Columbia Strategic Income Fund (COSIX) 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 COSIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to COSIX
COSIX charges 0.92% annually. There are 30 mutual funds in the Nontraditional Bonds category with lower expense ratios, going as low as 0.47%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Opportunistic Income Fund | 0.47% | — | Oct 2011 | COSIX vs GMODX | |
| Putnam Mortgage Opportunities Fund | 0.47% | — | Apr 2015 | COSIX vs PMOTX | |
| Carillon Reams Unconstrained Bond Fund | 0.50% | — | Sep 2011 | COSIX vs SUBFX | |
| FPA Flexible Fixed Income Fund | 0.51% | — | Dec 2018 | COSIX vs FPFIX | |
| PIMCO Strategic Bond Fund | 0.51% | — | Jan 2009 | COSIX vs PUTIX |
Best Risk-Adjusted Alternatives to COSIX
COSIX has a PortfoliosLab risk / return rank of 38. There are 48 mutual funds in the Nontraditional Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Pioneer Cat Bond Fund Class Y | 100 | — | Jan 2023 | COSIX vs CBYYX | |
| PGIM Securitized Credit Fund | 100 | — | Jun 2019 | COSIX vs SCFZX | |
| Eaton Vance Global Macro Absolute Return Fund | 99 | — | Jun 2007 | COSIX vs EIGMX | |
| Artisan Global Unconstrained Fund | 99 | — | Mar 2022 | COSIX vs APFPX | |
| Eaton Vance Global Macro Absolute Return Advantage... | 98 | — | Aug 2010 | COSIX vs EGRIX |
Top Performing COSIX Alternatives (YTD)
COSIX is at 1.40% YTD. There are 37 mutual funds in the Nontraditional Bonds category with higher YTD returns, going as high as 8.64%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Eaton Vance Global Macro Absolute Return Advantage... | 8.64% | — | Aug 2010 | COSIX vs EGRIX | |
| Putnam Mortgage Opportunities Fund | 5.58% | — | Apr 2015 | COSIX vs PMOTX | |
| Eaton Vance Global Macro Absolute Return Fund | 5.42% | — | Jun 2007 | COSIX vs EIGMX | |
| Artisan Global Unconstrained Fund | 4.47% | — | Mar 2022 | COSIX vs APFPX | |
| T. Rowe Price Dynamic Global Bond Fund | 4.15% | — | Jan 2015 | COSIX vs RPIEX |
Lowest Volatility Alternatives to COSIX
COSIX has 2.88% 1-year volatility. There are 40 mutual funds in the Nontraditional Bonds category with lower 1-year volatility, going as low as 1.01%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dunham Long/Short Credit Fund | 1.01% | — | Dec 2004 | COSIX vs DCAIX | |
| Victory Pioneer Cat Bond Fund Class Y | 1.22% | — | Jan 2023 | COSIX vs CBYYX | |
| GMO Opportunistic Income Fund | 1.32% | — | Oct 2011 | COSIX vs GMODX | |
| BlackRock Global Long/Short Credit Fund | 1.34% | — | Sep 2011 | COSIX vs BGCIX | |
| DoubleLine Flexible Income Fund | 1.38% | — | Apr 2014 | COSIX vs DFLEX |
Lowest Drawdown Alternatives to COSIX
COSIX has a 1-year max drawdown of -2.21%. There are 41 mutual funds in the Nontraditional Bonds category with shallower 1-year drawdowns, going as shallow as -0.09%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Pioneer Cat Bond Fund Class Y | -0.09% | — | Jan 2023 | COSIX vs CBYYX | |
| PGIM Securitized Credit Fund | -0.31% | — | Jun 2019 | COSIX vs SCFZX | |
| Dunham Long/Short Credit Fund | -0.37% | — | Dec 2004 | COSIX vs DCAIX | |
| GMO Opportunistic Income Fund | -0.65% | — | Oct 2011 | COSIX vs GMODX | |
| PGIM Absolute Return Bond Fund | -0.86% | — | Mar 2011 | COSIX vs PADZX |
Other Mutual Funds from Columbia
The 10 most viewed Columbia mutual funds shown here include SLMCX, GSFTX, CDDYX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Columbia Seligman Technology and Information Fund | Technology Equities | 95 | 52.83% | — | Jun 1983 | COSIX vs SLMCX | |
| Columbia Dividend Income Fund | Large Cap Value Equities | 85 | 11.61% | — | Mar 1998 | COSIX vs GSFTX | |
| Columbia Dividend Income Fund Institutional 3 Clas... | Large Cap Value Equities, Dividend | 86 | 11.70% | — | Nov 2012 | COSIX vs CDDYX | |
| Columbia Dividend Income Fund Class A | Large Cap Value Equities | 85 | 11.48% | — | Nov 2002 | COSIX vs LBSAX | |
| Columbia Seligman Global Technology Fund | Technology Equities | 94 | 51.82% | — | May 1994 | COSIX vs SHGTX | |
| Columbia Global Technology Growth Fund Class A | Technology Equities, Large Cap Growth Equities | 62 | 26.44% | — | Nov 2000 | COSIX vs CTCAX | |
| Columbia Global Technology Growth Fund | Technology Equities | 63 | 26.61% | — | Nov 2000 | COSIX vs CMTFX | |
| Columbia Contrarian Core Fund | Large Cap Blend Equities | 46 | 10.38% | — | Dec 1992 | COSIX vs SMGIX | |
| Columbia Balanced Fund | Diversified Portfolio | 51 | 6.67% | — | Sep 1991 | COSIX vs CBALX | |
| Columbia Overseas Value Fund | Foreign Large Cap Equities | 42 | 6.61% | — | Mar 2008 | COSIX vs COSZX |
Often Compared With COSIX
Investors most often compare COSIX with BIV, TTRZX, TUIFX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare COSIX with Any Fund or Stock
Compare COSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair COSIX with funds that move differently
Columbia Strategic Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to COSIX.
Explore COSIX Diversifiers