CFVAX Alternatives & Similar Mutual Funds

SEI Catholic Values Trust Catholic Values Fixed Income Fund (CFVAX) belongs to the Intermediate Core-Plus Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CFVAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to CFVAX

CFVAX charges 0.71% annually. There are 87 mutual funds in the Intermediate Core-Plus Bond category with lower expense ratios, going as low as 0.16%.

Symbol	Name	Expense Ratio	AUM	Inception
MCFIX	Mercer Core Fixed Income Fund	0.16%	—	Aug 2005	CFVAX vs MCFIX
SSASX	State Street Income Fund	0.20%	—	Jan 1980	CFVAX vs SSASX
EINFX	Elfun Income Fund	0.29%	—	Dec 1984	CFVAX vs EINFX
TIBDX	TIAA-CREF Core Bond Fund	0.29%	—	Jul 1999	CFVAX vs TIBDX
BCPIX	Brandes Core Plus Fixed Income Fund	0.30%	—	Dec 2007	CFVAX vs BCPIX

Best Risk-Adjusted Alternatives to CFVAX

CFVAX has a PortfoliosLab risk / return rank of 18. There are 115 mutual funds in the Intermediate Core-Plus Bond category with higher risk-adjusted ranks, going as high as 98.

Symbol	Name	Risk / Return Rank	AUM	Inception
HOBIX	Holbrook Income Fund Class I	98	—	Jul 2016	CFVAX vs HOBIX
LCTIX	Leader Capital High Quality Income Fund Institutio...	92	—	Jul 2010	CFVAX vs LCTIX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	89	—	Jul 2010	CFVAX vs LCTRX
MDVAX	MassMutual Diversified Bond Fund	83	—	May 1999	CFVAX vs MDVAX
GUGAX	GMO Multi-Sector Fixed Income Fund	74	—	Apr 1997	CFVAX vs GUGAX

Top Performing CFVAX Alternatives (YTD)

CFVAX is at 0.05% YTD. There are 96 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 2.73%.

Symbol	Name	YTD Return	AUM	Inception
NPCT	Nuveen Core Plus Impact Fund	2.73%	—	Apr 2021	CFVAX vs NPCT
PGSIX	Putnam Mortgage Securities Fund	2.64%	—	Feb 1984	CFVAX vs PGSIX
MDVAX	MassMutual Diversified Bond Fund	2.47%	—	May 1999	CFVAX vs MDVAX
HOBIX	Holbrook Income Fund Class I	2.32%	—	Jul 2016	CFVAX vs HOBIX
SEATX	SEI Tax Exempt Trust Tax-Advantaged Income Fund	2.10%	—	Sep 2007	CFVAX vs SEATX

Lowest Volatility Alternatives to CFVAX

CFVAX has 4.08% 1-year volatility. There are 93 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.04%.

Symbol	Name	Volatility 1Y	AUM	Inception
AMFIX	AAMA Income Fund	1.04%	—	Jun 2017	CFVAX vs AMFIX
ARINX	Archer Income Fund	1.79%	—	Mar 2011	CFVAX vs ARINX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	1.91%	—	Jul 2010	CFVAX vs LCTRX
LCTIX	Leader Capital High Quality Income Fund Institutio...	1.97%	—	Jul 2010	CFVAX vs LCTIX
HOBIX	Holbrook Income Fund Class I	2.01%	—	Jul 2016	CFVAX vs HOBIX

Lowest Drawdown Alternatives to CFVAX

CFVAX has a 1-year max drawdown of -3.22%. There are 105 mutual funds in the Intermediate Core-Plus Bond category with shallower 1-year drawdowns, going as shallow as -0.51%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
HOBIX	Holbrook Income Fund Class I	-0.51%	—	Jul 2016	CFVAX vs HOBIX
AMFIX	AAMA Income Fund	-0.74%	—	Jun 2017	CFVAX vs AMFIX
GUGAX	GMO Multi-Sector Fixed Income Fund	-1.16%	—	Apr 1997	CFVAX vs GUGAX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	-1.17%	—	Jul 2010	CFVAX vs LCTRX
LCTIX	Leader Capital High Quality Income Fund Institutio...	-1.17%	—	Jul 2010	CFVAX vs LCTIX

