BTS Managed Income Fund (BTSIX) belongs to the Nontraditional Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BTSIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BTSIX
BTSIX charges 1.50% annually. There are 55 mutual funds in the Nontraditional Bonds category with lower expense ratios, going as low as 0.47%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Opportunistic Income Fund | 0.47% | — | Oct 2011 | BTSIX vs GMODX | |
| Putnam Mortgage Opportunities Fund | 0.47% | — | Apr 2015 | BTSIX vs PMOTX | |
| Carillon Reams Unconstrained Bond Fund | 0.50% | — | Sep 2011 | BTSIX vs SUBFX | |
| FPA Flexible Fixed Income Fund | 0.51% | — | Dec 2018 | BTSIX vs FPFIX | |
| PIMCO Strategic Bond Fund | 0.51% | — | Jan 2009 | BTSIX vs PUTIX |
Best Risk-Adjusted Alternatives to BTSIX
BTSIX has a PortfoliosLab risk / return rank of 46. There are 46 mutual funds in the Nontraditional Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Pioneer Cat Bond Fund Class Y | 100 | — | Jan 2023 | BTSIX vs CBYYX | |
| PGIM Securitized Credit Fund | 99 | — | Jun 2019 | BTSIX vs SCFZX | |
| Eaton Vance Global Macro Absolute Return Fund | 99 | — | Jun 2007 | BTSIX vs EIGMX | |
| Artisan Global Unconstrained Fund | 99 | — | Mar 2022 | BTSIX vs APFPX | |
| DoubleLine Flexible Income Fund | 98 | — | Apr 2014 | BTSIX vs DFLEX |
Top Performing BTSIX Alternatives (YTD)
BTSIX is at 1.61% YTD. There are 24 mutual funds in the Nontraditional Bonds category with higher YTD returns, going as high as 6.67%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Eaton Vance Global Macro Absolute Return Advantage... | 6.67% | — | Aug 2010 | BTSIX vs EGRIX | |
| Putnam Mortgage Opportunities Fund | 4.69% | — | Apr 2015 | BTSIX vs PMOTX | |
| Anchor Risk Managed Credit Strategies Fund | 4.38% | — | Sep 2015 | BTSIX vs ATCSX | |
| Eaton Vance Global Macro Absolute Return Fund | 4.26% | — | Jun 2007 | BTSIX vs EIGMX | |
| Artisan Global Unconstrained Fund | 4.00% | — | Mar 2022 | BTSIX vs APFPX |
Lowest Volatility Alternatives to BTSIX
BTSIX has 3.49% 1-year volatility. There are 57 mutual funds in the Nontraditional Bonds category with lower 1-year volatility, going as low as 1.01%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dunham Long/Short Credit Fund | 1.01% | — | Dec 2004 | BTSIX vs DCAIX | |
| Victory Pioneer Cat Bond Fund Class Y | 1.23% | — | Jan 2023 | BTSIX vs CBYYX | |
| DoubleLine Flexible Income Fund | 1.31% | — | Apr 2014 | BTSIX vs DFLEX | |
| GMO Opportunistic Income Fund | 1.35% | — | Oct 2011 | BTSIX vs GMODX | |
| BlackRock Global Long/Short Credit Fund | 1.36% | — | Sep 2011 | BTSIX vs BGCIX |
Lowest Drawdown Alternatives to BTSIX
BTSIX has a 1-year max drawdown of -2.57%. There are 50 mutual funds in the Nontraditional Bonds category with shallower 1-year drawdowns, going as shallow as -0.09%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Pioneer Cat Bond Fund Class Y | -0.09% | — | Jan 2023 | BTSIX vs CBYYX | |
| PGIM Securitized Credit Fund | -0.31% | — | Jun 2019 | BTSIX vs SCFZX | |
| Dunham Long/Short Credit Fund | -0.37% | — | Dec 2004 | BTSIX vs DCAIX | |
| GMO Opportunistic Income Fund | -0.65% | — | Oct 2011 | BTSIX vs GMODX | |
| PGIM Absolute Return Bond Fund | -0.76% | — | Mar 2011 | BTSIX vs PADZX |
Other Mutual Funds from BTS
The 1 most viewed BTS mutual funds shown here include BTFAX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BTS Tactical Fixed Income Fund | Nontraditional Bonds | 10 | -1.05% | — | May 2013 | BTSIX vs BTFAX |
Often Compared With BTSIX
Investors most often compare BTSIX with BTCS, AVUV, AFLIX. These 7 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BTCS Inc. | 26 | -48.48% | — | — | BTSIX vs BTCS | ||
| Avantis US Small Cap Value ETF | Small Cap Value Equities | 67 | 17.96% | 26.41B | Sep 2019 | BTSIX vs AVUV | |
| Anfield Universal Fixed Income Fund | Nontraditional Bonds | 94 | 1.42% | — | Jun 2013 | BTSIX vs AFLIX | |
| Toews Unconstrained Income Fund | Nontraditional Bonds | 49 | 0.38% | — | Aug 2013 | BTSIX vs TUIFX | |
| Wavelength Interest Rate Neutral Fund | Nontraditional Bonds | 80 | 3.43% | — | Sep 2013 | BTSIX vs WAVLX | |
| Templeton Global Total Return Fund | Nontraditional Bonds | 20 | 2.36% | — | Sep 2008 | BTSIX vs TTRZX | |
| T. Rowe Price Dynamic Credit Fund | Nontraditional Bonds | 76 | 0.16% | — | Jan 2019 | BTSIX vs RPIDX |
Compare BTSIX with Any Fund or Stock
Compare BTSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BTSIX with funds that move differently
BTS Managed Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BTSIX.
Explore BTSIX Diversifiers