ANBAX Alternatives & Similar Mutual Funds

American Funds Strategic Bond Fund (ANBAX) 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 ANBAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to ANBAX

ANBAX charges 0.71% annually. There are 86 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	ANBAX vs MCFIX
SSASX	State Street Income Fund	0.20%	—	Jan 1980	ANBAX vs SSASX
EINFX	Elfun Income Fund	0.29%	—	Dec 1984	ANBAX vs EINFX
TIBDX	TIAA-CREF Core Bond Fund	0.29%	—	Jul 1999	ANBAX vs TIBDX
BCOIX	Baird Core Plus Bond Fund	0.30%	—	Sep 2000	ANBAX vs BCOIX

Best Risk-Adjusted Alternatives to ANBAX

ANBAX has a PortfoliosLab risk / return rank of 6. There are 124 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	ANBAX vs HOBIX
LCTIX	Leader Capital High Quality Income Fund Institutio...	93	—	Jul 2010	ANBAX vs LCTIX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	91	—	Jul 2010	ANBAX vs LCTRX
MDVAX	MassMutual Diversified Bond Fund	82	—	May 1999	ANBAX vs MDVAX
AMFIX	AAMA Income Fund	71	—	Jun 2017	ANBAX vs AMFIX

Top Performing ANBAX Alternatives (YTD)

ANBAX is at -0.81% YTD. There are 124 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 3.14%.

Symbol	Name	YTD Return	AUM	Inception
NPCT	Nuveen Core Plus Impact Fund	3.14%	—	Apr 2021	ANBAX vs NPCT
PGSIX	Putnam Mortgage Securities Fund	2.76%	—	Feb 1984	ANBAX vs PGSIX
AAIIX	Ancora Income Fund	2.68%	—	Jan 2004	ANBAX vs AAIIX
MDVAX	MassMutual Diversified Bond Fund	2.59%	—	May 1999	ANBAX vs MDVAX
HOBIX	Holbrook Income Fund Class I	2.43%	—	Jul 2016	ANBAX vs HOBIX

Lowest Volatility Alternatives to ANBAX

ANBAX has 4.33% 1-year volatility. There are 107 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.05%.

Symbol	Name	Volatility 1Y	AUM	Inception
AMFIX	AAMA Income Fund	1.05%	—	Jun 2017	ANBAX vs AMFIX
ARINX	Archer Income Fund	1.79%	—	Mar 2011	ANBAX vs ARINX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	1.91%	—	Jul 2010	ANBAX vs LCTRX
LCTIX	Leader Capital High Quality Income Fund Institutio...	1.97%	—	Jul 2010	ANBAX vs LCTIX
HOBIX	Holbrook Income Fund Class I	2.01%	—	Jul 2016	ANBAX vs HOBIX

Lowest Drawdown Alternatives to ANBAX

ANBAX has a 1-year max drawdown of -3.96%. There are 120 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
HOBIX	Holbrook Income Fund Class I	-0.51%	—	Jul 2016	ANBAX vs HOBIX
AMFIX	AAMA Income Fund	-0.74%	—	Jun 2017	ANBAX vs AMFIX
GUGAX	GMO Multi-Sector Fixed Income Fund	-1.16%	—	Apr 1997	ANBAX vs GUGAX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	-1.17%	—	Jul 2010	ANBAX vs LCTRX
LCTIX	Leader Capital High Quality Income Fund Institutio...	-1.17%	—	Jul 2010	ANBAX vs LCTIX

Other Mutual Funds from American Funds

The 10 most viewed American Funds mutual funds shown here include ABALX, AIVSX, RGAGX and span 6 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ABALX	American Funds American Balanced Fund Class A	Diversified Portfolio	85	9.71%	—	Jul 1975	ANBAX vs ABALX
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	58	10.91%	—	Jan 1934	ANBAX vs AIVSX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	37	10.60%	—	Dec 1973	ANBAX vs RGAGX
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	38	5.47%	—	Jul 1952	ANBAX vs AWSHX
RERGX	American Funds EuroPacific Growth Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities	41	11.72%	—	—	ANBAX vs RERGX
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities	77	15.14%	—	Jan 1978	ANBAX vs ANCFX
ANWPX	American Funds New Perspective Fund Class A	Large Cap Growth Equities, Global Equities	29	7.27%	—	Mar 1973	ANBAX vs ANWPX
GFFFX	American Funds The Growth Fund of America	Large Cap Growth Equities	36	10.54%	—	Dec 1973	ANBAX vs GFFFX
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend	52	5.99%	—	Dec 1973	ANBAX vs AMECX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	29	7.17%	—	Jan 1967	ANBAX vs AMCPX

