Virtus Seix High Grade Municipal Bond Fund (SFLTX) belongs to the Municipal Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SFLTX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SFLTX
SFLTX charges 0.74% annually. There are 331 mutual funds in the Municipal Bonds category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Western Asset SMASh Series TF Fund | 0.01% | — | Dec 2015 | SFLTX vs LSMSX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | SFLTX vs VTMFX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | — | May 2007 | SFLTX vs NMTRX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | — | Feb 2021 | SFLTX vs FHMIX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | — | Jun 2021 | SFLTX vs FSMUX |
Best Risk-Adjusted Alternatives to SFLTX
SFLTX has a PortfoliosLab risk / return rank of 64. There are 401 mutual funds in the Municipal Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short-Term Selective State Municipal Bond Port... | 100 | — | Apr 2022 | SFLTX vs DFABX | |
| abrdn Ultra Short Municipal Income Fund | 99 | — | Dec 2002 | SFLTX vs ATOIX | |
| DFA NY Municipal Bond Portfolio | 99 | — | Jun 2015 | SFLTX vs DNYMX | |
| DFA California Short Term Municipal Bond Portfolio | 99 | — | Apr 2007 | SFLTX vs DFCMX | |
| DFA Short Term Municipal Bond Portfolio | 99 | — | Aug 2002 | SFLTX vs DFSMX |
Top Performing SFLTX Alternatives (YTD)
SFLTX is at 1.19% YTD. There are 350 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 9.28%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen New York AMT Free Quality Municipal Income | 9.28% | — | Nov 2002 | SFLTX vs NRK | |
| Nuveen Municipal Income Fund, Inc. | 8.28% | — | Apr 1998 | SFLTX vs NMI | |
| AllianceBernstein National Municipal Income Fund | 7.53% | — | Nov 2001 | SFLTX vs AFB | |
| Nuveen Virginia Quality Municipal Income Fund | 6.33% | — | Mar 1993 | SFLTX vs NPV | |
| BlackRock MuniYield Michigan Quality Fund | 5.87% | — | Oct 1992 | SFLTX vs MIY |
Lowest Volatility Alternatives to SFLTX
SFLTX has 2.66% 1-year volatility. There are 243 mutual funds in the Municipal Bonds category with lower 1-year volatility, going as low as 0.57%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short-Term Selective State Municipal Bond Port... | 0.57% | — | Apr 2022 | SFLTX vs DFABX | |
| DFA California Short Term Municipal Bond Portfolio | 0.59% | — | Apr 2007 | SFLTX vs DFCMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | SFLTX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | SFLTX vs USMTX | |
| DFA Short Term Municipal Bond Portfolio | 0.61% | — | Aug 2002 | SFLTX vs DFSMX |
Lowest Drawdown Alternatives to SFLTX
SFLTX has a 1-year max drawdown of -3.29%. There are 418 mutual funds in the Municipal Bonds category with shallower 1-year drawdowns, going as shallow as 0.00%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock Allocation Target Shares | 0.00% | — | May 2021 | SFLTX vs BATVX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | — | Dec 2002 | SFLTX vs ATOIX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | -0.10% | — | Dec 2017 | SFLTX vs APUSX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | — | Apr 2016 | SFLTX vs TFCYX | |
| Federated Hermes Conservative Municipal Microshort... | -0.10% | — | Feb 2021 | SFLTX vs FHMIX |
Other Mutual Funds from Virtus
The 10 most viewed Virtus mutual funds shown here include AIO, SAMBX, VKSIX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Virtus Artificial Intelligence & Technology Opport... | Technology Equities | 56 | 35.67% | — | Oct 2019 | SFLTX vs AIO | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 97 | 2.55% | — | Feb 2006 | SFLTX vs SAMBX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 1 | -6.82% | — | Mar 2018 | SFLTX vs VKSIX | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 8 | 6.39% | — | Oct 1996 | SFLTX vs PKSFX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 7 | 6.67% | — | Oct 1995 | SFLTX vs PSTAX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 3 | 0.17% | — | Jun 2009 | SFLTX vs VIMCX | |
| The Merger Fund | Event Driven | 97 | 1.04% | — | Jan 1989 | SFLTX vs MERFX | |
| Virtus Tactical Allocation Fund | Diversified Portfolio | 5 | 1.83% | — | Sep 1940 | SFLTX vs NAINX | |
| Virtus Duff & Phelps Real Estate Securities Fund | REIT | 18 | 14.03% | — | Mar 1995 | SFLTX vs PHRAX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 1 | -7.28% | — | Jun 2006 | SFLTX vs PXSGX |
Often Compared With SFLTX
Investors most often compare SFLTX with BRLN, VOO, STCIX. These 14 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare SFLTX with Any Fund or Stock
Compare SFLTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SFLTX with funds that move differently
Virtus Seix High Grade Municipal Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SFLTX.
Explore SFLTX Diversifiers