Brandes Core Plus Fixed Income Fund (BCPIX) 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 BCPIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BCPIX
BCPIX charges 0.30% annually. There are 4 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 | BCPIX vs MCFIX | |
| State Street Income Fund | 0.20% | — | Jan 1980 | BCPIX vs SSASX | |
| TIAA-CREF Core Bond Fund | 0.29% | — | Jul 1999 | BCPIX vs TIBDX | |
| Elfun Income Fund | 0.29% | — | Dec 1984 | BCPIX vs EINFX | |
| Baird Core Plus Bond Fund | 0.30% | — | Sep 2000 | BCPIX vs BCOIX |
Best Risk-Adjusted Alternatives to BCPIX
BCPIX has a PortfoliosLab risk / return rank of 20. There are 86 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 | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | 99 | — | Jul 2016 | BCPIX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 96 | — | Jul 2010 | BCPIX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 95 | — | Jul 2010 | BCPIX vs LCTRX | |
| MassMutual Diversified Bond Fund | 86 | — | May 1999 | BCPIX vs MDVAX | |
| GMO Multi-Sector Fixed Income Fund | 83 | — | Apr 1997 | BCPIX vs GUGAX |
Top Performing BCPIX Alternatives (YTD)
BCPIX is at 0.07% YTD. There are 86 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 | |
|---|---|---|---|---|---|
| 1290 Diversified Bond Fund | 3.62% | — | Jul 2015 | BCPIX vs TNUIX | |
| Nuveen Core Plus Impact Fund | 3.14% | — | Apr 2021 | BCPIX vs NPCT | |
| MassMutual Diversified Bond Fund | 2.93% | — | May 1999 | BCPIX vs MDVAX | |
| Putnam Mortgage Securities Fund | 2.68% | — | Feb 1984 | BCPIX vs PGSIX | |
| SEI Tax Exempt Trust Tax-Advantaged Income Fund | 2.56% | — | Sep 2007 | BCPIX vs SEATX |
Lowest Volatility Alternatives to BCPIX
BCPIX has 3.50% 1-year volatility. There are 15 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 | |
|---|---|---|---|---|---|
| AAMA Income Fund | 1.14% | — | Jun 2017 | BCPIX vs AMFIX | |
| Archer Income Fund | 1.81% | — | Mar 2011 | BCPIX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.94% | — | Jul 2010 | BCPIX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | 2.00% | — | Jul 2010 | BCPIX vs LCTIX | |
| Holbrook Income Fund Class I | 2.04% | — | Jul 2016 | BCPIX vs HOBIX |
Lowest Drawdown Alternatives to BCPIX
BCPIX has a 1-year max drawdown of -2.63%. There are 20 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 | BCPIX vs HOBIX | |
| AAMA Income Fund | -0.74% | — | Jun 2017 | BCPIX vs AMFIX | |
| GMO Multi-Sector Fixed Income Fund | -1.00% | — | Apr 1997 | BCPIX vs GUGAX | |
| Leader Capital High Quality Income Fund Institutio... | -1.17% | — | Jul 2010 | BCPIX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | — | Jul 2010 | BCPIX vs LCTRX |
Other Mutual Funds from Brandes
The 7 most viewed Brandes mutual funds shown here include BISAX, BSCMX, BIIEX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Brandes International Small Cap Equity Fund | Foreign Small & Mid Cap Equities | 10 | 0.71% | — | Jan 2012 | BCPIX vs BISAX | |
| Brandes Small Cap Value Fund | Small Cap Value Equities | 86 | 21.82% | — | Jan 2018 | BCPIX vs BSCMX | |
| Brandes International Equity Fund | Foreign Large Cap Equities | 49 | 8.92% | — | Jan 1997 | BCPIX vs BIIEX | |
| Brandes Emerging Markets Fund | Emerging Markets Diversified | 89 | 21.56% | — | Jan 2011 | BCPIX vs BEMIX | |
| Brandes International Small Cap Equity Fund Class ... | Foreign Small & Mid Cap Equities | 10 | 0.80% | — | Feb 2012 | BCPIX vs BISMX | |
| Brandes International Small Cap Equity Fund Class ... | Foreign Small & Mid Cap Equities | 9 | 0.43% | — | Jan 2013 | BCPIX vs BINCX | |
| Brandes Global Equity Fund | Global Equities | 43 | 4.35% | — | Oct 2008 | BCPIX vs BGVIX |
Often Compared With BCPIX
Investors most often compare BCPIX with AAIIX, JCPUX, EIGIX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare BCPIX with Any Fund or Stock
Compare BCPIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BCPIX with funds that move differently
Brandes Core Plus Fixed Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BCPIX.
Explore BCPIX Diversifiers