SEI Institutional Managed Trust Tax-Managed Small/Mid Cap Fund (STMSX) 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 STMSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to STMSX
STMSX charges 1.11% annually. There are 112 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 | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | STMSX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | STMSX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.66B | May 1997 | STMSX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 182.70B | Jul 1997 | STMSX vs VSCIX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | — | Oct 2002 | STMSX vs TISBX |
Best Risk-Adjusted Alternatives to STMSX
STMSX has a PortfoliosLab risk / return rank of 51. There are 122 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 94 | — | Apr 1997 | STMSX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 94 | — | Apr 1997 | STMSX vs WESCX | |
| MainStay WMC Small Companies Fund | 93 | — | Jan 1987 | STMSX vs MOPIX | |
| River Oak Discovery Fund | 92 | — | Jun 2005 | STMSX vs RIVSX | |
| Royce Micro Cap Series Fund | 90 | — | Dec 1991 | STMSX vs RYOTX |
Top Performing STMSX Alternatives (YTD)
STMSX is at 15.85% YTD. There are 131 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 40.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 40.27% | — | Dec 1991 | STMSX vs RYOTX | |
| Paradigm Micro-cap Fund | 36.98% | — | Dec 2007 | STMSX vs PVIVX | |
| River Oak Discovery Fund | 34.51% | — | Jun 2005 | STMSX vs RIVSX | |
| Hodges Small Cap Fund | 34.04% | — | Dec 2007 | STMSX vs HDPSX | |
| Harbor Small Cap Value Fund | 33.41% | — | Dec 2001 | STMSX vs HASCX |
Lowest Volatility Alternatives to STMSX
STMSX has 17.02% 1-year volatility. There are 26 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.52%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.52% | — | Nov 1996 | STMSX vs HFCGX | |
| DFA International Small Company Portfolio | 14.12% | — | Sep 1996 | STMSX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.69% | — | Feb 2017 | STMSX vs CSMDX | |
| DWS Small Cap Core Fund | 14.87% | — | Jul 2000 | STMSX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.22% | — | — | STMSX vs BOSOX |
Lowest Drawdown Alternatives to STMSX
STMSX has a 1-year max drawdown of -9.69%. There are 67 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 | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | STMSX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | STMSX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | STMSX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | STMSX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | STMSX vs SSCDX |
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 | 30 | 11.26% | — | Sep 2021 | STMSX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 65 | 9.77% | — | Jul 1993 | STMSX vs WFSPX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 96 | 13.03% | — | Dec 2012 | STMSX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 12.39% | — | May 2011 | STMSX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.90% | — | Dec 1991 | STMSX vs FASGX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 28 | 1.80% | — | Aug 2005 | STMSX vs BDJ | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 64 | 11.89% | — | Jul 2010 | STMSX vs ASFYX | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 69 | 43.67% | — | Apr 2000 | STMSX vs BGSAX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 77 | 14.17% | — | Sep 1999 | STMSX vs FAMRX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 79 | 7.45% | — | Oct 2007 | STMSX vs FFANX |
Often Compared With STMSX
Investors most often compare STMSX with NASDX, VFAIX, AUERX. These 10 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare STMSX with Any Fund or Stock
Compare STMSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair STMSX with funds that move differently
SEI Institutional Managed Trust Tax-Managed Small/Mid Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to STMSX.
Explore STMSX Diversifiers