SEI Institutional Managed Trust Tax Managed Large Cap Fund (TMLCX) belongs to the Large 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 TMLCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TMLCX
TMLCX charges 0.89% annually. There are 265 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | TMLCX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | TMLCX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | TMLCX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | TMLCX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | TMLCX vs SSSYX |
Best Risk-Adjusted Alternatives to TMLCX
TMLCX has a PortfoliosLab risk / return rank of 62. There are 199 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 15.30B | Dec 2004 | TMLCX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 94 | 82.00B | Nov 2001 | TMLCX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 91 | — | Nov 2004 | TMLCX vs POSKX | |
| AQR Large Cap Multi-Style Fund | 91 | — | Mar 2013 | TMLCX vs QCELX | |
| Centre American Select Equity Fund | 90 | — | Dec 2011 | TMLCX vs DHAMX |
Top Performing TMLCX Alternatives (YTD)
TMLCX is at 8.76% YTD. There are 257 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 28.30%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 28.30% | 15.30B | Dec 2004 | TMLCX vs VPCCX | |
| AMG Yacktman Global Fund | 28.24% | — | Jan 2017 | TMLCX vs YFSIX | |
| Integrity ESG Growth & Income Fund | 25.25% | — | Jan 1995 | TMLCX vs IGIAX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.01% | 82.00B | Nov 2001 | TMLCX vs VPMAX | |
| Archer Multi Cap Fund | 24.45% | — | Dec 2019 | TMLCX vs ALSMX |
Lowest Volatility Alternatives to TMLCX
TMLCX has 10.55% 1-year volatility. There are 47 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.26%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.26% | — | Mar 2021 | TMLCX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.26% | — | Jun 2013 | TMLCX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 7.92% | — | Jul 2012 | TMLCX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 7.93% | — | Jul 2012 | TMLCX vs AUEIX | |
| Fidelity U.S. Low Volatility Equity Fund | 8.38% | — | Nov 2019 | TMLCX vs FULVX |
Lowest Drawdown Alternatives to TMLCX
TMLCX has a 1-year max drawdown of -8.12%. There are 51 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | TMLCX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | TMLCX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | TMLCX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | TMLCX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | TMLCX vs QUERX |
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 | 76 | 20.81% | — | Jan 2000 | TMLCX vs NASDX | |
| Vanguard Financials Index Fund Admiral Shares | Financials Equities | 4 | -5.11% | 13.70B | Feb 2004 | TMLCX vs VFAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 81 | 5.85% | 11.90B | Sep 1994 | TMLCX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 70 | 11.07% | 28.60B | Sep 1994 | TMLCX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 74 | 11.54% | — | Jul 1993 | TMLCX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 32 | 12.58% | — | Sep 2021 | TMLCX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 12.57% | — | May 2011 | TMLCX vs LIVIX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 91 | 12.00% | — | Dec 2012 | TMLCX vs BDMIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 76 | 11.37% | — | Dec 1991 | TMLCX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 67 | 14.60% | — | Jul 2010 | TMLCX vs ASFYX |
Often Compared With TMLCX
Investors most often compare TMLCX with SPY, SCHG, SSEYX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare TMLCX with Any Fund or Stock
Compare TMLCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TMLCX with funds that move differently
SEI Institutional Managed Trust Tax Managed Large Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TMLCX.
Explore TMLCX Diversifiers