SSMAX Alternatives & Similar Mutual Funds

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

Cheapest Alternatives to SSMAX

SSMAX charges 0.72% annually. There are 41 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.

Symbol	Name	Expense Ratio	AUM	Inception
FSSNX	Fidelity Small Cap Index Fund	0.03%	—	Sep 2011	SSMAX vs FSSNX
VSCIX	Vanguard Small-Cap Index Fund Institutional Shares	0.03%	188.20B	Jul 1997	SSMAX vs VSCIX
VSCPX	Vanguard Small-Cap Index Fund Institutional Plus S...	0.03%	—	Dec 2010	SSMAX vs VSCPX
SWSSX	Schwab Small-Cap Index Fund-Select Shares	0.04%	7.55B	May 1997	SSMAX vs SWSSX
VTMSX	Vanguard Tax-Managed Small-Cap Fund Admiral Shares	0.05%	11.50B	Mar 1999	SSMAX vs VTMSX

Best Risk-Adjusted Alternatives to SSMAX

SSMAX has a PortfoliosLab risk / return rank of 45. There are 142 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.

Symbol	Name	Risk / Return Rank	AUM	Inception
GQSCX	Glenmede Quantitative U.S. Small Cap Equity Portfo...	95	—	Nov 2017	SSMAX vs GQSCX
WWSIX	Keeley Small Cap Fund Class Institutional	94	—	Apr 1997	SSMAX vs WWSIX
WESCX	TETON Westwood SmallCap Equity Fund	94	—	Apr 1997	SSMAX vs WESCX
IPSIX	Voya Index Plus SmallCap Portfolio	91	—	Dec 1997	SSMAX vs IPSIX
AUERX	Auer Growth Fund	91	—	Dec 2007	SSMAX vs AUERX

Top Performing SSMAX Alternatives (YTD)

SSMAX is at 14.51% YTD. There are 145 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 33.64%.

Symbol	Name	YTD Return	AUM	Inception
PVIVX	Paradigm Micro-cap Fund	33.64%	—	Dec 2007	SSMAX vs PVIVX
RYOTX	Royce Micro Cap Series Fund	33.48%	—	Dec 1991	SSMAX vs RYOTX
RIVSX	River Oak Discovery Fund	29.08%	—	Jun 2005	SSMAX vs RIVSX
WWSIX	Keeley Small Cap Fund Class Institutional	28.50%	—	Apr 1997	SSMAX vs WWSIX
WESCX	TETON Westwood SmallCap Equity Fund	28.31%	—	Apr 1997	SSMAX vs WESCX

Lowest Volatility Alternatives to SSMAX

SSMAX has 15.30% 1-year volatility. There are 7 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 14.40%.

Symbol	Name	Volatility 1Y	AUM	Inception
CSMDX	Copeland SMID Cap Dividend Growth Fund	14.40%	—	Feb 2017	SSMAX vs CSMDX
DFISX	DFA International Small Company Portfolio	14.45%	16.04B	Sep 1996	SSMAX vs DFISX
HFCGX	Hennessy Cornerstone Growth Fund	14.57%	—	Nov 1996	SSMAX vs HFCGX
FTHSX	FullerThaler Behavioral Small-Cap Equity Fund Clas...	14.90%	—	Sep 2011	SSMAX vs FTHSX
FTHNX	Fuller & Thaler Behavioral Small-Cap Equity Fund	14.92%	—	Sep 2011	SSMAX vs FTHNX

Lowest Drawdown Alternatives to SSMAX

SSMAX has a 1-year max drawdown of -8.78%. There are 18 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
IPSIX	Voya Index Plus SmallCap Portfolio	-7.63%	—	Dec 1997	SSMAX vs IPSIX
HFCGX	Hennessy Cornerstone Growth Fund	-7.82%	—	Nov 1996	SSMAX vs HFCGX
VSTCX	Vanguard Strategic Small-Cap Equity Fund	-8.08%	3.10B	Apr 2006	SSMAX vs VSTCX
DFSCX	DFA U.S. Micro Cap Portfolio	-8.17%	7.86B	Dec 1981	SSMAX vs DFSCX
BIAUX	Brown Advisory Small-Cap Fundamental Value Fund	-8.22%	—	Dec 2008	SSMAX vs BIAUX

