AMFIX Alternatives & Similar Mutual Funds

AAMA Income Fund (AMFIX) 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 AMFIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to AMFIX

AMFIX charges 0.92% annually. There are 114 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
MCFIX	Mercer Core Fixed Income Fund	0.16%	—	Aug 2005	AMFIX vs MCFIX
SSASX	State Street Income Fund	0.20%	—	Jan 1980	AMFIX vs SSASX
TIBDX	TIAA-CREF Core Bond Fund	0.29%	—	Jul 1999	AMFIX vs TIBDX
EINFX	Elfun Income Fund	0.29%	—	Dec 1984	AMFIX vs EINFX
BCPIX	Brandes Core Plus Fixed Income Fund	0.30%	—	Dec 2007	AMFIX vs BCPIX

Best Risk-Adjusted Alternatives to AMFIX

AMFIX has a PortfoliosLab risk / return rank of 72. There are 5 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
HOBIX	Holbrook Income Fund Class I	99	—	Jul 2016	AMFIX vs HOBIX
LCTIX	Leader Capital High Quality Income Fund Institutio...	96	—	Jul 2010	AMFIX vs LCTIX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	94	—	Jul 2010	AMFIX vs LCTRX
GUGAX	GMO Multi-Sector Fixed Income Fund	89	—	Apr 1997	AMFIX vs GUGAX
MDVAX	MassMutual Diversified Bond Fund	86	—	May 1999	AMFIX vs MDVAX

Top Performing AMFIX Alternatives (YTD)

AMFIX is at 0.26% YTD. There are 41 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
TNUIX	1290 Diversified Bond Fund	3.62%	—	Jul 2015	AMFIX vs TNUIX
NPCT	Nuveen Core Plus Impact Fund	3.14%	—	Apr 2021	AMFIX vs NPCT
MDVAX	MassMutual Diversified Bond Fund	2.93%	—	May 1999	AMFIX vs MDVAX
PGSIX	Putnam Mortgage Securities Fund	2.68%	—	Feb 1984	AMFIX vs PGSIX
HOBIX	Holbrook Income Fund Class I	2.55%	—	Jul 2016	AMFIX vs HOBIX

Lowest Volatility Alternatives to AMFIX

AMFIX has 1.15% 1-year volatility. No mutual funds in the Intermediate Core-Plus Bond category have lower 1-year volatility; the lowest-volatility alternatives shown here go as low as 1.81%.

Symbol	Name	Volatility 1Y	AUM	Inception
ARINX	Archer Income Fund	1.81%	—	Mar 2011	AMFIX vs ARINX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	1.96%	—	Jul 2010	AMFIX vs LCTRX
LCTIX	Leader Capital High Quality Income Fund Institutio...	2.00%	—	Jul 2010	AMFIX vs LCTIX
HOBIX	Holbrook Income Fund Class I	2.04%	—	Jul 2016	AMFIX vs HOBIX
GUGAX	GMO Multi-Sector Fixed Income Fund	2.65%	—	Apr 1997	AMFIX vs GUGAX

Lowest Drawdown Alternatives to AMFIX

AMFIX has a 1-year max drawdown of -0.74%. There is 1 mutual fund in the Intermediate Core-Plus Bond category with a shallower 1-year drawdown, going as shallow as -0.51%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
HOBIX	Holbrook Income Fund Class I	-0.51%	—	Jul 2016	AMFIX vs HOBIX
GUGAX	GMO Multi-Sector Fixed Income Fund	-1.00%	—	Apr 1997	AMFIX vs GUGAX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	-1.17%	—	Jul 2010	AMFIX vs LCTRX
LCTIX	Leader Capital High Quality Income Fund Institutio...	-1.17%	—	Jul 2010	AMFIX vs LCTIX
ARINX	Archer Income Fund	-1.57%	—	Mar 2011	AMFIX vs ARINX

