AAM/Insight Select Income Fund (CPUIX) belongs to the Corporate Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CPUIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CPUIX
CPUIX charges 0.57% annually. There are 18 mutual funds in the Corporate Bonds category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Short-Term Corporate Bond Index Fund Inst... | 0.05% | — | Nov 2009 | CPUIX vs VSTBX | |
| Vanguard Long-Term Corporate Bond Index Fund Insti... | 0.05% | — | Nov 2009 | CPUIX vs VLCIX | |
| Vanguard Intermediate-Term Corporate Bond Index Fu... | 0.05% | — | Nov 2009 | CPUIX vs VICBX | |
| Vanguard Intermediate-Term Corporate Bond Index Fu... | 0.07% | 68.10B | Mar 2010 | CPUIX vs VICSX | |
| Vanguard Short-Term Corporate Bond Index Fund Admi... | 0.07% | 49.50B | Nov 2010 | CPUIX vs VSCSX |
Best Risk-Adjusted Alternatives to CPUIX
CPUIX has a PortfoliosLab risk / return rank of 30. There are 20 mutual funds in the Corporate Bonds category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Miller Intermediate Bond Fund | 92 | — | Dec 2014 | CPUIX vs MIFIX | |
| Vanguard Short-Term Corporate Bond Index Fund Inst... | 81 | — | Nov 2009 | CPUIX vs VSTBX | |
| Vanguard Short-Term Corporate Bond Index Fund Admi... | 80 | 49.50B | Nov 2010 | CPUIX vs VSCSX | |
| John Hancock Managed Account Shares Investment-Gra... | 48 | — | Jul 2019 | CPUIX vs JMABX | |
| T. Rowe Price Corporate Income Fund | 44 | — | Oct 1995 | CPUIX vs PRPIX |
Top Performing CPUIX Alternatives (YTD)
CPUIX is at 0.54% YTD. There are 26 mutual funds in the Corporate Bonds category with higher YTD returns, going as high as 5.40%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Miller Intermediate Bond Fund | 5.40% | — | Dec 2014 | CPUIX vs MIFIX | |
| Western Asset SMASh Series C Fund | 1.82% | — | Dec 2006 | CPUIX vs LMLCX | |
| Vanguard Long-Term Corporate Bond Index Fund Insti... | 1.23% | — | Nov 2009 | CPUIX vs VLCIX | |
| Vanguard Long-Term Corporate Bond Index Fund Admir... | 1.22% | 8.60B | Jan 2010 | CPUIX vs VLTCX | |
| AB Corporate Income Shares | 0.98% | — | Dec 2006 | CPUIX vs ACISX |
Lowest Volatility Alternatives to CPUIX
CPUIX has 4.22% 1-year volatility. There are 20 mutual funds in the Corporate Bonds category with lower 1-year volatility, going as low as 1.75%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Short-Term Corporate Bond Index Fund Admi... | 1.75% | 49.50B | Nov 2010 | CPUIX vs VSCSX | |
| Vanguard Short-Term Corporate Bond Index Fund Inst... | 1.76% | — | Nov 2009 | CPUIX vs VSTBX | |
| LKCM Fixed Income Fund | 2.58% | — | Dec 1997 | CPUIX vs LKFIX | |
| iMGP Dolan McEniry Corporate Bond Fund | 2.89% | — | Sep 2018 | CPUIX vs IDMIX | |
| Miller Intermediate Bond Fund | 3.02% | — | Dec 2014 | CPUIX vs MIFIX |
Lowest Drawdown Alternatives to CPUIX
CPUIX has a 1-year max drawdown of -3.22%. There are 19 mutual funds in the Corporate Bonds category with shallower 1-year drawdowns, going as shallow as -1.31%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Short-Term Corporate Bond Index Fund Inst... | -1.31% | — | Nov 2009 | CPUIX vs VSTBX | |
| Vanguard Short-Term Corporate Bond Index Fund Admi... | -1.36% | 49.50B | Nov 2010 | CPUIX vs VSCSX | |
| LKCM Fixed Income Fund | -1.76% | — | Dec 1997 | CPUIX vs LKFIX | |
| Federated Hermes Intermediate Corporate Bond Fund | -2.28% | — | Dec 1993 | CPUIX vs FIIFX | |
| iMGP Dolan McEniry Corporate Bond Fund | -2.38% | — | Sep 2018 | CPUIX vs IDMIX |
Other Mutual Funds from AAM
The 2 most viewed AAM mutual funds shown here include AFNIX, ASDIX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| AAM/Bahl & Gaynor Income Growth Fund Class I | Large Cap Blend Equities, Dividend | — | — | — | Jul 2012 | CPUIX vs AFNIX | |
| AAM/HIMCO Short Duration Fund | Ultrashort Bond | 98 | 0.96% | — | Jun 2014 | CPUIX vs ASDIX |
Often Compared With CPUIX
Investors most often compare CPUIX with SMARX, DFTEX, VBF. These 3 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Brandes Separately Managed Account Reserve Trust | Corporate Bonds | 28 | 0.74% | — | Oct 2005 | CPUIX vs SMARX | |
| DFA Intermediate-Term Extended Quality Portfolio F... | Corporate Bonds | 33 | 0.97% | — | Jul 2010 | CPUIX vs DFTEX | |
| Invesco Bond Fund | Corporate Bonds | 5 | -0.95% | — | Oct 1970 | CPUIX vs VBF |
Compare CPUIX with Any Fund or Stock
Compare CPUIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CPUIX with funds that move differently
AAM/Insight Select Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CPUIX.
Explore CPUIX Diversifiers