SEI Institutional Managed Trust Global Managed Volatility Fund (SVTAX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SVTAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SVTAX
SVTAX charges 1.11% annually. There are 169 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | SVTAX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | SVTAX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | SVTAX vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | SVTAX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | SVTAX vs UCEQX |
Best Risk-Adjusted Alternatives to SVTAX
SVTAX has a PortfoliosLab risk / return rank of 22. There are 176 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 94 | — | Jun 2014 | SVTAX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 93 | — | Dec 2005 | SVTAX vs EPSYX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | SVTAX vs JGYIX | |
| Wasatch Global Value Fund Investor Class Shares | 91 | — | Sep 1996 | SVTAX vs FMIEX | |
| Polaris Global Value Fund | 91 | — | May 1998 | SVTAX vs PGVFX |
Top Performing SVTAX Alternatives (YTD)
SVTAX is at 4.47% YTD. There are 213 mutual funds in the Global Equities category with higher YTD returns, going as high as 35.11%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 35.11% | — | Nov 2016 | SVTAX vs PGTIX | |
| Oberweis Global Opportunities Fund | 25.41% | — | Jan 1987 | SVTAX vs OBEGX | |
| LSV Global Value Fund | 23.91% | — | Jun 2014 | SVTAX vs LVAGX | |
| Ariel Global Fund | 23.00% | — | Dec 2011 | SVTAX vs AGLOX | |
| AMG Yacktman Global Fund Class N | 22.30% | — | — | SVTAX vs YFSNX |
Lowest Volatility Alternatives to SVTAX
SVTAX has 7.23% 1-year volatility. There are 2 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.99%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.99% | 2.00B | Dec 2013 | SVTAX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.00% | 2.00B | Dec 2013 | SVTAX vs VMNVX | |
| MFS Global Total Return Fund Class I | 7.54% | — | Sep 1990 | SVTAX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.60% | — | Jan 2016 | SVTAX vs SGMAX | |
| MFS Low Volatility Global Equity Fund | 8.31% | — | Dec 2013 | SVTAX vs MVGIX |
Lowest Drawdown Alternatives to SVTAX
SVTAX has a 1-year max drawdown of -5.99%. There are 3 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | SVTAX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | SVTAX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | SVTAX vs SGMAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | SVTAX vs CSUAX | |
| Nuveen Global Infrastructure Fund Class A | -6.04% | — | Dec 2007 | SVTAX vs FGIAX |
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 | 39 | 15.10% | — | Sep 2021 | SVTAX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 65 | 11.33% | — | Jul 1993 | SVTAX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 96 | 11.25% | — | Dec 2012 | SVTAX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 64 | 12.43% | — | May 2011 | SVTAX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 73 | 11.70% | — | Dec 1991 | SVTAX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 51 | 9.56% | — | Jul 2010 | SVTAX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 41 | 5.97% | — | Aug 2005 | SVTAX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 50 | 34.57% | — | Apr 2000 | SVTAX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 72 | 6.74% | — | Oct 2007 | SVTAX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 72 | 13.91% | — | Sep 1999 | SVTAX vs FAMRX |
Often Compared With SVTAX
Investors most often compare SVTAX with VT, ^GSPC, VOO. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare SVTAX with Any Fund or Stock
Compare SVTAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SVTAX with funds that move differently
SEI Institutional Managed Trust Global Managed Volatility Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SVTAX.
Explore SVTAX Diversifiers