Ancora Income Fund (AAIIX) Alternatives

Ancora Income Fund (AAIIX) belongs to the Intermediate Core-Plus Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with AAIIX. 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 AAIIX

AAIIX charges 2.20% annually. Among mutual funds in the Intermediate Core-Plus Bond category, these options have the lowest expense ratios among AAIIX alternatives.

Symbol	Name	Expense Ratio	Inception
MCFIX	Mercer Core Fixed Income Fund	0.16%	Aug 15, 2005	AAIIX vs MCFIX
SSASX	State Street Income Fund	0.20%	Jan 2, 1980	AAIIX vs SSASX
EINFX	Elfun Income Fund	0.29%	Dec 31, 1984	AAIIX vs EINFX
TIBDX	TIAA-CREF Core Bond Fund	0.29%	Jul 1, 1999	AAIIX vs TIBDX
BCOIX	Baird Core Plus Bond Fund	0.30%	Sep 29, 2000	AAIIX vs BCOIX

Best Risk-Adjusted Alternatives to AAIIX

Among mutual funds in the Intermediate Core-Plus 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
HOBIX	Holbrook Income Fund Class I	99	Jul 6, 2016	AAIIX vs HOBIX
AMFIX	AAMA Income Fund	98	Jun 30, 2017	AAIIX vs AMFIX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	94	Jul 30, 2010	AAIIX vs LCTRX
ARINX	Archer Income Fund	87	Mar 11, 2011	AAIIX vs ARINX
MDVAX	MassMutual Diversified Bond Fund	80	May 3, 1999	AAIIX vs MDVAX

Top Performing AAIIX Alternatives (YTD)

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

Symbol	Name	YTD Return	Inception
NPCT	Nuveen Core Plus Impact Fund	3.03%	Apr 28, 2021	AAIIX vs NPCT
GUGAX	GMO Multi-Sector Fixed Income Fund	0.96%	Apr 30, 1997	AAIIX vs GUGAX
PGSIX	Putnam Mortgage Securities Fund	0.88%	Feb 8, 1984	AAIIX vs PGSIX
HOBIX	Holbrook Income Fund Class I	0.82%	Jul 6, 2016	AAIIX vs HOBIX
TGLMX	TCW Total Return Bond Fund	0.57%	Jun 17, 1993	AAIIX vs TGLMX

Lowest Volatility Alternatives to AAIIX

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

Symbol	Name	Volatility 1Y	Inception
AMFIX	AAMA Income Fund	0.98%	Jun 30, 2017	AAIIX vs AMFIX
ARINX	Archer Income Fund	1.85%	Mar 11, 2011	AAIIX vs ARINX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	1.90%	Jul 30, 2010	AAIIX vs LCTRX
HOBIX	Holbrook Income Fund Class I	2.09%	Jul 6, 2016	AAIIX vs HOBIX
TGRNX	TIAA-CREF Green Bond Fund	3.36%	Nov 16, 2018	AAIIX vs TGRNX

Lowest Drawdown Alternatives to AAIIX

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

Symbol	Name	Max Drawdown 1Y	Inception
HOBIX	Holbrook Income Fund Class I	-0.72%	Jul 6, 2016	AAIIX vs HOBIX
AMFIX	AAMA Income Fund	-0.74%	Jun 30, 2017	AAIIX vs AMFIX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	-1.17%	Jul 30, 2010	AAIIX vs LCTRX
ARINX	Archer Income Fund	-1.63%	Mar 11, 2011	AAIIX vs ARINX
MWIGX	Metropolitan West Investment Grade Credit Fund	-2.35%	Jun 29, 2018	AAIIX vs MWIGX

