Carlyle Credit Income Fund (CCIF) belongs to the Intermediate Core Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CCIF. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CCIF
Among 108 mutual funds in the Intermediate Core Bond category with expense-ratio data, the lowest-cost alternatives shown here go as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | — | Dec 2007 | CCIF vs FMBPX | |
| Vanguard Total Bond Market Index Fund Institutiona... | 0.02% | 398.10B | Feb 2010 | CCIF vs VBMPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | — | Sep 2014 | CCIF vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | — | Dec 2019 | CCIF vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | — | Dec 2019 | CCIF vs QDVBX |
Best Risk-Adjusted Alternatives to CCIF
CCIF has a PortfoliosLab risk / return rank of 0. There are 110 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 65.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard California Intermediate-Term Tax-Exempt F... | 65 | 19.40B | Mar 1994 | CCIF vs VCAIX | |
| Hartford Schroders Tax-Aware Bond Fund | 64 | — | Oct 2011 | CCIF vs STWTX | |
| Loomis Sayles Securitized Asset Fund | 64 | — | Mar 2006 | CCIF vs LSSAX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | 58 | — | Aug 1995 | CCIF vs PCGTX | |
| Manning & Napier Credit Series | 50 | — | Apr 2020 | CCIF vs MCDWX |
Top Performing CCIF Alternatives (YTD)
CCIF is at -27.42% YTD. There are 110 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 2.13%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 2.13% | — | Aug 1995 | CCIF vs PCGTX | |
| Loomis Sayles Securitized Asset Fund | 0.81% | — | Mar 2006 | CCIF vs LSSAX | |
| DFA Diversified Fixed Income Portfolio | 0.66% | — | Aug 2016 | CCIF vs DFXIX | |
| Manning & Napier Credit Series | 0.57% | — | Apr 2020 | CCIF vs MCDWX | |
| Fidelity SAI Investment Grade Securitized Fund | 0.15% | — | May 2023 | CCIF vs FSMOX |
Lowest Volatility Alternatives to CCIF
CCIF has 29.64% 1-year volatility. There are 110 mutual funds in the Intermediate Core Bond category with lower 1-year volatility, going as low as 2.36%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard California Intermediate-Term Tax-Exempt F... | 2.36% | 19.40B | Mar 1994 | CCIF vs VCAIX | |
| Fidelity Education Income Fund | 2.45% | — | Mar 2021 | CCIF vs FEDUX | |
| Baird Intermediate Bond Fund | 2.49% | — | Sep 2000 | CCIF vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | 2.49% | — | Sep 2000 | CCIF vs BIMIX | |
| DFA Diversified Fixed Income Portfolio | 2.62% | — | Aug 2016 | CCIF vs DFXIX |
Lowest Drawdown Alternatives to CCIF
CCIF has a 1-year max drawdown of -41.95%. There are 110 mutual funds in the Intermediate Core Bond category with shallower 1-year drawdowns, going as shallow as -1.69%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Diversified Fixed Income Portfolio | -1.69% | — | Aug 2016 | CCIF vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | — | Mar 2021 | CCIF vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | — | Sep 2000 | CCIF vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | -2.08% | — | Sep 2000 | CCIF vs BIMIX | |
| Fidelity Intermediate Bond Fund | -2.11% | — | May 1975 | CCIF vs FTHRX |
Often Compared With CCIF
Investors most often compare CCIF with PCIFX, ECC, BUI. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare CCIF with Any Fund or Stock
Compare CCIF with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CCIF with funds that move differently
Carlyle Credit Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CCIF.
Explore CCIF Diversifiers