JPMorgan Global Bond Opportunities Fund (GBOSX) 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 GBOSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GBOSX
GBOSX charges 0.65% annually. There are 23 mutual funds in the Multisector Bonds category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Doubleline Selective Credit Fund | 0.05% | — | Aug 2014 | GBOSX vs DBSCX | |
| Vanguard Multi-Sector Income Bond Fund Admiral Sha... | 0.30% | — | Oct 2021 | GBOSX vs VMSAX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 0.40% | — | Jul 2016 | GBOSX vs BWDTX | |
| JPMorgan Income Fund | 0.40% | — | Jun 2014 | GBOSX vs JMSIX | |
| Mercer Opportunistic Fixed Income Fund | 0.44% | — | Aug 2013 | GBOSX vs MOFIX |
Best Risk-Adjusted Alternatives to GBOSX
GBOSX has a PortfoliosLab risk / return rank of 24. There are 73 mutual funds in the Multisector Bonds category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | 99 | — | Nov 2015 | GBOSX vs NWXHX | |
| Nationwide Strategic Income A | 99 | — | Nov 2015 | GBOSX vs NWXEX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 98 | — | Jul 2016 | GBOSX vs BWDTX | |
| Rational Special Situations Income Fund | 98 | — | Jul 2019 | GBOSX vs RFXIX | |
| Intrepid Income Fund | 97 | — | Jul 2007 | GBOSX vs ICMUX |
Top Performing GBOSX Alternatives (YTD)
GBOSX is at 0.70% YTD. There are 62 mutual funds in the Multisector Bonds category with higher YTD returns, going as high as 3.97%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| abrdn Income Credit Strategies Fund | 3.97% | — | Jan 2011 | GBOSX vs ACP | |
| Western Asset Diversified Income Fund | 3.78% | — | Jun 2021 | GBOSX vs WDI | |
| BrandywineGLOBAL - Flexible Bond Fund | 3.40% | — | May 2016 | GBOSX vs LFLIX | |
| Saba Capital Income & Opportunities Fund | 3.21% | — | Dec 1987 | GBOSX vs BRW | |
| Intrepid Income Fund | 2.85% | — | Jul 2007 | GBOSX vs ICMUX |
Lowest Volatility Alternatives to GBOSX
GBOSX has 3.80% 1-year volatility. There are 63 mutual funds in the Multisector Bonds category with lower 1-year volatility, going as low as 1.18%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | 1.18% | — | Nov 2015 | GBOSX vs NWXHX | |
| Nationwide Strategic Income A | 1.23% | — | Nov 2015 | GBOSX vs NWXEX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 1.31% | — | Jul 2016 | GBOSX vs BWDTX | |
| Rational Special Situations Income Fund | 1.40% | — | Jul 2019 | GBOSX vs RFXIX | |
| CrossingBridge Low Duration High Yield Fund | 1.43% | — | Jan 2018 | GBOSX vs CBLDX |
Lowest Drawdown Alternatives to GBOSX
GBOSX has a 1-year max drawdown of -3.90%. There are 75 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 | |
|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | -0.41% | — | Nov 2015 | GBOSX vs NWXHX | |
| Nationwide Strategic Income A | -0.43% | — | Nov 2015 | GBOSX vs NWXEX | |
| Rational Special Situations Income Fund | -0.72% | — | Jul 2019 | GBOSX vs RFXIX | |
| CrossingBridge Low Duration High Yield Fund | -0.73% | — | Jan 2018 | GBOSX vs CBLDX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | -1.00% | — | Jul 2016 | GBOSX vs BWDTX |
Other Mutual Funds from JPMorgan
The 10 most viewed JPMorgan mutual funds shown here include JLGMX, SEEGX, OLGAX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 | Large Cap Growth Equities | 7 | 1.20% | — | Nov 2010 | GBOSX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 7 | 1.06% | — | Feb 1992 | GBOSX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 6 | 0.94% | — | Feb 1994 | GBOSX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income, Large Cap Blend Equities | 19 | 3.29% | — | Aug 2018 | GBOSX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 86 | 16.24% | — | Jul 1987 | GBOSX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 12 | -0.97% | — | Dec 2013 | GBOSX vs JHEQX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 19 | 5.29% | — | Sep 1993 | GBOSX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 18 | 3.23% | — | Aug 2018 | GBOSX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 8 | 1.19% | — | Oct 1999 | GBOSX vs VHIAX | |
| JPMorgan Equity Income Fund | Large Cap Value Equities | 85 | 16.10% | — | Jul 1987 | GBOSX vs HLIEX |
Often Compared With GBOSX
Investors most often compare GBOSX with AGG, GAOAX, FBIIX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare GBOSX with Any Fund or Stock
Compare GBOSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GBOSX with funds that move differently
JPMorgan Global Bond Opportunities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GBOSX.
Explore GBOSX Diversifiers