Multi-Manager Total Return Bond Strategies Fund (CTRZX) 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 CTRZX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CTRZX
CTRZX charges 0.49% annually. There are 42 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 | CTRZX vs MCFIX | |
| State Street Income Fund | 0.20% | — | Jan 1980 | CTRZX vs SSASX | |
| TIAA-CREF Core Bond Fund | 0.29% | — | Jul 1999 | CTRZX vs TIBDX | |
| Elfun Income Fund | 0.29% | — | Dec 1984 | CTRZX vs EINFX | |
| Brandes Core Plus Fixed Income Fund | 0.30% | — | Dec 2007 | CTRZX vs BCPIX |
Best Risk-Adjusted Alternatives to CTRZX
CTRZX has a PortfoliosLab risk / return rank of 24. There are 89 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 | CTRZX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 92 | — | Jul 2010 | CTRZX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 90 | — | Jul 2010 | CTRZX vs LCTRX | |
| MassMutual Diversified Bond Fund | 83 | — | May 1999 | CTRZX vs MDVAX | |
| GMO Multi-Sector Fixed Income Fund | 74 | — | Apr 1997 | CTRZX vs GUGAX |
Top Performing CTRZX Alternatives (YTD)
CTRZX is at 0.41% YTD. There are 77 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 | |
|---|---|---|---|---|---|
| Putnam Mortgage Securities Fund | 2.89% | — | Feb 1984 | CTRZX vs PGSIX | |
| MassMutual Diversified Bond Fund | 2.59% | — | May 1999 | CTRZX vs MDVAX | |
| Holbrook Income Fund Class I | 2.43% | — | Jul 2016 | CTRZX vs HOBIX | |
| Ancora Income Fund | 2.39% | — | Jan 2004 | CTRZX vs AAIIX | |
| SEI Tax Exempt Trust Tax-Advantaged Income Fund | 2.21% | — | Sep 2007 | CTRZX vs SEATX |
Lowest Volatility Alternatives to CTRZX
CTRZX has 4.11% 1-year volatility. There are 95 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 | |
|---|---|---|---|---|---|
| AAMA Income Fund | 1.04% | — | Jun 2017 | CTRZX vs AMFIX | |
| Archer Income Fund | 1.79% | — | Mar 2011 | CTRZX vs ARINX | |
| ALPS/Smith Total Return Bond Fund | 1.90% | 3.25B | Jun 2018 | CTRZX vs SMTRX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.91% | — | Jul 2010 | CTRZX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | 1.97% | — | Jul 2010 | CTRZX vs LCTIX |
Lowest Drawdown Alternatives to CTRZX
CTRZX has a 1-year max drawdown of -3.03%. There are 74 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 | CTRZX vs HOBIX | |
| AAMA Income Fund | -0.74% | — | Jun 2017 | CTRZX vs AMFIX | |
| GMO Multi-Sector Fixed Income Fund | -1.16% | — | Apr 1997 | CTRZX vs GUGAX | |
| Leader Capital High Quality Income Fund Institutio... | -1.17% | — | Jul 2010 | CTRZX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | — | Jul 2010 | CTRZX vs LCTRX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include NASDX, VFAIX, VTMFX and span 10 categories. AUM among these funds goes as high as $29B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 75 | 21.38% | — | Jan 2000 | CTRZX vs NASDX | |
| Vanguard Financials Index Fund Admiral Shares | Financials Equities | 4 | -5.08% | 13.70B | Feb 2004 | CTRZX vs VFAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 81 | 6.03% | 11.90B | Sep 1994 | CTRZX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 70 | 11.31% | 28.60B | Sep 1994 | CTRZX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 73 | 11.69% | — | Jul 1993 | CTRZX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 28 | 11.23% | — | Sep 2021 | CTRZX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 13.10% | — | May 2011 | CTRZX vs LIVIX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 92 | 12.48% | — | Dec 2012 | CTRZX vs BDMIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.93% | — | Dec 1991 | CTRZX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 67 | 15.25% | — | Jul 2010 | CTRZX vs ASFYX |
Often Compared With CTRZX
Investors most often compare CTRZX with VOO, SCHD, BDJ. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare CTRZX with Any Fund or Stock
Compare CTRZX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CTRZX with funds that move differently
Multi-Manager Total Return Bond Strategies Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CTRZX.
Explore CTRZX Diversifiers