Saba Capital Income & Opportunities Fund (BRW) belongs to the Multisector Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BRW. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BRW
BRW charges 1.71% annually. There are 81 mutual funds in the Multisector Bonds category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Doubleline Selective Credit Fund | 0.05% | — | Aug 2014 | BRW vs DBSCX | |
| Vanguard Multi-Sector Income Bond Fund Admiral Sha... | 0.30% | — | Oct 2021 | BRW vs VMSAX | |
| JPMorgan Income Fund Class I | 0.40% | — | Jun 2014 | BRW vs JMSIX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 0.40% | — | Jul 2016 | BRW vs BWDTX | |
| Mercer Opportunistic Fixed Income Fund | 0.44% | — | Aug 2013 | BRW vs MOFIX |
Best Risk-Adjusted Alternatives to BRW
BRW has a PortfoliosLab risk / return rank of 1. There are 92 mutual funds in the Multisector Bonds category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | 99 | — | Nov 2015 | BRW vs NWXHX | |
| Nationwide Strategic Income A | 99 | — | Nov 2015 | BRW vs NWXEX | |
| Rational Special Situations Income Fund | 98 | — | Jul 2019 | BRW vs RFXIX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 98 | — | Jul 2016 | BRW vs BWDTX | |
| Oaktree Diversified Income Fund Inc. Class D | 98 | — | Nov 2021 | BRW vs ODIDX |
Top Performing BRW Alternatives (YTD)
BRW is at 3.06% YTD. There are 2 mutual funds in the Multisector Bonds category with higher YTD returns, going as high as 3.47%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| abrdn Income Credit Strategies Fund | 3.47% | — | Jan 2011 | BRW vs ACP | |
| BrandywineGLOBAL - Flexible Bond Fund | 3.07% | — | May 2016 | BRW vs LFLIX | |
| Intrepid Income Fund | 2.85% | — | Aug 2010 | BRW vs ICMUX | |
| Nationwide Amundi Strategic Income Fund | 2.57% | — | Nov 2015 | BRW vs NWXHX | |
| Nationwide Strategic Income A | 2.50% | — | Nov 2015 | BRW vs NWXEX |
Lowest Volatility Alternatives to BRW
BRW has 13.66% 1-year volatility. There are 91 mutual funds in the Multisector Bonds category with lower 1-year volatility, going as low as 1.17%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | 1.17% | — | Nov 2015 | BRW vs NWXHX | |
| Nationwide Strategic Income A | 1.24% | — | Nov 2015 | BRW vs NWXEX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 1.31% | — | Jul 2016 | BRW vs BWDTX | |
| Rational Special Situations Income Fund | 1.38% | — | Jul 2019 | BRW vs RFXIX | |
| Oaktree Diversified Income Fund Inc. Class D | 1.47% | — | Nov 2021 | BRW vs ODIDX |
Lowest Drawdown Alternatives to BRW
BRW has a 1-year max drawdown of -17.74%. There are 91 mutual funds in the Multisector Bonds category with shallower 1-year drawdowns, going as shallow as -0.41%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | -0.41% | — | Nov 2015 | BRW vs NWXHX | |
| Nationwide Strategic Income A | -0.43% | — | Nov 2015 | BRW vs NWXEX | |
| Rational Special Situations Income Fund | -0.72% | — | Jul 2019 | BRW vs RFXIX | |
| CrossingBridge Low Duration High Yield Fund | -0.73% | — | Jan 2018 | BRW vs CBLDX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | -1.00% | — | Jul 2016 | BRW vs BWDTX |
Often Compared With BRW
Investors most often compare BRW with SABA, EMO, PFL. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare BRW with Any Fund or Stock
Compare BRW with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BRW with funds that move differently
Saba Capital Income & Opportunities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BRW.
Explore BRW Diversifiers