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 196 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 | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | TRMVX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | TRMVX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | TRMVX vs VIVIX | |
| 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 74. There are 121 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 95 | — | Oct 1993 | TRMVX vs FGIPX | |
| Delaware Growth and Income Fund | 94 | — | Oct 1993 | TRMVX vs FGINX | |
| Integrity Dividend Harvest Fund | 94 | — | May 2012 | TRMVX vs IDIVX | |
| BlackRock Advantage Large Cap Value Fund | 94 | — | Dec 1999 | TRMVX vs MALVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 94 | — | Jun 2022 | TRMVX vs AVLVX |
Top Performing TRMVX Alternatives (YTD)
TRMVX is at 10.16% YTD. There are 177 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 24.89%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Advisory Research Small Cap Value Fun... | 24.89% | — | Nov 2009 | TRMVX vs ADVGX | |
| Al Frank Fund | 23.61% | — | May 2006 | TRMVX vs VALAX | |
| PIMCO RAE US Fund | 23.31% | — | Jun 2015 | TRMVX vs PKAIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 22.50% | — | Jun 2022 | TRMVX vs AVLVX | |
| Calvert US Large-Cap Value Responsible Index Fund | 21.17% | — | Jun 2015 | TRMVX vs CFJIX |
Lowest Volatility Alternatives to TRMVX
TRMVX has 11.06% 1-year volatility. There are 139 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | TRMVX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.62% | — | Feb 2021 | TRMVX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.30% | — | Dec 1973 | TRMVX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.59% | — | Feb 1996 | TRMVX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.41% | — | Dec 2007 | TRMVX vs TMMAX |
Lowest Drawdown Alternatives to TRMVX
TRMVX has a 1-year max drawdown of -6.12%. There are 35 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 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 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 37 | 14.52% | — | Sep 2021 | TRMVX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 59 | 9.95% | — | Jul 1993 | TRMVX vs WFSPX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 94 | 10.84% | — | Dec 2012 | TRMVX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 59 | 11.45% | — | May 2011 | TRMVX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 70 | 11.17% | — | Dec 1991 | TRMVX vs FASGX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 35 | 5.97% | — | Aug 2005 | TRMVX vs BDJ | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 46 | 8.91% | — | Jul 2010 | TRMVX vs ASFYX | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 55 | 36.71% | — | Apr 2000 | TRMVX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 74 | 7.09% | — | Oct 2007 | TRMVX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 69 | 13.21% | — | Sep 1999 | TRMVX vs FAMRX |
Often Compared With TRMVX
Investors most often compare TRMVX with FXAIX, VTCLX, LEXCX. These 20 comparison targets span 9 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