GMO Multi-Sector Fixed Income Fund (GUGAX) Alternatives
GMO Multi-Sector Fixed Income Fund (GUGAX) 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 GUGAX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to GUGAX
GUGAX charges 0.45% annually. Among mutual funds in the Intermediate Core-Plus Bond category, these options have the lowest expense ratios among GUGAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | Aug 15, 2005 | GUGAX vs MCFIX | |
| State Street Income Fund | 0.20% | Jan 2, 1980 | GUGAX vs SSASX | |
| Elfun Income Fund | 0.29% | Dec 31, 1984 | GUGAX vs EINFX | |
| TIAA-CREF Core Bond Fund | 0.29% | Jul 1, 1999 | GUGAX vs TIBDX | |
| Baird Core Plus Bond Fund | 0.30% | Sep 29, 2000 | GUGAX vs BCOIX |
Best Risk-Adjusted Alternatives to GUGAX
Among mutual funds in the Intermediate Core-Plus Bond category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Holbrook Income Fund Class I | 99 | Jul 6, 2016 | GUGAX vs HOBIX | |
| AAMA Income Fund | 98 | Jun 30, 2017 | GUGAX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 94 | Jul 30, 2010 | GUGAX vs LCTRX | |
| Archer Income Fund | 87 | Mar 11, 2011 | GUGAX vs ARINX | |
| MassMutual Diversified Bond Fund | 80 | May 3, 1999 | GUGAX vs MDVAX |
Top Performing GUGAX Alternatives (YTD)
GUGAX alternatives from the Intermediate Core-Plus Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Nuveen Core Plus Impact Fund | 3.03% | Apr 28, 2021 | GUGAX vs NPCT | |
| Putnam Mortgage Securities Fund | 0.88% | Feb 8, 1984 | GUGAX vs PGSIX | |
| Holbrook Income Fund Class I | 0.82% | Jul 6, 2016 | GUGAX vs HOBIX | |
| TCW Total Return Bond Fund | 0.57% | Jun 17, 1993 | GUGAX vs TGLMX | |
| AAMA Income Fund | 0.21% | Jun 30, 2017 | GUGAX vs AMFIX |
Lowest Volatility Alternatives to GUGAX
GUGAX alternatives from the Intermediate Core-Plus Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| AAMA Income Fund | 0.98% | Jun 30, 2017 | GUGAX vs AMFIX | |
| Archer Income Fund | 1.85% | Mar 11, 2011 | GUGAX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.90% | Jul 30, 2010 | GUGAX vs LCTRX | |
| Holbrook Income Fund Class I | 2.09% | Jul 6, 2016 | GUGAX vs HOBIX | |
| TIAA-CREF Green Bond Fund | 3.36% | Nov 16, 2018 | GUGAX vs TGRNX |
Lowest Drawdown Alternatives to GUGAX
GUGAX alternatives from the Intermediate Core-Plus Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.72% | Jul 6, 2016 | GUGAX vs HOBIX | |
| AAMA Income Fund | -0.74% | Jun 30, 2017 | GUGAX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | Jul 30, 2010 | GUGAX vs LCTRX | |
| Archer Income Fund | -1.63% | Mar 11, 2011 | GUGAX vs ARINX | |
| Metropolitan West Investment Grade Credit Fund | -2.35% | Jun 29, 2018 | GUGAX vs MWIGX |
Other Mutual Funds from GMO
Most popular GMO mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| GMO Quality Fund | Large Cap Blend Equities | 24 | -9.54% | Feb 6, 2004 | GUGAX vs GQETX | |
| GMO International Equity Fund | Foreign Large Cap Equities | 89 | 1.83% | Mar 30, 1987 | GUGAX vs GMOIX | |
| GMO U.S. Treasury Fund | Government Bonds | 100 | 0.51% | Mar 16, 2009 | GUGAX vs GUSTX | |
| GMO Asset Allocation Bond Fund | Inflation-Protected Bonds | 8 | -1.12% | Mar 17, 2009 | GUGAX vs GABFX | |
| GMO Benchmark-Free Fund | Global Allocation | 97 | 4.66% | Jun 14, 2011 | GUGAX vs GBFFX | |
| GMO Resources Fund | Energy Equities | 95 | 27.66% | Dec 27, 2011 | GUGAX vs GOFIX | |
| GMO Emerging Country Debt Fund | Emerging Markets Bonds | 97 | 2.00% | Apr 18, 1994 | GUGAX vs GMCDX | |
| GMO High Yield Fund | High Yield Bonds | 84 | -1.45% | Jun 25, 2018 | GUGAX vs GHVIX | |
| GMO Alternative Allocation Fund | Multistrategy | 92 | 3.33% | May 1, 2019 | GUGAX vs GAAVX | |
| GMO Global Equity Allocation Fund | Global Equities | 86 | 1.01% | Nov 25, 1996 | GUGAX vs GMGEX |
Often Compared With GUGAX
What investors most often compare with GUGAX, based on PortfoliosLab usage data.
Compare GUGAX with Any Fund or Stock
Compare GUGAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.