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 a closer substitute for your current allocation.
Cheapest Alternatives to CRBVX
CRBVX charges 0.51% annually. There are 58 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 | CRBVX vs MCFIX | |
| State Street Income Fund | 0.20% | — | Jan 1980 | CRBVX vs SSASX | |
| Elfun Income Fund | 0.29% | — | Dec 1984 | CRBVX vs EINFX | |
| TIAA-CREF Core Bond Fund | 0.29% | — | Jul 1999 | CRBVX vs TIBDX | |
| Brandes Core Plus Fixed Income Fund | 0.30% | — | Dec 2007 | CRBVX vs BCPIX |
Best Risk-Adjusted Alternatives to CRBVX
CRBVX has a PortfoliosLab risk / return rank of 30. There are 34 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 | CRBVX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 95 | — | Jul 2010 | CRBVX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 93 | — | Jul 2010 | CRBVX vs LCTRX | |
| GMO Multi-Sector Fixed Income Fund | 89 | — | Apr 1997 | CRBVX vs GUGAX | |
| MassMutual Diversified Bond Fund | 88 | — | May 1999 | CRBVX vs MDVAX |
Top Performing CRBVX Alternatives (YTD)
CRBVX is at 0.43% YTD. There are 34 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 3.50%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| 1290 Diversified Bond Fund | 3.50% | — | Jul 2015 | CRBVX vs TNUIX | |
| MassMutual Diversified Bond Fund | 2.81% | — | May 1999 | CRBVX vs MDVAX | |
| Putnam Mortgage Securities Fund | 2.81% | — | Feb 1984 | CRBVX vs PGSIX | |
| Holbrook Income Fund Class I | 2.55% | — | Jul 2016 | CRBVX vs HOBIX | |
| Nuveen Core Plus Impact Fund | 2.50% | — | Apr 2021 | CRBVX vs NPCT |
Lowest Volatility Alternatives to CRBVX
CRBVX has 3.49% 1-year volatility. There are 15 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.16%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AAMA Income Fund | 1.16% | — | Jun 2017 | CRBVX vs AMFIX | |
| Archer Income Fund | 1.82% | — | Mar 2011 | CRBVX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.95% | — | Jul 2010 | CRBVX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | 2.01% | — | Jul 2010 | CRBVX vs LCTIX | |
| Holbrook Income Fund Class I | 2.04% | — | Jul 2016 | CRBVX vs HOBIX |
Lowest Drawdown Alternatives to CRBVX
CRBVX has a 1-year max drawdown of -2.54%. There are 15 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 | CRBVX vs HOBIX | |
| AAMA Income Fund | -0.74% | — | Jun 2017 | CRBVX vs AMFIX | |
| GMO Multi-Sector Fixed Income Fund | -1.00% | — | Apr 1997 | CRBVX vs GUGAX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | — | Jul 2010 | CRBVX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | -1.17% | — | Jul 2010 | CRBVX vs LCTIX |
Other Mutual Funds from Catholic Responsible Investments Funds
The 10 most viewed Catholic Responsible Investments Funds mutual funds shown here include CRQSX, CMPVX, CMUVX and span 6 categories.
Often Compared With CRBVX
Investors most often compare CRBVX with RCS, PIM, LMSMX. These 10 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| PIMCO Strategic Income Fund | Intermediate Core-Plus Bond | 1 | 0.03% | — | — | CRBVX vs RCS | |
| Putnam Master Intermediate Income Trust | Intermediate Core-Plus Bond | 5 | -1.75% | — | Apr 1988 | CRBVX vs PIM | |
| Western Asset SMASh Series M Fund | Intermediate Core-Plus Bond | 50 | 1.20% | — | Dec 2006 | CRBVX vs LMSMX | |
| Baird Core Plus Bond Fund | Intermediate Core-Plus Bond | 27 | 0.30% | — | Sep 2000 | CRBVX vs BCOIX | |
| DoubleLine Infrastructure Income Fund | Intermediate Core-Plus Bond | 44 | 0.85% | — | Apr 2016 | CRBVX vs BILDX | |
| Metropolitan West Investment Grade Credit Fund | Intermediate Core-Plus Bond | 32 | 0.19% | — | Jun 2018 | CRBVX vs MWIGX | |
| TIAA-CREF Green Bond Fund | Intermediate Core-Plus Bond | 37 | 0.58% | — | Nov 2018 | CRBVX vs TGRNX | |
| Ancora Income Fund | Intermediate Core-Plus Bond | 20 | 2.47% | — | Jan 2004 | CRBVX vs AAIIX | |
| SEI Tax Exempt Trust Tax-Advantaged Income Fund | Intermediate Core-Plus Bond | 67 | 2.22% | — | Sep 2007 | CRBVX vs SEATX | |
| ALPS/Smith Total Return Bond Fund | Intermediate Core-Plus Bond | — | — | 3.25B | Jun 2018 | CRBVX vs SMTRX |
Compare CRBVX with Any Fund or Stock
Compare CRBVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CRBVX with funds that move differently
Catholic Responsible Investments Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CRBVX.
Explore CRBVX Diversifiers