SSCGX Alternatives & Similar Mutual Funds

SEI Institutional Managed Trust Small Cap Growth Fund (SSCGX) belongs to the Small 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 SSCGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to SSCGX

SSCGX charges 1.11% annually. There are 86 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.

Symbol	Name	Expense Ratio	AUM	Inception
FECGX	Fidelity Small Cap Growth Index Fund	0.05%	—	Jul 2019	SSCGX vs FECGX
VSGIX	Vanguard Small-Cap Growth Index Fund Institutional...	0.06%	47.00B	May 2000	SSCGX vs VSGIX
VSGAX	Vanguard Small-Cap Growth Index Fund Admiral Share...	0.07%	47.00B	Sep 2011	SSCGX vs VSGAX
VRTGX	Vanguard Russell 2000 Growth Index Fund Institutio...	0.08%	—	May 2011	SSCGX vs VRTGX
VISGX	Vanguard Small Cap Growth Index Fund	0.19%	—	May 1998	SSCGX vs VISGX

Best Risk-Adjusted Alternatives to SSCGX

SSCGX has a PortfoliosLab risk / return rank of 33. There are 98 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.

Symbol	Name	Risk / Return Rank	AUM	Inception
DSCIX	Dana Epiphany ESG Small Cap Equity Fund	91	—	Nov 2015	SSCGX vs DSCIX
NESIX	Needham Small Cap Growth Fund Institutional	83	—	Dec 2016	SSCGX vs NESIX
NESGX	Needham Small Cap Growth Fund	82	—	May 2002	SSCGX vs NESGX
ORIGX	North Square Spectrum Alpha Fund	79	—	Jan 1994	SSCGX vs ORIGX
DMCRX	Driehaus Micro Cap Growth Fund	77	—	Nov 2013	SSCGX vs DMCRX

Top Performing SSCGX Alternatives (YTD)

SSCGX is at 12.70% YTD. There are 107 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 56.00%.

Symbol	Name	YTD Return	AUM	Inception
NESIX	Needham Small Cap Growth Fund Institutional	56.00%	—	Dec 2016	SSCGX vs NESIX
NESGX	Needham Small Cap Growth Fund	55.46%	—	May 2002	SSCGX vs NESGX
OBMCX	Oberweis Micro Cap Fund	35.75%	—	Dec 1995	SSCGX vs OBMCX
NEAIX	Needham Aggressive Growth Fund Institutional Class	33.50%	—	Dec 2016	SSCGX vs NEAIX
NEAGX	Needham Aggressive Growth Fund Retail Class	33.20%	—	Sep 2001	SSCGX vs NEAGX

Lowest Volatility Alternatives to SSCGX

SSCGX has 20.73% 1-year volatility. There are 68 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.57%.

Symbol	Name	Volatility 1Y	AUM	Inception
EMCAX	Empiric Fund	14.57%	—	Nov 1995	SSCGX vs EMCAX
CMCIX	Calvert Small/Mid-Cap Fund Class I	15.38%	—	Jul 2011	SSCGX vs CMCIX
NBGNX	Neuberger Berman Genesis Fund	16.31%	—	Sep 1988	SSCGX vs NBGNX
NBGIX	Neuberger Berman Genesis Fund Institutional Class	16.31%	—	Jul 1999	SSCGX vs NBGIX
ETEGX	Eaton Vance Small-Cap Fund	16.33%	—	Jan 1997	SSCGX vs ETEGX

Lowest Drawdown Alternatives to SSCGX

SSCGX has a 1-year max drawdown of -11.57%. There are 36 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
DSCIX	Dana Epiphany ESG Small Cap Equity Fund	-7.08%	—	Nov 2015	SSCGX vs DSCIX
RYWCX	Rydex S&P SmallCap 600 Pure Growth Fund	-8.49%	—	Feb 2004	SSCGX vs RYWCX
WMKSX	WesMark Small Company Fund	-8.50%	—	Dec 1993	SSCGX vs WMKSX
EMCAX	Empiric Fund	-8.60%	—	Nov 1995	SSCGX vs EMCAX
SGPIX	ProFunds Small Cap Growth Fund	-9.15%	—	Sep 2001	SSCGX vs SGPIX

