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 a closer substitute for your current allocation.
Cheapest Alternatives to TRLVX
TRLVX charges 0.66% annually. There are 80 mutual funds in the Intermediate Core Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | — | Dec 2007 | TRLVX vs FMBPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | — | Sep 2014 | TRLVX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | — | Dec 2019 | TRLVX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | — | Dec 2019 | TRLVX vs QDVBX | |
| iShares U.S. Aggregate Bond Index Fund | 0.05% | — | Jul 1993 | TRLVX vs WFBIX |
Best Risk-Adjusted Alternatives to TRLVX
TRLVX has a PortfoliosLab risk / return rank of 16. There are 96 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 68.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Loomis Sayles Securitized Asset Fund | 68 | — | Mar 2006 | TRLVX vs LSSAX | |
| Hartford Schroders Tax-Aware Bond Fund | 66 | — | Oct 2011 | TRLVX vs STWTX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | 61 | — | Aug 1995 | TRLVX vs PCGTX | |
| Manning & Napier Credit Series | 53 | — | Apr 2020 | TRLVX vs MCDWX | |
| DFA Diversified Fixed Income Portfolio | 42 | — | Aug 2016 | TRLVX vs DFXIX |
Top Performing TRLVX Alternatives (YTD)
TRLVX is at -0.27% YTD. There are 87 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 2.92%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 2.92% | — | Aug 1995 | TRLVX vs PCGTX | |
| Loomis Sayles Securitized Asset Fund | 1.33% | — | Mar 2006 | TRLVX vs LSSAX | |
| Hartford Schroders Tax-Aware Bond Fund | 0.88% | — | Oct 2011 | TRLVX vs STWTX | |
| DFA Diversified Fixed Income Portfolio | 0.88% | — | Aug 2016 | TRLVX vs DFXIX | |
| Manning & Napier Credit Series | 0.78% | — | Apr 2020 | TRLVX vs MCDWX |
Lowest Volatility Alternatives to TRLVX
TRLVX has 4.00% 1-year volatility. There are 80 mutual funds in the Intermediate Core Bond category with lower 1-year volatility, going as low as 2.47%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Education Income Fund | 2.47% | — | Mar 2021 | TRLVX vs FEDUX | |
| Baird Intermediate Bond Fund | 2.49% | — | Sep 2000 | TRLVX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | 2.51% | — | Sep 2000 | TRLVX vs BIMIX | |
| DFA Diversified Fixed Income Portfolio | 2.63% | — | Aug 2016 | TRLVX vs DFXIX | |
| Johnson Institutional Intermediate Bond Fund | 2.73% | — | Aug 2000 | TRLVX vs JIBEX |
Lowest Drawdown Alternatives to TRLVX
TRLVX has a 1-year max drawdown of -3.29%. There are 94 mutual funds in the Intermediate Core Bond category with shallower 1-year drawdowns, going as shallow as -1.69%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Diversified Fixed Income Portfolio | -1.69% | — | Aug 2016 | TRLVX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | — | Mar 2021 | TRLVX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | — | Sep 2000 | TRLVX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | -2.07% | — | Sep 2000 | TRLVX vs BIMIX | |
| Fidelity Intermediate Bond Fund | -2.11% | — | May 1975 | TRLVX vs FTHRX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 28 | 12.88% | — | Sep 2021 | TRLVX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 57 | 10.73% | — | Jul 1993 | TRLVX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 95 | 11.04% | — | Dec 2012 | TRLVX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 55 | 11.52% | — | May 2011 | TRLVX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 67 | 10.97% | — | Dec 1991 | TRLVX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 50 | 9.95% | — | Jul 2010 | TRLVX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 36 | 6.21% | — | Aug 2005 | TRLVX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 29 | 26.29% | — | Apr 2000 | TRLVX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 73 | 6.93% | — | Oct 2007 | TRLVX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 65 | 12.98% | — | Sep 1999 | TRLVX vs FAMRX |
Often Compared With TRLVX
Investors most often compare TRLVX with VOO, TCPYX, SCHD. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare TRLVX with Any Fund or Stock
Compare TRLVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TRLVX with funds that move differently
SEI Institutional Managed Trust Core Fixed Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TRLVX.
Explore TRLVX Diversifiers