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 199 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 | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | TRMVX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | — | Jun 2016 | TRMVX vs FLCOX | |
| 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 76. There are 79 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | TRMVX vs FGIPX | |
| Delaware Growth and Income Fund | 95 | — | Oct 1993 | TRMVX vs FGINX | |
| Al Frank Fund | 95 | — | May 2006 | TRMVX vs VALAX | |
| SA U.S. Value Fund | 94 | — | Aug 1999 | TRMVX vs SABTX | |
| Fidelity SAI U.S. Value Index Fund | 94 | — | Dec 2017 | TRMVX vs FSWCX |
Top Performing TRMVX Alternatives (YTD)
TRMVX is at 10.04% YTD. There are 129 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.71%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Focused Fund | 30.71% | — | May 1997 | TRMVX vs YAFFX | |
| PIMCO RAE US Fund | 24.12% | — | Jun 2015 | TRMVX vs PKAIX | |
| Al Frank Fund | 22.82% | — | May 2006 | TRMVX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 21.68% | — | Jun 2022 | TRMVX vs AVLVX | |
| PIMCO RAE PLUS Fund | 20.19% | — | Jun 2005 | TRMVX vs PXTIX |
Lowest Volatility Alternatives to TRMVX
TRMVX has 10.94% 1-year volatility. There are 162 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 2.95%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 2.95% | — | Sep 2017 | TRMVX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.65% | — | Feb 2021 | TRMVX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.15% | — | Dec 1973 | TRMVX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class C | 8.04% | — | Nov 1997 | TRMVX vs FLCCX | |
| Fidelity Advisor Large Cap Fund Class M | 8.04% | — | Feb 1996 | TRMVX vs FALGX |
Lowest Drawdown Alternatives to TRMVX
TRMVX has a 1-year max drawdown of -6.12%. There are 40 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.83%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Buffalo Flexible Income Fund | -2.83% | — | Aug 1994 | TRMVX vs BUFBX | |
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | TRMVX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | TRMVX vs HFCVX | |
| 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 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 | 71 | 21.03% | — | Jan 2000 | TRMVX vs NASDX | |
| Vanguard Financials Index Fund Admiral Shares | Financials Equities | 3 | -6.39% | 13.70B | Feb 2004 | TRMVX vs VFAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 77 | 5.64% | 11.90B | Sep 1994 | TRMVX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 63 | 10.53% | 28.60B | Sep 1994 | TRMVX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 66 | 10.87% | — | Jul 1993 | TRMVX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 26 | 11.44% | — | Sep 2021 | TRMVX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 62 | 12.11% | — | May 2011 | TRMVX vs LIVIX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 92 | 12.62% | — | Dec 2012 | TRMVX vs BDMIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 72 | 11.27% | — | Dec 1991 | TRMVX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 69 | 15.25% | — | Jul 2010 | TRMVX vs ASFYX |
Often Compared With TRMVX
Investors most often compare TRMVX with FXAIX, BDJ, LEXCX. These 20 comparison targets span 5 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