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 40 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
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%	7.51B	May 1997	SSMAX vs SWSSX
VSCIX	Vanguard Small-Cap Index Fund Institutional Shares	0.04%	177.40B	Jul 1997	SSMAX vs VSCIX
VSMAX	Vanguard Small-Cap Index Fund Admiral Shares	0.05%	177.40B	Nov 2000	SSMAX vs VSMAX

Best Risk-Adjusted Alternatives to SSMAX

SSMAX has a PortfoliosLab risk / return rank of 26. There are 142 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 91.

Symbol	Name	Risk / Return Rank	AUM	Inception
AUERX	Auer Growth Fund	91	—	Dec 2007	SSMAX vs AUERX
MOPIX	MainStay WMC Small Companies Fund	90	—	Jan 1987	SSMAX vs MOPIX
WWSIX	Keeley Small Cap Fund Class Institutional	88	—	Apr 1997	SSMAX vs WWSIX
WESCX	TETON Westwood SmallCap Equity Fund	88	—	Apr 1997	SSMAX vs WESCX
RIVSX	River Oak Discovery Fund	87	—	Jun 2005	SSMAX vs RIVSX

Top Performing SSMAX Alternatives (YTD)

SSMAX is at 10.90% YTD. There are 143 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 35.57%.

Symbol	Name	YTD Return	AUM	Inception
RYOTX	Royce Micro Cap Series Fund	35.57%	—	Dec 1991	SSMAX vs RYOTX
RIVSX	River Oak Discovery Fund	30.52%	—	Jun 2005	SSMAX vs RIVSX
PVIVX	Paradigm Micro-cap Fund	29.56%	—	Dec 2007	SSMAX vs PVIVX
HDPSX	Hodges Small Cap Fund	29.53%	—	Dec 2007	SSMAX vs HDPSX
MOPIX	MainStay WMC Small Companies Fund	26.74%	—	Jan 1987	SSMAX vs MOPIX

Lowest Volatility Alternatives to SSMAX

SSMAX has 15.24% 1-year volatility. There are 5 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 12.91%.

Symbol	Name	Volatility 1Y	AUM	Inception
HFCGX	Hennessy Cornerstone Growth Fund	12.91%	—	Nov 1996	SSMAX vs HFCGX
DFISX	DFA International Small Company Portfolio	13.79%	—	Sep 1996	SSMAX vs DFISX
SSLCX	DWS Small Cap Core Fund	14.27%	—	Jul 2000	SSMAX vs SSLCX
CSMDX	Copeland SMID Cap Dividend Growth Fund	14.48%	—	Feb 2017	SSMAX vs CSMDX
BOSOX	Boston Trust Small Cap Fund	15.11%	—	—	SSMAX vs BOSOX

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%	2.80B	Apr 2006	SSMAX vs VSTCX
DFSCX	DFA U.S. Micro Cap Portfolio	-8.17%	—	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, SGYAX, STDAX and span 9 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ENIAX	SEI Institutional Investments Trust Opportunistic ...	Ultrashort Bond	100	1.52%	—	Dec 2006	SSMAX vs ENIAX
SGYAX	SEI Institutional Investments Trust High Yield Bon...	High Yield Bonds	67	1.59%	—	Dec 2005	SSMAX vs SGYAX
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	Diversified Portfolio	99	1.30%	—	Nov 2003	SSMAX vs STDAX
SEATX	SEI Tax Exempt Trust Tax-Advantaged Income Fund	Intermediate Core-Plus Bond	33	2.10%	—	Sep 2007	SSMAX vs SEATX
SDLAX	SEI Institutional Investments Trust Dynamic Asset ...	Large Cap Blend Equities	63	10.56%	—	Jul 2010	SSMAX vs SDLAX
SIEMX	SEI Institutional International Trust Emerging Mar...	Emerging Markets Diversified	89	27.48%	—	Jan 1995	SSMAX vs SIEMX
SPINX	SEI Institutional Investments Trust S&P 500 Index ...	S&P 500	74	11.50%	—	Dec 2013	SSMAX vs SPINX
SEITX	SEI Institutional International Trust Internationa...	Foreign Large Cap Equities	46	10.27%	—	Dec 1989	SSMAX vs SEITX
CAVAX	SEI Catholic Values Trust Catholic Values Equity F...	Large Cap Blend Equities	47	9.32%	—	Apr 2015	SSMAX vs CAVAX
SEIMX	SEI Tax Exempt Trust Intermediate-Term Municipal F...	Municipal Bonds	64	1.18%	—	Sep 1989	SSMAX vs SEIMX

Often Compared With SSMAX

Investors most often compare SSMAX with HASCX, LDRAX, FSOPX. These 9 comparison targets span 4 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
HASCX	Harbor Small Cap Value Fund	Small Cap Blend Equities	63	24.07%	—	Dec 2001	SSMAX vs HASCX
LDRAX	SEI Institutional Investments Trust Long Duration ...	Long-Term Bond	10	0.43%	—	Apr 2004	SSMAX vs LDRAX
FSOPX	Fidelity Series Small Cap Opportunities Fund	Small Cap Blend Equities	71	15.84%	—	Mar 2007	SSMAX vs FSOPX
TISBX	TIAA-CREF Small-Cap Blend Index Fund	Small Cap Blend Equities	62	17.61%	—	Oct 2002	SSMAX vs TISBX
TNVIX	1290 GAMCO Small/Mid Cap Value Fund	Small Cap Blend Equities	57	15.47%	—	Nov 2014	SSMAX vs TNVIX
SPIIX	SEI S&P 500 Index Fund Class I	Large Cap Blend Equities	70	11.19%	—	Jun 2002	SSMAX vs SPIIX
SSCDX	Sit Small Cap Dividend Growth Fund	Small Cap Blend Equities	57	14.71%	—	Mar 2015	SSMAX vs SSCDX
NINLX	Neuberger Berman Intrinsic Value Fund	Small Cap Blend Equities	86	22.52%	—	May 2010	SSMAX vs NINLX
SBDAX	SEI Tax Exempt Trust California Municipal Bond Fun...	Municipal Bonds	50	0.08%	—	Aug 1998	SSMAX vs SBDAX

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