LDRAX Alternatives & Similar Mutual Funds

SEI Institutional Investments Trust Long Duration Fund (LDRAX) belongs to the Long-Term Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with LDRAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to LDRAX

LDRAX charges 0.14% annually. No mutual funds in the Long-Term Bond category have lower expense ratios; the lowest-cost alternatives shown here go as low as 0.14%.

Symbol	Name	Expense Ratio	AUM	Inception
SLDAX	SEI Institutional Investments Trust Long Duration ...	0.14%	—	Jun 2012	LDRAX vs SLDAX
RPLCX	T. Rowe Price Institutional Long Duration Credit F...	0.45%	—	Jun 2013	LDRAX vs RPLCX
PLRIX	PIMCO Long Duration Total Return Fund	0.50%	—	Aug 2006	LDRAX vs PLRIX
PTCIX	PIMCO Long-Term Credit Bond Fund	0.55%	—	Mar 2009	LDRAX vs PTCIX
DEEIX	Delaware Extended Duration Bond Fund	0.57%	—	Sep 1998	LDRAX vs DEEIX

Best Risk-Adjusted Alternatives to LDRAX

LDRAX has a PortfoliosLab risk / return rank of 7. There are 6 mutual funds in the Long-Term Bond category with higher risk-adjusted ranks, going as high as 27.

Symbol	Name	Risk / Return Rank	AUM	Inception
SOAIX	Spirit of America Income Fund	27	—	Dec 2008	LDRAX vs SOAIX
PTCIX	PIMCO Long-Term Credit Bond Fund	11	—	Mar 2009	LDRAX vs PTCIX
RPLCX	T. Rowe Price Institutional Long Duration Credit F...	10	—	Jun 2013	LDRAX vs RPLCX
PLRIX	PIMCO Long Duration Total Return Fund	9	—	Aug 2006	LDRAX vs PLRIX
DEEIX	Delaware Extended Duration Bond Fund	9	—	Sep 1998	LDRAX vs DEEIX

Top Performing LDRAX Alternatives (YTD)

LDRAX is at -0.88% YTD. There are 5 mutual funds in the Long-Term Bond category with higher YTD returns, going as high as 0.90%.

Symbol	Name	YTD Return	AUM	Inception
SOAIX	Spirit of America Income Fund	0.90%	—	Dec 2008	LDRAX vs SOAIX
PTCIX	PIMCO Long-Term Credit Bond Fund	-0.06%	—	Mar 2009	LDRAX vs PTCIX
DEEIX	Delaware Extended Duration Bond Fund	-0.40%	—	Sep 1998	LDRAX vs DEEIX
RPLCX	T. Rowe Price Institutional Long Duration Credit F...	-0.58%	—	Jun 2013	LDRAX vs RPLCX
PLRIX	PIMCO Long Duration Total Return Fund	-0.63%	—	Aug 2006	LDRAX vs PLRIX

Lowest Volatility Alternatives to LDRAX

LDRAX has 7.80% 1-year volatility. There are 4 mutual funds in the Long-Term Bond category with lower 1-year volatility, going as low as 3.87%.

Symbol	Name	Volatility 1Y	AUM	Inception
SOAIX	Spirit of America Income Fund	3.87%	—	Dec 2008	LDRAX vs SOAIX
DEEIX	Delaware Extended Duration Bond Fund	7.34%	—	Sep 1998	LDRAX vs DEEIX
SLDAX	SEI Institutional Investments Trust Long Duration ...	7.47%	—	Jun 2012	LDRAX vs SLDAX
RPLCX	T. Rowe Price Institutional Long Duration Credit F...	7.72%	—	Jun 2013	LDRAX vs RPLCX
PTCIX	PIMCO Long-Term Credit Bond Fund	7.91%	—	Mar 2009	LDRAX vs PTCIX

Lowest Drawdown Alternatives to LDRAX

LDRAX has a 1-year max drawdown of -5.34%. There are 4 mutual funds in the Long-Term Bond category with shallower 1-year drawdowns, going as shallow as -3.16%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
SOAIX	Spirit of America Income Fund	-3.16%	—	Dec 2008	LDRAX vs SOAIX
DEEIX	Delaware Extended Duration Bond Fund	-5.14%	—	Sep 1998	LDRAX vs DEEIX
RPLCX	T. Rowe Price Institutional Long Duration Credit F...	-5.19%	—	Jun 2013	LDRAX vs RPLCX
SLDAX	SEI Institutional Investments Trust Long Duration ...	-5.19%	—	Jun 2012	LDRAX vs SLDAX
PTCIX	PIMCO Long-Term Credit Bond Fund	-5.95%	—	Mar 2009	LDRAX vs PTCIX

