SLDBX Alternatives & Similar Mutual Funds

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 15 mutual funds in the Short-Term Bond category with lower expense ratios, going as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
VISTX	Vanguard Institutional Short-Term Bond Fund	0.02%	—	Jun 2015	SLDBX vs VISTX
VIITX	Vanguard Institutional Intermediate-Term Bond Fund	0.02%	—	Jun 2015	SLDBX vs VIITX
SWSBX	Schwab Short-Term Bond Index Fund	0.06%	—	Feb 2017	SLDBX vs SWSBX
TNSHX	TIAA-CREF Short-Term Bond Index Fund	0.09%	—	Aug 2015	SLDBX vs TNSHX
VBISX	Vanguard Short-Term Bond Index Fund	0.15%	—	Mar 1994	SLDBX vs VBISX

Best Risk-Adjusted Alternatives to SLDBX

SLDBX has a PortfoliosLab risk / return rank of 76. There are 58 mutual funds in the Short-Term Bond category with higher risk-adjusted ranks, going as high as 99.

Symbol	Name	Risk / Return Rank	AUM	Inception
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	99	—	Jul 2016	SLDBX vs DHEIX
GPICX	GuidepathConservative Income Fund	99	—	Apr 2018	SLDBX vs GPICX
DFAIX	DFA Short-Duration Real Return Portfolio	99	—	Nov 2013	SLDBX vs DFAIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	99	—	Jul 2016	SLDBX vs DHEAX
DBLSX	DoubleLine Low Duration Bond Fund	97	—	Sep 2011	SLDBX vs DBLSX

Top Performing SLDBX Alternatives (YTD)

SLDBX is at 0.80% YTD. There are 63 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 9.96%.

Symbol	Name	YTD Return	AUM	Inception
GPARX	GuidePath Absolute Return Allocation Fund	9.96%	—	Apr 2011	SLDBX vs GPARX
LCCMX	Leader Short Term High Yield Bond Fund	3.89%	—	Jul 2005	SLDBX vs LCCMX
DFAIX	DFA Short-Duration Real Return Portfolio	2.57%	—	Nov 2013	SLDBX vs DFAIX
HOBEX	Holbrook Income Fund	2.12%	—	Jul 2016	SLDBX vs HOBEX
BATAX	BlackRock Allocation Target Shares Series A Portfo...	1.98%	—	Sep 2015	SLDBX vs BATAX

Lowest Volatility Alternatives to SLDBX

SLDBX has 2.03% 1-year volatility. There are 67 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.83%.

Symbol	Name	Volatility 1Y	AUM	Inception
GPICX	GuidepathConservative Income Fund	0.83%	—	Apr 2018	SLDBX vs GPICX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	1.05%	—	Jul 2016	SLDBX vs DHEIX
DFEQX	DFA Short-Term Extended Quality Portfolio	1.07%	—	Mar 2009	SLDBX vs DFEQX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	1.11%	—	Jul 2016	SLDBX vs DHEAX
DFAIX	DFA Short-Duration Real Return Portfolio	1.11%	—	Nov 2013	SLDBX vs DFAIX

Lowest Drawdown Alternatives to SLDBX

SLDBX has a 1-year max drawdown of -1.23%. There are 53 mutual funds in the Short-Term Bond category with shallower 1-year drawdowns, going as shallow as -0.25%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
GPICX	GuidepathConservative Income Fund	-0.25%	—	Apr 2018	SLDBX vs GPICX
DFAIX	DFA Short-Duration Real Return Portfolio	-0.47%	—	Nov 2013	SLDBX vs DFAIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	-0.50%	—	Jul 2016	SLDBX vs DHEAX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	-0.50%	—	Jul 2016	SLDBX vs DHEIX
HOBEX	Holbrook Income Fund	-0.61%	—	Jul 2016	SLDBX vs HOBEX

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

Often Compared With SLDBX

Investors most often compare SLDBX with LDRAX, SBDAX, DLDFX. These 4 comparison targets span 3 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
LDRAX	SEI Institutional Investments Trust Long Duration ...	Long-Term Bond	10	0.43%	—	Apr 2004	SLDBX vs LDRAX
SBDAX	SEI Tax Exempt Trust California Municipal Bond Fun...	Municipal Bonds	50	0.08%	—	Aug 1998	SLDBX vs SBDAX
DLDFX	Destinations Low Duration Fixed Income Fund	Short-Term Bond	95	1.61%	—	Mar 2017	SLDBX vs DLDFX
SNSAX	SEI Asset Allocation Trust Defensive Strategy Fund	Short-Term Bond	89	1.86%	—	Nov 2003	SLDBX vs SNSAX

Compare SLDBX with Any Fund or Stock

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

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Diversifiers

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

SEI Institutional Investments Trust Limited Duration Bond Fund (SLDBX) Alternatives