BWDTX Alternatives & Similar Mutual Funds

Boyd Watterson Limited Duration Enhanced Income Fund (BWDTX) 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 BWDTX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to BWDTX

BWDTX charges 0.40% annually. There are 2 mutual funds in the Multisector Bonds category with lower expense ratios, going as low as 0.05%.

Symbol	Name	Expense Ratio	AUM	Inception
DBSCX	Doubleline Selective Credit Fund	0.05%	—	Aug 2014	BWDTX vs DBSCX
VMSAX	Vanguard Multi-Sector Income Bond Fund Admiral Sha...	0.30%	—	Oct 2021	BWDTX vs VMSAX
JMSIX	JPMorgan Income Fund	0.40%	—	Jun 2014	BWDTX vs JMSIX
MOFIX	Mercer Opportunistic Fixed Income Fund	0.44%	—	Aug 2013	BWDTX vs MOFIX
VMSIX	Vanguard Multi-Sector Income Bond Inv	0.45%	—	Oct 2021	BWDTX vs VMSIX

Best Risk-Adjusted Alternatives to BWDTX

BWDTX has a PortfoliosLab risk / return rank of 98. There are 2 mutual funds in the Multisector Bonds category with higher risk-adjusted ranks, going as high as 99.

Symbol	Name	Risk / Return Rank	AUM	Inception
NWXHX	Nationwide Amundi Strategic Income Fund	99	—	Nov 2015	BWDTX vs NWXHX
NWXEX	Nationwide Strategic Income A	99	—	Nov 2015	BWDTX vs NWXEX
RFXIX	Rational Special Situations Income Fund	98	—	Jul 2019	BWDTX vs RFXIX
ICMUX	Intrepid Income Fund	97	—	Jul 2007	BWDTX vs ICMUX
CBLDX	CrossingBridge Low Duration High Yield Fund	97	—	Jan 2018	BWDTX vs CBLDX

Top Performing BWDTX Alternatives (YTD)

BWDTX is at 1.99% YTD. There are 15 mutual funds in the Multisector Bonds category with higher YTD returns, going as high as 5.18%.

Symbol	Name	YTD Return	AUM	Inception
ACP	abrdn Income Credit Strategies Fund	5.18%	—	Jan 2011	BWDTX vs ACP
WDI	Western Asset Diversified Income Fund	4.16%	—	Jun 2021	BWDTX vs WDI
LFLIX	BrandywineGLOBAL - Flexible Bond Fund	3.18%	—	May 2016	BWDTX vs LFLIX
ICMUX	Intrepid Income Fund	2.85%	—	Jul 2007	BWDTX vs ICMUX
ESIIX	Eaton Vance Strategic Income Fund Class I	2.78%	—	Apr 2009	BWDTX vs ESIIX

Lowest Volatility Alternatives to BWDTX

BWDTX has 1.30% 1-year volatility. There are 2 mutual funds in the Multisector Bonds category with lower 1-year volatility, going as low as 1.18%.

Symbol	Name	Volatility 1Y	AUM	Inception
NWXHX	Nationwide Amundi Strategic Income Fund	1.18%	—	Nov 2015	BWDTX vs NWXHX
NWXEX	Nationwide Strategic Income A	1.23%	—	Nov 2015	BWDTX vs NWXEX
RFXIX	Rational Special Situations Income Fund	1.39%	—	Jul 2019	BWDTX vs RFXIX
CBLDX	CrossingBridge Low Duration High Yield Fund	1.41%	—	Jan 2018	BWDTX vs CBLDX
MZLSX	Muzinich Low Duration Fund	1.58%	—	Jun 2016	BWDTX vs MZLSX

