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 105 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
TIBDX	TIAA-CREF Core Bond Fund	0.29%	—	Jul 1999	SEATX vs TIBDX
EINFX	Elfun Income Fund	0.29%	—	Dec 1984	SEATX vs EINFX
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 39. There are 13 mutual funds in the Intermediate Core-Plus Bond category with higher risk-adjusted ranks, going as high as 98.

Symbol	Name	Risk / Return Rank	AUM	Inception
HOBIX	Holbrook Income Fund Class I	98	—	Jul 2016	SEATX vs HOBIX
LCTIX	Leader Capital High Quality Income Fund Institutio...	92	—	Jul 2010	SEATX vs LCTIX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	90	—	Jul 2010	SEATX vs LCTRX
MDVAX	MassMutual Diversified Bond Fund	83	—	May 1999	SEATX vs MDVAX
GUGAX	GMO Multi-Sector Fixed Income Fund	74	—	Apr 1997	SEATX vs GUGAX

Top Performing SEATX Alternatives (YTD)

SEATX is at 2.21% YTD. There are 4 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 2.89%.

Symbol	Name	YTD Return	AUM	Inception
PGSIX	Putnam Mortgage Securities Fund	2.89%	—	Feb 1984	SEATX vs PGSIX
MDVAX	MassMutual Diversified Bond Fund	2.59%	—	May 1999	SEATX vs MDVAX
HOBIX	Holbrook Income Fund Class I	2.43%	—	Jul 2016	SEATX vs HOBIX
AAIIX	Ancora Income Fund	2.39%	—	Jan 2004	SEATX vs AAIIX
NPCT	Nuveen Core Plus Impact Fund	2.11%	—	Apr 2021	SEATX vs NPCT

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 1.04%.

Symbol	Name	Volatility 1Y	AUM	Inception
AMFIX	AAMA Income Fund	1.04%	—	Jun 2017	SEATX vs AMFIX
ARINX	Archer Income Fund	1.79%	—	Mar 2011	SEATX vs ARINX
SMTRX	ALPS/Smith Total Return Bond Fund	1.90%	3.25B	Jun 2018	SEATX vs SMTRX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	1.91%	—	Jul 2010	SEATX vs LCTRX
LCTIX	Leader Capital High Quality Income Fund Institutio...	1.97%	—	Jul 2010	SEATX vs LCTIX

Lowest Drawdown Alternatives to SEATX

SEATX has a 1-year max drawdown of -2.84%. There are 41 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	-1.16%	—	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, SGYAX, STDAX and span 8 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ENIAX	SEI Institutional Investments Trust Opportunistic ...	Ultrashort Bond	100	1.52%	—	Dec 2006	SEATX vs ENIAX
SGYAX	SEI Institutional Investments Trust High Yield Bon...	High Yield Bonds	63	1.59%	—	Dec 2005	SEATX vs SGYAX
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	Diversified Portfolio	99	1.30%	—	Nov 2003	SEATX vs STDAX
SDLAX	SEI Institutional Investments Trust Dynamic Asset ...	Large Cap Blend Equities	62	10.77%	—	Jul 2010	SEATX vs SDLAX
SIEMX	SEI Institutional International Trust Emerging Mar...	Emerging Markets Diversified	91	29.32%	—	Jan 1995	SEATX vs SIEMX
SPINX	SEI Institutional Investments Trust S&P 500 Index ...	S&P 500	74	11.70%	—	Dec 2013	SEATX vs SPINX
SEITX	SEI Institutional International Trust Internationa...	Foreign Large Cap Equities	41	10.73%	—	Dec 1989	SEATX vs SEITX
CAVAX	SEI Catholic Values Trust Catholic Values Equity F...	Large Cap Blend Equities	48	9.85%	—	Apr 2015	SEATX vs CAVAX
SEIMX	SEI Tax Exempt Trust Intermediate-Term Municipal F...	Municipal Bonds	67	1.27%	—	Sep 1989	SEATX vs SEIMX
SBDAX	SEI Tax Exempt Trust California Municipal Bond Fun...	Municipal Bonds	54	0.18%	—	Aug 1998	SEATX vs SBDAX

Often Compared With SEATX

Investors most often compare SEATX with VTEB, SNSAX, SEPAX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VTEB	Vanguard Tax-Exempt Bond ETF	Municipal Bonds	72	1.46%	45.70B	Aug 2015	SEATX vs VTEB
SNSAX	SEI Asset Allocation Trust Defensive Strategy Fund	Short-Term Bond	89	1.86%	—	Nov 2003	SEATX vs SNSAX
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	80	13.11%	—	Apr 2018	SEATX vs SEHAX
SMQFX	SEI Institutional Investments Trust Emerging Marke...	Emerging Markets Diversified	92	26.81%	—	Oct 2014	SEATX vs SMQFX
SECPX	SEI Daily Income Ultra Short Duration Bond Fund	Ultrashort Bond	96	1.21%	—	Sep 1993	SEATX vs SECPX
MUB	iShares National AMT-Free Muni Bond ETF	Municipal Bonds	66	1.24%	44.94B	Sep 2007	SEATX vs MUB
SEFIX	SEI Institutional International Trust Internationa...	Global Bonds	4	-0.11%	—	Aug 1993	SEATX vs SEFIX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	Diversified Portfolio	64	2.55%	—	Nov 2003	SEATX vs SICIX
SLCAX	SEI Institutional Investments Trust Large Cap Fund	Large Cap Blend Equities	75	11.22%	—	Jun 1996	SEATX vs SLCAX
SPIIX	SEI S&P 500 Index Fund Class I	Large Cap Blend Equities	68	11.33%	—	Jun 2002	SEATX vs SPIIX
LDRAX	SEI Institutional Investments Trust Long Duration ...	Long-Term Bond	12	0.60%	—	Apr 2004	SEATX vs LDRAX
SEDAX	SEI Institutional Investments Trust Emerging Marke...	Emerging Markets Bonds	81	4.04%	—	Dec 2005	SEATX vs SEDAX
SISAX	SEI Asset Allocation Trust Tax-Managed Aggressive ...	Diversified Portfolio	61	9.31%	—	Nov 2003	SEATX vs SISAX
SUMAX	SEI Tax Exempt Trust Short Duration Municipal Fund	Municipal Bonds	88	0.90%	—	Nov 2003	SEATX vs SUMAX
SLDAX	SEI Institutional Investments Trust Long Duration ...	Long-Term Bond	14	0.71%	—	Jun 2012	SEATX vs SLDAX
SRWAX	SEI Asset Allocation Trust Market Growth Strategy ...	Diversified Portfolio	77	9.31%	—	Nov 2003	SEATX vs SRWAX
SGOAX	SEI Asset Allocation Trust Market Growth Strategy ...	Diversified Portfolio	61	9.34%	—	Nov 2003	SEATX vs SGOAX
SITEX	SEI Institutional International Trust Emerging Mar...	Emerging Markets Bonds	79	3.68%	—	Jun 1997	SEATX vs SITEX
SEAIX	SEI Asset Allocation Trust Aggressive Strategy Fun...	Global Allocation	68	11.57%	—	Nov 2003	SEATX vs SEAIX

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