Columbia Quality Income Fund (AUGAX) 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 AUGAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to AUGAX
AUGAX charges 0.89% annually. There are 108 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 | |
|---|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | — | Aug 2005 | AUGAX vs MCFIX | |
| State Street Income Fund | 0.20% | — | Jan 1980 | AUGAX vs SSASX | |
| TIAA-CREF Core Bond Fund | 0.29% | — | Jul 1999 | AUGAX vs TIBDX | |
| Elfun Income Fund | 0.29% | — | Dec 1984 | AUGAX vs EINFX | |
| Baird Core Plus Bond Fund | 0.30% | — | Sep 2000 | AUGAX vs BCOIX |
Best Risk-Adjusted Alternatives to AUGAX
AUGAX has a PortfoliosLab risk / return rank of 13. There are 123 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 | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | 98 | — | Jul 2016 | AUGAX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 92 | — | Jul 2010 | AUGAX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 90 | — | Jul 2010 | AUGAX vs LCTRX | |
| MassMutual Diversified Bond Fund | 83 | — | May 1999 | AUGAX vs MDVAX | |
| GMO Multi-Sector Fixed Income Fund | 74 | — | Apr 1997 | AUGAX vs GUGAX |
Top Performing AUGAX Alternatives (YTD)
AUGAX is at -0.10% YTD. There are 121 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 2.89%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Mortgage Securities Fund | 2.89% | — | Feb 1984 | AUGAX vs PGSIX | |
| MassMutual Diversified Bond Fund | 2.59% | — | May 1999 | AUGAX vs MDVAX | |
| Holbrook Income Fund Class I | 2.43% | — | Jul 2016 | AUGAX vs HOBIX | |
| Ancora Income Fund | 2.39% | — | Jan 2004 | AUGAX vs AAIIX | |
| SEI Tax Exempt Trust Tax-Advantaged Income Fund | 2.21% | — | Sep 2007 | AUGAX vs SEATX |
Lowest Volatility Alternatives to AUGAX
AUGAX has 5.27% 1-year volatility. There are 124 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.04%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AAMA Income Fund | 1.04% | — | Jun 2017 | AUGAX vs AMFIX | |
| Archer Income Fund | 1.79% | — | Mar 2011 | AUGAX vs ARINX | |
| ALPS/Smith Total Return Bond Fund | 1.90% | 3.25B | Jun 2018 | AUGAX vs SMTRX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.91% | — | Jul 2010 | AUGAX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | 1.97% | — | Jul 2010 | AUGAX vs LCTIX |
Lowest Drawdown Alternatives to AUGAX
AUGAX has a 1-year max drawdown of -4.29%. There are 124 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 | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.51% | — | Jul 2016 | AUGAX vs HOBIX | |
| AAMA Income Fund | -0.74% | — | Jun 2017 | AUGAX vs AMFIX | |
| GMO Multi-Sector Fixed Income Fund | -1.16% | — | Apr 1997 | AUGAX vs GUGAX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | — | Jul 2010 | AUGAX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | -1.17% | — | Jul 2010 | AUGAX vs LCTIX |
Other Mutual Funds from Columbia
The 10 most viewed Columbia mutual funds shown here include SLMCX, GSFTX, CDDYX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Columbia Seligman Technology and Information Fund | Technology Equities | 97 | 58.65% | — | Jun 1983 | AUGAX vs SLMCX | |
| Columbia Dividend Income Fund | Large Cap Value Equities | 68 | 8.09% | — | Mar 1998 | AUGAX vs GSFTX | |
| Columbia Dividend Income Fund Institutional 3 Clas... | Large Cap Value Equities, Dividend | 68 | 8.15% | — | Nov 2012 | AUGAX vs CDDYX | |
| Columbia Dividend Income Fund Class A | Large Cap Value Equities | 66 | 7.98% | — | Nov 2002 | AUGAX vs LBSAX | |
| Columbia Seligman Global Technology Fund | Technology Equities | 97 | 58.37% | — | May 1994 | AUGAX vs SHGTX | |
| Columbia Global Technology Growth Fund Class A | Technology Equities, Large Cap Growth Equities | 83 | 32.06% | — | Nov 2000 | AUGAX vs CTCAX | |
| Columbia Global Technology Growth Fund | Technology Equities | 84 | 32.19% | — | Nov 2000 | AUGAX vs CMTFX | |
| Columbia Contrarian Core Fund | Large Cap Blend Equities | 58 | 10.46% | — | Dec 1992 | AUGAX vs SMGIX | |
| Columbia Balanced Fund | Diversified Portfolio | 64 | 6.82% | — | Sep 1991 | AUGAX vs CBALX | |
| Columbia Overseas Value Fund | Foreign Large Cap Equities | 41 | 7.46% | — | Mar 2008 | AUGAX vs COSZX |
Often Compared With AUGAX
Investors most often compare AUGAX with BCPIX, NPCT. These 2 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Brandes Core Plus Fixed Income Fund | Intermediate Core-Plus Bond | 20 | 0.16% | — | Dec 2007 | AUGAX vs BCPIX | |
| Nuveen Core Plus Impact Fund | Intermediate Core-Plus Bond | 4 | 2.11% | — | Apr 2021 | AUGAX vs NPCT |
Compare AUGAX with Any Fund or Stock
Compare AUGAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AUGAX with funds that move differently
Columbia Quality Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AUGAX.
Explore AUGAX Diversifiers