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 16 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 | |
| Schwab Short-Term Bond Index Fund | 0.06% | — | Feb 2017 | SLDBX vs SWSBX | |
| TIAA-CREF Short-Term Bond Index Fund | 0.09% | — | Aug 2015 | SLDBX vs TNSHX |
Best Risk-Adjusted Alternatives to SLDBX
SLDBX has a PortfoliosLab risk / return rank of 71. There are 53 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 | |
|---|---|---|---|---|---|
| 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 | |
| DFA Short-Duration Real Return Portfolio | 98 | — | Nov 2013 | SLDBX vs DFAIX | |
| BlackRock Allocation Target Shares Series A Portfo... | 97 | — | Sep 2015 | SLDBX vs BATAX |
Top Performing SLDBX Alternatives (YTD)
SLDBX is at 0.49% YTD. There are 74 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 8.20%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Absolute Return Allocation Fund | 8.20% | — | Apr 2011 | SLDBX vs GPARX | |
| Leader Short Term High Yield Bond Fund | 4.01% | — | Jul 2005 | SLDBX vs LCCMX | |
| DFA Short-Duration Real Return Portfolio | 2.10% | — | Nov 2013 | SLDBX vs DFAIX | |
| Holbrook Income Fund | 1.91% | — | Jul 2016 | SLDBX vs HOBEX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.88% | — | Jul 2016 | SLDBX vs DHEIX |
Lowest Volatility Alternatives to SLDBX
SLDBX has 2.04% 1-year volatility. There are 66 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.80%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | 0.80% | — | Apr 2018 | SLDBX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.07% | — | Jul 2016 | SLDBX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.12% | — | Jul 2016 | SLDBX vs DHEAX | |
| DFA Short-Term Extended Quality Portfolio | 1.13% | — | Mar 2009 | SLDBX vs DFEQX | |
| DoubleLine Low Duration Bond Fund Class N | 1.19% | — | Sep 2011 | SLDBX vs DLSNX |
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 | |
|---|---|---|---|---|---|
| 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 | |
| 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, STDAX, SGYAX and span 8 categories.
Often Compared With SLDBX
Investors most often compare SLDBX with SBDAX, LDRAX, VBISX. These 7 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| SEI Tax Exempt Trust California Municipal Bond Fun... | Municipal Bonds | 53 | 0.18% | — | Aug 1998 | SLDBX vs SBDAX | |
| SEI Institutional Investments Trust Long Duration ... | Long-Term Bond | 9 | 0.25% | — | Apr 2004 | SLDBX vs LDRAX | |
| Vanguard Short-Term Bond Index Fund | Short-Term Bond | 29 | -0.13% | — | Mar 1994 | SLDBX vs VBISX | |
| Destinations Low Duration Fixed Income Fund | Short-Term Bond | 95 | 1.72% | — | Mar 2017 | SLDBX vs DLDFX | |
| DoubleLine Low Duration Bond Fund | Short-Term Bond | 97 | 1.06% | — | Sep 2011 | SLDBX vs DBLSX | |
| SEI Asset Allocation Trust Defensive Strategy Fund | Short-Term Bond | 85 | 1.56% | — | Nov 2003 | SLDBX vs SNSAX | |
| SEI Tax Exempt Trust Intermediate-Term Municipal F... | Municipal Bonds | 66 | 1.27% | — | Sep 1989 | SLDBX vs SEIMX |
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