Other Mutual Funds from BlackRock

The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 10 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ECAT	BlackRock ESG Capital Allocation Term Trust	Tactical Allocation, Derivative Income, ESG	29	11.70%	—	Sep 2021	SSCGX vs ECAT
WFSPX	iShares S&P 500 Index Fund Class K	S&P 500	59	10.11%	—	Jul 1993	SSCGX vs WFSPX
BDMIX	BlackRock Global Equity Market Neutral Fund Class ...	Equity Market Neutral	98	12.92%	—	Dec 2012	SSCGX vs BDMIX
LIVIX	BlackRock LifePath Index 2055 Fund - Institutional...	Target Retirement Date	67	11.31%	—	May 2011	SSCGX vs LIVIX
BDJ	BlackRock Enhanced Equity Dividend Trust	Derivative Income	66	8.31%	—	Aug 2005	SSCGX vs BDJ
BGSAX	BlackRock Technology Opportunities Fund Investor A	Technology Equities	28	23.72%	—	May 2000	SSCGX vs BGSAX
BDMAX	BlackRock Global Equity Market Neutral Fund Invest...	Equity Market Neutral	97	12.73%	—	Dec 2012	SSCGX vs BDMAX
MADVX	BlackRock Equity Dividend Fund	Large Cap Value Equities	88	16.37%	—	Nov 1988	SSCGX vs MADVX
BSIIX	BlackRock Strategic Income Opportunities Fund Clas...	Total Bond Market	52	0.93%	—	Feb 2008	SSCGX vs BSIIX
BRHYX	BlackRock High Yield K	High Yield Bonds	63	1.22%	—	Jan 2001	SSCGX vs BRHYX

Often Compared With SSCGX

Investors most often compare SSCGX with SCHG, KSOAX, NASDX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SCHG	Schwab U.S. Large-Cap Growth ETF	Large Cap Growth Equities	39	7.11%	59.97B	Dec 2009	SSCGX vs SCHG
KSOAX	Kinetics Small Capital Opportunities Advisor Fund ...	Small Cap Growth Equities	13	22.61%	—	Dec 2001	SSCGX vs KSOAX
NASDX	Shelton Capital Management Nasdaq-100 Index Fund D...	Large Cap Growth Equities	37	12.17%	—	Jan 2000	SSCGX vs NASDX
FASGX	Fidelity Asset Manager 70% Fund	Diversified Portfolio, Actively Managed	73	10.57%	—	Dec 1991	SSCGX vs FASGX
ASFYX	Virtus AlphaSimplex Managed Futures Strategy Fund ...	Systematic Trend	67	10.47%	—	Jul 2010	SSCGX vs ASFYX
FGROX	Emerald Growth Fund Institutional Class	Small Cap Growth Equities	76	23.70%	—	Oct 2008	SSCGX vs FGROX
VTMFX	Vanguard Tax-Managed Balanced Fund Admiral Shares	Diversified Portfolio, Municipal Bonds	67	4.67%	12.30B	Sep 1994	SSCGX vs VTMFX
KSCOX	Kinetics Small Cap Opportunities Fund	Small Cap Growth Equities	13	22.78%	—	Mar 2000	SSCGX vs KSCOX
VLEOX	Value Line Small Cap Opportunities Fund	Small Cap Growth Equities	27	10.70%	—	Jun 1993	SSCGX vs VLEOX
JGMNX	Janus Henderson Triton Fund Class N	Small Cap Growth Equities	44	13.93%	—	May 2012	SSCGX vs JGMNX
RFIMX	Ranger Micro Cap Fund	Small Cap Growth Equities	38	14.23%	—	Jun 2018	SSCGX vs RFIMX
SSCPX	Saratoga Small Capitalization Portfolio	Small Cap Growth Equities	45	18.83%	—	Sep 1994	SSCGX vs SSCPX
PXQSX	Virtus KAR Small-Cap Value Fund	Small Cap Growth Equities	7	8.34%	—	Jun 2006	SSCGX vs PXQSX
VFAIX	Vanguard Financials Index Fund Admiral Shares	Financials Equities	16	5.34%	13.90B	Feb 2004	SSCGX vs VFAIX
PNSAX	Putnam Small Cap Growth Fund	Small Cap Growth Equities	25	15.42%	—	Dec 1997	SSCGX vs PNSAX
HRSMX	Hood River Small-Cap Growth Fund	Small Cap Growth Equities	63	19.18%	—	Jan 2003	SSCGX vs HRSMX
CTSIX	Calamos Timpani Small Cap Growth Fund	Small Cap Growth Equities	44	18.97%	—	Mar 2011	SSCGX vs CTSIX
JATTX	Janus Henderson Triton Fund Class T	Small Cap Growth Equities	43	13.78%	—	Feb 2005	SSCGX vs JATTX
NCLEX	Nicholas Limited Edition Fund	Small Cap Growth Equities	3	0.43%	—	May 1987	SSCGX vs NCLEX
VTCLX	Vanguard Tax-Managed Capital Appreciation Fund Adm...	Large Cap Blend Equities	57	9.93%	29.90B	Sep 1994	SSCGX vs VTCLX

Compare SSCGX with Any Fund or Stock

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

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Diversifiers

Pair SSCGX with funds that move differently

SEI Institutional Managed Trust Small Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SSCGX.

Explore SSCGX Diversifiers

SEI Institutional Managed Trust Small Cap Growth Fund (SSCGX) Alternatives