SEI Institutional Investments Trust Limited Duration Bond Fund (SLDBX) belongs to the Short-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 SLDBX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SLDBX
SLDBX charges 0.32% annually. There are 21 mutual funds in the Short-Term Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Institutional Short-Term Bond Fund | 0.02% | — | Jun 2015 | SLDBX vs VISTX | |
| Vanguard Institutional Intermediate-Term Bond Fund | 0.02% | — | Jun 2015 | SLDBX vs VIITX | |
| Fidelity Short-Term Treasury Bond Index Fund | 0.03% | — | Dec 2005 | SLDBX vs FUMBX | |
| Vanguard Short-Term Bond Index Fund Admiral Shares | 0.06% | 69.90B | Nov 2001 | SLDBX vs VBIRX | |
| Vanguard Short-Term Corporate Bond Index Fund Admi... | 0.06% | 51.90B | Nov 2010 | SLDBX vs VSCSX |
Best Risk-Adjusted Alternatives to SLDBX
SLDBX has a PortfoliosLab risk / return rank of 86. There are 49 mutual funds in the Short-Term Bond category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Two-Year Fixed Income Portfolio | 100 | — | Jun 1996 | SLDBX vs DFCFX | |
| GuidepathConservative Income Fund | 99 | — | Apr 2018 | SLDBX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 99 | — | Jul 2016 | SLDBX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | — | Jul 2016 | SLDBX vs DHEAX | |
| Destinations Low Duration Fixed Income Fund | 98 | — | Mar 2017 | SLDBX vs DLDFX |
Top Performing SLDBX Alternatives (YTD)
SLDBX is at 0.84% YTD. There are 59 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 8.09%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Absolute Return Allocation Fund | 8.09% | — | Apr 2011 | SLDBX vs GPARX | |
| Leader Short Term High Yield Bond Fund | 3.65% | — | Jul 2005 | SLDBX vs LCCMX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 2.50% | — | Jul 2016 | SLDBX vs DHEIX | |
| DFA Short-Duration Real Return Portfolio | 2.38% | — | Nov 2013 | SLDBX vs DFAIX | |
| SEI Asset Allocation Trust Defensive Strategy Fund | 2.33% | — | Nov 2003 | SLDBX vs SNSAX |
Lowest Volatility Alternatives to SLDBX
SLDBX has 2.01% 1-year volatility. There are 71 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.72%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Two-Year Fixed Income Portfolio | 0.72% | — | Jun 1996 | SLDBX vs DFCFX | |
| GuidepathConservative Income Fund | 0.79% | — | Apr 2018 | SLDBX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.07% | — | Jul 2016 | SLDBX vs DHEIX | |
| DFA Short-Term Extended Quality Portfolio | 1.12% | — | Mar 2009 | SLDBX vs DFEQX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.12% | — | Jul 2016 | SLDBX vs DHEAX |
Lowest Drawdown Alternatives to SLDBX
SLDBX has a 1-year max drawdown of -1.23%. There are 55 mutual funds in the Short-Term Bond category with shallower 1-year drawdowns, going as shallow as -0.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Two-Year Fixed Income Portfolio | -0.21% | — | Jun 1996 | SLDBX vs DFCFX | |
| GuidepathConservative Income Fund | -0.25% | — | Apr 2018 | SLDBX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | -0.47% | — | Nov 2013 | SLDBX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | -0.50% | — | Jul 2016 | SLDBX vs DHEAX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | -0.50% | — | Jul 2016 | SLDBX vs DHEIX |
Other Mutual Funds from SEI
The 10 most viewed SEI mutual funds shown here include ENIAX, STDAX, SGYAX and span 8 categories.
Often Compared With SLDBX
Investors most often compare SLDBX with LDRAX, SBDAX, VBISX. These 10 comparison targets span 4 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| SEI Institutional Investments Trust Long Duration ... | Long-Term Bond | 5 | -3.15% | — | Apr 2004 | SLDBX vs LDRAX | |
| SEI Tax Exempt Trust California Municipal Bond Fun... | Municipal Bonds | 36 | -1.18% | — | Aug 1998 | SLDBX vs SBDAX | |
| Vanguard Short-Term Bond Index Fund | Short-Term Bond | 53 | 0.10% | — | Mar 1994 | SLDBX vs VBISX | |
| TIAA-CREF Short-Term Bond Index Fund | Short-Term Bond | 85 | 0.63% | — | Aug 2015 | SLDBX vs TNSHX | |
| DoubleLine Low Duration Bond Fund | Short-Term Bond | 98 | 1.45% | — | Sep 2011 | SLDBX vs DBLSX | |
| Holbrook Income Fund | Short-Term Bond | 98 | 1.98% | — | Jul 2016 | SLDBX vs HOBEX | |
| SEI Tax Exempt Trust Intermediate-Term Municipal F... | Municipal Bonds | 65 | -0.01% | — | Sep 1989 | SLDBX vs SEIMX | |
| BlackRock Allocation Target Shares Series A Portfo... | Short-Term Bond | 98 | 2.11% | — | Sep 2015 | SLDBX vs BATAX | |
| Schwab Short-Term Bond Index Fund | Short-Term Bond, Government Bonds | 57 | 0.16% | — | Feb 2017 | SLDBX vs SWSBX | |
| DoubleLine Low Duration Bond Fund Class N | Short-Term Bond | 97 | 1.32% | — | Sep 2011 | SLDBX vs DLSNX |
Compare SLDBX with Any Fund or Stock
Compare SLDBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SLDBX with funds that move differently
SEI Institutional Investments Trust Limited Duration Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SLDBX.
Explore SLDBX Diversifiers