SEI Institutional Managed Trust Tax Managed Large Cap Fund (TMLCX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to TMLCX
TMLCX charges 0.89% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among TMLCX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 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 2, 2016 | TMLCX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | TMLCX vs SSSYX |
Best Risk-Adjusted Alternatives to TMLCX
Among mutual funds in the Large Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | TMLCX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | TMLCX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | TMLCX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | TMLCX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | TMLCX vs DHAMX |
Top Performing TMLCX Alternatives (YTD)
TMLCX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | TMLCX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | TMLCX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | TMLCX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | TMLCX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | TMLCX vs RCKSX |
Lowest Volatility Alternatives to TMLCX
TMLCX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | TMLCX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | TMLCX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | TMLCX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | TMLCX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | TMLCX vs QUERX |
Lowest Drawdown Alternatives to TMLCX
TMLCX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | TMLCX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | TMLCX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | TMLCX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | TMLCX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | TMLCX vs GQEIX |
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Often Compared With TMLCX
What investors most often compare with TMLCX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | TMLCX vs SPY | |
| Schwab U.S. Large-Cap Growth ETF | Large Cap Growth Equities | 46 | -10.59% | Dec 11, 2009 | TMLCX vs SCHG | |
| State Street Equity 500 Index II Portfolio | Large Cap Blend Equities | 44 | -7.05% | Aug 11, 2014 | TMLCX vs SSEYX | |
| Permanent Portfolio Aggressive Growth Fund Class A | Large Cap Blend Equities | 86 | -3.91% | Jan 2, 1990 | TMLCX vs PAGDX |
Compare TMLCX with Any Fund or Stock
Compare TMLCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.