Other Mutual Funds from Ancora

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

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
ANCIX	Ancora MicroCap Fund	Small Cap Value Equities	—	—	Sep 2, 2008	AAIIX vs ANCIX
ADEIX	Ancora Dividend Value Equity Fund	Large Cap Value Equities	15	-5.48%	May 7, 2019	AAIIX vs ADEIX
AATIX	Ancora/Thelen Small-Mid Cap Fund	Small Cap Blend Equities	11	-4.99%	Jan 2, 2013	AAIIX vs AATIX

Often Compared With AAIIX

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

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
BCPIX	Brandes Core Plus Fixed Income Fund	Intermediate Core-Plus Bond	53	-0.55%	Dec 28, 2007	AAIIX vs BCPIX
JAFLX	Janus Henderson VIT Flexible Bond Portfolio	Intermediate Core-Plus Bond	53	-0.50%	Sep 13, 1993	AAIIX vs JAFLX
JCPUX	JPMorgan Core Plus Bond Fund Class R6	Intermediate Core-Plus Bond	70	-0.02%	Feb 23, 2005	AAIIX vs JCPUX
SAVYX	Virtus Newfleet Core Plus Bond Fund	Intermediate Core-Plus Bond	66	-0.68%	Mar 7, 1996	AAIIX vs SAVYX
EBABX	Eaton Vance Total Return Bond Fund Class A	Intermediate Core-Plus Bond	70	-0.94%	Nov 17, 2009	AAIIX vs EBABX
PCSIX	PACE Strategic Fixed Income Investments	Intermediate Core-Plus Bond	60	-0.44%	Aug 24, 1995	AAIIX vs PCSIX
ANBAX	American Funds Strategic Bond Fund	Intermediate Core-Plus Bond	22	-1.03%	Mar 18, 2016	AAIIX vs ANBAX
CGBIX	Calvert Green Bond Fund	Intermediate Core-Plus Bond	73	-0.72%	Oct 31, 2013	AAIIX vs CGBIX
CTRIX	Calamos Total Return Bond Fund	Intermediate Core-Plus Bond	57	-0.63%	Jun 27, 2007	AAIIX vs CTRIX
WTIBX	Segall Bryant & Hamill Plus Bond Fund	Intermediate Core-Plus Bond	54	-0.49%	Jun 1, 1988	AAIIX vs WTIBX
ACGYX	AB Income Fund	Intermediate Core-Plus Bond	42	-1.08%	Aug 28, 1987	AAIIX vs ACGYX
JANFX	Janus Henderson Flexible Bond Fund	Intermediate Core-Plus Bond	50	-0.86%	Jul 7, 1987	AAIIX vs JANFX
MWESX	MetWest ESG Securitized Fund	Intermediate Core-Plus Bond	64	-0.10%	Sep 29, 2021	AAIIX vs MWESX
LMSMX	Western Asset SMASh Series M Fund	Intermediate Core-Plus Bond	62	0.18%	Dec 27, 2006	AAIIX vs LMSMX
PTKIX	T. Rowe Price Total Return Fund	Intermediate Core-Plus Bond	54	-0.65%	Nov 15, 2016	AAIIX vs PTKIX
VGSBX	VY BrandywineGLOBAL - Bond Portfolio	Intermediate Core-Plus Bond	68	0.21%	Feb 20, 2015	AAIIX vs VGSBX
DLTNX	DoubleLine Total Return Bond Fund Class N	Intermediate Core-Plus Bond	59	-0.24%	Apr 6, 2010	AAIIX vs DLTNX
GIBIX	Guggenheim Total Return Bond Fund	Intermediate Core-Plus Bond	65	-0.73%	Nov 30, 2011	AAIIX vs GIBIX
TOBAX	Touchstone Active Bond Fund	Intermediate Core-Plus Bond	61	-0.66%	Oct 3, 1994	AAIIX vs TOBAX
HLIPX	JPMorgan Core Plus Bond Fund	Intermediate Core-Plus Bond	64	-0.31%	Mar 5, 1993	AAIIX vs HLIPX

Compare AAIIX with Any Fund or Stock

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

Symbol name

Ancora Income Fund

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