North Square Strategic Income Fund (ADVNX) belongs to the Multisector Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ADVNX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ADVNX
ADVNX charges 0.90% annually. There are 49 mutual funds in the Multisector Bonds category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Doubleline Selective Credit Fund | 0.05% | — | Aug 2014 | ADVNX vs DBSCX | |
| Vanguard Multi-Sector Income Bond Fund Admiral Sha... | 0.30% | — | Oct 2021 | ADVNX vs VMSAX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 0.40% | — | Jul 2016 | ADVNX vs BWDTX | |
| JPMorgan Income Fund | 0.40% | — | Jun 2014 | ADVNX vs JMSIX | |
| Mercer Opportunistic Fixed Income Fund | 0.44% | — | Aug 2013 | ADVNX vs MOFIX |
Best Risk-Adjusted Alternatives to ADVNX
ADVNX has a PortfoliosLab risk / return rank of 44. There are 47 mutual funds in the Multisector Bonds category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | 99 | — | Nov 2015 | ADVNX vs NWXHX | |
| Nationwide Strategic Income A | 99 | — | Nov 2015 | ADVNX vs NWXEX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 98 | — | Jul 2016 | ADVNX vs BWDTX | |
| Rational Special Situations Income Fund | 98 | — | Jul 2019 | ADVNX vs RFXIX | |
| CrossingBridge Low Duration High Yield Fund | 97 | — | Jan 2018 | ADVNX vs CBLDX |
Top Performing ADVNX Alternatives (YTD)
ADVNX is at 1.34% YTD. There are 29 mutual funds in the Multisector Bonds category with higher YTD returns, going as high as 3.36%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| abrdn Income Credit Strategies Fund | 3.36% | — | Jan 2011 | ADVNX vs ACP | |
| BrandywineGLOBAL - Flexible Bond Fund | 3.03% | — | May 2016 | ADVNX vs LFLIX | |
| Nationwide Amundi Strategic Income Fund | 2.37% | — | Nov 2015 | ADVNX vs NWXHX | |
| Eaton Vance Strategic Income Fund Class I | 2.34% | — | Jan 1998 | ADVNX vs ETSIX | |
| Eaton Vance Strategic Income Fund Class I | 2.33% | — | Apr 2009 | ADVNX vs ESIIX |
Lowest Volatility Alternatives to ADVNX
ADVNX has 3.69% 1-year volatility. There are 56 mutual funds in the Multisector Bonds category with lower 1-year volatility, going as low as 1.18%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | 1.18% | — | Nov 2015 | ADVNX vs NWXHX | |
| Nationwide Strategic Income A | 1.22% | — | Nov 2015 | ADVNX vs NWXEX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 1.31% | — | Jul 2016 | ADVNX vs BWDTX | |
| CrossingBridge Low Duration High Yield Fund | 1.40% | — | Jan 2018 | ADVNX vs CBLDX | |
| Rational Special Situations Income Fund | 1.40% | — | Jul 2019 | ADVNX vs RFXIX |
Lowest Drawdown Alternatives to ADVNX
ADVNX has a 1-year max drawdown of -2.57%. There are 36 mutual funds in the Multisector Bonds category with shallower 1-year drawdowns, going as shallow as -0.41%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | -0.41% | — | Nov 2015 | ADVNX vs NWXHX | |
| Nationwide Strategic Income A | -0.43% | — | Nov 2015 | ADVNX vs NWXEX | |
| Rational Special Situations Income Fund | -0.72% | — | Jul 2019 | ADVNX vs RFXIX | |
| CrossingBridge Low Duration High Yield Fund | -0.73% | — | Jan 2018 | ADVNX vs CBLDX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | -1.00% | — | Jul 2016 | ADVNX vs BWDTX |
Other Mutual Funds from North Square
The 7 most viewed North Square mutual funds shown here include ORDNX, ADVGX, ORILX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | Large Cap Blend Equities | 68 | 1.57% | — | Jun 2013 | ADVNX vs ORDNX | |
| North Square Advisory Research Small Cap Value Fun... | Large Cap Value Equities | 37 | 17.70% | — | Nov 2009 | ADVNX vs ADVGX | |
| North Square Multi Strategy Fund | Diversified Portfolio | 53 | 8.50% | — | Feb 1999 | ADVNX vs ORILX | |
| North Square Spectrum Alpha Fund | Small Cap Growth Equities | 70 | 20.06% | — | Jan 1994 | ADVNX vs ORIGX | |
| North Square Dynamic Small Cap Fund | Small Cap Blend Equities | 77 | 21.30% | — | Sep 2015 | ADVNX vs ORSIX | |
| North Square Altrinsic International Equity Fund | Foreign Large Cap Equities | 25 | 5.59% | — | Dec 2020 | ADVNX vs NSIVX | |
| North Square McKee Bond Fund | Intermediate Core Bond | 23 | 0.38% | — | Dec 2020 | ADVNX vs NMKBX |
Often Compared With ADVNX
Investors most often compare ADVNX with PONAX, BSIIX, PDIIX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare ADVNX with Any Fund or Stock
Compare ADVNX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ADVNX with funds that move differently
North Square Strategic Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ADVNX.
Explore ADVNX Diversifiers