CPBYX Alternatives & Similar Mutual Funds

Invesco Core Plus Bond Fund (CPBYX) belongs to the Intermediate Core-Plus Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CPBYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to CPBYX

CPBYX charges 0.50% annually. There are 51 mutual funds in the Intermediate Core-Plus Bond category with lower expense ratios, going as low as 0.16%.

Symbol	Name	Expense Ratio	AUM	Inception
MCFIX	Mercer Core Fixed Income Fund	0.16%	—	Aug 2005	CPBYX vs MCFIX
SSASX	State Street Income Fund	0.20%	—	Jan 1980	CPBYX vs SSASX
EINFX	Elfun Income Fund	0.29%	—	Dec 1984	CPBYX vs EINFX
TIBDX	TIAA-CREF Core Bond Fund	0.29%	—	Jul 1999	CPBYX vs TIBDX
BCOIX	Baird Core Plus Bond Fund	0.30%	—	Sep 2000	CPBYX vs BCOIX

Best Risk-Adjusted Alternatives to CPBYX

CPBYX has a PortfoliosLab risk / return rank of 33. There are 23 mutual funds in the Intermediate Core-Plus Bond category with higher risk-adjusted ranks, going as high as 98.

Symbol	Name	Risk / Return Rank	AUM	Inception
HOBIX	Holbrook Income Fund Class I	98	—	Jul 2016	CPBYX vs HOBIX
LCTIX	Leader Capital High Quality Income Fund Institutio...	92	—	Jul 2010	CPBYX vs LCTIX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	89	—	Jul 2010	CPBYX vs LCTRX
MDVAX	MassMutual Diversified Bond Fund	83	—	May 1999	CPBYX vs MDVAX
GUGAX	GMO Multi-Sector Fixed Income Fund	74	—	Apr 1997	CPBYX vs GUGAX

Top Performing CPBYX Alternatives (YTD)

CPBYX is at 0.50% YTD. There are 32 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 2.73%.

Symbol	Name	YTD Return	AUM	Inception
NPCT	Nuveen Core Plus Impact Fund	2.73%	—	Apr 2021	CPBYX vs NPCT
PGSIX	Putnam Mortgage Securities Fund	2.64%	—	Feb 1984	CPBYX vs PGSIX
MDVAX	MassMutual Diversified Bond Fund	2.47%	—	May 1999	CPBYX vs MDVAX
HOBIX	Holbrook Income Fund Class I	2.32%	—	Jul 2016	CPBYX vs HOBIX
SEATX	SEI Tax Exempt Trust Tax-Advantaged Income Fund	2.10%	—	Sep 2007	CPBYX vs SEATX

Lowest Volatility Alternatives to CPBYX

CPBYX has 3.77% 1-year volatility. There are 38 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.04%.

Symbol	Name	Volatility 1Y	AUM	Inception
AMFIX	AAMA Income Fund	1.04%	—	Jun 2017	CPBYX vs AMFIX
ARINX	Archer Income Fund	1.79%	—	Mar 2011	CPBYX vs ARINX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	1.91%	—	Jul 2010	CPBYX vs LCTRX
LCTIX	Leader Capital High Quality Income Fund Institutio...	1.97%	—	Jul 2010	CPBYX vs LCTIX
HOBIX	Holbrook Income Fund Class I	2.01%	—	Jul 2016	CPBYX vs HOBIX

Lowest Drawdown Alternatives to CPBYX

CPBYX has a 1-year max drawdown of -3.07%. There are 85 mutual funds in the Intermediate Core-Plus Bond category with shallower 1-year drawdowns, going as shallow as -0.51%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
HOBIX	Holbrook Income Fund Class I	-0.51%	—	Jul 2016	CPBYX vs HOBIX
AMFIX	AAMA Income Fund	-0.74%	—	Jun 2017	CPBYX vs AMFIX
GUGAX	GMO Multi-Sector Fixed Income Fund	-1.16%	—	Apr 1997	CPBYX vs GUGAX
LCTIX	Leader Capital High Quality Income Fund Institutio...	-1.17%	—	Jul 2010	CPBYX vs LCTIX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	-1.17%	—	Jul 2010	CPBYX vs LCTRX

