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 a closer substitute for your current allocation.
Cheapest Alternatives to AAIIX
AAIIX charges 2.20% annually. There are 126 mutual funds in the Intermediate Core-Plus Bond category with lower expense ratios, going as low as 0.16%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | — | Aug 2005 | AAIIX vs MCFIX | |
| State Street Income Fund | 0.20% | — | Jan 1980 | AAIIX vs SSASX | |
| TIAA-CREF Core Bond Fund | 0.29% | — | Jul 1999 | AAIIX vs TIBDX | |
| Elfun Income Fund | 0.29% | — | Dec 1984 | AAIIX vs EINFX | |
| Brandes Core Plus Fixed Income Fund | 0.30% | — | Dec 2007 | AAIIX vs BCPIX |
Best Risk-Adjusted Alternatives to AAIIX
AAIIX has a PortfoliosLab risk / return rank of 22. There are 104 mutual funds in the Intermediate Core-Plus Bond category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | 99 | — | Jul 2016 | AAIIX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 95 | — | Jul 2010 | AAIIX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 94 | — | Jul 2010 | AAIIX vs LCTRX | |
| MassMutual Diversified Bond Fund | 89 | — | May 1999 | AAIIX vs MDVAX | |
| GMO Multi-Sector Fixed Income Fund | 88 | — | Apr 1997 | AAIIX vs GUGAX |
Top Performing AAIIX Alternatives (YTD)
AAIIX is at 2.47% YTD. There are 5 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 3.62%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| 1290 Diversified Bond Fund | 3.62% | — | Jul 2015 | AAIIX vs TNUIX | |
| Putnam Mortgage Securities Fund | 2.94% | — | Feb 1984 | AAIIX vs PGSIX | |
| Nuveen Core Plus Impact Fund | 2.92% | — | Apr 2021 | AAIIX vs NPCT | |
| MassMutual Diversified Bond Fund | 2.81% | — | May 1999 | AAIIX vs MDVAX | |
| Holbrook Income Fund Class I | 2.65% | — | Jul 2016 | AAIIX vs HOBIX |
Lowest Volatility Alternatives to AAIIX
AAIIX has 4.47% 1-year volatility. There are 120 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.16%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AAMA Income Fund | 1.16% | — | Jun 2017 | AAIIX vs AMFIX | |
| Archer Income Fund | 1.82% | — | Mar 2011 | AAIIX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.95% | — | Jul 2010 | AAIIX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | 2.01% | — | Jul 2010 | AAIIX vs LCTIX | |
| Holbrook Income Fund Class I | 2.04% | — | Jul 2016 | AAIIX vs HOBIX |
Lowest Drawdown Alternatives to AAIIX
AAIIX has a 1-year max drawdown of -4.19%. There are 123 mutual funds in the Intermediate Core-Plus Bond category with shallower 1-year drawdowns, going as shallow as -0.51%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.51% | — | Jul 2016 | AAIIX vs HOBIX | |
| AAMA Income Fund | -0.74% | — | Jun 2017 | AAIIX vs AMFIX | |
| GMO Multi-Sector Fixed Income Fund | -1.00% | — | Apr 1997 | AAIIX vs GUGAX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | — | Jul 2010 | AAIIX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | -1.17% | — | Jul 2010 | AAIIX vs LCTIX |
Other Mutual Funds from Ancora
The 2 most viewed Ancora mutual funds shown here include ADEIX, AATIX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Ancora Dividend Value Equity Fund | Large Cap Value Equities | 17 | 4.50% | — | May 2019 | AAIIX vs ADEIX | |
| Ancora/Thelen Small-Mid Cap Fund | Small Cap Blend Equities | 18 | 9.53% | — | Jan 2013 | AAIIX vs AATIX |
Often Compared With AAIIX
Investors most often compare AAIIX with JAFLX, TOBAX, JCPUX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare AAIIX with Any Fund or Stock
Compare AAIIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AAIIX with funds that move differently
Ancora Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AAIIX.
Explore AAIIX Diversifiers