SEI Institutional Managed Trust Core Fixed Income Fund (TRLVX) Alternatives

SEI Institutional Managed Trust Core Fixed Income Fund (TRLVX) belongs to the Intermediate Core Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with TRLVX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.

Cheapest Alternatives to TRLVX

TRLVX charges 0.66% annually. Among mutual funds in the Intermediate Core Bond category, these options have the lowest expense ratios among TRLVX alternatives.

Symbol	Name	Expense Ratio	Inception
FMBPX	Federated Hermes Mortgage Strategy Portfolio	0.02%	Dec 20, 2007	TRLVX vs FMBPX
SSAFX	State Street Aggregate Bond Index Portfolio	0.02%	Sep 19, 2014	TRLVX vs SSAFX
QDIBX	Fisher Investments Institutional Group Fixed Incom...	0.03%	Dec 13, 2019	TRLVX vs QDIBX
QDVBX	Fisher Investments Institutional Group ESG Fixed I...	0.04%	Dec 13, 2019	TRLVX vs QDVBX
WFBIX	iShares U.S. Aggregate Bond Index Fund	0.05%	Jul 2, 1993	TRLVX vs WFBIX

Best Risk-Adjusted Alternatives to TRLVX

Among mutual funds in the Intermediate Core Bond category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.

Symbol	Name	Risk / Return Rank	Inception
PRCIX	T. Rowe Price New Income Fund	86	Aug 31, 1973	TRLVX vs PRCIX
FEDUX	Fidelity Education Income Fund	82	Mar 16, 2021	TRLVX vs FEDUX
LSSAX	Loomis Sayles Securitized Asset Fund	82	Mar 2, 2006	TRLVX vs LSSAX
BIMSX	Baird Intermediate Bond Fund	81	Sep 29, 2000	TRLVX vs BIMSX
DFXIX	DFA Diversified Fixed Income Portfolio	80	Aug 10, 2016	TRLVX vs DFXIX

Top Performing TRLVX Alternatives (YTD)

TRLVX alternatives from the Intermediate Core Bond category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
PCGTX	PACE Mortgage-Backed Securities Fixed Income Inves...	2.74%	Aug 24, 1995	TRLVX vs PCGTX
LSSAX	Loomis Sayles Securitized Asset Fund	0.55%	Mar 2, 2006	TRLVX vs LSSAX
DUTMX	Dupree Taxable Municipal Bond Fund	0.43%	Nov 1, 2010	TRLVX vs DUTMX
DFXIX	DFA Diversified Fixed Income Portfolio	0.40%	Aug 10, 2016	TRLVX vs DFXIX
TCPYX	Touchstone Impact Bond Fund	0.31%	Nov 15, 1991	TRLVX vs TCPYX

Lowest Volatility Alternatives to TRLVX

TRLVX alternatives from the Intermediate Core Bond category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
FEDUX	Fidelity Education Income Fund	2.68%	Mar 16, 2021	TRLVX vs FEDUX
BIMIX	Baird Intermediate Bond Fund Class Institutional	2.79%	Sep 29, 2000	TRLVX vs BIMIX
BIMSX	Baird Intermediate Bond Fund	2.80%	Sep 29, 2000	TRLVX vs BIMSX
DFXIX	DFA Diversified Fixed Income Portfolio	2.85%	Aug 10, 2016	TRLVX vs DFXIX
JIBEX	Johnson Institutional Intermediate Bond Fund	3.04%	Aug 31, 2000	TRLVX vs JIBEX

Lowest Drawdown Alternatives to TRLVX

TRLVX alternatives from the Intermediate Core Bond category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
DFXIX	DFA Diversified Fixed Income Portfolio	-1.69%	Aug 10, 2016	TRLVX vs DFXIX
FEDUX	Fidelity Education Income Fund	-1.72%	Mar 16, 2021	TRLVX vs FEDUX
BIMSX	Baird Intermediate Bond Fund	-1.87%	Sep 29, 2000	TRLVX vs BIMSX
CRAIX	CCM Community Impact Bond Fund	-1.98%	Aug 30, 1999	TRLVX vs CRAIX
JIBEX	Johnson Institutional Intermediate Bond Fund	-2.06%	Aug 31, 2000	TRLVX vs JIBEX

Other Mutual Funds from BlackRock

Most popular BlackRock mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
NASDX	Shelton Capital Management Nasdaq-100 Index Fund D...	Large Cap Growth Equities	65	-6.04%	Jan 18, 2000	TRLVX vs NASDX
VFAIX	Vanguard Financials Index Fund Admiral Shares	Financials Equities	8	-9.18%	Feb 4, 2004	TRLVX vs VFAIX
VTMFX	Vanguard Tax-Managed Balanced Fund Admiral Shares	Diversified Portfolio	75	-2.15%	Sep 6, 1994	TRLVX vs VTMFX
VTCLX	Vanguard Tax-Managed Capital Appreciation Fund Adm...	Large Cap Blend Equities	59	-4.05%	Sep 6, 1994	TRLVX vs VTCLX
WFSPX	iShares S&P 500 Index Fund	S&P 500	58	-4.63%	Jul 30, 1993	TRLVX vs WFSPX
ECAT	BlackRock ESG Capital Allocation Term Trust	Derivative Income, ESG	19	-4.58%	Sep 28, 2021	TRLVX vs ECAT
LIVIX	BlackRock LifePath Index 2055 Fund	Target Retirement Date	74	-1.33%	May 30, 2011	TRLVX vs LIVIX
FASGX	Fidelity Asset Manager 70% Fund	Diversified Portfolio	79	-0.70%	Dec 30, 1991	TRLVX vs FASGX
ASFYX	AlphaSimplex Managed Futures Strategy Fund Class Y	Systematic Trend	9	6.72%	Jul 30, 2010	TRLVX vs ASFYX
BDJ	BlackRock Enhanced Equity Dividend Fund	Derivative Income	29	-5.83%	Aug 30, 2005	TRLVX vs BDJ

Often Compared With TRLVX

What investors most often compare with TRLVX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
VOO	Vanguard S&P 500 ETF	S&P 500	60	-3.66%	Sep 7, 2010	TRLVX vs VOO
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	43	12.17%	Oct 20, 2011	TRLVX vs SCHD
UMMGX	Columbia Bond Fund	Intermediate Core Bond	65	0.03%	Jan 9, 1986	TRLVX vs UMMGX
MCDWX	Manning & Napier Credit Series	Intermediate Core Bond	76	-0.13%	Apr 15, 2020	TRLVX vs MCDWX
VMATX	Vanguard Massachusetts Tax-Exempt Fund	Municipal Bonds	40	-0.50%	Dec 9, 1998	TRLVX vs VMATX

Compare TRLVX with Any Fund or Stock

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

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SEI Institutional Managed Trust Core Fixed Income Fund

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