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

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 funds that fit a different role in your portfolio.

Cheapest Alternatives to SEATX

SEATX charges 0.86% annually. Among mutual funds in the Intermediate Core-Plus Bond category, these options have the lowest expense ratios among SEATX alternatives.

Symbol	Name	Expense Ratio	Inception
MCFIX	Mercer Core Fixed Income Fund	0.16%	Aug 15, 2005	SEATX vs MCFIX
SSASX	State Street Income Fund	0.20%	Jan 2, 1980	SEATX vs SSASX
EINFX	Elfun Income Fund	0.29%	Dec 31, 1984	SEATX vs EINFX
TIBDX	TIAA-CREF Core Bond Fund	0.29%	Jul 1, 1999	SEATX vs TIBDX
BCOIX	Baird Core Plus Bond Fund	0.30%	Sep 29, 2000	SEATX vs BCOIX

Best Risk-Adjusted Alternatives to SEATX

Among mutual funds in the Intermediate Core-Plus Bond category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.

Symbol	Name	Risk / Return Rank	Inception
HOBIX	Holbrook Income Fund Class I	99	Jul 6, 2016	SEATX vs HOBIX
AMFIX	AAMA Income Fund	98	Jun 30, 2017	SEATX vs AMFIX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	94	Jul 30, 2010	SEATX vs LCTRX
ARINX	Archer Income Fund	87	Mar 11, 2011	SEATX vs ARINX
MDVAX	MassMutual Diversified Bond Fund	80	May 3, 1999	SEATX vs MDVAX

Top Performing SEATX Alternatives (YTD)

SEATX alternatives from the Intermediate Core-Plus Bond category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
NPCT	Nuveen Core Plus Impact Fund	3.03%	Apr 28, 2021	SEATX vs NPCT
GUGAX	GMO Multi-Sector Fixed Income Fund	0.96%	Apr 30, 1997	SEATX vs GUGAX
PGSIX	Putnam Mortgage Securities Fund	0.88%	Feb 8, 1984	SEATX vs PGSIX
HOBIX	Holbrook Income Fund Class I	0.82%	Jul 6, 2016	SEATX vs HOBIX
TGLMX	TCW Total Return Bond Fund	0.57%	Jun 17, 1993	SEATX vs TGLMX

Lowest Volatility Alternatives to SEATX

SEATX alternatives from the Intermediate Core-Plus Bond category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
AMFIX	AAMA Income Fund	0.98%	Jun 30, 2017	SEATX vs AMFIX
ARINX	Archer Income Fund	1.85%	Mar 11, 2011	SEATX vs ARINX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	1.90%	Jul 30, 2010	SEATX vs LCTRX
HOBIX	Holbrook Income Fund Class I	2.09%	Jul 6, 2016	SEATX vs HOBIX
TGRNX	TIAA-CREF Green Bond Fund	3.36%	Nov 16, 2018	SEATX vs TGRNX

Lowest Drawdown Alternatives to SEATX

SEATX alternatives from the Intermediate Core-Plus Bond category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
HOBIX	Holbrook Income Fund Class I	-0.72%	Jul 6, 2016	SEATX vs HOBIX
AMFIX	AAMA Income Fund	-0.74%	Jun 30, 2017	SEATX vs AMFIX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	-1.17%	Jul 30, 2010	SEATX vs LCTRX
ARINX	Archer Income Fund	-1.63%	Mar 11, 2011	SEATX vs ARINX
MWIGX	Metropolitan West Investment Grade Credit Fund	-2.35%	Jun 29, 2018	SEATX vs MWIGX

