SLDAX Alternatives & Similar Mutual Funds

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

Cheapest Alternatives to SLDAX

SLDAX charges 0.14% annually. No mutual funds in the Long-Term Bond category have lower expense ratios; the lowest-cost alternatives shown here go as low as 0.14%.

Symbol	Name	Expense Ratio	AUM	Inception
LDRAX	SEI Institutional Investments Trust Long Duration ...	0.14%	—	Apr 2004	SLDAX vs LDRAX
RPLCX	T. Rowe Price Institutional Long Duration Credit F...	0.45%	—	Jun 2013	SLDAX vs RPLCX
PLRIX	PIMCO Long Duration Total Return Fund	0.50%	—	Aug 2006	SLDAX vs PLRIX
PTCIX	PIMCO Long-Term Credit Bond Fund	0.55%	—	Mar 2009	SLDAX vs PTCIX
DEEIX	Delaware Extended Duration Bond Fund	0.57%	—	Sep 1998	SLDAX vs DEEIX

Best Risk-Adjusted Alternatives to SLDAX

SLDAX has a PortfoliosLab risk / return rank of 12. There are 4 mutual funds in the Long-Term Bond category with higher risk-adjusted ranks, going as high as 32.

Symbol	Name	Risk / Return Rank	AUM	Inception
SOAIX	Spirit of America Income Fund	32	—	Dec 2008	SLDAX vs SOAIX
DEEIX	Delaware Extended Duration Bond Fund	15	—	Sep 1998	SLDAX vs DEEIX
PTCIX	PIMCO Long-Term Credit Bond Fund	15	—	Mar 2009	SLDAX vs PTCIX
RPLCX	T. Rowe Price Institutional Long Duration Credit F...	15	—	Jun 2013	SLDAX vs RPLCX
PLRIX	PIMCO Long Duration Total Return Fund	11	—	Aug 2006	SLDAX vs PLRIX

Top Performing SLDAX Alternatives (YTD)

SLDAX is at 0.58% YTD. There are 4 mutual funds in the Long-Term Bond category with higher YTD returns, going as high as 1.22%.

Symbol	Name	YTD Return	AUM	Inception
DEEIX	Delaware Extended Duration Bond Fund	1.22%	—	Sep 1998	SLDAX vs DEEIX
SOAIX	Spirit of America Income Fund	1.09%	—	Dec 2008	SLDAX vs SOAIX
PTCIX	PIMCO Long-Term Credit Bond Fund	0.84%	—	Mar 2009	SLDAX vs PTCIX
RPLCX	T. Rowe Price Institutional Long Duration Credit F...	0.77%	—	Jun 2013	SLDAX vs RPLCX
LDRAX	SEI Institutional Investments Trust Long Duration ...	0.43%	—	Apr 2004	SLDAX vs LDRAX

Lowest Volatility Alternatives to SLDAX

SLDAX has 7.67% 1-year volatility. There is 1 mutual fund in the Long-Term Bond category with lower 1-year volatility, going as low as 3.91%.

Symbol	Name	Volatility 1Y	AUM	Inception
SOAIX	Spirit of America Income Fund	3.91%	—	Dec 2008	SLDAX vs SOAIX
DEEIX	Delaware Extended Duration Bond Fund	7.67%	—	Sep 1998	SLDAX vs DEEIX
RPLCX	T. Rowe Price Institutional Long Duration Credit F...	7.84%	—	Jun 2013	SLDAX vs RPLCX
LDRAX	SEI Institutional Investments Trust Long Duration ...	8.08%	—	Apr 2004	SLDAX vs LDRAX
PTCIX	PIMCO Long-Term Credit Bond Fund	8.18%	—	Mar 2009	SLDAX vs PTCIX

Lowest Drawdown Alternatives to SLDAX

SLDAX has a 1-year max drawdown of -5.19%. There are 2 mutual funds in the Long-Term Bond category with shallower 1-year drawdowns, going as shallow as -3.16%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
SOAIX	Spirit of America Income Fund	-3.16%	—	Dec 2008	SLDAX vs SOAIX
DEEIX	Delaware Extended Duration Bond Fund	-5.14%	—	Sep 1998	SLDAX vs DEEIX
RPLCX	T. Rowe Price Institutional Long Duration Credit F...	-5.19%	—	Jun 2013	SLDAX vs RPLCX
LDRAX	SEI Institutional Investments Trust Long Duration ...	-5.34%	—	Apr 2004	SLDAX vs LDRAX
PTCIX	PIMCO Long-Term Credit Bond Fund	-5.95%	—	Mar 2009	SLDAX vs PTCIX

