SCOAX Alternatives & Similar Mutual Funds

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

Cheapest Alternatives to SCOAX

SCOAX charges 0.36% annually. There are 33 mutual funds in the Intermediate Core Bond category with lower expense ratios, going as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
FMBPX	Federated Hermes Mortgage Strategy Portfolio	0.02%	—	Dec 2007	SCOAX vs FMBPX
SSAFX	State Street Aggregate Bond Index Portfolio	0.02%	—	Sep 2014	SCOAX vs SSAFX
QDIBX	Fisher Investments Institutional Group Fixed Incom...	0.03%	—	Dec 2019	SCOAX vs QDIBX
QDVBX	Fisher Investments Institutional Group ESG Fixed I...	0.04%	—	Dec 2019	SCOAX vs QDVBX
WFBIX	iShares U.S. Aggregate Bond Index Fund	0.05%	—	Jul 1993	SCOAX vs WFBIX

Best Risk-Adjusted Alternatives to SCOAX

SCOAX has a PortfoliosLab risk / return rank of 21. There are 50 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 64.

Symbol	Name	Risk / Return Rank	AUM	Inception
LSSAX	Loomis Sayles Securitized Asset Fund	64	—	Mar 2006	SCOAX vs LSSAX
PCGTX	PACE Mortgage-Backed Securities Fixed Income Inves...	54	—	Aug 1995	SCOAX vs PCGTX
STWTX	Hartford Schroders Tax-Aware Bond Fund	53	—	Oct 2011	SCOAX vs STWTX
MCDWX	Manning & Napier Credit Series	44	—	Apr 2020	SCOAX vs MCDWX
DFXIX	DFA Diversified Fixed Income Portfolio	39	—	Aug 2016	SCOAX vs DFXIX

Top Performing SCOAX Alternatives (YTD)

SCOAX is at 0.30% YTD. There are 57 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 3.21%.

Symbol	Name	YTD Return	AUM	Inception
PCGTX	PACE Mortgage-Backed Securities Fixed Income Inves...	3.21%	—	Aug 1995	SCOAX vs PCGTX
DUTMX	Dupree Taxable Municipal Bond Fund	1.56%	—	Nov 2010	SCOAX vs DUTMX
LSSAX	Loomis Sayles Securitized Asset Fund	1.49%	—	Mar 2006	SCOAX vs LSSAX
STWTX	Hartford Schroders Tax-Aware Bond Fund	1.28%	—	Oct 2011	SCOAX vs STWTX
MCBDX	MassMutual Core Bond Fund	0.96%	—	Sep 1994	SCOAX vs MCBDX

Lowest Volatility Alternatives to SCOAX

SCOAX has 4.02% 1-year volatility. There are 78 mutual funds in the Intermediate Core Bond category with lower 1-year volatility, going as low as 2.49%.

Symbol	Name	Volatility 1Y	AUM	Inception
BIMIX	Baird Intermediate Bond Fund Class Institutional	2.49%	—	Sep 2000	SCOAX vs BIMIX
BIMSX	Baird Intermediate Bond Fund	2.50%	—	Sep 2000	SCOAX vs BIMSX
FEDUX	Fidelity Education Income Fund	2.50%	—	Mar 2021	SCOAX vs FEDUX
DFXIX	DFA Diversified Fixed Income Portfolio	2.59%	—	Aug 2016	SCOAX vs DFXIX
JIBEX	Johnson Institutional Intermediate Bond Fund	2.74%	—	Aug 2000	SCOAX vs JIBEX

Lowest Drawdown Alternatives to SCOAX

SCOAX has a 1-year max drawdown of -3.06%. There are 67 mutual funds in the Intermediate Core Bond category with shallower 1-year drawdowns, going as shallow as -1.69%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
DFXIX	DFA Diversified Fixed Income Portfolio	-1.69%	—	Aug 2016	SCOAX vs DFXIX
FEDUX	Fidelity Education Income Fund	-1.72%	—	Mar 2021	SCOAX vs FEDUX
BIMSX	Baird Intermediate Bond Fund	-1.87%	—	Sep 2000	SCOAX vs BIMSX
BIMIX	Baird Intermediate Bond Fund Class Institutional	-2.07%	—	Sep 2000	SCOAX vs BIMIX
FTHRX	Fidelity Intermediate Bond Fund	-2.11%	—	May 1975	SCOAX vs FTHRX

