SEATX Alternatives & Similar Mutual Funds

SEI Tax Exempt Trust Tax-Advantaged Income Fund (SEATX) 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 SEATX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to SEATX

SEATX charges 0.86% annually. There are 107 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	SEATX vs MCFIX
SSASX	State Street Income Fund	0.20%	—	Jan 1980	SEATX vs SSASX
EINFX	Elfun Income Fund	0.29%	—	Dec 1984	SEATX vs EINFX
TIBDX	TIAA-CREF Core Bond Fund	0.29%	—	Jul 1999	SEATX vs TIBDX
BCOIX	Baird Core Plus Bond Fund	0.30%	—	Sep 2000	SEATX vs BCOIX

Best Risk-Adjusted Alternatives to SEATX

SEATX has a PortfoliosLab risk / return rank of 66. There are 6 mutual funds in the Intermediate Core-Plus Bond category with higher risk-adjusted ranks, going as high as 99.

Symbol	Name	Risk / Return Rank	AUM	Inception
HOBIX	Holbrook Income Fund Class I	99	—	Jul 2016	SEATX vs HOBIX
LCTIX	Leader Capital High Quality Income Fund Institutio...	95	—	Jul 2010	SEATX vs LCTIX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	94	—	Jul 2010	SEATX vs LCTRX
GUGAX	GMO Multi-Sector Fixed Income Fund	89	—	Apr 1997	SEATX vs GUGAX
MDVAX	MassMutual Diversified Bond Fund	88	—	May 1999	SEATX vs MDVAX

Top Performing SEATX Alternatives (YTD)

SEATX is at 2.44% YTD. There are 4 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 3.56%.

Symbol	Name	YTD Return	AUM	Inception
NPCT	Nuveen Core Plus Impact Fund	3.56%	—	Apr 2021	SEATX vs NPCT
TNUIX	1290 Diversified Bond Fund	3.25%	—	Jul 2015	SEATX vs TNUIX
MDVAX	MassMutual Diversified Bond Fund	2.69%	—	May 1999	SEATX vs MDVAX
HOBIX	Holbrook Income Fund Class I	2.55%	—	Jul 2016	SEATX vs HOBIX
PGSIX	Putnam Mortgage Securities Fund	2.17%	—	Feb 1984	SEATX vs PGSIX

Lowest Volatility Alternatives to SEATX

SEATX has 3.04% 1-year volatility. There are 6 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.15%.

Symbol	Name	Volatility 1Y	AUM	Inception
AMFIX	AAMA Income Fund	1.15%	—	Jun 2017	SEATX vs AMFIX
ARINX	Archer Income Fund	1.81%	—	Mar 2011	SEATX vs ARINX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	1.96%	—	Jul 2010	SEATX vs LCTRX
LCTIX	Leader Capital High Quality Income Fund Institutio...	2.01%	—	Jul 2010	SEATX vs LCTIX
HOBIX	Holbrook Income Fund Class I	2.04%	—	Jul 2016	SEATX vs HOBIX

Lowest Drawdown Alternatives to SEATX

SEATX has a 1-year max drawdown of -2.84%. There are 40 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	SEATX vs HOBIX
AMFIX	AAMA Income Fund	-0.74%	—	Jun 2017	SEATX vs AMFIX
GUGAX	GMO Multi-Sector Fixed Income Fund	-1.00%	—	Apr 1997	SEATX vs GUGAX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	-1.17%	—	Jul 2010	SEATX vs LCTRX
LCTIX	Leader Capital High Quality Income Fund Institutio...	-1.17%	—	Jul 2010	SEATX vs LCTIX

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	SEATX vs ENIAX
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	Diversified Portfolio	99	1.67%	—	Nov 2003	SEATX vs STDAX
SGYAX	SEI Institutional Investments Trust High Yield Bon...	High Yield Bonds	55	1.37%	—	Dec 2005	SEATX vs SGYAX
SDLAX	SEI Institutional Investments Trust Dynamic Asset ...	Large Cap Blend Equities	48	9.15%	—	Jul 2010	SEATX vs SDLAX
SPINX	SEI Institutional Investments Trust S&P 500 Index ...	S&P 500	64	10.42%	—	Dec 2013	SEATX vs SPINX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	Diversified Portfolio	75	2.57%	—	Nov 2003	SEATX vs SICIX
SIEMX	SEI Institutional International Trust Emerging Mar...	Emerging Markets Diversified	69	19.12%	—	Jan 1995	SEATX vs SIEMX
SEITX	SEI Institutional International Trust Internationa...	Foreign Large Cap Equities	56	10.50%	—	Dec 1989	SEATX vs SEITX
CAVAX	SEI Catholic Values Trust Catholic Values Equity F...	Large Cap Blend Equities	42	8.67%	—	Apr 2015	SEATX vs CAVAX
SEIMX	SEI Tax Exempt Trust Intermediate-Term Municipal F...	Municipal Bonds	69	1.26%	—	Sep 1989	SEATX vs SEIMX

