLPAX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 94 | — | Apr 1997 | SLPAX vs WESCX | |
| MainStay WMC Small Companies Fund | 93 | — | Jan 1987 | SLPAX vs MOPIX | |
| River Oak Discovery Fund | 92 | — | Jun 2005 | SLPAX vs RIVSX | |
| Royce Micro Cap Series Fund | 90 | — | Dec 1991 | SLPAX vs RYOTX |
Top Performing SLPAX Alternatives (YTD)
SLPAX is at 16.44% YTD. There are 124 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 | SLPAX vs RYOTX | |
| Paradigm Micro-cap Fund | 36.98% | — | Dec 2007 | SLPAX vs PVIVX | |
| River Oak Discovery Fund | 34.51% | — | Jun 2005 | SLPAX vs RIVSX | |
| Hodges Small Cap Fund | 34.04% | — | Dec 2007 | SLPAX vs HDPSX | |
| Harbor Small Cap Value Fund | 33.41% | — | Dec 2001 | SLPAX vs HASCX |
Lowest Volatility Alternatives to SLPAX
SLPAX has 17.66% 1-year volatility. There are 53 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 | SLPAX vs HFCGX | |
| DFA International Small Company Portfolio | 14.12% | — | Sep 1996 | SLPAX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.69% | — | Feb 2017 | SLPAX vs CSMDX | |
| DWS Small Cap Core Fund | 14.87% | — | Jul 2000 | SLPAX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.22% | — | — | SLPAX vs BOSOX |
Lowest Drawdown Alternatives to SLPAX
SLPAX has a 1-year max drawdown of -9.48%. There are 62 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 | SLPAX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | SLPAX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | SLPAX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | SLPAX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | SLPAX vs SSCDX |
Other Mutual Funds from SEI
The 10 most viewed SEI mutual funds shown here include ENIAX, STDAX, SGYAX and span 8 categories.
Often Compared With SLPAX
Investors most often compare SLPAX with NINLX, AUERX, SBDAX. These 10 comparison targets span 5 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Neuberger Berman Intrinsic Value Fund | Small Cap Blend Equities | 87 | 23.42% | — | May 2010 | SLPAX vs NINLX | |
| Auer Growth Fund | Small Cap Blend Equities | 86 | 15.25% | — | Dec 2007 | SLPAX vs AUERX | |
| SEI Tax Exempt Trust California Municipal Bond Fun... | Municipal Bonds | 53 | 0.18% | — | Aug 1998 | SLPAX vs SBDAX | |
| SEI Institutional Managed Trust Multi-Strategy Alt... | Multistrategy | 89 | 7.33% | — | Mar 2010 | SLPAX vs SMSAX | |
| Fidelity Series Small Cap Opportunities Fund | Small Cap Blend Equities | 83 | 22.32% | — | Mar 2007 | SLPAX vs FSOPX | |
| SEI Tax Exempt Trust Intermediate-Term Municipal F... | Municipal Bonds | 66 | 1.27% | — | Sep 1989 | SLPAX vs SEIMX | |
| SEI S&P 500 Index Fund Class I | Large Cap Blend Equities | 60 | 9.38% | — | Jun 2002 | SLPAX vs SPIIX | |
| TIAA-CREF Small-Cap Blend Index Fund | Small Cap Blend Equities | 72 | 21.71% | — | Oct 2002 | SLPAX vs TISBX | |
| Brown Advisory Small-Cap Fundamental Value Fund | Small Cap Blend Equities | 59 | 16.25% | — | Dec 2008 | SLPAX vs BIAUX | |
| SEI Institutional Investments Trust Long Duration ... | Long-Term Bond | 9 | 0.25% | — | Apr 2004 | SLPAX vs LDRAX |
Compare SLPAX with Any Fund or Stock
Compare SLPAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SLPAX with funds that move differently
SEI Institutional Investments Trust Small Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SLPAX.
Explore SLPAX Diversifiers