ETSIX Alternatives & Similar Mutual Funds

Eaton Vance Strategic Income Fund Class I (ETSIX) belongs to the Multisector Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ETSIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to ETSIX

ETSIX charges 1.46% annually. There are 75 mutual funds in the Multisector Bonds category with lower expense ratios, going as low as 0.05%.

Symbol	Name	Expense Ratio	AUM	Inception
DBSCX	Doubleline Selective Credit Fund	0.05%	—	Aug 2014	ETSIX vs DBSCX
VMSAX	Vanguard Multi-Sector Income Bond Fund Admiral Sha...	0.30%	—	Oct 2021	ETSIX vs VMSAX
JMSIX	JPMorgan Income Fund Class I	0.40%	—	Jun 2014	ETSIX vs JMSIX
BWDTX	Boyd Watterson Limited Duration Enhanced Income Fu...	0.40%	—	Jul 2016	ETSIX vs BWDTX
MOFIX	Mercer Opportunistic Fixed Income Fund	0.44%	—	Aug 2013	ETSIX vs MOFIX

Best Risk-Adjusted Alternatives to ETSIX

ETSIX has a PortfoliosLab risk / return rank of 93. There are 11 mutual funds in the Multisector Bonds category with higher risk-adjusted ranks, going as high as 99.

Symbol	Name	Risk / Return Rank	AUM	Inception
NWXHX	Nationwide Amundi Strategic Income Fund	99	—	Nov 2015	ETSIX vs NWXHX
NWXEX	Nationwide Strategic Income A	99	—	Nov 2015	ETSIX vs NWXEX
RFXIX	Rational Special Situations Income Fund	98	—	Jul 2019	ETSIX vs RFXIX
BWDTX	Boyd Watterson Limited Duration Enhanced Income Fu...	98	—	Jul 2016	ETSIX vs BWDTX
ODIDX	Oaktree Diversified Income Fund Inc. Class D	98	—	Nov 2021	ETSIX vs ODIDX

Top Performing ETSIX Alternatives (YTD)

ETSIX is at 2.46% YTD. There are 8 mutual funds in the Multisector Bonds category with higher YTD returns, going as high as 3.47%.

Symbol	Name	YTD Return	AUM	Inception
ACP	abrdn Income Credit Strategies Fund	3.47%	—	Jan 2011	ETSIX vs ACP
LFLIX	BrandywineGLOBAL - Flexible Bond Fund	3.07%	—	May 2016	ETSIX vs LFLIX
BRW	Saba Capital Income & Opportunities Fund	3.06%	—	Dec 1987	ETSIX vs BRW
ICMUX	Intrepid Income Fund	2.85%	—	Aug 2010	ETSIX vs ICMUX
NWXHX	Nationwide Amundi Strategic Income Fund	2.57%	—	Nov 2015	ETSIX vs NWXHX

Lowest Volatility Alternatives to ETSIX

ETSIX has 2.97% 1-year volatility. There are 38 mutual funds in the Multisector Bonds category with lower 1-year volatility, going as low as 1.17%.

Symbol	Name	Volatility 1Y	AUM	Inception
NWXHX	Nationwide Amundi Strategic Income Fund	1.17%	—	Nov 2015	ETSIX vs NWXHX
NWXEX	Nationwide Strategic Income A	1.24%	—	Nov 2015	ETSIX vs NWXEX
BWDTX	Boyd Watterson Limited Duration Enhanced Income Fu...	1.31%	—	Jul 2016	ETSIX vs BWDTX
RFXIX	Rational Special Situations Income Fund	1.38%	—	Jul 2019	ETSIX vs RFXIX
ODIDX	Oaktree Diversified Income Fund Inc. Class D	1.47%	—	Nov 2021	ETSIX vs ODIDX

Lowest Drawdown Alternatives to ETSIX

ETSIX has a 1-year max drawdown of -2.43%. There are 26 mutual funds in the Multisector Bonds category with shallower 1-year drawdowns, going as shallow as -0.41%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
NWXHX	Nationwide Amundi Strategic Income Fund	-0.41%	—	Nov 2015	ETSIX vs NWXHX
NWXEX	Nationwide Strategic Income A	-0.43%	—	Nov 2015	ETSIX vs NWXEX
RFXIX	Rational Special Situations Income Fund	-0.72%	—	Jul 2019	ETSIX vs RFXIX
CBLDX	CrossingBridge Low Duration High Yield Fund	-0.73%	—	Jan 2018	ETSIX vs CBLDX
BWDTX	Boyd Watterson Limited Duration Enhanced Income Fu...	-1.00%	—	Jul 2016	ETSIX vs BWDTX

