CTRIX Alternatives & Similar Mutual Funds

Calamos Total Return Bond Fund (CTRIX) 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 CTRIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to CTRIX

CTRIX charges 0.65% annually. There are 77 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
MCFIX	Mercer Core Fixed Income Fund	0.16%	—	Aug 2005	CTRIX vs MCFIX
SSASX	State Street Income Fund	0.20%	—	Jan 1980	CTRIX vs SSASX
TIBDX	TIAA-CREF Core Bond Fund	0.29%	—	Jul 1999	CTRIX vs TIBDX
EINFX	Elfun Income Fund	0.29%	—	Dec 1984	CTRIX vs EINFX
BCOIX	Baird Core Plus Bond Fund	0.30%	—	Sep 2000	CTRIX vs BCOIX

Best Risk-Adjusted Alternatives to CTRIX

CTRIX has a PortfoliosLab risk / return rank of 23. There are 96 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
HOBIX	Holbrook Income Fund Class I	98	—	Jul 2016	CTRIX vs HOBIX
LCTIX	Leader Capital High Quality Income Fund Institutio...	92	—	Jul 2010	CTRIX vs LCTIX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	90	—	Jul 2010	CTRIX vs LCTRX
MDVAX	MassMutual Diversified Bond Fund	83	—	May 1999	CTRIX vs MDVAX
GUGAX	GMO Multi-Sector Fixed Income Fund	74	—	Apr 1997	CTRIX vs GUGAX

Top Performing CTRIX Alternatives (YTD)

CTRIX is at 0.07% YTD. There are 112 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 2.89%.

Symbol	Name	YTD Return	AUM	Inception
PGSIX	Putnam Mortgage Securities Fund	2.89%	—	Feb 1984	CTRIX vs PGSIX
MDVAX	MassMutual Diversified Bond Fund	2.59%	—	May 1999	CTRIX vs MDVAX
HOBIX	Holbrook Income Fund Class I	2.43%	—	Jul 2016	CTRIX vs HOBIX
AAIIX	Ancora Income Fund	2.39%	—	Jan 2004	CTRIX vs AAIIX
SEATX	SEI Tax Exempt Trust Tax-Advantaged Income Fund	2.21%	—	Sep 2007	CTRIX vs SEATX

Lowest Volatility Alternatives to CTRIX

CTRIX has 3.87% 1-year volatility. There are 54 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.04%.

Symbol	Name	Volatility 1Y	AUM	Inception
AMFIX	AAMA Income Fund	1.04%	—	Jun 2017	CTRIX vs AMFIX
ARINX	Archer Income Fund	1.79%	—	Mar 2011	CTRIX vs ARINX
SMTRX	ALPS/Smith Total Return Bond Fund	1.90%	3.25B	Jun 2018	CTRIX vs SMTRX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	1.91%	—	Jul 2010	CTRIX vs LCTRX
LCTIX	Leader Capital High Quality Income Fund Institutio...	1.97%	—	Jul 2010	CTRIX vs LCTIX

Lowest Drawdown Alternatives to CTRIX

CTRIX has a 1-year max drawdown of -2.79%. There are 37 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
HOBIX	Holbrook Income Fund Class I	-0.51%	—	Jul 2016	CTRIX vs HOBIX
AMFIX	AAMA Income Fund	-0.74%	—	Jun 2017	CTRIX vs AMFIX
GUGAX	GMO Multi-Sector Fixed Income Fund	-1.16%	—	Apr 1997	CTRIX vs GUGAX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	-1.17%	—	Jul 2010	CTRIX vs LCTRX
LCTIX	Leader Capital High Quality Income Fund Institutio...	-1.17%	—	Jul 2010	CTRIX vs LCTIX

Other Mutual Funds from Calamos

The 10 most viewed Calamos mutual funds shown here include CMNIX, CSQ, CTSIX and span 7 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
CMNIX	Calamos Market Neutral Income Fund Institutional C...		98	2.86%	—	May 2000	CTRIX vs CMNIX
CSQ	Calamos Strategic Total Return Fund	Diversified Portfolio	34	9.63%	—	Mar 2004	CTRIX vs CSQ
CTSIX	Calamos Timpani Small Cap Growth Fund	Small Cap Growth Equities	75	35.59%	—	Mar 2011	CTRIX vs CTSIX
CHI	Calamos Convertible Opportunities and Income Fund	Convertible Bonds	69	25.49%	—	Jun 1997	CTRIX vs CHI
CPLIX	Calamos Phineus Long/Short Fund	Long-Short	5	-0.36%	—	Apr 2016	CTRIX vs CPLIX
CVTRX	Calamos Growth and Income Fund	Diversified Portfolio	70	12.03%	—	Sep 1988	CTRIX vs CVTRX
CIHEX	Calamos Hedged Equity Fund	Options Trading	81	6.67%	—	Dec 2014	CTRIX vs CIHEX
CHY	Calamos Convertible and High Income Closed Fund	Convertible Bonds	77	21.02%	—	May 2003	CTRIX vs CHY
CHYDX	Calamos High Income Opportunities Fund	High Yield Bonds	90	1.90%	—	Aug 1999	CTRIX vs CHYDX
CIGEX	Calamos Global Equity Fund	Global Equities	47	22.69%	—	Feb 2007	CTRIX vs CIGEX

Often Compared With CTRIX

Investors most often compare CTRIX with VOO, CVGRX, TGRNX. These 9 comparison targets span 3 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VOO	Vanguard S&P 500 ETF	S&P 500	70	10.91%	1.60T	Sep 2010	CTRIX vs VOO
CVGRX	Calamos Growth Fund	Large Cap Growth Equities	31	11.13%	—	Sep 1990	CTRIX vs CVGRX
TGRNX	TIAA-CREF Green Bond Fund	Intermediate Core-Plus Bond	36	0.68%	—	Nov 2018	CTRIX vs TGRNX
MWIGX	Metropolitan West Investment Grade Credit Fund	Intermediate Core-Plus Bond	37	0.46%	—	Jun 2018	CTRIX vs MWIGX
LMSMX	Western Asset SMASh Series M Fund	Intermediate Core-Plus Bond	43	1.11%	—	Dec 2006	CTRIX vs LMSMX
TNUIX	1290 Diversified Bond Fund	Intermediate Core-Plus Bond	27	1.96%	—	Jul 2015	CTRIX vs TNUIX
BCPIX	Brandes Core Plus Fixed Income Fund	Intermediate Core-Plus Bond	20	0.16%	—	Dec 2007	CTRIX vs BCPIX
TGLMX	TCW Total Return Bond Fund	Intermediate Core-Plus Bond	38	1.25%	—	Jun 1993	CTRIX vs TGLMX
NPCT	Nuveen Core Plus Impact Fund	Intermediate Core-Plus Bond	4	2.11%	—	Apr 2021	CTRIX vs NPCT

Compare CTRIX with Any Fund or Stock

Compare CTRIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair CTRIX with funds that move differently

Calamos Total Return Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CTRIX.

Explore CTRIX Diversifiers

Calamos Total Return Bond Fund (CTRIX) Alternatives