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 53 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 | |
|---|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | — | Aug 2005 | CPBYX vs MCFIX | |
| State Street Income Fund | 0.20% | — | Jan 1980 | CPBYX vs SSASX | |
| TIAA-CREF Core Bond Fund | 0.29% | — | Jul 1999 | CPBYX vs TIBDX | |
| Elfun Income Fund | 0.29% | — | Dec 1984 | CPBYX vs EINFX | |
| 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 20. There are 32 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 | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | 98 | — | Jul 2016 | CPBYX vs HOBIX | |
| GMO Multi-Sector Fixed Income Fund | 89 | — | Apr 1997 | CPBYX vs GUGAX | |
| Leader Capital High Quality Income Fund Institutio... | 86 | — | Jul 2010 | CPBYX vs LCTIX | |
| MassMutual Diversified Bond Fund | 82 | — | May 1999 | CPBYX vs MDVAX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 81 | — | Jul 2010 | CPBYX vs LCTRX |
Top Performing CPBYX Alternatives (YTD)
CPBYX is at -0.76% YTD. There are 64 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 2.50%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Core Plus Impact Fund | 2.50% | — | Apr 2021 | CPBYX vs NPCT | |
| Holbrook Income Fund Class I | 2.33% | — | Jul 2016 | CPBYX vs HOBIX | |
| MassMutual Diversified Bond Fund | 2.33% | — | May 1999 | CPBYX vs MDVAX | |
| Putnam Mortgage Securities Fund | 1.90% | — | Feb 1984 | CPBYX vs PGSIX | |
| Ancora Income Fund | 1.60% | — | Jan 2004 | CPBYX vs AAIIX |
Lowest Volatility Alternatives to CPBYX
CPBYX has 3.69% 1-year volatility. There are 37 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.17%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AAMA Income Fund | 1.17% | — | Jun 2017 | CPBYX vs AMFIX | |
| Archer Income Fund | 1.83% | — | Mar 2011 | CPBYX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 2.05% | — | Jul 2010 | CPBYX vs LCTRX | |
| Holbrook Income Fund Class I | 2.05% | — | Jul 2016 | CPBYX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 2.10% | — | Jul 2010 | CPBYX vs LCTIX |
Lowest Drawdown Alternatives to CPBYX
CPBYX has a 1-year max drawdown of -3.07%. There are 87 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 | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.51% | — | Jul 2016 | CPBYX vs HOBIX | |
| AAMA Income Fund | -0.74% | — | Jun 2017 | CPBYX vs AMFIX | |
| GMO Multi-Sector Fixed Income Fund | -1.00% | — | Apr 1997 | CPBYX vs GUGAX | |
| Leader Capital High Quality Income Fund Institutio... | -1.17% | — | Jul 2010 | CPBYX vs LCTIX | |
| 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 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | Large Cap Growth Equities | 36 | 12.16% | — | Oct 2020 | CPBYX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 65 | 12.90% | — | Jul 1997 | CPBYX vs VADAX | |
| Invesco Gold & Special Minerals Fund | Gold, Precious Metals | 27 | -11.62% | — | Jul 1983 | CPBYX vs OPGSX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 8 | 3.77% | — | Jun 2005 | CPBYX vs VAFAX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 70 | 14.99% | — | Jun 2001 | CPBYX vs VVOAX | |
| Invesco Comstock Fund | Large Cap Value Equities | 84 | 13.00% | — | Oct 1968 | CPBYX vs ACSTX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 76 | 22.92% | — | Jun 1999 | CPBYX vs VSCAX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 32 | 6.96% | — | Feb 1988 | CPBYX vs MSIGX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 76 | 7.85% | — | Aug 1960 | CPBYX vs ACEIX | |
| Invesco Equally-Weighted S&P 500 Fund | S&P 500 | 66 | 13.07% | — | Jul 1997 | CPBYX vs VADDX |
Often Compared With CPBYX
Investors most often compare CPBYX with SPY, SPMO, VGSBX. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare CPBYX with Any Fund or Stock
Compare CPBYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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