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
CBLDX	CrossingBridge Low Duration High Yield Fund	97	—	Jan 2018	BWDTX vs CBLDX
ICMUX	Intrepid Income Fund	97	—	Jul 2007	BWDTX vs ICMUX

Top Performing BWDTX Alternatives (YTD)

BWDTX is at 1.78% YTD. There are 18 mutual funds in the Multisector Bonds category with higher YTD returns, going as high as 4.02%.

Symbol	Name	YTD Return	AUM	Inception
ACP	abrdn Income Credit Strategies Fund	4.02%	—	Jan 2011	BWDTX vs ACP
LFLIX	BrandywineGLOBAL - Flexible Bond Fund	3.03%	—	May 2016	BWDTX vs LFLIX
ETSIX	Eaton Vance Strategic Income Fund Class I	2.49%	—	Jan 1998	BWDTX vs ETSIX
ESIIX	Eaton Vance Strategic Income Fund Class I	2.48%	—	Apr 2009	BWDTX vs ESIIX
NWXHX	Nationwide Amundi Strategic Income Fund	2.37%	—	Nov 2015	BWDTX vs NWXHX

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 1.19%.

Symbol	Name	Volatility 1Y	AUM	Inception
NWXHX	Nationwide Amundi Strategic Income Fund	1.19%	—	Nov 2015	BWDTX vs NWXHX
NWXEX	Nationwide Strategic Income A	1.22%	—	Nov 2015	BWDTX vs NWXEX
RFXIX	Rational Special Situations Income Fund	1.40%	—	Jul 2019	BWDTX vs RFXIX
CBLDX	CrossingBridge Low Duration High Yield Fund	1.40%	—	Jan 2018	BWDTX vs CBLDX
MZLSX	Muzinich Low Duration Fund	1.55%	—	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
CBRDX	CrossingBridge Responsible Credit Fund	-1.05%	—	Jun 2021	BWDTX vs CBRDX

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	73	0.92%	—	Dec 2014	BWDTX vs RCTIX
HSNIX	The Hartford Strategic Income Fund	Multisector Bonds	61	1.20%	—	May 2007	BWDTX vs HSNIX
BCAAX	BrandywineGLOBAL - Corporate Credit Fund	High Yield Bonds	35	0.13%	—	Sep 2002	BWDTX vs BCAAX
PRDGX	T. Rowe Price Dividend Growth Fund, Inc.	Large Cap Blend Equities, Dividend	52	8.38%	—	Dec 1992	BWDTX vs PRDGX
JCPB	JPMorgan Core Plus Bond ETF	Intermediate Core-Plus Bond	42	0.77%	13.11B	Jan 2019	BWDTX vs JCPB
FTHRX	Fidelity Intermediate Bond Fund	Intermediate Core Bond, Actively Managed	24	-0.04%	—	May 1975	BWDTX vs FTHRX
JPIE	JPMorgan Income ETF	Multisector Bonds	93	1.47%	9.52B	Oct 2021	BWDTX vs JPIE
NAMFX	Virtus Newfleet Multi-Sector Intermediate Bond Fun...	Multisector Bonds	70	1.59%	—	Dec 1989	BWDTX vs NAMFX
OAKCX	Oakmark Bond Fund Investor Class	Multisector Bonds	33	0.79%	—	Jan 2022	BWDTX vs OAKCX
CRMVX	Potomac Managed Volatility Fund	Multisector Bonds	55	2.01%	—	Jun 2020	BWDTX vs CRMVX
GSCMX	Goldman Sachs Income Fund	Multisector Bonds	45	0.69%	—	Dec 2019	BWDTX vs GSCMX
DBL	DoubleLine Opportunistic Credit Fund	Multisector Bonds	4	-1.65%	—	Jan 2012	BWDTX vs DBL
PTCRX	Performance Trust Credit Fund	Multisector Bonds	67	1.57%	—	Dec 2020	BWDTX vs PTCRX
ASIEX	American Century Strategic Income Fund	Multisector Bonds	36	0.70%	103.78M	Jul 2014	BWDTX vs ASIEX
BWG	BrandywineGLOBAL Global Income Opportunities Fund	Multisector Bonds	12	0.15%	—	Mar 2012	BWDTX vs BWG
TSIIX	Thornburg Strategic Income Fund	Multisector Bonds	50	0.81%	—	Dec 2007	BWDTX vs TSIIX
JHFIX	John Hancock Income Fund	Multisector Bonds	32	0.73%	—	Aug 1986	BWDTX vs JHFIX
IOFIX	AlphaCentric Income Opportunities Fund	Multisector Bonds	18	-0.28%	—	May 2015	BWDTX vs IOFIX
LSFIX	Loomis Sayles Fixed Income Fund	Multisector Bonds	43	0.17%	—	Jan 1995	BWDTX vs LSFIX
AAINX	Thrivent Opportunity Income Plus Fund	Multisector Bonds	76	1.70%	—	Jul 1987	BWDTX vs AAINX

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