SEI Institutional Managed Trust Large Cap Value Fund (TRMVX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to TRMVX
TRMVX charges 0.89% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among TRMVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | TRMVX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | TRMVX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | TRMVX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | TRMVX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | TRMVX vs TILVX |
Best Risk-Adjusted Alternatives to TRMVX
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 | TRMVX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | TRMVX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | TRMVX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | TRMVX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | TRMVX vs VALAX |
Top Performing TRMVX Alternatives (YTD)
TRMVX 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 | TRMVX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | TRMVX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | TRMVX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | TRMVX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | TRMVX vs HFCVX |
Lowest Volatility Alternatives to TRMVX
TRMVX 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 | TRMVX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | TRMVX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | TRMVX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | TRMVX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | TRMVX vs ACIIX |
Lowest Drawdown Alternatives to TRMVX
TRMVX 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 | TRMVX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | TRMVX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | TRMVX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | TRMVX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | TRMVX vs PSECX |
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Often Compared With TRMVX
What investors most often compare with TRMVX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 46 | -7.05% | Feb 17, 1988 | TRMVX vs FXAIX |
Compare TRMVX with Any Fund or Stock
Compare TRMVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.