Invesco Core Plus Bond Fund (CPBYX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to CPBYX
CPBYX charges 0.50% annually. Among mutual funds in the Intermediate Core-Plus Bond category, these options have the lowest expense ratios among CPBYX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | Aug 15, 2005 | CPBYX vs MCFIX | |
| State Street Income Fund | 0.20% | Jan 2, 1980 | CPBYX vs SSASX | |
| Elfun Income Fund | 0.29% | Dec 31, 1984 | CPBYX vs EINFX | |
| TIAA-CREF Core Bond Fund | 0.29% | Jul 1, 1999 | CPBYX vs TIBDX | |
| Baird Core Plus Bond Fund | 0.30% | Sep 29, 2000 | CPBYX vs BCOIX |
Best Risk-Adjusted Alternatives to CPBYX
Among mutual funds in the Intermediate Core-Plus Bond 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 | |
|---|---|---|---|---|
| Holbrook Income Fund Class I | 99 | Jul 6, 2016 | CPBYX vs HOBIX | |
| AAMA Income Fund | 98 | Jun 30, 2017 | CPBYX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 94 | Jul 30, 2010 | CPBYX vs LCTRX | |
| Archer Income Fund | 87 | Mar 11, 2011 | CPBYX vs ARINX | |
| MassMutual Diversified Bond Fund | 80 | May 3, 1999 | CPBYX vs MDVAX |
Top Performing CPBYX Alternatives (YTD)
CPBYX alternatives from the Intermediate Core-Plus Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Nuveen Core Plus Impact Fund | 3.03% | Apr 28, 2021 | CPBYX vs NPCT | |
| GMO Multi-Sector Fixed Income Fund | 0.96% | Apr 30, 1997 | CPBYX vs GUGAX | |
| Putnam Mortgage Securities Fund | 0.88% | Feb 8, 1984 | CPBYX vs PGSIX | |
| Holbrook Income Fund Class I | 0.82% | Jul 6, 2016 | CPBYX vs HOBIX | |
| TCW Total Return Bond Fund | 0.57% | Jun 17, 1993 | CPBYX vs TGLMX |
Lowest Volatility Alternatives to CPBYX
CPBYX alternatives from the Intermediate Core-Plus Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| AAMA Income Fund | 0.98% | Jun 30, 2017 | CPBYX vs AMFIX | |
| Archer Income Fund | 1.85% | Mar 11, 2011 | CPBYX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.90% | Jul 30, 2010 | CPBYX vs LCTRX | |
| Holbrook Income Fund Class I | 2.09% | Jul 6, 2016 | CPBYX vs HOBIX | |
| TIAA-CREF Green Bond Fund | 3.36% | Nov 16, 2018 | CPBYX vs TGRNX |
Lowest Drawdown Alternatives to CPBYX
CPBYX alternatives from the Intermediate Core-Plus Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.72% | Jul 6, 2016 | CPBYX vs HOBIX | |
| AAMA Income Fund | -0.74% | Jun 30, 2017 | CPBYX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | Jul 30, 2010 | CPBYX vs LCTRX | |
| Archer Income Fund | -1.63% | Mar 11, 2011 | CPBYX vs ARINX | |
| Metropolitan West Investment Grade Credit Fund | -2.35% | Jun 29, 2018 | CPBYX vs MWIGX |
Other Mutual Funds from Invesco
Most popular Invesco mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | Large Cap Growth Equities | 48 | -8.99% | Oct 13, 2020 | CPBYX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 28 | -1.47% | — | CPBYX vs VADAX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 16 | -13.54% | Jun 23, 2005 | CPBYX vs VAFAX | |
| Invesco Gold & Special Minerals Fund | Precious Metals | 92 | 0.44% | Jul 18, 1983 | CPBYX vs OPGSX | |
| Invesco Comstock Fund | Large Cap Value Equities | 36 | -2.22% | Oct 7, 1968 | CPBYX vs ACSTX | |
| Invesco Global Fund | Global Equities | 9 | -13.35% | Dec 21, 1969 | CPBYX vs OPPAX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 20 | -9.61% | Feb 3, 1988 | CPBYX vs MSIGX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 56 | -1.20% | Aug 2, 1960 | CPBYX vs ACEIX | |
| Invesco Equally-Weighted S&P 500 Fund | S&P 500 | 29 | -1.41% | Jul 28, 1997 | CPBYX vs VADDX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 76 | 3.20% | Jun 25, 2001 | CPBYX vs VVOAX |
Often Compared With CPBYX
What investors most often compare with CPBYX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | CPBYX vs SPY | |
| Invesco S&P 500 Momentum ETF | S&P 500 | 66 | -5.78% | Oct 9, 2015 | CPBYX vs SPMO | |
| Ancora Income Fund | Intermediate Core-Plus Bond | 21 | -0.31% | Jan 5, 2004 | CPBYX vs AAIIX | |
| VY BrandywineGLOBAL - Bond Portfolio | Intermediate Core-Plus Bond | 68 | 0.21% | Feb 20, 2015 | CPBYX vs VGSBX |
Compare CPBYX with Any Fund or Stock
Compare CPBYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.