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 | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | SSCGX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | SSCGX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | Sep 2011 | SSCGX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | SSCGX vs VRTGX | |
| 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 35. There are 102 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | 90 | — | Nov 2015 | SSCGX vs DSCIX | |
| Needham Small Cap Growth Fund Institutional | 89 | — | Dec 2016 | SSCGX vs NESIX | |
| Driehaus Micro Cap Growth Fund | 88 | — | Nov 2013 | SSCGX vs DMCRX | |
| Needham Small Cap Growth Fund | 88 | — | May 2002 | SSCGX vs NESGX | |
| Hood River Small-Cap Growth Fund | 85 | — | Jan 2003 | SSCGX vs HRSMX |
Top Performing SSCGX Alternatives (YTD)
SSCGX is at 14.84% YTD. There are 107 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 64.67%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 64.67% | — | Dec 2016 | SSCGX vs NESIX | |
| Needham Small Cap Growth Fund | 64.14% | — | May 2002 | SSCGX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 45.62% | — | Dec 2016 | SSCGX vs NEAIX | |
| Needham Aggressive Growth Fund | 45.33% | — | Sep 2001 | SSCGX vs NEAGX | |
| Oberweis Micro Cap Fund | 41.71% | — | Dec 1995 | SSCGX vs OBMCX |
Lowest Volatility Alternatives to SSCGX
SSCGX has 20.67% 1-year volatility. There are 68 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.65%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.65% | — | Nov 1995 | SSCGX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.37% | — | Jul 2011 | SSCGX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.31% | — | Jan 1997 | SSCGX vs ETEGX | |
| Neuberger Berman Genesis Fund | 16.34% | — | Sep 1988 | SSCGX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.35% | — | 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 | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | SSCGX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | SSCGX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | SSCGX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | SSCGX vs EMCAX | |
| 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 | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 40 | 15.17% | — | Sep 2021 | SSCGX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 62 | 10.45% | — | Jul 1993 | SSCGX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 96 | 11.18% | — | Dec 2012 | SSCGX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 60 | 11.17% | — | May 2011 | SSCGX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 71 | 10.57% | — | Dec 1991 | SSCGX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 56 | 10.47% | — | Jul 2010 | SSCGX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 45 | 6.96% | — | Aug 2005 | SSCGX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 40 | 28.69% | — | Apr 2000 | SSCGX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 75 | 6.57% | — | Oct 2007 | SSCGX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 69 | 12.59% | — | Sep 1999 | SSCGX vs FAMRX |
Often Compared With SSCGX
Investors most often compare SSCGX with SCHG, KSOAX, NASDX. These 19 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare SSCGX with Any Fund or Stock
Compare SSCGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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