SMXAX Alternatives & Similar Mutual Funds

SEI Institutional Investments Trust Extended Market Index Fund (SMXAX) belongs to the Mid Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SMXAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to SMXAX

SMXAX charges 0.19% annually. There are 6 mutual funds in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
SSMHX	State Street Small/Mid Cap Equity Index Portfolio	0.02%	—	Aug 2015	SMXAX vs SSMHX
MMGPX	Morgan Stanley Discovery Portfolio	0.04%	—	Apr 2017	SMXAX vs MMGPX
FMDGX	Fidelity Mid Cap Growth Index Fund	0.05%	—	Jul 2019	SMXAX vs FMDGX
VMGMX	Vanguard Mid-Cap Growth Index Fund Admiral Shares	0.07%	34.80B	Sep 2011	SMXAX vs VMGMX
VMFGX	Vanguard S&P Mid-Cap 400 Growth Index Fund Institu...	0.08%	—	Mar 2011	SMXAX vs VMFGX

Best Risk-Adjusted Alternatives to SMXAX

SMXAX has a PortfoliosLab risk / return rank of 45. There are 13 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 84.

Symbol	Name	Risk / Return Rank	AUM	Inception
VHCOX	Vanguard Capital Opportunity Fund Investor Shares	84	32.70B	Aug 1995	SMXAX vs VHCOX
POAGX	PRIMECAP Odyssey Aggressive Growth Fund	78	—	Nov 2004	SMXAX vs POAGX
MGOYX	Victory Munder Mid-Cap Core Growth Fund	76	—	Jun 1998	SMXAX vs MGOYX
USMIX	USAA Extended Market Index Fund	66	—	Oct 2000	SMXAX vs USMIX
TAAGX	Timothy Plan Aggressive Growth Fund	66	—	Oct 2000	SMXAX vs TAAGX

Top Performing SMXAX Alternatives (YTD)

SMXAX is at 13.95% YTD. There are 20 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 34.81%.

Symbol	Name	YTD Return	AUM	Inception
NEEIX	Needham Growth Fund Institutional Class	34.81%	—	Dec 2016	SMXAX vs NEEIX
NEEGX	Needham Growth Fund	34.50%	—	Jan 1996	SMXAX vs NEEGX
LSHAX	Kinetics Spin-Off and Corporate Restructuring Fund	32.50%	—	May 2007	SMXAX vs LSHAX
TAAGX	Timothy Plan Aggressive Growth Fund	25.18%	—	Oct 2000	SMXAX vs TAAGX
WWNPX	Kinetics Paradigm Fund	21.61%	—	Dec 1999	SMXAX vs WWNPX

Lowest Volatility Alternatives to SMXAX

SMXAX has 17.50% 1-year volatility. There are 51 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 10.18%.

Symbol	Name	Volatility 1Y	AUM	Inception
BBMIX	BBH Select Series - Mid Cap Fund	10.18%	—	May 2021	SMXAX vs BBMIX
BQMGX	Bright Rock Mid Cap Growth Fund	12.41%	—	May 2010	SMXAX vs BQMGX
VSNGX	JPMorgan Mid Cap Equity Fund	12.59%	—	Dec 1996	SMXAX vs VSNGX
MXMGX	Great-West T. Rowe Price Mid Cap Growth Fund	13.59%	—	Jul 1997	SMXAX vs MXMGX
PMEGX	T. Rowe Price Institutional Mid Cap Equity Growth ...	13.64%	—	Jul 1996	SMXAX vs PMEGX

Lowest Drawdown Alternatives to SMXAX

SMXAX has a 1-year max drawdown of -10.01%. There are 12 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -6.92%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
BBMIX	BBH Select Series - Mid Cap Fund	-6.92%	—	May 2021	SMXAX vs BBMIX
MGOYX	Victory Munder Mid-Cap Core Growth Fund	-7.81%	—	Jun 1998	SMXAX vs MGOYX
VSNGX	JPMorgan Mid Cap Equity Fund	-8.24%	—	Dec 1996	SMXAX vs VSNGX
SECUX	Guggenheim StylePlus - Mid Growth Fund	-9.17%	—	Sep 1969	SMXAX vs SECUX
FAMVX	FAM Value Fund	-9.47%	—	Jan 1987	SMXAX vs FAMVX