Often Compared With SEATX

Investors most often compare SEATX with SBDAX, SNSAX, VTEB. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SBDAX	SEI Tax Exempt Trust California Municipal Bond Fun...	Municipal Bonds	53	0.08%	—	Aug 1998	SEATX vs SBDAX
SNSAX	SEI Asset Allocation Trust Defensive Strategy Fund	Short-Term Bond	91	1.91%	—	Nov 2003	SEATX vs SNSAX
VTEB	Vanguard Tax-Exempt Bond ETF	Municipal Bonds	80	1.71%	47.60B	Aug 2015	SEATX vs VTEB
SEPAX	SEI Tax-Exempt Trust Pennsylvania Municipal Bond F...	Municipal Bonds	58	0.49%	—	Aug 1998	SEATX vs SEPAX
SEHAX	SEI Institutional Investments Trust U.S. Equity Fa...	Large Cap Blend Equities	79	12.15%	—	Apr 2018	SEATX vs SEHAX
SECPX	SEI Daily Income Ultra Short Duration Bond Fund	Ultrashort Bond	97	1.32%	—	Sep 1993	SEATX vs SECPX
SMQFX	SEI Institutional Investments Trust Emerging Marke...	Emerging Markets Diversified	72	17.24%	—	Oct 2014	SEATX vs SMQFX
MUB	iShares National AMT-Free Muni Bond ETF	Municipal Bonds	76	1.46%	45.66B	Sep 2007	SEATX vs MUB
SEFIX	SEI Institutional International Trust Internationa...	Global Bonds	6	-0.22%	—	Aug 1993	SEATX vs SEFIX
SEDAX	SEI Institutional Investments Trust Emerging Marke...	Emerging Markets Bonds	84	4.51%	—	Dec 2005	SEATX vs SEDAX
SLCAX	SEI Institutional Investments Trust Large Cap Fund	Large Cap Blend Equities	78	11.34%	—	Jun 1996	SEATX vs SLCAX
SLDAX	SEI Institutional Investments Trust Long Duration ...	Long-Term Bond	9	-1.61%	—	Jun 2012	SEATX vs SLDAX
SRWAX	SEI Asset Allocation Trust Market Growth Strategy ...	Diversified Portfolio	77	8.21%	—	Nov 2003	SEATX vs SRWAX
SGOAX	SEI Asset Allocation Trust Market Growth Strategy ...	Diversified Portfolio	67	9.31%	—	Nov 2003	SEATX vs SGOAX
SISAX	SEI Asset Allocation Trust Tax-Managed Aggressive ...	Diversified Portfolio	67	9.31%	—	Nov 2003	SEATX vs SISAX
LDRAX	SEI Institutional Investments Trust Long Duration ...	Long-Term Bond	8	-1.58%	—	Apr 2004	SEATX vs LDRAX
SEAIX	SEI Asset Allocation Trust Aggressive Strategy Fun...	Global Allocation	70	10.18%	—	Nov 2003	SEATX vs SEAIX
SPIIX	SEI S&P 500 Index Fund Class I	Large Cap Blend Equities	57	10.02%	—	Jun 2002	SEATX vs SPIIX
SUMAX	SEI Tax Exempt Trust Short Duration Municipal Fund	Municipal Bonds	92	1.13%	—	Nov 2003	SEATX vs SUMAX
SECAX	SEI Institutional Investments Trust Small Cap II F...	Small Cap Blend Equities	73	17.94%	—	Apr 2012	SEATX vs SECAX

Compare SEATX with Any Fund or Stock

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

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Diversifiers

Pair SEATX with funds that move differently

SEI Tax Exempt Trust Tax-Advantaged Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SEATX.

Explore SEATX Diversifiers

SEI Tax Exempt Trust Tax-Advantaged Income Fund (SEATX) Alternatives