Often Compared With ANBAX

Investors most often compare ANBAX with ABNDX, FFHCX, NDARX. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ABNDX	American Funds The Bond Fund of America	Intermediate Core Bond	17	0.10%	—	May 1974	ANBAX vs ABNDX
FFHCX	Fidelity Series Floating Rate High Income Fund	High Yield Bonds	94	2.34%	—	Oct 2011	ANBAX vs FFHCX
NDARX	American Funds Retirement Income Portfolio - Enhan...	Diversified Portfolio	64	6.67%	—	Aug 2015	ANBAX vs NDARX
CGDV	Capital Group Dividend Value ETF	Large Cap Value Equities, Dividend	82	12.51%	35.12B	Feb 2022	ANBAX vs CGDV
SGOV	iShares 0-3 Month Treasury Bond ETF	Ultrashort Bond	100	1.50%	91.90B	May 2020	ANBAX vs SGOV
DIA	State Street SPDR Dow Jones Industrial Average ETF...	Large Cap Blend Equities	54	7.47%	44.42B	Jan 1998	ANBAX vs DIA
AHITX	American Funds American High-Income Trust	High Yield Bonds	84	2.19%	—	Feb 1988	ANBAX vs AHITX
LQD	iShares iBoxx $ Investment Grade Corporate Bond ET...	Corporate Bonds	33	0.74%	29.78B	Jul 2002	ANBAX vs LQD
BFMSX	BlackRock Low Duration Bond Portfolio	Short-Term Bond	76	0.92%	—	Jul 1992	ANBAX vs BFMSX
MWIGX	Metropolitan West Investment Grade Credit Fund	Intermediate Core-Plus Bond	36	0.46%	—	Jun 2018	ANBAX vs MWIGX
TGRNX	TIAA-CREF Green Bond Fund	Intermediate Core-Plus Bond	36	0.68%	—	Nov 2018	ANBAX vs TGRNX
BCPIX	Brandes Core Plus Fixed Income Fund	Intermediate Core-Plus Bond	19	0.16%	—	Dec 2007	ANBAX vs BCPIX
TGLMX	TCW Total Return Bond Fund	Intermediate Core-Plus Bond	36	1.25%	—	Jun 1993	ANBAX vs TGLMX
CWBFX	American Funds Capital World Bond Fund	Global Bonds	4	-0.60%	—	Aug 1987	ANBAX vs CWBFX
LMSMX	Western Asset SMASh Series M Fund	Intermediate Core-Plus Bond	40	1.11%	—	Dec 2006	ANBAX vs LMSMX
TSLA	Tesla, Inc.		55	-5.78%	—	—	ANBAX vs TSLA
VGSBX	VY BrandywineGLOBAL - Bond Portfolio	Intermediate Core-Plus Bond	32	0.96%	—	Feb 2015	ANBAX vs VGSBX
CAIBX	American Funds Capital Income Builder Class A	Diversified Portfolio	59	7.17%	—	Jul 1987	ANBAX vs CAIBX
BOND	PIMCO Active Bond ETF	Intermediate Core-Plus Bond	48	0.72%	7.88B	Mar 2012	ANBAX vs BOND
TNUIX	1290 Diversified Bond Fund	Intermediate Core-Plus Bond	23	1.71%	—	Jul 2015	ANBAX vs TNUIX

Compare ANBAX with Any Fund or Stock

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

Symbol name

Diversifiers

Pair ANBAX with funds that move differently

American Funds Strategic Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ANBAX.

Explore ANBAX Diversifiers

American Funds Strategic Bond Fund (ANBAX) Alternatives