Other Mutual Funds from SEI

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

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ENIAX	SEI Institutional Investments Trust Opportunistic ...	Ultrashort Bond	99	2.01%	—	Dec 2006	LDRAX vs ENIAX
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	Diversified Portfolio	99	1.67%	—	Nov 2003	LDRAX vs STDAX
SGYAX	SEI Institutional Investments Trust High Yield Bon...	High Yield Bonds	55	1.52%	—	Dec 2005	LDRAX vs SGYAX
SEATX	SEI Tax Exempt Trust Tax-Advantaged Income Fund	Intermediate Core-Plus Bond	64	2.56%	—	Sep 2007	LDRAX vs SEATX
SDLAX	SEI Institutional Investments Trust Dynamic Asset ...	Large Cap Blend Equities	51	10.04%	—	Jul 2010	LDRAX vs SDLAX
SPINX	SEI Institutional Investments Trust S&P 500 Index ...	S&P 500	66	11.29%	—	Dec 2013	LDRAX vs SPINX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	Diversified Portfolio	72	2.66%	—	Nov 2003	LDRAX vs SICIX
SIEMX	SEI Institutional International Trust Emerging Mar...	Emerging Markets Diversified	78	23.02%	—	Jan 1995	LDRAX vs SIEMX
SEITX	SEI Institutional International Trust Internationa...	Foreign Large Cap Equities	53	11.04%	—	Dec 1989	LDRAX vs SEITX
CAVAX	SEI Catholic Values Trust Catholic Values Equity F...	Large Cap Blend Equities	42	9.50%	—	Apr 2015	LDRAX vs CAVAX

Often Compared With LDRAX

Investors most often compare LDRAX with VAGU.L, SEIMX, SBIFX. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VAGU.L	Vanguard Global Aggregate Bond UCITS ETF USD Hedge...	Global Bonds	27	0.04%	6.20B	Jun 2019	LDRAX vs VAGU.L
SEIMX	SEI Tax Exempt Trust Intermediate-Term Municipal F...	Municipal Bonds	69	1.35%	—	Sep 1989	LDRAX vs SEIMX
SBIFX	Sextant Bond Income Fund	Long-Term Bond	—	—	—	Feb 1993	LDRAX vs SBIFX
SPIIX	SEI S&P 500 Index Fund Class I	Large Cap Blend Equities	59	10.90%	—	Jun 2002	LDRAX vs SPIIX
SSMAX	SEI Institutional Investments Trust Small/Mid Cap ...	Small Cap Blend Equities	32	14.61%	—	Dec 2003	LDRAX vs SSMAX
SISAX	SEI Asset Allocation Trust Tax-Managed Aggressive ...	Diversified Portfolio	64	9.82%	—	Nov 2003	LDRAX vs SISAX
SCPAX	SEI Institutional Investments Trust Large Cap Disc...	Large Cap Blend Equities	80	12.22%	—	Aug 2003	LDRAX vs SCPAX
SRWAX	SEI Asset Allocation Trust Market Growth Strategy ...	Diversified Portfolio	77	8.87%	—	Nov 2003	LDRAX vs SRWAX
SIDCX	SEI Institutional Investments Trust Intermediate D...	Corporate Bonds	18	-0.04%	—	Mar 2015	LDRAX vs SIDCX
SKTAX	SEI Asset Allocation Trust Core Market Strategy Al...	Diversified Portfolio	64	9.84%	—	Nov 2003	LDRAX vs SKTAX
SLDBX	SEI Institutional Investments Trust Limited Durati...	Short-Term Bond	83	0.84%	—	Jul 2014	LDRAX vs SLDBX
SUMAX	SEI Tax Exempt Trust Short Duration Municipal Fund	Municipal Bonds	92	1.13%	—	Nov 2003	LDRAX vs SUMAX
LCIAX	SEI Institutional Investments Trust Large Cap Inde...	Large Cap Blend Equities	63	11.23%	—	Apr 2002	LDRAX vs LCIAX
SGOAX	SEI Asset Allocation Trust Market Growth Strategy ...	Diversified Portfolio	64	9.83%	—	Nov 2003	LDRAX vs SGOAX
SECAX	SEI Institutional Investments Trust Small Cap II F...	Small Cap Blend Equities	70	18.56%	—	Apr 2012	LDRAX vs SECAX
SMAAX	SEI Tax-Exempt Trust Massachusetts Municipal Bond ...	Municipal Bonds	47	0.26%	—	Aug 1998	LDRAX vs SMAAX
WEUSX	SEI Institutional Investments Trust World Equity E...	Foreign Large Cap Equities	49	12.26%	—	Mar 2005	LDRAX vs WEUSX
SMQFX	SEI Institutional Investments Trust Emerging Marke...	Emerging Markets Diversified	79	20.56%	—	Oct 2014	LDRAX vs SMQFX
SUSAX	SEI Institutional Investments Trust Ultra Short Du...	Ultrashort Bond	98	1.50%	—	Feb 2011	LDRAX vs SUSAX
SMOAX	SEI Asset Allocation Trust Moderate Strategy Fund	Diversified Portfolio	70	4.55%	—	Nov 2003	LDRAX vs SMOAX

Compare LDRAX with Any Fund or Stock

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

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Diversifiers

Pair LDRAX with funds that move differently

SEI Institutional Investments Trust Long Duration Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LDRAX.

Explore LDRAX Diversifiers

SEI Institutional Investments Trust Long Duration Fund (LDRAX) Alternatives