Other Mutual Funds from Invesco

The 10 most viewed Invesco mutual funds shown here include IVNQX, VADAX, OPGSX and span 8 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
IVNQX	Invesco Nasdaq 100 Index Fund	Large Cap Growth Equities	72	21.22%	—	Oct 2020	CPBYX vs IVNQX
VADAX	Invesco Equally-Weighted S&P 500 Fund Class A	Large Cap Blend Equities	36	9.47%	—	—	CPBYX vs VADAX
OPGSX	Invesco Gold & Special Minerals Fund	Precious Metals	23	0.41%	—	Jul 1983	CPBYX vs OPGSX
VVOAX	Invesco Value Opportunities Fund	Mid Cap Value Equities	84	23.71%	—	Jun 2001	CPBYX vs VVOAX
VAFAX	Invesco American Franchise Fund Class A	Large Cap Growth Equities	15	8.97%	—	Jun 2005	CPBYX vs VAFAX
ACSTX	Invesco Comstock Fund	Large Cap Value Equities	55	8.97%	—	Oct 1968	CPBYX vs ACSTX
MSIGX	Invesco Main Street Fund	Large Cap Blend Equities	36	5.45%	—	Feb 1988	CPBYX vs MSIGX
VSCAX	Invesco Small Cap Value Fund	Small Cap Value Equities	86	30.74%	—	Jun 1999	CPBYX vs VSCAX
ACEIX	Invesco Equity and Income Fund	Diversified Portfolio	61	5.74%	—	Aug 1960	CPBYX vs ACEIX
OPPAX	Invesco Global Fund	Global Equities	25	9.49%	—	Dec 1969	CPBYX vs OPPAX

Often Compared With CPBYX

Investors most often compare CPBYX with SPY, SPMO, AAIIX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SPY	State Street SPDR S&P 500 ETF	S&P 500	74	11.33%	781.00B	Jan 1993	CPBYX vs SPY
SPMO	Invesco S&P 500 Momentum ETF	Momentum, S&P 500	75	28.45%	19.93B	Oct 2015	CPBYX vs SPMO
AAIIX	Ancora Income Fund	Intermediate Core-Plus Bond	29	1.96%	—	Jan 2004	CPBYX vs AAIIX
VGSBX	VY BrandywineGLOBAL - Bond Portfolio	Intermediate Core-Plus Bond	43	0.85%	—	Feb 2015	CPBYX vs VGSBX
MWIGX	Metropolitan West Investment Grade Credit Fund	Intermediate Core-Plus Bond	35	0.20%	—	Jun 2018	CPBYX vs MWIGX
TGLMX	TCW Total Return Bond Fund	Intermediate Core-Plus Bond	38	0.99%	—	Jun 1993	CPBYX vs TGLMX
TGRNX	TIAA-CREF Green Bond Fund	Intermediate Core-Plus Bond	35	0.46%	—	Nov 2018	CPBYX vs TGRNX
OPMYX	Invesco Main Street Mid Cap Fund	Mid Cap Blend Equities	23	7.77%	—	Aug 1999	CPBYX vs OPMYX
LMSMX	Western Asset SMASh Series M Fund	Intermediate Core-Plus Bond	42	0.85%	—	Dec 2006	CPBYX vs LMSMX
TNUIX	1290 Diversified Bond Fund	Intermediate Core-Plus Bond	24	1.71%	—	Jul 2015	CPBYX vs TNUIX
VADDX	Invesco Equally-Weighted S&P 500 Fund	S&P 500	37	9.59%	—	Jul 1997	CPBYX vs VADDX
BCPIX	Brandes Core Plus Fixed Income Fund	Intermediate Core-Plus Bond	20	-0.08%	—	Dec 2007	CPBYX vs BCPIX
GIBIX	Guggenheim Total Return Bond Fund	Intermediate Core-Plus Bond	28	0.38%	—	Nov 2011	CPBYX vs GIBIX
FCPVX	Fidelity Small Cap Value Fund	Small Cap Value Equities	52	18.50%	—	Nov 2004	CPBYX vs FCPVX
FEQIX	Fidelity Equity-Income Fund	Large Cap Value Equities	64	8.22%	—	May 1966	CPBYX vs FEQIX
MRSIX	MFS Research International Fund	Foreign Large Cap Equities	18	8.35%	—	Jan 1997	CPBYX vs MRSIX
FLCOX	Fidelity Large Cap Value Index Fund	Large Cap Value Equities	81	14.20%	—	Jun 2016	CPBYX vs FLCOX
JNRFX	Janus Henderson Research Fund	Large Cap Growth Equities	22	7.74%	—	May 1993	CPBYX vs JNRFX
NEWFX	American Funds New World Fund	Emerging Markets Diversified	61	16.56%	—	Jun 1999	CPBYX vs NEWFX
JANEX	Janus Henderson Enterprise Fund	Mid Cap Growth Equities	14	6.84%	—	Sep 1992	CPBYX vs JANEX

Compare CPBYX with Any Fund or Stock

Compare CPBYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair CPBYX with funds that move differently

Invesco Core Plus Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CPBYX.

Explore CPBYX Diversifiers

Invesco Core Plus Bond Fund (CPBYX) Alternatives