Catholic Responsible Investments Bond Fund (CRBVX) Alternatives
Catholic Responsible Investments Bond Fund (CRBVX) 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 CRBVX. 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 CRBVX
CRBVX charges 0.51% annually. Among mutual funds in the Intermediate Core-Plus Bond category, these options have the lowest expense ratios among CRBVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | Aug 15, 2005 | CRBVX vs MCFIX | |
| State Street Income Fund | 0.20% | Jan 2, 1980 | CRBVX vs SSASX | |
| Elfun Income Fund | 0.29% | Dec 31, 1984 | CRBVX vs EINFX | |
| TIAA-CREF Core Bond Fund | 0.29% | Jul 1, 1999 | CRBVX vs TIBDX | |
| Baird Core Plus Bond Fund | 0.30% | Sep 29, 2000 | CRBVX vs BCOIX |
Best Risk-Adjusted Alternatives to CRBVX
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 | CRBVX vs HOBIX | |
| AAMA Income Fund | 98 | Jun 30, 2017 | CRBVX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 93 | Jul 30, 2010 | CRBVX vs LCTRX | |
| Archer Income Fund | 87 | Mar 11, 2011 | CRBVX vs ARINX | |
| Metropolitan West Investment Grade Credit Fund | 74 | Jun 29, 2018 | CRBVX vs MWIGX |
Top Performing CRBVX Alternatives (YTD)
CRBVX alternatives from the Intermediate Core-Plus Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Nuveen Core Plus Impact Fund | 2.93% | Apr 28, 2021 | CRBVX vs NPCT | |
| Putnam Mortgage Securities Fund | 1.26% | Feb 8, 1984 | CRBVX vs PGSIX | |
| GMO Multi-Sector Fixed Income Fund | 0.96% | Apr 30, 1997 | CRBVX vs GUGAX | |
| Holbrook Income Fund Class I | 0.82% | Jul 6, 2016 | CRBVX vs HOBIX | |
| PIMCO Strategic Income Fund | 0.60% | — | CRBVX vs RCS |
Lowest Volatility Alternatives to CRBVX
CRBVX 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 | CRBVX vs AMFIX | |
| Archer Income Fund | 1.85% | Mar 11, 2011 | CRBVX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.90% | Jul 30, 2010 | CRBVX vs LCTRX | |
| Holbrook Income Fund Class I | 2.08% | Jul 6, 2016 | CRBVX vs HOBIX | |
| TIAA-CREF Green Bond Fund | 3.36% | Nov 16, 2018 | CRBVX vs TGRNX |
Lowest Drawdown Alternatives to CRBVX
CRBVX 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 | CRBVX vs HOBIX | |
| AAMA Income Fund | -0.74% | Jun 30, 2017 | CRBVX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | Jul 30, 2010 | CRBVX vs LCTRX | |
| Archer Income Fund | -1.63% | Mar 11, 2011 | CRBVX vs ARINX | |
| Metropolitan West Investment Grade Credit Fund | -2.35% | Jun 29, 2018 | CRBVX vs MWIGX |
Other Mutual Funds from Catholic Responsible Investments Funds
Most popular Catholic Responsible Investments Funds mutual funds on PortfoliosLab, across asset classes.
Compare CRBVX with Any Fund or Stock
Compare CRBVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.