Other Mutual Funds from Eaton Vance

The 10 most viewed Eaton Vance mutual funds shown here include ETG, EGRIX, EXG and span 11 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ETG	Eaton Vance Tax Advantaged Global Dividend Income ...	Global Equities	46	6.39%	—	Jan 2004	ETSIX vs ETG
EGRIX	Eaton Vance Global Macro Absolute Return Advantage...	Nontraditional Bonds	98	8.64%	—	Aug 2010	ETSIX vs EGRIX
EXG	Eaton Vance Tax-Managed Global Diversified Equity ...	Dividend, Global Equity Income	57	7.73%	—	Feb 2007	ETSIX vs EXG
ESIIX	Eaton Vance Strategic Income Fund Class I	Multisector Bonds	94	2.48%	—	Apr 2009	ETSIX vs ESIIX
ETY	Eaton Vance Tax Managed Diversified Equity Income ...	Derivative Income, Dividend, Large Cap Growth Equities	4	-1.59%	—	Nov 2006	ETSIX vs ETY
EIAMX	Eaton Vance Multi-Asset Credit Fund	High Yield Bonds	90	1.59%	—	Oct 2011	ETSIX vs EIAMX
EELDX	Eaton Vance Emerging Markets Debt Opportunities Fu...	Emerging Markets Bonds	98	8.44%	—	Feb 2013	ETSIX vs EELDX
EIMAX	Eaton Vance Massachusetts Municipal Income Fund	Municipal Bonds	78	0.38%	—	Jun 1993	ETSIX vs EIMAX
EIRAX	Eaton Vance Richard Bernstein All Asset Strategy F...	Tactical Allocation	55	6.16%	—	Sep 2011	ETSIX vs EIRAX
EIGMX	Eaton Vance Global Macro Absolute Return Fund	Nontraditional Bonds	99	5.42%	—	Jun 2007	ETSIX vs EIGMX

Often Compared With ETSIX

Investors most often compare ETSIX with ERC, PONAX, ANGLX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ERC	Allspring Multi-Sector Income Fund		66	3.53%	—	—	ETSIX vs ERC
PONAX	PIMCO Income Fund Class A	Multisector Bonds	45	0.03%	—	Apr 2007	ETSIX vs PONAX
ANGLX	Angel Oak Multi-Strategy Income Fund	Multisector Bonds	96	1.94%	—	Jun 2011	ETSIX vs ANGLX
SMCVX	ALPS/Smith Credit Opportunities Fund	Multisector Bonds	43	0.85%	—	Sep 2020	ETSIX vs SMCVX
EISMX	Eaton Vance Atlanta Capital SMID-Cap Fund	Mid Cap Growth Equities	4	5.24%	—	Apr 2002	ETSIX vs EISMX
PDIIX	PIMCO Diversified Income Fund	Multisector Bonds	61	0.69%	—	Jul 2003	ETSIX vs PDIIX
HSNIX	The Hartford Strategic Income Fund	Multisector Bonds	40	0.04%	—	May 2007	ETSIX vs HSNIX
DBL	DoubleLine Opportunistic Credit Fund	Multisector Bonds	5	-2.96%	—	Jan 2012	ETSIX vs DBL
GBOSX	JPMorgan Global Bond Opportunities Fund	Multisector Bonds	23	0.01%	—	Sep 2012	ETSIX vs GBOSX
RNSIX	RiverNorth Doubleline Strategic Income Fund	Multisector Bonds	53	0.47%	—	Dec 2010	ETSIX vs RNSIX
JSVIX	Easterly Income Opportunities Fund	Multisector Bonds	82	0.52%	—	Aug 2018	ETSIX vs JSVIX
FTF	Franklin Limited Duration Income Trust	Multisector Bonds	5	-0.19%	—	Aug 2003	ETSIX vs FTF
RCTIX	River Canyon Total Return Bond Fund	Short-Term Bond	85	1.55%	—	Dec 2014	ETSIX vs RCTIX
OWCIX	Old Westbury Credit Income Fund	Multisector Bonds	30	0.63%	—	Sep 2020	ETSIX vs OWCIX
CRMVX	Potomac Managed Volatility Fund	Multisector Bonds	37	0.91%	—	Jun 2020	ETSIX vs CRMVX
MZLSX	Muzinich Low Duration Fund	Multisector Bonds	91	1.63%	—	Jun 2016	ETSIX vs MZLSX
CBRDX	CrossingBridge Responsible Credit Fund	Multisector Bonds	24	-0.01%	—	Jun 2021	ETSIX vs CBRDX
IOBZX	ICON FlexibleBondFund	Multisector Bonds	86	1.89%	—	May 2004	ETSIX vs IOBZX
NEFZX	Loomis Sayles Strategic Income Fund	Multisector Bonds	15	-1.28%	—	Apr 1995	ETSIX vs NEFZX
WDI	Western Asset Diversified Income Fund	Multisector Bonds	4	1.31%	—	Jun 2021	ETSIX vs WDI

Compare ETSIX with Any Fund or Stock

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

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Diversifiers

Pair ETSIX with funds that move differently

Eaton Vance Strategic Income Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ETSIX.

Explore ETSIX Diversifiers

Eaton Vance Strategic Income Fund Class I (ETSIX) Alternatives