Columbia Mortgage Opportunities Fund (CLMVX) Alternatives
Columbia Mortgage Opportunities Fund (CLMVX) 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 CLMVX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to CLMVX
CLMVX charges 0.70% annually. Among mutual funds in the Nontraditional Bonds category, these options have the lowest expense ratios among CLMVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| GMO Opportunistic Income Fund | 0.47% | Oct 2, 2011 | CLMVX vs GMODX | |
| Putnam Mortgage Opportunities Fund | 0.47% | Apr 6, 2015 | CLMVX vs PMOTX | |
| Carillon Reams Unconstrained Bond Fund | 0.50% | Sep 28, 2011 | CLMVX vs SUBFX | |
| FPA Flexible Fixed Income Fund | 0.51% | Dec 30, 2018 | CLMVX vs FPFIX | |
| PIMCO Strategic Bond Fund | 0.51% | Jan 29, 2009 | CLMVX vs PUTIX |
Best Risk-Adjusted Alternatives to CLMVX
Among mutual funds in the Nontraditional Bonds category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Victory Pioneer Cat Bond Fund Class Y | 100 | Jan 27, 2023 | CLMVX vs CBYYX | |
| Eaton Vance Global Macro Absolute Return Fund | 99 | Jun 26, 2007 | CLMVX vs EIGMX | |
| PGIM Securitized Credit Fund | 99 | Jun 30, 2019 | CLMVX vs SCFZX | |
| Artisan Global Unconstrained Fund | 99 | Mar 30, 2022 | CLMVX vs APFPX | |
| Eaton Vance Global Macro Absolute Return Advantage... | 99 | Aug 30, 2010 | CLMVX vs EGRIX |
Top Performing CLMVX Alternatives (YTD)
CLMVX alternatives from the Nontraditional Bonds category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Artisan Global Unconstrained Fund | 4.02% | Mar 30, 2022 | CLMVX vs APFPX | |
| Eaton Vance Global Macro Absolute Return Advantage... | 3.59% | Aug 30, 2010 | CLMVX vs EGRIX | |
| Putnam Mortgage Opportunities Fund | 2.63% | Apr 6, 2015 | CLMVX vs PMOTX | |
| Eaton Vance Global Macro Absolute Return Fund | 2.43% | Jun 26, 2007 | CLMVX vs EIGMX | |
| Victory Pioneer Cat Bond Fund Class Y | 1.27% | Jan 27, 2023 | CLMVX vs CBYYX |
Lowest Volatility Alternatives to CLMVX
CLMVX alternatives from the Nontraditional Bonds category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Victory Pioneer Cat Bond Fund Class Y | 1.27% | Jan 27, 2023 | CLMVX vs CBYYX | |
| DoubleLine Flexible Income Fund | 1.40% | Apr 6, 2014 | CLMVX vs DFLEX | |
| Dunham Long/Short Credit Fund | 1.45% | Dec 9, 2004 | CLMVX vs DCAIX | |
| Anfield Universal Fixed Income Fund | 1.58% | Jun 27, 2013 | CLMVX vs AFLIX | |
| GMO Opportunistic Income Fund | 1.64% | Oct 2, 2011 | CLMVX vs GMODX |
Lowest Drawdown Alternatives to CLMVX
CLMVX alternatives from the Nontraditional Bonds category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Victory Pioneer Cat Bond Fund Class Y | -0.18% | Jan 27, 2023 | CLMVX vs CBYYX | |
| Dunham Long/Short Credit Fund | -0.84% | Dec 9, 2004 | CLMVX vs DCAIX | |
| PGIM Absolute Return Bond Fund | -0.87% | Mar 29, 2011 | CLMVX vs PADZX | |
| Toews Unconstrained Income Fund | -0.87% | Aug 27, 2013 | CLMVX vs TUIFX | |
| PGIM Securitized Credit Fund | -0.93% | Jun 30, 2019 | CLMVX vs SCFZX |
Other Mutual Funds from Columbia
Most popular Columbia mutual funds on PortfoliosLab, across asset classes.
Often Compared With CLMVX
What investors most often compare with CLMVX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| PIMCO Mortgage Opportunities and Bond Fund | Nontraditional Bonds | 85 | -0.31% | Oct 21, 2012 | CLMVX vs PMZIX | |
| Invesco QQQ ETF | Large Cap Growth Equities | 69 | -5.93% | Mar 10, 1999 | CLMVX vs QQQ | |
| Roundhill S&P 500 0DTE Covered Call Strategy ETF | Derivative Income, S&P 500 | 48 | -3.43% | Mar 7, 2024 | CLMVX vs XDTE |
Compare CLMVX with Any Fund or Stock
Compare CLMVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.