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 117 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
EINFX	Elfun Income Fund	0.29%	—	Dec 1984	AMFIX vs EINFX
TIBDX	TIAA-CREF Core Bond Fund	0.29%	—	Jul 1999	AMFIX vs TIBDX
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 77. There are 5 mutual funds in the Intermediate Core-Plus Bond category with higher risk-adjusted ranks, going as high as 98.

Symbol	Name	Risk / Return Rank	AUM	Inception
HOBIX	Holbrook Income Fund Class I	98	—	Jul 2016	AMFIX vs HOBIX
GUGAX	GMO Multi-Sector Fixed Income Fund	89	—	Apr 1997	AMFIX vs GUGAX
LCTIX	Leader Capital High Quality Income Fund Institutio...	86	—	Jul 2010	AMFIX vs LCTIX
MDVAX	MassMutual Diversified Bond Fund	82	—	May 1999	AMFIX vs MDVAX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	81	—	Jul 2010	AMFIX vs LCTRX

Top Performing AMFIX Alternatives (YTD)

AMFIX is at 0.42% YTD. There are 12 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 2.50%.

Symbol	Name	YTD Return	AUM	Inception
NPCT	Nuveen Core Plus Impact Fund	2.50%	—	Apr 2021	AMFIX vs NPCT
HOBIX	Holbrook Income Fund Class I	2.33%	—	Jul 2016	AMFIX vs HOBIX
MDVAX	MassMutual Diversified Bond Fund	2.33%	—	May 1999	AMFIX vs MDVAX
PGSIX	Putnam Mortgage Securities Fund	1.90%	—	Feb 1984	AMFIX vs PGSIX
AAIIX	Ancora Income Fund	1.60%	—	Jan 2004	AMFIX vs AAIIX

Lowest Volatility Alternatives to AMFIX

AMFIX has 1.17% 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 1.83%.

Symbol	Name	Volatility 1Y	AUM	Inception
ARINX	Archer Income Fund	1.83%	—	Mar 2011	AMFIX vs ARINX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	2.05%	—	Jul 2010	AMFIX vs LCTRX
HOBIX	Holbrook Income Fund Class I	2.05%	—	Jul 2016	AMFIX vs HOBIX
LCTIX	Leader Capital High Quality Income Fund Institutio...	2.10%	—	Jul 2010	AMFIX vs LCTIX
GUGAX	GMO Multi-Sector Fixed Income Fund	2.51%	—	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
LCTIX	Leader Capital High Quality Income Fund Institutio...	-1.17%	—	Jul 2010	AMFIX vs LCTIX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	-1.17%	—	Jul 2010	AMFIX vs LCTRX
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	91	14.42%	—	Jun 2017	AMFIX vs AMFEX

Often Compared With AMFIX

Investors most often compare AMFIX with JCPUX, SAVYX, TGRNX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
JCPUX	JPMorgan Core Plus Bond Fund Class R6	Intermediate Core-Plus Bond	28	0.06%	—	Feb 2005	AMFIX vs JCPUX
SAVYX	Virtus Newfleet Core Plus Bond Fund	Intermediate Core-Plus Bond	19	-0.56%	—	Mar 1996	AMFIX vs SAVYX
TGRNX	TIAA-CREF Green Bond Fund	Intermediate Core-Plus Bond	22	-0.19%	—	Nov 2018	AMFIX vs TGRNX
MWIGX	Metropolitan West Investment Grade Credit Fund	Intermediate Core-Plus Bond, Investment Grade Bonds	23	-0.45%	—	Jun 2018	AMFIX vs MWIGX
JAFLX	Janus Henderson VIT Flexible Bond Portfolio	Intermediate Core-Plus Bond	19	-0.58%	—	Sep 1993	AMFIX vs JAFLX
SMTRX	ALPS/Smith Total Return Bond Fund	Intermediate Core-Plus Bond	—	—	3.25B	Jun 2018	AMFIX vs SMTRX
RCS	PIMCO Strategic Income Fund	Intermediate Core-Plus Bond	1	-0.92%	—	—	AMFIX vs RCS
SAMFX	Virtus Seix Total Return Bond Fund	Intermediate Core-Plus Bond	12	-1.10%	—	Dec 1997	AMFIX vs SAMFX
DLFNX	DoubleLine Core Fixed Income Fund	Intermediate Core-Plus Bond	11	-1.49%	—	Jun 2010	AMFIX vs DLFNX
CGBIX	Calvert Green Bond Fund	Intermediate Core-Plus Bond	15	-0.84%	—	Oct 2013	AMFIX vs CGBIX
JANFX	Janus Henderson Flexible Bond Fund	Intermediate Core-Plus Bond	16	-0.98%	—	Jul 1987	AMFIX vs JANFX
MGFIX	AMG GW&K ESG Bond Fund	Intermediate Core-Plus Bond	16	-0.62%	—	Jun 1984	AMFIX vs MGFIX
SPUBX	Symmetry Panoramic US Fixed Income Fund	Intermediate Core-Plus Bond	15	-0.96%	—	Nov 2018	AMFIX vs SPUBX
ANBAX	American Funds Strategic Bond Fund	Intermediate Core-Plus Bond	6	-2.40%	—	Mar 2016	AMFIX vs ANBAX
PTKIX	T. Rowe Price Total Return Fund	Intermediate Core-Plus Bond	12	-1.28%	—	Nov 2016	AMFIX vs PTKIX
TGLMX	TCW Total Return Bond Fund	Intermediate Core-Plus Bond	31	0.19%	—	Jun 1993	AMFIX vs TGLMX
DBLFX	DoubleLine Core Fixed Income Fund	Intermediate Core-Plus Bond	12	-1.36%	—	Jun 2010	AMFIX vs DBLFX
DLTNX	DoubleLine Total Return Bond Fund Class N	Intermediate Core-Plus Bond	13	-1.27%	—	Apr 2010	AMFIX vs DLTNX
BCOIX	Baird Core Plus Bond Fund	Intermediate Core-Plus Bond	20	-0.41%	—	Sep 2000	AMFIX vs BCOIX
BILDX	DoubleLine Infrastructure Income Fund	Intermediate Core-Plus Bond	31	0.31%	—	Apr 2016	AMFIX vs BILDX

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