Lowest Drawdown Alternatives to BWDTX

BWDTX has a 1-year max drawdown of -1.00%. There are 4 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
NWXHX	Nationwide Amundi Strategic Income Fund	-0.41%	—	Nov 2015	BWDTX vs NWXHX
NWXEX	Nationwide Strategic Income A	-0.43%	—	Nov 2015	BWDTX vs NWXEX
RFXIX	Rational Special Situations Income Fund	-0.72%	—	Jul 2019	BWDTX vs RFXIX
CBLDX	CrossingBridge Low Duration High Yield Fund	-0.73%	—	Jan 2018	BWDTX vs CBLDX
AXSIX	Axonic Strategic Income Fund	-1.22%	—	Dec 2019	BWDTX vs AXSIX

Often Compared With BWDTX

Investors most often compare BWDTX with RCTIX, HSNIX, BCAAX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
RCTIX	River Canyon Total Return Bond Fund	Short-Term Bond	82	1.32%	—	Dec 2014	BWDTX vs RCTIX
HSNIX	The Hartford Strategic Income Fund	Multisector Bonds	54	1.08%	—	May 2007	BWDTX vs HSNIX
BCAAX	BrandywineGLOBAL - Corporate Credit Fund	High Yield Bonds	38	0.52%	—	Sep 2002	BWDTX vs BCAAX
JCPB	JPMorgan Core Plus Bond ETF	Intermediate Core-Plus Bond	42	0.23%	13.71B	Jan 2019	BWDTX vs JCPB
PRDGX	T. Rowe Price Dividend Growth Fund, Inc.	Large Cap Blend Equities, Dividend	61	10.60%	—	Dec 1992	BWDTX vs PRDGX
FTHRX	Fidelity Intermediate Bond Fund	Intermediate Core Bond, Actively Managed	27	0.06%	—	May 1975	BWDTX vs FTHRX
JPIE	JPMorgan Income ETF	Multisector Bonds	95	1.62%	9.91B	Oct 2021	BWDTX vs JPIE
ETSIX	Eaton Vance Strategic Income Fund Class I	Multisector Bonds	92	2.63%	—	Jan 1998	BWDTX vs ETSIX
NAMFX	Virtus Newfleet Multi-Sector Intermediate Bond Fun...	Multisector Bonds	69	1.58%	—	Dec 1989	BWDTX vs NAMFX
CRMVX	Potomac Managed Volatility Fund	Multisector Bonds	46	1.81%	—	Jun 2020	BWDTX vs CRMVX
OAKCX	Oakmark Bond Fund Investor Class	Multisector Bonds	28	0.46%	—	Jan 2022	BWDTX vs OAKCX
GSCMX	Goldman Sachs Income Fund	Multisector Bonds	42	0.74%	—	Dec 2019	BWDTX vs GSCMX
DBL	DoubleLine Opportunistic Credit Fund	Multisector Bonds	6	-1.92%	—	Jan 2012	BWDTX vs DBL
PTCRX	Performance Trust Credit Fund	Multisector Bonds	67	1.46%	—	Dec 2020	BWDTX vs PTCRX
ASIEX	American Century Strategic Income Fund	Multisector Bonds	37	0.81%	103.78M	Jul 2014	BWDTX vs ASIEX
BWG	BrandywineGLOBAL Global Income Opportunities Fund	Multisector Bonds	8	0.66%	—	Mar 2012	BWDTX vs BWG
IOFIX	AlphaCentric Income Opportunities Fund	Multisector Bonds	32	0.71%	—	May 2015	BWDTX vs IOFIX
JHFIX	John Hancock Income Fund	Multisector Bonds	27	0.56%	—	Aug 1986	BWDTX vs JHFIX
LSFIX	Loomis Sayles Fixed Income Fund	Multisector Bonds	39	0.17%	—	Jan 1995	BWDTX vs LSFIX
CBRDX	CrossingBridge Responsible Credit Fund	Multisector Bonds	42	0.39%	—	Jun 2021	BWDTX vs CBRDX

Compare BWDTX with Any Fund or Stock

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

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Diversifiers

Pair BWDTX with funds that move differently

Boyd Watterson Limited Duration Enhanced Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BWDTX.

Explore BWDTX Diversifiers

Boyd Watterson Limited Duration Enhanced Income Fund (BWDTX) Alternatives