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 4. There are 5 mutual funds in the Long-Term Bond category with higher risk-adjusted ranks, going as high as 18.

Symbol	Name	Risk / Return Rank	AUM	Inception
SOAIX	Spirit of America Income Fund	18	—	Dec 2008	LDRAX vs SOAIX
PTCIX	PIMCO Long-Term Credit Bond Fund	6	—	Mar 2009	LDRAX vs PTCIX
PLRIX	PIMCO Long Duration Total Return Fund	5	—	Aug 2006	LDRAX vs PLRIX
RPLCX	T. Rowe Price Institutional Long Duration Credit F...	5	—	Jun 2013	LDRAX vs RPLCX
DEEIX	Delaware Extended Duration Bond Fund	4	—	Sep 1998	LDRAX vs DEEIX

Top Performing LDRAX Alternatives (YTD)

LDRAX is at -3.50% YTD. There are 5 mutual funds in the Long-Term Bond category with higher YTD returns, going as high as -0.32%.

Symbol	Name	YTD Return	AUM	Inception
SOAIX	Spirit of America Income Fund	-0.32%	—	Dec 2008	LDRAX vs SOAIX
PTCIX	PIMCO Long-Term Credit Bond Fund	-2.61%	—	Mar 2009	LDRAX vs PTCIX
DEEIX	Delaware Extended Duration Bond Fund	-3.02%	—	Sep 1998	LDRAX vs DEEIX
PLRIX	PIMCO Long Duration Total Return Fund	-3.31%	—	Aug 2006	LDRAX vs PLRIX
RPLCX	T. Rowe Price Institutional Long Duration Credit F...	-3.41%	—	Jun 2013	LDRAX vs RPLCX

Lowest Volatility Alternatives to LDRAX

LDRAX has 7.71% 1-year volatility. There are 3 mutual funds in the Long-Term Bond category with lower 1-year volatility, going as low as 3.90%.

Symbol	Name	Volatility 1Y	AUM	Inception
SOAIX	Spirit of America Income Fund	3.90%	—	Dec 2008	LDRAX vs SOAIX
DEEIX	Delaware Extended Duration Bond Fund	7.30%	—	Sep 1998	LDRAX vs DEEIX
SLDAX	SEI Institutional Investments Trust Long Duration ...	7.42%	—	Jun 2012	LDRAX vs SLDAX
RPLCX	T. Rowe Price Institutional Long Duration Credit F...	7.74%	—	Jun 2013	LDRAX vs RPLCX
PTCIX	PIMCO Long-Term Credit Bond Fund	7.87%	—	Mar 2009	LDRAX vs PTCIX

Lowest Drawdown Alternatives to LDRAX

LDRAX has a 1-year max drawdown of -6.04%. There are 5 mutual funds in the Long-Term Bond category with shallower 1-year drawdowns, going as shallow as -3.25%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
SOAIX	Spirit of America Income Fund	-3.25%	—	Dec 2008	LDRAX vs SOAIX
DEEIX	Delaware Extended Duration Bond Fund	-5.40%	—	Sep 1998	LDRAX vs DEEIX
RPLCX	T. Rowe Price Institutional Long Duration Credit F...	-5.60%	—	Jun 2013	LDRAX vs RPLCX
PTCIX	PIMCO Long-Term Credit Bond Fund	-5.95%	—	Mar 2009	LDRAX vs PTCIX
SLDAX	SEI Institutional Investments Trust Long Duration ...	-5.95%	—	Jun 2012	LDRAX vs SLDAX