Other Mutual Funds from AAMA

The 1 most viewed AAMA mutual funds shown here include AMFEX and span 1 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
AMFEX	AAMA Equity Fund	Large Cap Blend Equities	89	13.62%	—	Jun 2017	AMFIX vs AMFEX

Often Compared With AMFIX

Investors most often compare AMFIX with AAIIX, JCPUX, SAVYX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
AAIIX	Ancora Income Fund	Intermediate Core-Plus Bond	15	1.89%	—	Jan 2004	AMFIX vs AAIIX
JCPUX	JPMorgan Core Plus Bond Fund Class R6	Intermediate Core-Plus Bond	33	0.75%	—	Feb 2005	AMFIX vs JCPUX
SAVYX	Virtus Newfleet Core Plus Bond Fund	Intermediate Core-Plus Bond	29	0.53%	—	Mar 1996	AMFIX vs SAVYX
SMTRX	ALPS/Smith Total Return Bond Fund	Intermediate Core-Plus Bond	—	—	3.25B	Jun 2018	AMFIX vs SMTRX
TGRNX	TIAA-CREF Green Bond Fund	Intermediate Core-Plus Bond	32	0.47%	—	Nov 2018	AMFIX vs TGRNX
MWIGX	Metropolitan West Investment Grade Credit Fund	Intermediate Core-Plus Bond	30	0.06%	—	Jun 2018	AMFIX vs MWIGX
JAFLX	Janus Henderson VIT Flexible Bond Portfolio	Intermediate Core-Plus Bond	21	0.15%	—	Sep 1993	AMFIX vs JAFLX
RCS	PIMCO Strategic Income Fund	Intermediate Core-Plus Bond	1	-0.54%	—	—	AMFIX vs RCS
SAMFX	Virtus Seix Total Return Bond Fund	Intermediate Core-Plus Bond	17	-0.12%	—	Dec 1997	AMFIX vs SAMFX
DLFNX	DoubleLine Core Fixed Income Fund	Intermediate Core-Plus Bond	16	-0.40%	—	Jun 2010	AMFIX vs DLFNX
CGBIX	Calvert Green Bond Fund	Intermediate Core-Plus Bond	24	0.08%	—	Oct 2013	AMFIX vs CGBIX
JANFX	Janus Henderson Flexible Bond Fund	Intermediate Core-Plus Bond	20	0.00%	—	Jul 1987	AMFIX vs JANFX
MGFIX	AMG GW&K ESG Bond Fund	Intermediate Core-Plus Bond	20	0.23%	—	Jun 1984	AMFIX vs MGFIX
SPUBX	Symmetry Panoramic US Fixed Income Fund	Intermediate Core-Plus Bond	22	0.10%	—	Nov 2018	AMFIX vs SPUBX
DBLFX	DoubleLine Core Fixed Income Fund	Intermediate Core-Plus Bond	18	-0.60%	—	Jun 2010	AMFIX vs DBLFX
TGLMX	TCW Total Return Bond Fund	Intermediate Core-Plus Bond	40	0.85%	—	Jun 1993	AMFIX vs TGLMX
DLTNX	DoubleLine Total Return Bond Fund Class N	Intermediate Core-Plus Bond	18	-0.24%	—	Apr 2010	AMFIX vs DLTNX
ANBAX	American Funds Strategic Bond Fund	Intermediate Core-Plus Bond	7	-1.85%	—	Mar 2016	AMFIX vs ANBAX
BILDX	DoubleLine Infrastructure Income Fund	Intermediate Core-Plus Bond	41	0.53%	—	Apr 2016	AMFIX vs BILDX
PTKIX	T. Rowe Price Total Return Fund	Intermediate Core-Plus Bond	19	-0.19%	—	Nov 2016	AMFIX vs PTKIX

Compare AMFIX with Any Fund or Stock

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

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Diversifiers

Pair AMFIX with funds that move differently

AAMA Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AMFIX.

Explore AMFIX Diversifiers

AAMA Income Fund (AMFIX) Alternatives