Other Mutual Funds from SEI

The 10 most viewed SEI mutual funds shown here include ENIAX, SGYAX, STDAX and span 9 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ENIAX	SEI Institutional Investments Trust Opportunistic ...	Ultrashort Bond	100	1.52%	—	Dec 2006	SLDAX vs ENIAX
SGYAX	SEI Institutional Investments Trust High Yield Bon...	High Yield Bonds	67	1.59%	—	Dec 2005	SLDAX vs SGYAX
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	Diversified Portfolio	99	1.30%	—	Nov 2003	SLDAX vs STDAX
SEATX	SEI Tax Exempt Trust Tax-Advantaged Income Fund	Intermediate Core-Plus Bond	33	2.10%	—	Sep 2007	SLDAX vs SEATX
SDLAX	SEI Institutional Investments Trust Dynamic Asset ...	Large Cap Blend Equities	63	10.56%	—	Jul 2010	SLDAX vs SDLAX
SIEMX	SEI Institutional International Trust Emerging Mar...	Emerging Markets Diversified	89	27.48%	—	Jan 1995	SLDAX vs SIEMX
SPINX	SEI Institutional Investments Trust S&P 500 Index ...	S&P 500	74	11.50%	—	Dec 2013	SLDAX vs SPINX
SEITX	SEI Institutional International Trust Internationa...	Foreign Large Cap Equities	46	10.27%	—	Dec 1989	SLDAX vs SEITX
CAVAX	SEI Catholic Values Trust Catholic Values Equity F...	Large Cap Blend Equities	47	9.32%	—	Apr 2015	SLDAX vs CAVAX
SEIMX	SEI Tax Exempt Trust Intermediate-Term Municipal F...	Municipal Bonds	64	1.18%	—	Sep 1989	SLDAX vs SEIMX

Often Compared With SLDAX

Investors most often compare SLDAX with SBIFX, SPIIX, SMSAX. These 11 comparison targets span 6 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SBIFX	Sextant Bond Income Fund	Long-Term Bond	—	—	—	Feb 1993	SLDAX vs SBIFX
SPIIX	SEI S&P 500 Index Fund Class I	Large Cap Blend Equities	70	11.19%	—	Jun 2002	SLDAX vs SPIIX
SMSAX	SEI Institutional Managed Trust Multi-Strategy Alt...	Multistrategy	91	6.73%	—	Mar 2010	SLDAX vs SMSAX
IGLB	iShares 10+ Year Investment Grade Corporate Bond E...	Corporate Bonds	29	1.17%	2.64B	Dec 2009	SLDAX vs IGLB
ILTB	iShares Core 10+ Year USD Bond ETF	Long-Term Bond	26	0.63%	591.45M	Dec 2009	SLDAX vs ILTB
VCLT	Vanguard Long-Term Corporate Bond ETF	Corporate Bonds	28	1.34%	8.60B	Nov 2009	SLDAX vs VCLT
VWESX	Vanguard Long-Term Investment-Grade Fund Investor ...	Total Bond Market	13	0.81%	10.20B	Jul 1973	SLDAX vs VWESX
BAB	Invesco Taxable Municipal Bond ETF	Municipal Bonds	33	0.12%	1.07B	Nov 2009	SLDAX vs BAB
SPLB	SPDR Portfolio Long Term Corporate Bond ETF	Corporate Bonds	27	1.28%	1.27B	Mar 2009	SLDAX vs SPLB
BLV	Vanguard Long-Term Bond ETF	Long-Term Bond	23	0.59%	8.50B	Apr 2007	SLDAX vs BLV
SBDAX	SEI Tax Exempt Trust California Municipal Bond Fun...	Municipal Bonds	50	0.08%	—	Aug 1998	SLDAX vs SBDAX

Compare SLDAX with Any Fund or Stock

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

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Diversifiers

Pair SLDAX with funds that move differently

SEI Institutional Investments Trust Long Duration Credit Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SLDAX.

Explore SLDAX Diversifiers

SEI Institutional Investments Trust Long Duration Credit Fund (SLDAX) Alternatives