Other Mutual Funds from SEI

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

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ENIAX	SEI Institutional Investments Trust Opportunistic ...	Ultrashort Bond	100	2.27%	—	Dec 2006	LDRAX vs ENIAX
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	Diversified Portfolio	99	1.58%	—	Nov 2003	LDRAX vs STDAX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	Diversified Portfolio	85	3.12%	—	Nov 2003	LDRAX vs SICIX
SGYAX	SEI Institutional Investments Trust High Yield Bon...	High Yield Bonds	35	0.93%	—	Dec 2005	LDRAX vs SGYAX
SDLAX	SEI Institutional Investments Trust Dynamic Asset ...	Large Cap Blend Equities	48	9.15%	—	Jul 2010	LDRAX vs SDLAX
SEATX	SEI Tax Exempt Trust Tax-Advantaged Income Fund	Intermediate Core-Plus Bond	50	1.08%	—	Sep 2007	LDRAX vs SEATX
SPINX	SEI Institutional Investments Trust S&P 500 Index ...	S&P 500	59	10.09%	—	Dec 2013	LDRAX vs SPINX
SIEMX	SEI Institutional International Trust Emerging Mar...	Emerging Markets Equities	68	19.26%	—	Jan 1995	LDRAX vs SIEMX
CAVAX	SEI Catholic Values Trust Catholic Values Equity F...	Large Cap Blend Equities	56	10.38%	—	Apr 2015	LDRAX vs CAVAX
SEITX	SEI Institutional International Trust Internationa...	Foreign Large Cap Equities	78	13.59%	—	Dec 1989	LDRAX vs SEITX

Often Compared With LDRAX

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

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SEIMX	SEI Tax Exempt Trust Intermediate-Term Municipal F...	Municipal Bonds	56	-0.10%	—	Sep 1989	LDRAX vs SEIMX
VAGU.L	Vanguard Global Aggregate Bond UCITS ETF USD Hedge...	Global Bonds	22	-0.04%	685.72M	Jun 2019	LDRAX vs VAGU.L
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	52	9.65%	—	Jun 2002	LDRAX vs SPIIX
SSMAX	SEI Institutional Investments Trust Small/Mid Cap ...	Small Cap Blend Equities	45	14.30%	—	Dec 2003	LDRAX vs SSMAX
SISAX	SEI Asset Allocation Trust Tax-Managed Aggressive ...	Diversified Portfolio	75	10.30%	—	Nov 2003	LDRAX vs SISAX
SCPAX	SEI Institutional Investments Trust Large Cap Disc...	Large Cap Blend Equities	80	12.69%	—	Aug 2003	LDRAX vs SCPAX
SRWAX	SEI Asset Allocation Trust Market Growth Strategy ...	Diversified Portfolio	81	8.87%	—	Nov 2003	LDRAX vs SRWAX
SKTAX	SEI Asset Allocation Trust Core Market Strategy Al...	Diversified Portfolio	76	10.29%	—	Nov 2003	LDRAX vs SKTAX
SECAX	SEI Institutional Investments Trust Small Cap II F...	Small Cap Blend Equities	81	18.11%	—	Apr 2012	LDRAX vs SECAX
LCIAX	SEI Institutional Investments Trust Large Cap Inde...	Large Cap Blend Equities	55	9.98%	—	Apr 2002	LDRAX vs LCIAX
SIDCX	SEI Institutional Investments Trust Intermediate D...	Corporate Bonds	10	-1.18%	—	Mar 2015	LDRAX vs SIDCX
SLDBX	SEI Institutional Investments Trust Limited Durati...	Short-Term Bond	80	0.73%	—	Jul 2014	LDRAX vs SLDBX
SUMAX	SEI Tax Exempt Trust Short Duration Municipal Fund	Municipal Bonds	82	0.83%	—	Nov 2003	LDRAX vs SUMAX
SGOAX	SEI Asset Allocation Trust Market Growth Strategy ...	Diversified Portfolio	75	10.32%	—	Nov 2003	LDRAX vs SGOAX
WEUSX	SEI Institutional Investments Trust World Equity E...	Foreign Large Cap Equities	72	13.84%	—	Mar 2005	LDRAX vs WEUSX
SMAAX	SEI Tax-Exempt Trust Massachusetts Municipal Bond ...	Municipal Bonds	20	-1.21%	—	Aug 1998	LDRAX vs SMAAX
SMQFX	SEI Institutional Investments Trust Emerging Marke...	Emerging Markets Equities	73	18.65%	—	Oct 2014	LDRAX vs SMQFX
SMOAX	SEI Asset Allocation Trust Moderate Strategy Fund	Diversified Portfolio	81	4.96%	—	Nov 2003	LDRAX vs SMOAX
SUSAX	SEI Institutional Investments Trust Ultra Short Du...	Ultrashort Bond	98	1.50%	—	Feb 2011	LDRAX vs SUSAX

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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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.

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SEI Institutional Investments Trust Long Duration Fund (LDRAX) Alternatives