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%	45.50B	May 2000	SSCGX vs VSGIX
VSGAX	Vanguard Small-Cap Growth Index Fund Admiral Share...	0.07%	45.50B	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 44. There are 88 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.

Symbol	Name	Risk / Return Rank	AUM	Inception
NESIX	Needham Small Cap Growth Fund Institutional	95	—	Dec 2016	SSCGX vs NESIX
NESGX	Needham Small Cap Growth Fund	95	—	May 2002	SSCGX vs NESGX
NEAIX	Needham Aggressive Growth Fund Institutional Class	93	—	Dec 2016	SSCGX vs NEAIX
NEAGX	Needham Aggressive Growth Fund	93	—	Sep 2001	SSCGX vs NEAGX
OBMCX	Oberweis Micro Cap Fund	92	—	Dec 1995	SSCGX vs OBMCX

Top Performing SSCGX Alternatives (YTD)

SSCGX is at 19.63% YTD. There are 76 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 83.93%.

Symbol	Name	YTD Return	AUM	Inception
NESIX	Needham Small Cap Growth Fund Institutional	83.93%	—	Dec 2016	SSCGX vs NESIX
NESGX	Needham Small Cap Growth Fund	83.39%	—	May 2002	SSCGX vs NESGX
NEAIX	Needham Aggressive Growth Fund Institutional Class	64.46%	—	Dec 2016	SSCGX vs NEAIX
NEAGX	Needham Aggressive Growth Fund	64.16%	—	Sep 2001	SSCGX vs NEAGX
OBMCX	Oberweis Micro Cap Fund	52.27%	—	Dec 1995	SSCGX vs OBMCX

Lowest Volatility Alternatives to SSCGX

SSCGX has 20.36% 1-year volatility. There are 68 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.48%.

Symbol	Name	Volatility 1Y	AUM	Inception
EMCAX	Empiric 2500 Fund	14.48%	—	Nov 1995	SSCGX vs EMCAX
CMCIX	Calvert Small/Mid-Cap Fund Class I	15.39%	—	Jul 2011	SSCGX vs CMCIX
ETEGX	Eaton Vance Small-Cap Fund	16.28%	—	Jan 1997	SSCGX vs ETEGX
NBGNX	Neuberger Berman Genesis Fund	16.32%	—	Sep 1988	SSCGX vs NBGNX
NBGIX	Neuberger Berman Genesis Fund Institutional Class	16.32%	—	Jul 1999	SSCGX vs NBGIX

Lowest Drawdown Alternatives to SSCGX

SSCGX has a 1-year max drawdown of -11.57%. There are 39 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 2500 Fund	-8.60%	—	Nov 1995	SSCGX vs EMCAX
RFIMX	Ranger Micro Cap Fund	-9.11%	—	Jun 2018	SSCGX vs RFIMX

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
ECAT	BlackRock ESG Capital Allocation Term Trust	Tactical Allocation, Derivative Income, ESG	30	11.26%	—	Sep 2021	SSCGX vs ECAT
WFSPX	iShares S&P 500 Index Fund Class K	S&P 500	65	9.77%	—	Jul 1993	SSCGX vs WFSPX
BDMIX	BlackRock Global Long/Short Equity Fund Class I	Long-Short	96	13.03%	—	Dec 2012	SSCGX vs BDMIX
LIVIX	BlackRock LifePath Index 2055 Fund	Target Retirement Date	69	12.39%	—	May 2011	SSCGX vs LIVIX
FASGX	Fidelity Asset Manager 70% Fund	Diversified Portfolio	77	11.90%	—	Dec 1991	SSCGX vs FASGX
BDJ	BlackRock Enhanced Equity Dividend Fund	Derivative Income	28	1.80%	—	Aug 2005	SSCGX vs BDJ
ASFYX	AlphaSimplex Managed Futures Strategy Fund Class Y	Systematic Trend	64	11.89%	—	Jul 2010	SSCGX vs ASFYX
BGSAX	BlackRock Technology Opportunities Fund Investor A	Technology Equities	69	43.67%	—	Apr 2000	SSCGX vs BGSAX
FAMRX	Fidelity Asset Manager 85% Fund	Diversified Portfolio	77	14.17%	—	Sep 1999	SSCGX vs FAMRX
FFANX	Fidelity Asset Manager 40% Fund	Diversified Portfolio	79	7.45%	—	Oct 2007	SSCGX vs FFANX

