SGYAX Alternatives & Similar Mutual Funds

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

Cheapest Alternatives to SGYAX

SGYAX charges 0.56% annually. There are 21 mutual funds in the High Yield Bonds category with lower expense ratios, going as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
FHYSX	Federated Hermes High-Yield Strategy Portfolio	0.02%	—	Dec 2008	SGYAX vs FHYSX
VWEAX	Vanguard High-Yield Corporate Fund Admiral Shares	0.12%	25.80B	Nov 2001	SGYAX vs VWEAX
PIAMX	PIA High Yield (MACS) Fund	0.20%	—	Dec 2017	SGYAX vs PIAMX
VWEHX	Vanguard High-Yield Corporate Fund Investor Shares	0.22%	25.80B	Dec 1978	SGYAX vs VWEHX
CRDOX	Six Circles Credit Opportunities Fund	0.29%	—	Nov 2020	SGYAX vs CRDOX

Best Risk-Adjusted Alternatives to SGYAX

SGYAX has a PortfoliosLab risk / return rank of 58. There are 139 mutual funds in the High Yield Bonds category with higher risk-adjusted ranks, going as high as 100.

Symbol	Name	Risk / Return Rank	AUM	Inception
XILSX	Pioneer ILS Interval Fund	100	—	Dec 2014	SGYAX vs XILSX
CCLFX	Cliffwater Corporate Lending Fund	100	—	Mar 2019	SGYAX vs CCLFX
RPHIX	RiverPark Short Term High Yield Fund	100	—	Sep 2010	SGYAX vs RPHIX
CWFIX	Chartwell Short Duration High Yield Fund	97	—	Jul 2014	SGYAX vs CWFIX
PSHNX	Penn Capital Short Duration High Income Fund	97	—	Jul 2017	SGYAX vs PSHNX

Top Performing SGYAX Alternatives (YTD)

SGYAX is at 1.52% YTD. There are 135 mutual funds in the High Yield Bonds category with higher YTD returns, going as high as 9.42%.

Symbol	Name	YTD Return	AUM	Inception
XILSX	Pioneer ILS Interval Fund	9.42%	—	Dec 2014	SGYAX vs XILSX
FOCIX	Fairholme Focused Income Fund	8.44%	—	Dec 2009	SGYAX vs FOCIX
FAGIX	Fidelity Capital & Income Fund	7.17%	—	Nov 1977	SGYAX vs FAGIX
FIQTX	Fidelity Advisor High Income Advantage Fund Class ...	6.58%	—	Oct 2018	SGYAX vs FIQTX
FAHCX	Fidelity Advisor High Income Advantage Fund Class ...	6.53%	—	Jul 1995	SGYAX vs FAHCX

Lowest Volatility Alternatives to SGYAX

SGYAX has 3.45% 1-year volatility. There are 129 mutual funds in the High Yield Bonds category with lower 1-year volatility, going as low as 0.84%.

Symbol	Name	Volatility 1Y	AUM	Inception
RPHIX	RiverPark Short Term High Yield Fund	0.84%	—	Sep 2010	SGYAX vs RPHIX
CCLFX	Cliffwater Corporate Lending Fund	0.85%	—	Mar 2019	SGYAX vs CCLFX
CWFIX	Chartwell Short Duration High Yield Fund	1.49%	—	Jul 2014	SGYAX vs CWFIX
SCFIX	Shenkman Capital Short Duration High Income Fund	1.63%	—	Oct 2012	SGYAX vs SCFIX
OSTIX	Osterweis Strategic Income Fund	1.69%	—	Aug 2002	SGYAX vs OSTIX

Lowest Drawdown Alternatives to SGYAX

SGYAX has a 1-year max drawdown of -2.77%. There are 144 mutual funds in the High Yield Bonds category with shallower 1-year drawdowns, going as shallow as -0.10%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
RPHIX	RiverPark Short Term High Yield Fund	-0.10%	—	Sep 2010	SGYAX vs RPHIX
CCLFX	Cliffwater Corporate Lending Fund	-0.19%	—	Mar 2019	SGYAX vs CCLFX
XILSX	Pioneer ILS Interval Fund	-0.21%	—	Dec 2014	SGYAX vs XILSX
MDHVX	MainStay MacKay Short Duration High Yield Fund	-1.06%	—	Dec 2012	SGYAX vs MDHVX
SCFIX	Shenkman Capital Short Duration High Income Fund	-1.11%	—	Oct 2012	SGYAX vs SCFIX