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	1.65%	—	Dec 2006	SCOAX vs ENIAX
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	Diversified Portfolio	99	1.48%	—	Nov 2003	SCOAX vs STDAX
SGYAX	SEI Institutional Investments Trust High Yield Bon...	High Yield Bonds	60	1.29%	—	Dec 2005	SCOAX vs SGYAX
SEATX	SEI Tax Exempt Trust Tax-Advantaged Income Fund	Intermediate Core-Plus Bond	48	2.33%	—	Sep 2007	SCOAX vs SEATX
SDLAX	SEI Institutional Investments Trust Dynamic Asset ...	Large Cap Blend Equities	54	8.79%	—	Jul 2010	SCOAX vs SDLAX
SPINX	SEI Institutional Investments Trust S&P 500 Index ...	S&P 500	67	10.16%	—	Dec 2013	SCOAX vs SPINX
SIEMX	SEI Institutional International Trust Emerging Mar...	Emerging Markets Diversified	87	28.97%	—	Jan 1995	SCOAX vs SIEMX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	Diversified Portfolio	62	2.10%	—	Nov 2003	SCOAX vs SICIX
SEITX	SEI Institutional International Trust Internationa...	Foreign Large Cap Equities	50	10.89%	—	Dec 1989	SCOAX vs SEITX
CAVAX	SEI Catholic Values Trust Catholic Values Equity F...	Large Cap Blend Equities	45	8.61%	—	Apr 2015	SCOAX vs CAVAX

Often Compared With SCOAX

Investors most often compare SCOAX with RBFFX, CLDAX, CFBNX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
RBFFX	American Funds The Bond Fund of America	Intermediate Core Bond	20	0.13%	—	Aug 2008	SCOAX vs RBFFX
CLDAX	Calvert Core Bond Fund	Intermediate Core Bond	18	-0.04%	—	Dec 2004	SCOAX vs CLDAX
CFBNX	Commerce Bond Fund	Intermediate Core Bond	22	0.41%	—	Dec 1994	SCOAX vs CFBNX
KCCIX	Knights of Columbus Core Bond Fund	Intermediate Core Bond	26	0.78%	—	Feb 2015	SCOAX vs KCCIX
TAUSX	John Hancock Investment Grade Bond Fund	Intermediate Core Bond	20	0.20%	—	Dec 1991	SCOAX vs TAUSX
VBMFX	Vanguard Total Bond Market Index Fund	Intermediate Core Bond	20	0.38%	—	Dec 1986	SCOAX vs VBMFX
MBOAX	Madison Core Bond Fund	Intermediate Core Bond	21	0.34%	—	Dec 1997	SCOAX vs MBOAX
TAIBX	PGIM Core Bond Fund	Intermediate Core Bond	21	0.47%	—	Jan 1993	SCOAX vs TAIBX
MSTRX	Morningstar Total Return Bond Fund	Intermediate Core Bond	13	-0.03%	—	Nov 2018	SCOAX vs MSTRX
SCCIX	Carillon Reams Core Bond Fund	Intermediate Core Bond	24	0.78%	—	Feb 2001	SCOAX vs SCCIX
SBI	Western Asset Intermediate Muni Fund Inc.	Intermediate Core Bond	51	5.27%	—	—	SCOAX vs SBI
JCBUX	JPMorgan Core Bond Fund Class R6	Intermediate Core Bond	22	0.61%	—	Feb 2005	SCOAX vs JCBUX
SMSAX	SEI Institutional Managed Trust Multi-Strategy Alt...	Multistrategy	90	7.53%	—	Mar 2010	SCOAX vs SMSAX
FSMOX	Fidelity SAI Investment Grade Securitized Fund	Intermediate Core Bond	36	0.88%	—	May 2023	SCOAX vs FSMOX
TBIIX	TIAA-CREF Bond Index Fund	Intermediate Core Bond	21	0.41%	—	Sep 2009	SCOAX vs TBIIX
OWFIX	Old Westbury Fixed Income Fund	Intermediate Core Bond	21	-0.01%	—	Mar 1998	SCOAX vs OWFIX
APBDX	Cavanal Hill Bond Fund	Intermediate Core Bond	20	0.41%	—	Sep 1990	SCOAX vs APBDX
CRAIX	CCM Community Impact Bond Fund	Intermediate Core Bond	29	0.36%	—	Aug 1999	SCOAX vs CRAIX
NWJJX	Nationwide Loomis Core Bond Fund	Intermediate Core Bond	19	0.45%	—	Feb 1984	SCOAX vs NWJJX
DHRAX	Diamond Hill Core Bond Fund	Intermediate Core Bond	23	0.70%	—	Jul 2016	SCOAX vs DHRAX

Compare SCOAX with Any Fund or Stock

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

Symbol name

Diversifiers

Pair SCOAX with funds that move differently

SEI Institutional Investments Trust Core Fixed Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SCOAX.

Explore SCOAX Diversifiers

SEI Institutional Investments Trust Core Fixed Income Fund (SCOAX) Alternatives