AAMA Income Fund (AMFIX) Alternatives

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 funds that fit a different role in your portfolio.

Cheapest Alternatives to AMFIX

AMFIX charges 0.92% annually. Among mutual funds in the Intermediate Core-Plus Bond category, these options have the lowest expense ratios among AMFIX alternatives.

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

Best Risk-Adjusted Alternatives to AMFIX

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	AMFIX vs HOBIX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	94	Jul 30, 2010	AMFIX vs LCTRX
ARINX	Archer Income Fund	87	Mar 11, 2011	AMFIX vs ARINX
MDVAX	MassMutual Diversified Bond Fund	80	May 3, 1999	AMFIX vs MDVAX
MWIGX	Metropolitan West Investment Grade Credit Fund	80	Jun 29, 2018	AMFIX vs MWIGX

Top Performing AMFIX Alternatives (YTD)

AMFIX 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	AMFIX vs NPCT
GUGAX	GMO Multi-Sector Fixed Income Fund	0.96%	Apr 30, 1997	AMFIX vs GUGAX
PGSIX	Putnam Mortgage Securities Fund	0.88%	Feb 8, 1984	AMFIX vs PGSIX
HOBIX	Holbrook Income Fund Class I	0.82%	Jul 6, 2016	AMFIX vs HOBIX
TGLMX	TCW Total Return Bond Fund	0.57%	Jun 17, 1993	AMFIX vs TGLMX

Lowest Volatility Alternatives to AMFIX

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

Symbol	Name	Volatility 1Y	Inception
ARINX	Archer Income Fund	1.85%	Mar 11, 2011	AMFIX vs ARINX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	1.90%	Jul 30, 2010	AMFIX vs LCTRX
HOBIX	Holbrook Income Fund Class I	2.09%	Jul 6, 2016	AMFIX vs HOBIX
TGRNX	TIAA-CREF Green Bond Fund	3.36%	Nov 16, 2018	AMFIX vs TGRNX
BILDX	DoubleLine Infrastructure Income Fund	3.46%	Apr 1, 2016	AMFIX vs BILDX

Lowest Drawdown Alternatives to AMFIX

AMFIX 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	AMFIX vs HOBIX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	-1.17%	Jul 30, 2010	AMFIX vs LCTRX
ARINX	Archer Income Fund	-1.63%	Mar 11, 2011	AMFIX vs ARINX
MWIGX	Metropolitan West Investment Grade Credit Fund	-2.35%	Jun 29, 2018	AMFIX vs MWIGX
BILDX	DoubleLine Infrastructure Income Fund	-2.43%	Apr 1, 2016	AMFIX vs BILDX

Other Mutual Funds from AAMA

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

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
AMFEX	AAMA Equity Fund	Large Cap Blend Equities	78	0.48%	Jun 30, 2017	AMFIX vs AMFEX

Often Compared With AMFIX

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

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
AAIIX	Ancora Income Fund	Intermediate Core-Plus Bond	21	-0.31%	Jan 5, 2004	AMFIX vs AAIIX
BCPIX	Brandes Core Plus Fixed Income Fund	Intermediate Core-Plus Bond	53	-0.55%	Dec 28, 2007	AMFIX vs BCPIX
JCPUX	JPMorgan Core Plus Bond Fund Class R6	Intermediate Core-Plus Bond	70	-0.02%	Feb 23, 2005	AMFIX vs JCPUX
SAVYX	Virtus Newfleet Core Plus Bond Fund	Intermediate Core-Plus Bond	66	-0.68%	Mar 7, 1996	AMFIX vs SAVYX
JAFLX	Janus Henderson VIT Flexible Bond Portfolio	Intermediate Core-Plus Bond	53	-0.50%	Sep 13, 1993	AMFIX vs JAFLX
DBLFX	DoubleLine Core Fixed Income Fund	Intermediate Core-Plus Bond	57	-0.74%	Jun 1, 2010	AMFIX vs DBLFX
ANBAX	American Funds Strategic Bond Fund	Intermediate Core-Plus Bond	22	-1.03%	Mar 18, 2016	AMFIX vs ANBAX
ACGYX	AB Income Fund	Intermediate Core-Plus Bond	42	-1.08%	Aug 28, 1987	AMFIX vs ACGYX
PCSIX	PACE Strategic Fixed Income Investments	Intermediate Core-Plus Bond	60	-0.44%	Aug 24, 1995	AMFIX vs PCSIX
PTSAX	PIMCO Total Return ESG Fund	Intermediate Core-Plus Bond	45	-1.05%	May 1, 1991	AMFIX vs PTSAX
DLFNX	DoubleLine Core Fixed Income Fund	Intermediate Core-Plus Bond	48	-0.88%	Jun 1, 2010	AMFIX vs DLFNX
DLTNX	DoubleLine Total Return Bond Fund Class N	Intermediate Core-Plus Bond	59	-0.24%	Apr 6, 2010	AMFIX vs DLTNX
CGBIX	Calvert Green Bond Fund	Intermediate Core-Plus Bond	73	-0.72%	Oct 31, 2013	AMFIX vs CGBIX
PTKIX	T. Rowe Price Total Return Fund	Intermediate Core-Plus Bond	54	-0.65%	Nov 15, 2016	AMFIX vs PTKIX
HLIPX	JPMorgan Core Plus Bond Fund	Intermediate Core-Plus Bond	64	-0.31%	Mar 5, 1993	AMFIX vs HLIPX
SAMFX	Virtus Seix Total Return Bond Fund	Intermediate Core-Plus Bond	50	-0.55%	Dec 30, 1997	AMFIX vs SAMFX
GIBIX	Guggenheim Total Return Bond Fund	Intermediate Core-Plus Bond	65	-0.73%	Nov 30, 2011	AMFIX vs GIBIX
JANFX	Janus Henderson Flexible Bond Fund	Intermediate Core-Plus Bond	50	-0.86%	Jul 7, 1987	AMFIX vs JANFX
DPDFX	Delaware Diversified Income Fund	Intermediate Core-Plus Bond	53	-0.78%	Dec 29, 1997	AMFIX vs DPDFX
PDBZX	PGIM Total Return Bond Fund Class Z	Intermediate Core-Plus Bond	57	-0.53%	Jan 14, 1997	AMFIX vs PDBZX

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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AAMA Income Fund

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