Often Compared With SSCGX

Investors most often compare SSCGX with SCHG, KSOAX, NASDX. These 20 comparison targets span 6 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	28	1.35%	59.17B	Dec 2009	SSCGX vs SCHG
KSOAX	Kinetics Small Capital Opportunities Advisor Fund ...	Small Cap Growth Equities	3	13.05%	—	Dec 2001	SSCGX vs KSOAX
NASDX	Shelton Capital Management Nasdaq-100 Index Fund D...	Large Cap Growth Equities	71	20.21%	—	Jan 2000	SSCGX vs NASDX
DMCRX	Driehaus Micro Cap Growth Fund	Small Cap Growth Equities	85	29.20%	—	Nov 2013	SSCGX vs DMCRX
VTMFX	Vanguard Tax-Managed Balanced Fund Admiral Shares	Diversified Portfolio, Municipal Bonds	76	5.23%	12.30B	Sep 1994	SSCGX vs VTMFX
FGROX	Emerald Growth Fund Institutional Class	Small Cap Growth Equities	89	35.00%	—	Oct 2008	SSCGX vs FGROX
SSCPX	Saratoga Small Capitalization Portfolio	Small Cap Growth Equities	63	27.15%	—	Sep 1994	SSCGX vs SSCPX
KSCOX	Kinetics Small Cap Opportunities Fund	Small Cap Growth Equities	3	13.17%	—	Mar 2000	SSCGX vs KSCOX
VFAIX	Vanguard Financials Index Fund Admiral Shares	Financials Equities	8	-0.70%	13.50B	Feb 2004	SSCGX vs VFAIX
JGMNX	Janus Henderson Triton Fund Class N	Small Cap Growth Equities	44	15.14%	—	May 2012	SSCGX vs JGMNX
VLEOX	Value Line Small Cap Opportunities Fund	Small Cap Growth Equities	25	10.51%	—	Jun 1993	SSCGX vs VLEOX
VTCLX	Vanguard Tax-Managed Capital Appreciation Fund Adm...	Large Cap Blend Equities	63	9.59%	30.00B	Sep 1994	SSCGX vs VTCLX
JATTX	Janus Henderson Triton Fund Class T	Small Cap Growth Equities	43	15.03%	—	Feb 2005	SSCGX vs JATTX
CTSIX	Calamos Timpani Small Cap Growth Fund	Small Cap Growth Equities	79	37.63%	—	Mar 2011	SSCGX vs CTSIX
HRSMX	Hood River Small-Cap Growth Fund	Small Cap Growth Equities	88	37.89%	—	Jan 2003	SSCGX vs HRSMX
NCLEX	Nicholas Limited Edition Fund	Small Cap Growth Equities	1	-7.51%	—	May 1987	SSCGX vs NCLEX
PXQSX	Virtus KAR Small-Cap Value Fund	Small Cap Growth Equities	5	5.78%	—	Jun 2006	SSCGX vs PXQSX
ETMGX	Eaton Vance Tax-Managed Small-Cap Fund	Small Cap Growth Equities	4	5.60%	—	Sep 1997	SSCGX vs ETMGX
JANIX	Janus Henderson Triton Fund	Small Cap Growth Equities	44	15.05%	—	Feb 2005	SSCGX vs JANIX
PNSAX	Putnam Small Cap Growth Fund	Small Cap Growth Equities	47	27.82%	—	Dec 1997	SSCGX vs PNSAX

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