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

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 funds that fit a different role in your portfolio.

Cheapest Alternatives to CFVAX

CFVAX charges 0.71% annually. Among mutual funds in the Intermediate Core-Plus Bond category, these options have the lowest expense ratios among CFVAX alternatives.

Symbol	Name	Expense Ratio	Inception
MCFIX	Mercer Core Fixed Income Fund	0.16%	Aug 15, 2005	CFVAX vs MCFIX
SSASX	State Street Income Fund	0.20%	Jan 2, 1980	CFVAX vs SSASX
EINFX	Elfun Income Fund	0.29%	Dec 31, 1984	CFVAX vs EINFX
TIBDX	TIAA-CREF Core Bond Fund	0.29%	Jul 1, 1999	CFVAX vs TIBDX
BCOIX	Baird Core Plus Bond Fund	0.30%	Sep 29, 2000	CFVAX vs BCOIX

Best Risk-Adjusted Alternatives to CFVAX

Among mutual funds in the Intermediate Core-Plus Bond 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
HOBIX	Holbrook Income Fund Class I	99	Jul 6, 2016	CFVAX vs HOBIX
AMFIX	AAMA Income Fund	98	Jun 30, 2017	CFVAX vs AMFIX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	94	Jul 30, 2010	CFVAX vs LCTRX
ARINX	Archer Income Fund	87	Mar 11, 2011	CFVAX vs ARINX
MDVAX	MassMutual Diversified Bond Fund	80	May 3, 1999	CFVAX vs MDVAX

Top Performing CFVAX Alternatives (YTD)

CFVAX alternatives from the Intermediate Core-Plus Bond category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
NPCT	Nuveen Core Plus Impact Fund	3.03%	Apr 28, 2021	CFVAX vs NPCT
GUGAX	GMO Multi-Sector Fixed Income Fund	0.96%	Apr 30, 1997	CFVAX vs GUGAX
PGSIX	Putnam Mortgage Securities Fund	0.88%	Feb 8, 1984	CFVAX vs PGSIX
HOBIX	Holbrook Income Fund Class I	0.82%	Jul 6, 2016	CFVAX vs HOBIX
TGLMX	TCW Total Return Bond Fund	0.57%	Jun 17, 1993	CFVAX vs TGLMX

Lowest Volatility Alternatives to CFVAX

CFVAX alternatives from the Intermediate Core-Plus Bond category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
AMFIX	AAMA Income Fund	0.98%	Jun 30, 2017	CFVAX vs AMFIX
ARINX	Archer Income Fund	1.85%	Mar 11, 2011	CFVAX vs ARINX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	1.90%	Jul 30, 2010	CFVAX vs LCTRX
HOBIX	Holbrook Income Fund Class I	2.09%	Jul 6, 2016	CFVAX vs HOBIX
TGRNX	TIAA-CREF Green Bond Fund	3.36%	Nov 16, 2018	CFVAX vs TGRNX

Lowest Drawdown Alternatives to CFVAX

CFVAX alternatives from the Intermediate Core-Plus Bond category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
HOBIX	Holbrook Income Fund Class I	-0.72%	Jul 6, 2016	CFVAX vs HOBIX
AMFIX	AAMA Income Fund	-0.74%	Jun 30, 2017	CFVAX vs AMFIX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	-1.17%	Jul 30, 2010	CFVAX vs LCTRX
ARINX	Archer Income Fund	-1.63%	Mar 11, 2011	CFVAX vs ARINX
MWIGX	Metropolitan West Investment Grade Credit Fund	-2.35%	Jun 29, 2018	CFVAX vs MWIGX

Other Mutual Funds from SEI

Most popular SEI mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
ENIAX	SEI Institutional Investments Trust Opportunistic ...	Ultrashort Bond	92	0.38%	Dec 13, 2006	CFVAX vs ENIAX
SDLAX	SEI Institutional Investments Trust Dynamic Asset ...	Large Cap Blend Equities	40	-8.11%	Jul 30, 2010	CFVAX vs SDLAX
SGYAX	SEI Institutional Investments Trust High Yield Bon...	High Yield Bonds	78	-1.71%	Dec 5, 2005	CFVAX vs SGYAX
SPINX	SEI Institutional Investments Trust S&P 500 Index ...	S&P 500	45	-7.09%	Dec 18, 2013	CFVAX vs SPINX
SEITX	SEI Institutional International Trust Internationa...	Foreign Large Cap Equities	73	-0.69%	Dec 20, 1989	CFVAX vs SEITX
SEATX	SEI Tax Exempt Trust Tax-Advantaged Income Fund	Intermediate Core-Plus Bond	14	-0.47%	Sep 4, 2007	CFVAX vs SEATX
SPIIX	SEI S&P 500 Index Fund Class I	Large Cap Blend Equities	40	-7.22%	Jun 28, 2002	CFVAX vs SPIIX
SIEMX	SEI Institutional International Trust Emerging Mar...	Emerging Markets Diversified	85	0.85%	Jan 16, 1995	CFVAX vs SIEMX
CAVAX	SEI Catholic Values Trust Catholic Values Equity F...	Large Cap Blend Equities	36	-5.19%	Apr 30, 2015	CFVAX vs CAVAX
SEIMX	SEI Tax Exempt Trust Intermediate-Term Municipal F...	Municipal Bonds	60	-0.70%	Sep 4, 1989	CFVAX vs SEIMX

Often Compared With CFVAX

What investors most often compare with CFVAX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
FTEC	Fidelity MSCI Information Technology Index ETF	Technology Equities	68	-7.30%	Oct 21, 2013	CFVAX vs FTEC

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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SEI Catholic Values Trust Catholic Values Fixed Income Fund

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