Other Mutual Funds from SEI

The 10 most viewed SEI mutual funds shown here include ENIAX, SGYAX, STDAX and span 8 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ENIAX	SEI Institutional Investments Trust Opportunistic ...	Ultrashort Bond	100	1.52%	—	Dec 2006	CFVAX vs ENIAX
SGYAX	SEI Institutional Investments Trust High Yield Bon...	High Yield Bonds	59	1.44%	—	Dec 2005	CFVAX vs SGYAX
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	Diversified Portfolio	99	1.30%	—	Nov 2003	CFVAX vs STDAX
SDLAX	SEI Institutional Investments Trust Dynamic Asset ...	Large Cap Blend Equities	56	9.83%	—	Jul 2010	CFVAX vs SDLAX
SIEMX	SEI Institutional International Trust Emerging Mar...	Emerging Markets Diversified	90	28.33%	—	Jan 1995	CFVAX vs SIEMX
SPINX	SEI Institutional Investments Trust S&P 500 Index ...	S&P 500	67	10.83%	—	Dec 2013	CFVAX vs SPINX
SEITX	SEI Institutional International Trust Internationa...	Foreign Large Cap Equities	43	10.19%	—	Dec 1989	CFVAX vs SEITX
CAVAX	SEI Catholic Values Trust Catholic Values Equity F...	Large Cap Blend Equities	43	9.03%	—	Apr 2015	CFVAX vs CAVAX
SEIMX	SEI Tax Exempt Trust Intermediate-Term Municipal F...	Municipal Bonds	67	1.27%	—	Sep 1989	CFVAX vs SEIMX
SBDAX	SEI Tax Exempt Trust California Municipal Bond Fun...	Municipal Bonds	54	0.18%	—	Aug 1998	CFVAX vs SBDAX

Often Compared With CFVAX

Investors most often compare CFVAX with FTEC, SPIIX, SMSAX. These 11 comparison targets span 5 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FTEC	Fidelity MSCI Information Technology Index ETF	Technology Equities	77	30.73%	17.89B	Oct 2013	CFVAX vs FTEC
SPIIX	SEI S&P 500 Index Fund Class I	Large Cap Blend Equities	63	10.51%	—	Jun 2002	CFVAX vs SPIIX
SMSAX	SEI Institutional Managed Trust Multi-Strategy Alt...	Multistrategy	90	7.03%	—	Mar 2010	CFVAX vs SMSAX
BCOIX	Baird Core Plus Bond Fund	Intermediate Core-Plus Bond	28	0.25%	—	Sep 2000	CFVAX vs BCOIX
LMSMX	Western Asset SMASh Series M Fund	Intermediate Core-Plus Bond	42	0.85%	—	Dec 2006	CFVAX vs LMSMX
TGRNX	TIAA-CREF Green Bond Fund	Intermediate Core-Plus Bond	35	0.46%	—	Nov 2018	CFVAX vs TGRNX
MWIGX	Metropolitan West Investment Grade Credit Fund	Intermediate Core-Plus Bond	35	0.20%	—	Jun 2018	CFVAX vs MWIGX
AAIIX	Ancora Income Fund	Intermediate Core-Plus Bond	29	1.96%	—	Jan 2004	CFVAX vs AAIIX
TGLMX	TCW Total Return Bond Fund	Intermediate Core-Plus Bond	38	0.99%	—	Jun 1993	CFVAX vs TGLMX
TNUIX	1290 Diversified Bond Fund	Intermediate Core-Plus Bond	24	1.71%	—	Jul 2015	CFVAX vs TNUIX
LDRAX	SEI Institutional Investments Trust Long Duration ...	Long-Term Bond	12	0.25%	—	Apr 2004	CFVAX vs LDRAX

Compare CFVAX with Any Fund or Stock

Compare CFVAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Pair CFVAX with funds that move differently

SEI Catholic Values Trust Catholic Values Fixed Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CFVAX.

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SEI Catholic Values Trust Catholic Values Fixed Income Fund (CFVAX) Alternatives