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% | 7.51B | May 1997 | STMSX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 177.40B | Jul 1997 | STMSX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 177.40B | Nov 2000 | STMSX vs VSMAX |
Best Risk-Adjusted Alternatives to STMSX
STMSX has a PortfoliosLab risk / return rank of 42. There are 123 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 | |
|---|---|---|---|---|---|
| MainStay WMC Small Companies Fund | 91 | — | Jan 1987 | STMSX vs MOPIX | |
| Auer Growth Fund | 90 | — | Dec 2007 | STMSX vs AUERX | |
| River Oak Discovery Fund | 90 | — | Jun 2005 | STMSX vs RIVSX | |
| TETON Westwood SmallCap Equity Fund | 89 | — | Apr 1997 | STMSX vs WESCX | |
| Keeley Small Cap Fund Class Institutional | 89 | — | Apr 1997 | STMSX vs WWSIX |
Top Performing STMSX Alternatives (YTD)
STMSX is at 13.21% YTD. There are 129 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 37.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 37.74% | — | Dec 1991 | STMSX vs RYOTX | |
| River Oak Discovery Fund | 32.82% | — | Jun 2005 | STMSX vs RIVSX | |
| Paradigm Micro-cap Fund | 32.57% | — | Dec 2007 | STMSX vs PVIVX | |
| Hodges Small Cap Fund | 31.07% | — | Dec 2007 | STMSX vs HDPSX | |
| MainStay WMC Small Companies Fund | 27.70% | — | Jan 1987 | STMSX vs MOPIX |
Lowest Volatility Alternatives to STMSX
STMSX has 16.64% 1-year volatility. There are 25 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 12.96%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 12.96% | — | Nov 1996 | STMSX vs HFCGX | |
| DFA International Small Company Portfolio | 13.77% | — | Sep 1996 | STMSX vs DFISX | |
| DWS Small Cap Core Fund | 14.28% | — | Jul 2000 | STMSX vs SSLCX | |
| Copeland SMID Cap Dividend Growth Fund | 14.46% | — | Feb 2017 | STMSX vs CSMDX | |
| Boston Trust Small Cap Fund | 15.10% | — | — | 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% | 2.80B | Apr 2006 | STMSX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | STMSX vs DFSCX | |
| Brown Advisory Small-Cap Fundamental Value Fund | -8.22% | — | Dec 2008 | STMSX vs BIAUX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include NASDX, VFAIX, VTMFX and span 10 categories. AUM among these funds goes as high as $29B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 75 | 21.38% | — | Jan 2000 | STMSX vs NASDX | |
| Vanguard Financials Index Fund Admiral Shares | Financials Equities | 4 | -5.08% | 13.70B | Feb 2004 | STMSX vs VFAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 81 | 6.03% | 11.90B | Sep 1994 | STMSX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 70 | 11.31% | 28.60B | Sep 1994 | STMSX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 73 | 11.69% | — | Jul 1993 | STMSX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 28 | 11.23% | — | Sep 2021 | STMSX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 13.10% | — | May 2011 | STMSX vs LIVIX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 92 | 12.48% | — | Dec 2012 | STMSX vs BDMIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.93% | — | Dec 1991 | STMSX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 67 | 15.25% | — | Jul 2010 | STMSX vs ASFYX |
Often Compared With STMSX
Investors most often compare STMSX with NINLX, HASCX, TISBX. These 6 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Neuberger Berman Intrinsic Value Fund | Small Cap Blend Equities | 88 | 24.97% | — | May 2010 | STMSX vs NINLX | |
| Harbor Small Cap Value Fund | Small Cap Blend Equities | 69 | 26.15% | — | Dec 2001 | STMSX vs HASCX | |
| TIAA-CREF Small-Cap Blend Index Fund | Small Cap Blend Equities | 64 | 18.69% | — | Oct 2002 | STMSX vs TISBX | |
| Sit Small Cap Dividend Growth Fund | Small Cap Blend Equities | 64 | 16.85% | — | Mar 2015 | STMSX vs SSCDX | |
| Fidelity Series Small Cap Opportunities Fund | Small Cap Blend Equities | 73 | 16.83% | — | Mar 2007 | STMSX vs FSOPX | |
| 1290 GAMCO Small/Mid Cap Value Fund | Small Cap Blend Equities | 63 | 16.43% | — | Nov 2014 | STMSX vs TNVIX |
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