Other Mutual Funds from SEI

The 10 most viewed SEI mutual funds shown here include ENIAX, STDAX, SICIX 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	SSMAX vs ENIAX
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	Diversified Portfolio	99	1.58%	—	Nov 2003	SSMAX vs STDAX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	Diversified Portfolio	85	3.12%	—	Nov 2003	SSMAX vs SICIX
SGYAX	SEI Institutional Investments Trust High Yield Bon...	High Yield Bonds	54	1.08%	—	Dec 2005	SSMAX vs SGYAX
SDLAX	SEI Institutional Investments Trust Dynamic Asset ...	Large Cap Blend Equities	51	8.58%	—	Jul 2010	SSMAX vs SDLAX
SEATX	SEI Tax Exempt Trust Tax-Advantaged Income Fund	Intermediate Core-Plus Bond	65	1.20%	—	Sep 2007	SSMAX vs SEATX
SPINX	SEI Institutional Investments Trust S&P 500 Index ...	S&P 500	61	9.32%	—	Dec 2013	SSMAX vs SPINX
SIEMX	SEI Institutional International Trust Emerging Mar...	Emerging Markets Equities	67	17.49%	—	Jan 1995	SSMAX vs SIEMX
CAVAX	SEI Catholic Values Trust Catholic Values Equity F...	Large Cap Blend Equities	58	10.15%	—	Apr 2015	SSMAX vs CAVAX
SEITX	SEI Institutional International Trust Internationa...	Foreign Large Cap Equities	79	14.29%	—	Dec 1989	SSMAX vs SEITX

Often Compared With SSMAX

Investors most often compare SSMAX with LDRAX, HASCX, SSLCX. These 16 comparison targets span 4 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
LDRAX	SEI Institutional Investments Trust Long Duration ...	Long-Term Bond	5	-3.15%	—	Apr 2004	SSMAX vs LDRAX
HASCX	Harbor Small Cap Value Fund	Small Cap Blend Equities	81	27.65%	—	Dec 2001	SSMAX vs HASCX
SSLCX	DWS Small Cap Core Fund	Small Cap Blend Equities	26	10.96%	—	Jul 2000	SSMAX vs SSLCX
FSOPX	Fidelity Series Small Cap Opportunities Fund	Small Cap Blend Equities	85	21.27%	—	Mar 2007	SSMAX vs FSOPX
TNVIX	1290 GAMCO Small/Mid Cap Value Fund	Small Cap Blend Equities	78	19.38%	—	Nov 2014	SSMAX vs TNVIX
SPIIX	SEI S&P 500 Index Fund Class I	Large Cap Blend Equities	53	8.88%	—	Jun 2002	SSMAX vs SPIIX
TISBX	TIAA-CREF Small-Cap Blend Index Fund	Small Cap Blend Equities	79	19.47%	—	Oct 2002	SSMAX vs TISBX
NINLX	Neuberger Berman Intrinsic Value Fund	Small Cap Blend Equities	84	19.29%	—	May 2010	SSMAX vs NINLX
SBDAX	SEI Tax Exempt Trust California Municipal Bond Fun...	Municipal Bonds	36	-1.18%	—	Aug 1998	SSMAX vs SBDAX
BOSOX	Boston Trust Small Cap Fund	Small Cap Blend Equities	27	13.51%	—	—	SSMAX vs BOSOX
SEIMX	SEI Tax Exempt Trust Intermediate-Term Municipal F...	Municipal Bonds	65	-0.01%	—	Sep 1989	SSMAX vs SEIMX
VSMAX	Vanguard Small-Cap Index Fund Admiral Shares	Small Cap Blend Equities	66	15.44%	188.20B	Nov 2000	SSMAX vs VSMAX
MOPIX	MainStay WMC Small Companies Fund	Small Cap Blend Equities	90	25.97%	—	Jan 1987	SSMAX vs MOPIX
SSCDX	Sit Small Cap Dividend Growth Fund	Small Cap Blend Equities	68	17.23%	—	Mar 2015	SSMAX vs SSCDX
HDPSX	Hodges Small Cap Fund	Small Cap Blend Equities	72	27.34%	—	Dec 2007	SSMAX vs HDPSX
FTMSX	Fuller & Thaler Behavioral Micro-Cap Equity Fund	Small Cap Blend Equities	44	22.38%	—	Dec 2018	SSMAX vs FTMSX

Compare SSMAX with Any Fund or Stock

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

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Diversifiers

Pair SSMAX with funds that move differently

SEI Institutional Investments Trust Small/Mid Cap Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SSMAX.

Explore SSMAX Diversifiers

SEI Institutional Investments Trust Small/Mid Cap Equity Fund (SSMAX) Alternatives