Other Mutual Funds from SEI

The 10 most viewed SEI mutual funds shown here include ENIAX, STDAX, SGYAX and span 8 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ENIAX	SEI Institutional Investments Trust Opportunistic ...	Ultrashort Bond	100	2.27%	—	Dec 2006	SMXAX vs ENIAX
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	Diversified Portfolio	99	1.58%	—	Nov 2003	SMXAX vs STDAX
SGYAX	SEI Institutional Investments Trust High Yield Bon...	High Yield Bonds	54	1.08%	—	Dec 2005	SMXAX vs SGYAX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	Diversified Portfolio	85	3.12%	—	Nov 2003	SMXAX vs SICIX
SDLAX	SEI Institutional Investments Trust Dynamic Asset ...	Large Cap Blend Equities	51	8.58%	—	Jul 2010	SMXAX vs SDLAX
SEATX	SEI Tax Exempt Trust Tax-Advantaged Income Fund	Intermediate Core-Plus Bond	65	1.20%	—	Sep 2007	SMXAX vs SEATX
SPINX	SEI Institutional Investments Trust S&P 500 Index ...	S&P 500	61	9.32%	—	Dec 2013	SMXAX vs SPINX
SIEMX	SEI Institutional International Trust Emerging Mar...	Emerging Markets Equities	67	17.49%	—	Jan 1995	SMXAX vs SIEMX
CAVAX	SEI Catholic Values Trust Catholic Values Equity F...	Large Cap Blend Equities	58	10.15%	—	Apr 2015	SMXAX vs CAVAX
SEITX	SEI Institutional International Trust Internationa...	Foreign Large Cap Equities	79	14.29%	—	Dec 1989	SMXAX vs SEITX

Often Compared With SMXAX

Investors most often compare SMXAX with SBDAX, SPIIX, VLEQX. These 15 comparison targets span 7 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SBDAX	SEI Tax Exempt Trust California Municipal Bond Fun...	Municipal Bonds	36	-1.18%	—	Aug 1998	SMXAX vs SBDAX
SPIIX	SEI S&P 500 Index Fund Class I	Large Cap Blend Equities	53	8.88%	—	Jun 2002	SMXAX vs SPIIX
VLEQX	Villere Equity Fund	Mid Cap Growth Equities	—	—	—	May 2013	SMXAX vs VLEQX
FSMAX	Fidelity Extended Market Index Fund	Mid Cap Blend Equities	46	13.84%	—	—	SMXAX vs FSMAX
SMSAX	SEI Institutional Managed Trust Multi-Strategy Alt...	Multistrategy	86	6.02%	—	Mar 2010	SMXAX vs SMSAX
RIPIX	Royce International Premier Fund Institutional Cla...	Mid Cap Growth Equities, Foreign Small & Mid Cap Equities	3	1.92%	—	—	SMXAX vs RIPIX
CTIGX	Calamos Timpani SMID Growth Fund	Mid Cap Growth Equities	43	13.72%	—	Jul 2019	SMXAX vs CTIGX
EEOFX	Essex Environmental Opportunities Fund	Mid Cap Growth Equities	20	9.60%	—	Sep 2017	SMXAX vs EEOFX
KMKNX	Kinetics Market Opportunities Fund No Load Class	Mid Cap Growth Equities	8	13.70%	—	Jan 2006	SMXAX vs KMKNX
SSMGX	SIT Small Cap Growth Fund	Mid Cap Growth Equities	44	16.25%	—	Jul 1994	SMXAX vs SSMGX
OEGYX	Invesco Discovery Mid Cap Growth Fund	Mid Cap Growth Equities	28	17.37%	—	Nov 2000	SMXAX vs OEGYX
LDRAX	SEI Institutional Investments Trust Long Duration ...	Long-Term Bond	5	-3.15%	—	Apr 2004	SMXAX vs LDRAX
SEIMX	SEI Tax Exempt Trust Intermediate-Term Municipal F...	Municipal Bonds	65	-0.01%	—	Sep 1989	SMXAX vs SEIMX
SGFFX	Sparrow Growth Fund	Mid Cap Growth Equities	8	-0.52%	—	Oct 1998	SMXAX vs SGFFX
VLIFX	Value Line Mid Cap Focused Fund	Mid Cap Growth Equities	2	-0.65%	—	Mar 1950	SMXAX vs VLIFX

Compare SMXAX with Any Fund or Stock

Compare SMXAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair SMXAX with funds that move differently

SEI Institutional Investments Trust Extended Market Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SMXAX.

Explore SMXAX Diversifiers

SEI Institutional Investments Trust Extended Market Index Fund (SMXAX) Alternatives