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 89 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
TIBDX	TIAA-CREF Core Bond Fund	0.29%	—	Jul 1999	ANBAX vs TIBDX
EINFX	Elfun Income Fund	0.29%	—	Dec 1984	ANBAX vs EINFX
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 7. There are 126 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	ANBAX vs HOBIX
LCTIX	Leader Capital High Quality Income Fund Institutio...	96	—	Jul 2010	ANBAX vs LCTIX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	95	—	Jul 2010	ANBAX vs LCTRX
MDVAX	MassMutual Diversified Bond Fund	86	—	May 1999	ANBAX vs MDVAX
GUGAX	GMO Multi-Sector Fixed Income Fund	83	—	Apr 1997	ANBAX vs GUGAX

Top Performing ANBAX Alternatives (YTD)

ANBAX is at -1.52% YTD. There are 127 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	ANBAX vs TNUIX
NPCT	Nuveen Core Plus Impact Fund	3.14%	—	Apr 2021	ANBAX vs NPCT
MDVAX	MassMutual Diversified Bond Fund	2.93%	—	May 1999	ANBAX vs MDVAX
PGSIX	Putnam Mortgage Securities Fund	2.68%	—	Feb 1984	ANBAX vs PGSIX
SEATX	SEI Tax Exempt Trust Tax-Advantaged Income Fund	2.56%	—	Sep 2007	ANBAX vs SEATX

Lowest Volatility Alternatives to ANBAX

ANBAX has 4.01% 1-year volatility. There are 97 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.14%.

Symbol	Name	Volatility 1Y	AUM	Inception
AMFIX	AAMA Income Fund	1.14%	—	Jun 2017	ANBAX vs AMFIX
ARINX	Archer Income Fund	1.81%	—	Mar 2011	ANBAX vs ARINX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	1.94%	—	Jul 2010	ANBAX vs LCTRX
LCTIX	Leader Capital High Quality Income Fund Institutio...	2.00%	—	Jul 2010	ANBAX vs LCTIX
HOBIX	Holbrook Income Fund Class I	2.04%	—	Jul 2016	ANBAX vs HOBIX

Lowest Drawdown Alternatives to ANBAX

ANBAX has a 1-year max drawdown of -3.96%. There are 122 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	-1.00%	—	Apr 1997	ANBAX vs GUGAX
LCTIX	Leader Capital High Quality Income Fund Institutio...	-1.17%	—	Jul 2010	ANBAX vs LCTIX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	-1.17%	—	Jul 2010	ANBAX vs LCTRX

Other Mutual Funds from American Funds

The 10 most viewed American Funds mutual funds shown here include ABALX, AIVSX, AWSHX and span 7 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ABALX	American Funds American Balanced Fund Class A	Diversified Portfolio	79	9.44%	—	Jul 1975	ANBAX vs ABALX
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	40	10.50%	—	Jan 1934	ANBAX vs AIVSX
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	39	8.07%	—	Jul 1952	ANBAX vs AWSHX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	24	9.06%	—	Dec 1973	ANBAX vs RGAGX
RERGX	American Funds EUPAC Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities, Actively Managed	37	10.66%	—	May 2009	ANBAX vs RERGX
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities, Actively Managed	62	14.17%	—	Aug 1978	ANBAX vs ANCFX
ANWPX	American Funds New Perspective Fund Class A	Global Equities, Large Cap Growth Equities, Actively Managed	24	6.76%	—	Mar 1973	ANBAX vs ANWPX
GFFFX	American Funds The Growth Fund of America Class F-...	Large Cap Growth Equities	24	9.00%	—	Dec 1973	ANBAX vs GFFFX
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend	55	6.96%	—	Dec 1973	ANBAX vs AMECX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	20	6.73%	—	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	15	-0.36%	—	May 1974	ANBAX vs ABNDX
FFHCX	Fidelity Series Floating Rate High Income Fund	High Yield Bonds	94	2.37%	—	Oct 2011	ANBAX vs FFHCX
NDARX	American Funds Retirement Income Portfolio - Enhan...	Diversified Portfolio	59	6.98%	—	Aug 2015	ANBAX vs NDARX
CGDV	Capital Group Dividend Value ETF	Large Cap Value Equities, Dividend	69	13.06%	36.70B	Feb 2022	ANBAX vs CGDV
SGOV	iShares 0-3 Month Treasury Bond ETF	Ultrashort Bond	100	1.92%	97.69B	May 2020	ANBAX vs SGOV
AHITX	American Funds American High-Income Trust	High Yield Bonds	75	2.03%	—	Feb 1988	ANBAX vs AHITX
DIA	State Street SPDR Dow Jones Industrial Average ETF...	Large Cap Blend Equities	59	9.95%	45.34B	Jan 1998	ANBAX vs DIA
LQD	iShares iBoxx $ Investment Grade Corporate Bond ET...	Corporate Bonds	24	-0.73%	35.52B	Jul 2002	ANBAX vs LQD
TGRNX	TIAA-CREF Green Bond Fund	Intermediate Core-Plus Bond	32	0.47%	—	Nov 2018	ANBAX vs TGRNX
BFMSX	BlackRock Low Duration Bond Portfolio	Short-Term Bond	81	0.97%	—	Jul 1992	ANBAX vs BFMSX
MWIGX	Metropolitan West Investment Grade Credit Fund	Intermediate Core-Plus Bond	30	0.06%	—	Jun 2018	ANBAX vs MWIGX
AAIIX	Ancora Income Fund	Intermediate Core-Plus Bond	13	1.89%	—	Jan 2004	ANBAX vs AAIIX
BCPIX	Brandes Core Plus Fixed Income Fund	Intermediate Core-Plus Bond	20	0.07%	—	Dec 2007	ANBAX vs BCPIX
CWBFX	American Funds Capital World Bond Fund	Global Bonds	3	-1.51%	—	Aug 1987	ANBAX vs CWBFX
TGLMX	TCW Total Return Bond Fund	Intermediate Core-Plus Bond	36	1.12%	—	Jun 1993	ANBAX vs TGLMX
CAIBX	American Funds Capital Income Builder Class A	Diversified Portfolio	68	8.71%	—	Jul 1987	ANBAX vs CAIBX
VGSBX	VY BrandywineGLOBAL - Bond Portfolio	Intermediate Core-Plus Bond	45	0.96%	—	Feb 2015	ANBAX vs VGSBX
LMSMX	Western Asset SMASh Series M Fund	Intermediate Core-Plus Bond	43	1.08%	—	Dec 2006	ANBAX vs LMSMX
TSLA	Tesla, Inc.		63	-12.22%	—	—	ANBAX vs TSLA
BOND	PIMCO Active Bond ETF	Intermediate Core-Plus Bond	43	0.17%	8.31B	Mar 2012	ANBAX vs BOND

Compare ANBAX with Any Fund or Stock

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

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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