Other Mutual Funds from SEI

Most popular SEI mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
ENIAX	SEI Institutional Investments Trust Opportunistic ...	Ultrashort Bond	92	0.38%	Dec 13, 2006	SEATX vs ENIAX
SDLAX	SEI Institutional Investments Trust Dynamic Asset ...	Large Cap Blend Equities	40	-8.11%	Jul 30, 2010	SEATX vs SDLAX
SGYAX	SEI Institutional Investments Trust High Yield Bon...	High Yield Bonds	78	-1.71%	Dec 5, 2005	SEATX vs SGYAX
SPINX	SEI Institutional Investments Trust S&P 500 Index ...	S&P 500	45	-7.09%	Dec 18, 2013	SEATX vs SPINX
SEITX	SEI Institutional International Trust Internationa...	Foreign Large Cap Equities	73	-0.69%	Dec 20, 1989	SEATX vs SEITX
SPIIX	SEI S&P 500 Index Fund Class I	Large Cap Blend Equities	40	-7.22%	Jun 28, 2002	SEATX vs SPIIX
SIEMX	SEI Institutional International Trust Emerging Mar...	Emerging Markets Diversified	85	0.85%	Jan 16, 1995	SEATX vs SIEMX
CAVAX	SEI Catholic Values Trust Catholic Values Equity F...	Large Cap Blend Equities	36	-5.19%	Apr 30, 2015	SEATX vs CAVAX
SEIMX	SEI Tax Exempt Trust Intermediate-Term Municipal F...	Municipal Bonds	60	-0.70%	Sep 4, 1989	SEATX vs SEIMX
SBDAX	SEI Tax Exempt Trust California Municipal Bond Fun...	Municipal Bonds	62	-1.28%	Aug 18, 1998	SEATX vs SBDAX

Often Compared With SEATX

What investors most often compare with SEATX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
VTEB	Vanguard Tax-Exempt Bond ETF	Municipal Bonds	54	-0.23%	Aug 21, 2015	SEATX vs VTEB
MUB	iShares National AMT-Free Muni Bond ETF	Municipal Bonds	54	-0.37%	Sep 7, 2007	SEATX vs MUB
SEPAX	SEI Tax-Exempt Trust Pennsylvania Municipal Bond F...	Municipal Bonds	71	-0.88%	Aug 25, 1998	SEATX vs SEPAX
SMQFX	SEI Institutional Investments Trust Emerging Marke...	Emerging Markets Diversified	93	1.01%	Oct 30, 2014	SEATX vs SMQFX
LDRAX	SEI Institutional Investments Trust Long Duration ...	Long-Term Bond	14	-1.41%	Apr 20, 2004	SEATX vs LDRAX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	Diversified Portfolio	85	0.36%	Nov 16, 2003	SEATX vs SICIX
SEHAX	SEI Institutional Investments Trust U.S. Equity Fa...	Large Cap Blend Equities	53	-4.77%	Apr 26, 2018	SEATX vs SEHAX
SNSAX	SEI Asset Allocation Trust Defensive Strategy Fund	Short-Term Bond	90	0.61%	Nov 17, 2003	SEATX vs SNSAX
SLCAX	SEI Institutional Investments Trust Large Cap Fund	Large Cap Blend Equities	52	-5.17%	Jun 14, 1996	SEATX vs SLCAX
SUMAX	SEI Tax Exempt Trust Short Duration Municipal Fund	Municipal Bonds	95	0.14%	Nov 12, 2003	SEATX vs SUMAX
BCPIX	Brandes Core Plus Fixed Income Fund	Intermediate Core-Plus Bond	53	-0.55%	Dec 28, 2007	SEATX vs BCPIX
SEDAX	SEI Institutional Investments Trust Emerging Marke...	Emerging Markets Bonds	95	-1.41%	Dec 4, 2005	SEATX vs SEDAX
VGSBX	VY BrandywineGLOBAL - Bond Portfolio	Intermediate Core-Plus Bond	68	0.21%	Feb 20, 2015	SEATX vs VGSBX
AAIIX	Ancora Income Fund	Intermediate Core-Plus Bond	21	-0.31%	Jan 5, 2004	SEATX vs AAIIX

Compare SEATX with Any Fund or Stock

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

Symbol name

SEI Tax Exempt Trust Tax-Advantaged Income Fund

Symbol name