CrossingBridge Low Duration High Yield Fund (CBLDX) 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 CBLDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CBLDX
CBLDX charges 0.88% annually. There are 46 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 | CBLDX vs DBSCX | |
| Vanguard Multi-Sector Income Bond Fund Admiral Sha... | 0.30% | — | Oct 2021 | CBLDX vs VMSAX | |
| JPMorgan Income Fund | 0.40% | — | Jun 2014 | CBLDX vs JMSIX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 0.40% | — | Jul 2016 | CBLDX vs BWDTX | |
| Mercer Opportunistic Fixed Income Fund | 0.44% | — | Aug 2013 | CBLDX vs MOFIX |
Best Risk-Adjusted Alternatives to CBLDX
CBLDX has a PortfoliosLab risk / return rank of 97. There are 5 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 | CBLDX vs NWXHX | |
| Nationwide Strategic Income A | 99 | — | Nov 2015 | CBLDX vs NWXEX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 98 | — | Jul 2016 | CBLDX vs BWDTX | |
| Rational Special Situations Income Fund | 98 | — | Jul 2019 | CBLDX vs RFXIX | |
| Intrepid Income Fund | 97 | — | Jul 2007 | CBLDX vs ICMUX |
Top Performing CBLDX Alternatives (YTD)
CBLDX is at 1.86% YTD. There are 19 mutual funds in the Multisector Bonds category with higher YTD returns, going as high as 4.57%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| abrdn Income Credit Strategies Fund | 4.57% | — | Jan 2011 | CBLDX vs ACP | |
| Western Asset Diversified Income Fund | 4.16% | — | Jun 2021 | CBLDX vs WDI | |
| Saba Capital Income & Opportunities Fund | 3.52% | — | Dec 1987 | CBLDX vs BRW | |
| BrandywineGLOBAL - Flexible Bond Fund | 3.40% | — | May 2016 | CBLDX vs LFLIX | |
| Intrepid Income Fund | 2.85% | — | Jul 2007 | CBLDX vs ICMUX |
Lowest Volatility Alternatives to CBLDX
CBLDX has 1.41% 1-year volatility. There are 4 mutual funds in the Multisector Bonds category with lower 1-year volatility, going as low as 1.18%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | 1.18% | — | Nov 2015 | CBLDX vs NWXHX | |
| Nationwide Strategic Income A | 1.22% | — | Nov 2015 | CBLDX vs NWXEX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 1.30% | — | Jul 2016 | CBLDX vs BWDTX | |
| Rational Special Situations Income Fund | 1.40% | — | Jul 2019 | CBLDX vs RFXIX | |
| Muzinich Low Duration Fund | 1.57% | — | Jun 2016 | CBLDX vs MZLSX |
Lowest Drawdown Alternatives to CBLDX
CBLDX has a 1-year max drawdown of -0.73%. There are 3 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 | CBLDX vs NWXHX | |
| Nationwide Strategic Income A | -0.43% | — | Nov 2015 | CBLDX vs NWXEX | |
| Rational Special Situations Income Fund | -0.72% | — | Jul 2019 | CBLDX vs RFXIX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | -1.00% | — | Jul 2016 | CBLDX vs BWDTX | |
| Axonic Strategic Income Fund | -1.22% | — | Dec 2019 | CBLDX vs AXSIX |
Other Mutual Funds from CrossingBridge
The 2 most viewed CrossingBridge mutual funds shown here include CBRDX, CBUDX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| CrossingBridge Responsible Credit Fund | Multisector Bonds | 39 | 0.39% | — | Jun 2021 | CBLDX vs CBRDX | |
| CrossingBridge Ultra-Short Duration Fund | Ultrashort Bond | 99 | 1.86% | — | Jun 2021 | CBLDX vs CBUDX |
Often Compared With CBLDX
Investors most often compare CBLDX with PIMIX, JAAA, CLOZ. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare CBLDX with Any Fund or Stock
Compare CBLDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CBLDX with funds that move differently
CrossingBridge Low Duration High Yield Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CBLDX.
Explore CBLDX Diversifiers