SEI Institutional Managed Trust Large Cap Value Fund (TRMVX) 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 TRMVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TRMVX
TRMVX charges 0.89% annually. There are 195 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | TRMVX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | TRMVX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | TRMVX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | TRMVX vs FLCOX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | TRMVX vs TILVX |
Best Risk-Adjusted Alternatives to TRMVX
TRMVX has a PortfoliosLab risk / return rank of 92. There are 72 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 98 | — | Oct 1993 | TRMVX vs FGIPX | |
| PIMCO RAE US Fund | 98 | — | Jun 2015 | TRMVX vs PKAIX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | TRMVX vs FGINX | |
| LSV Conservative Value Equity Fund | 97 | — | Mar 2007 | TRMVX vs LSVVX | |
| BlackRock Advantage Large Cap Value Fund | 97 | — | Dec 1999 | TRMVX vs MALVX |
Top Performing TRMVX Alternatives (YTD)
TRMVX is at 14.76% YTD. There are 126 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.28%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 30.28% | — | Jun 2015 | TRMVX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 29.09% | — | Nov 1935 | TRMVX vs LEXCX | |
| PIMCO RAE PLUS Fund | 25.37% | — | Jun 2005 | TRMVX vs PXTIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.65% | — | Jun 2022 | TRMVX vs AVLVX | |
| AMG Yacktman Focused Fund | 24.36% | — | May 1997 | TRMVX vs YAFFX |
Lowest Volatility Alternatives to TRMVX
TRMVX has 11.00% 1-year volatility. There are 122 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | TRMVX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | TRMVX vs FALGX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | TRMVX vs RIDAX | |
| American Century Equity Income Fund | 8.59% | 6.45B | Aug 1994 | TRMVX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.61% | — | Jul 1998 | TRMVX vs ACIIX |
Lowest Drawdown Alternatives to TRMVX
TRMVX has a 1-year max drawdown of -6.12%. There are 32 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | TRMVX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | TRMVX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | TRMVX vs BUFBX | |
| Torray Equity Income Fund | -4.50% | — | Dec 1990 | TRMVX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | TRMVX vs SVAIX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 10 categories. AUM among these funds goes as high as $12B.
Often Compared With TRMVX
Investors most often compare TRMVX with FXAIX, ASFYX, VALAX. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare TRMVX with Any Fund or Stock
Compare TRMVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TRMVX with funds that move differently
SEI Institutional Managed Trust Large Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TRMVX.
Explore TRMVX Diversifiers