SEI Institutional Managed Trust Tax-Managed Managed Volatility Fund (TMMAX) Alternatives
SEI Institutional Managed Trust Tax-Managed Managed Volatility Fund (TMMAX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with TMMAX. 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 TMMAX
TMMAX charges 1.00% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among TMMAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | TMMAX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | TMMAX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | TMMAX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | TMMAX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | TMMAX vs TILVX |
Best Risk-Adjusted Alternatives to TMMAX
Among mutual funds in the Large Cap Value 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 International High Dividend Yield Index F... | 92 | Mar 2, 2016 | TMMAX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | TMMAX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | TMMAX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | TMMAX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | TMMAX vs VALAX |
Top Performing TMMAX Alternatives (YTD)
TMMAX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | TMMAX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | TMMAX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | TMMAX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | TMMAX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | TMMAX vs HFCVX |
Lowest Volatility Alternatives to TMMAX
TMMAX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | TMMAX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | TMMAX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | TMMAX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | TMMAX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | TMMAX vs ACIIX |
Lowest Drawdown Alternatives to TMMAX
TMMAX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | TMMAX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | TMMAX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | TMMAX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | TMMAX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | TMMAX vs PSECX |
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Often Compared With TMMAX
What investors most often compare with TMMAX, 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 | TMMAX vs SPY |
Compare TMMAX with Any Fund or Stock
Compare TMMAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.