Other Mutual Funds from SEI

The 10 most viewed SEI mutual funds shown here include ENIAX, STDAX, SEATX and span 8 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ENIAX	SEI Institutional Investments Trust Opportunistic ...	Ultrashort Bond	99	2.14%	—	Dec 2006	SGYAX vs ENIAX
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	Diversified Portfolio	99	1.67%	—	Nov 2003	SGYAX vs STDAX
SEATX	SEI Tax Exempt Trust Tax-Advantaged Income Fund	Intermediate Core-Plus Bond	69	2.44%	—	Sep 2007	SGYAX vs SEATX
SDLAX	SEI Institutional Investments Trust Dynamic Asset ...	Large Cap Blend Equities	54	10.36%	—	Jul 2010	SGYAX vs SDLAX
SPINX	SEI Institutional Investments Trust S&P 500 Index ...	S&P 500	68	11.29%	—	Dec 2013	SGYAX vs SPINX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	Diversified Portfolio	78	2.76%	—	Nov 2003	SGYAX vs SICIX
SIEMX	SEI Institutional International Trust Emerging Mar...	Emerging Markets Diversified	70	21.32%	—	Jan 1995	SGYAX vs SIEMX
SEITX	SEI Institutional International Trust Internationa...	Foreign Large Cap Equities	63	11.51%	—	Dec 1989	SGYAX vs SEITX
CAVAX	SEI Catholic Values Trust Catholic Values Equity F...	Large Cap Blend Equities	47	9.62%	—	Apr 2015	SGYAX vs CAVAX
SEIMX	SEI Tax Exempt Trust Intermediate-Term Municipal F...	Municipal Bonds	69	1.17%	—	Sep 1989	SGYAX vs SEIMX

Often Compared With SGYAX

Investors most often compare SGYAX with BRHYX, AGG, FFHCX. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
BRHYX	BlackRock High Yield K	High Yield Bonds	83	1.93%	—	Jan 2001	SGYAX vs BRHYX
AGG	iShares Core U.S. Aggregate Bond ETF	Total Bond Market	37	0.21%	138.36B	Sep 2003	SGYAX vs AGG
FFHCX	Fidelity Series Floating Rate High Income Fund	High Yield Bonds	94	2.48%	—	Oct 2011	SGYAX vs FFHCX
VOO	Vanguard S&P 500 ETF	S&P 500	66	10.72%	1.70T	Sep 2010	SGYAX vs VOO
^GSPC	S&P 500 Index		67	10.05%	—	—	SGYAX vs ^GSPC
VCIT	Vanguard Intermediate-Term Corporate Bond ETF	Corporate Bonds	38	0.11%	68.70B	Nov 2009	SGYAX vs VCIT
AFRAX	Invesco Floating Rate ESG Fund	Bank Loan	54	0.89%	—	Apr 1997	SGYAX vs AFRAX
SBDAX	SEI Tax Exempt Trust California Municipal Bond Fun...	Municipal Bonds	52	-0.01%	—	Aug 1998	SGYAX vs SBDAX
SPHY	SPDR Portfolio High Yield Bond ETF	High Yield Bonds	72	2.23%	11.41B	Jun 2012	SGYAX vs SPHY
RCTIX	River Canyon Total Return Bond Fund	Short-Term Bond	87	1.53%	—	Dec 2014	SGYAX vs RCTIX
MFHVX	Mesirow High Yield Fund	High Yield Bonds	69	3.80%	—	Dec 2018	SGYAX vs MFHVX
SMQFX	SEI Institutional Investments Trust Emerging Marke...	Emerging Markets Diversified	71	19.05%	—	Oct 2014	SGYAX vs SMQFX
SPIIX	SEI S&P 500 Index Fund Class I	Large Cap Blend Equities	60	10.86%	—	Jun 2002	SGYAX vs SPIIX
EQTIX	Shelton Equity Income Fund	Derivative Income	56	9.60%	—	Sep 1996	SGYAX vs EQTIX
CFVAX	SEI Catholic Values Trust Catholic Values Fixed In...	Intermediate Core-Plus Bond	19	-0.13%	—	Apr 2015	SGYAX vs CFVAX
GABEX	Gabelli Equity Income Fund	Large Cap Blend Equities	8	10.48%	—	Jan 1992	SGYAX vs GABEX
LSYAX	Lord Abbett Short Duration High Yield Fund	High Yield Bonds	76	2.37%	—	May 2020	SGYAX vs LSYAX
SHYPX	American Beacon SiM High Yld Opps Fund	High Yield Bonds	97	2.40%	—	Feb 2011	SGYAX vs SHYPX
PHYSX	PIA High Yield Fund	High Yield Bonds	17	1.86%	—	Dec 2010	SGYAX vs PHYSX
LCCMX	Leader Short Term High Yield Bond Fund	Short-Term Bond	79	3.78%	—	Jul 2005	SGYAX vs LCCMX

Compare SGYAX with Any Fund or Stock

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

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Diversifiers

Pair SGYAX with funds that move differently

SEI Institutional Investments Trust High Yield Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SGYAX.

Explore SGYAX Diversifiers

SEI Institutional Investments Trust High Yield Bond Fund (SGYAX) Alternatives