Catalyst Enhanced Income Strategy Fund (EIXIX) belongs to the Nontraditional Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with EIXIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to EIXIX
EIXIX charges 1.50% annually. There are 55 mutual funds in the Nontraditional Bonds category with lower expense ratios, going as low as 0.47%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Mortgage Opportunities Fund | 0.47% | — | Apr 2015 | EIXIX vs PMOTX | |
| GMO Opportunistic Income Fund | 0.47% | — | Oct 2011 | EIXIX vs GMODX | |
| Carillon Reams Unconstrained Bond Fund | 0.50% | — | Sep 2011 | EIXIX vs SUBFX | |
| FPA Flexible Fixed Income Fund | 0.51% | — | Dec 2018 | EIXIX vs FPFIX | |
| PIMCO Strategic Bond Fund | 0.51% | — | Jan 2009 | EIXIX vs PUTIX |
Best Risk-Adjusted Alternatives to EIXIX
EIXIX has a PortfoliosLab risk / return rank of 0. There are 72 mutual funds in the Nontraditional Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Pioneer Cat Bond Fund Class Y | 100 | — | Jan 2023 | EIXIX vs CBYYX | |
| PGIM Securitized Credit Fund | 99 | — | Jun 2019 | EIXIX vs SCFZX | |
| Eaton Vance Global Macro Absolute Return Fund | 99 | — | Jun 2007 | EIXIX vs EIGMX | |
| Artisan Global Unconstrained Fund | 99 | — | Mar 2022 | EIXIX vs APFPX | |
| Eaton Vance Global Macro Absolute Return Advantage... | 98 | — | Aug 2010 | EIXIX vs EGRIX |
Top Performing EIXIX Alternatives (YTD)
EIXIX is at -5.86% YTD. There are 72 mutual funds in the Nontraditional Bonds category with higher YTD returns, going as high as 7.87%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Eaton Vance Global Macro Absolute Return Advantage... | 7.87% | — | Aug 2010 | EIXIX vs EGRIX | |
| Putnam Mortgage Opportunities Fund | 5.26% | — | Apr 2015 | EIXIX vs PMOTX | |
| Eaton Vance Global Macro Absolute Return Fund | 4.96% | — | Jun 2007 | EIXIX vs EIGMX | |
| Artisan Global Unconstrained Fund | 4.18% | — | Mar 2022 | EIXIX vs APFPX | |
| T. Rowe Price Dynamic Global Bond Fund | 3.29% | — | Jan 2015 | EIXIX vs RPIEX |
Lowest Volatility Alternatives to EIXIX
EIXIX has 6.78% 1-year volatility. There are 70 mutual funds in the Nontraditional Bonds category with lower 1-year volatility, going as low as 1.01%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dunham Long/Short Credit Fund | 1.01% | — | Dec 2004 | EIXIX vs DCAIX | |
| Victory Pioneer Cat Bond Fund Class Y | 1.22% | — | Jan 2023 | EIXIX vs CBYYX | |
| GMO Opportunistic Income Fund | 1.33% | — | Oct 2011 | EIXIX vs GMODX | |
| DoubleLine Flexible Income Fund | 1.37% | — | Apr 2014 | EIXIX vs DFLEX | |
| BlackRock Global Long/Short Credit Fund | 1.38% | — | Sep 2011 | EIXIX vs BGCIX |
Lowest Drawdown Alternatives to EIXIX
EIXIX has a 1-year max drawdown of -13.76%. There are 71 mutual funds in the Nontraditional Bonds category with shallower 1-year drawdowns, going as shallow as -0.09%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Pioneer Cat Bond Fund Class Y | -0.09% | — | Jan 2023 | EIXIX vs CBYYX | |
| PGIM Securitized Credit Fund | -0.31% | — | Jun 2019 | EIXIX vs SCFZX | |
| Dunham Long/Short Credit Fund | -0.37% | — | Dec 2004 | EIXIX vs DCAIX | |
| GMO Opportunistic Income Fund | -0.65% | — | Oct 2011 | EIXIX vs GMODX | |
| PGIM Absolute Return Bond Fund | -0.86% | — | Mar 2011 | EIXIX vs PADZX |
Other Mutual Funds from Catalyst Mutual Funds
The 10 most viewed Catalyst Mutual Funds mutual funds shown here include MBXIX, ATRFX, CLPAX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund Class I | Hedge Fund | 92 | 15.06% | — | Dec 1996 | EIXIX vs MBXIX | |
| Catalyst Systematic Alpha Class I | Multistrategy | 11 | 1.94% | — | Jul 2014 | EIXIX vs ATRFX | |
| Catalyst Nasdaq-100 Hedged Equity Fund | Derivative Income | 39 | 14.92% | — | Dec 2013 | EIXIX vs CLPAX | |
| Catalyst/Millburn Hedge Strategy Fund | Macro Trading | 91 | 14.91% | — | Dec 2015 | EIXIX vs MBXAX | |
| Catalyst/SMH Total Return Income Fund | Diversified Portfolio | 22 | 3.64% | — | May 2008 | EIXIX vs TRIFX | |
| Catalyst/SMH High Income Fund | High Yield Bonds | 83 | 3.63% | — | May 2008 | EIXIX vs HIIFX | |
| Catalyst/CIFC Floating Rate Income Fund | Bank Loan | 60 | 0.49% | — | Dec 2012 | EIXIX vs CFRIX | |
| Catalyst Insider Buying Fund | Large Cap Growth Equities | 12 | 15.87% | — | Jul 2011 | EIXIX vs INSAX | |
| Catalyst Energy Infrastructure Fund | Energy Equities | 10 | 27.16% | — | Dec 2014 | EIXIX vs MLXIX | |
| Catalyst/MAP Global Balanced Fund | Global Allocation | 58 | 6.17% | — | Jul 2011 | EIXIX vs TRXAX |
Often Compared With EIXIX
Investors most often compare EIXIX with BYDDY, CPEAX, AFLIX. These 7 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BYD Company Limited ADR | 5 | -20.18% | — | — | EIXIX vs BYDDY | ||
| Catalyst Dynamic Alpha Fund | Large Cap Growth Equities | 58 | 29.48% | — | Dec 2011 | EIXIX vs CPEAX | |
| Anfield Universal Fixed Income Fund | Nontraditional Bonds | 94 | 1.42% | — | Jun 2013 | EIXIX vs AFLIX | |
| Toews Unconstrained Income Fund | Nontraditional Bonds | 44 | 0.49% | — | Aug 2013 | EIXIX vs TUIFX | |
| Templeton Global Total Return Fund | Nontraditional Bonds | 21 | 1.92% | — | Sep 2008 | EIXIX vs TTRZX | |
| Wavelength Interest Rate Neutral Fund | Nontraditional Bonds | 70 | 2.83% | — | Sep 2013 | EIXIX vs WAVLX | |
| Anchor Risk Managed Credit Strategies Fund | Nontraditional Bonds | 43 | 3.21% | — | Sep 2015 | EIXIX vs ATCSX |
Compare EIXIX with Any Fund or Stock
Compare EIXIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair EIXIX with funds that move differently
Catalyst Enhanced Income Strategy Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EIXIX.
Explore EIXIX Diversifiers