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 7 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 | |
|---|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | — | Aug 2015 | SMXAX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | SMXAX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | SMXAX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | SMXAX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 32.20B | Sep 2011 | SMXAX vs VMGMX |
Best Risk-Adjusted Alternatives to SMXAX
SMXAX has a PortfoliosLab risk / return rank of 49. There are 14 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund | 93 | — | Jan 1996 | SMXAX vs NEEGX | |
| Needham Growth Fund Institutional Class | 93 | — | Dec 2016 | SMXAX vs NEEIX | |
| Vanguard Capital Opportunity Fund Investor Shares | 91 | 27.60B | Aug 1995 | SMXAX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 90 | — | Oct 2000 | SMXAX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 83 | — | Nov 2004 | SMXAX vs POAGX |
Top Performing SMXAX Alternatives (YTD)
SMXAX is at 14.20% YTD. There are 38 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 59.61%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 59.61% | — | Dec 2016 | SMXAX vs NEEIX | |
| Needham Growth Fund | 59.35% | — | Jan 1996 | SMXAX vs NEEGX | |
| Timothy Plan Aggressive Growth Fund | 36.54% | — | Oct 2000 | SMXAX vs TAAGX | |
| Essex Environmental Opportunities Fund | 31.64% | — | Sep 2017 | SMXAX vs EEOFX | |
| Calamos Timpani SMID Growth Fund | 29.85% | — | Jul 2019 | SMXAX vs CTIGX |
Lowest Volatility Alternatives to SMXAX
SMXAX has 16.88% 1-year volatility. There are 70 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 11.30%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Villere Equity Fund | 11.30% | — | May 2013 | SMXAX vs VLEQX | |
| BBH Select Series - Mid Cap Fund | 11.62% | — | May 2021 | SMXAX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.19% | — | May 2010 | SMXAX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.38% | — | Dec 1996 | SMXAX vs VSNGX | |
| Sparrow Growth Fund | 12.94% | — | Oct 1998 | SMXAX vs SGFFX |
Lowest Drawdown Alternatives to SMXAX
SMXAX has a 1-year max drawdown of -10.01%. There are 16 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | SMXAX vs MGOYX | |
| Villere Equity Fund | -8.09% | — | May 2013 | SMXAX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | SMXAX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | SMXAX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | SMXAX vs SECUX |
Other Mutual Funds from SEI
The 10 most viewed SEI mutual funds shown here include ENIAX, SGYAX, STDAX and span 9 categories.
Often Compared With SMXAX
Investors most often compare SMXAX with LSHAX, KMKNX, SSMGX. These 10 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare SMXAX with Any Fund or Stock
Compare SMXAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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