HLIPX Alternatives & Similar Mutual Funds

JPMorgan Core Plus Bond Fund (HLIPX) 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 HLIPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to HLIPX

HLIPX charges 0.46% annually. There are 35 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
MCFIX	Mercer Core Fixed Income Fund	0.16%	—	Aug 2005	HLIPX vs MCFIX
SSASX	State Street Income Fund	0.20%	—	Jan 1980	HLIPX vs SSASX
EINFX	Elfun Income Fund	0.29%	—	Dec 1984	HLIPX vs EINFX
TIBDX	TIAA-CREF Core Bond Fund	0.29%	—	Jul 1999	HLIPX vs TIBDX
BCOIX	Baird Core Plus Bond Fund	0.30%	—	Sep 2000	HLIPX vs BCOIX

Best Risk-Adjusted Alternatives to HLIPX

HLIPX has a PortfoliosLab risk / return rank of 14. There are 56 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
HOBIX	Holbrook Income Fund Class I	98	—	Jul 2016	HLIPX vs HOBIX
LCTIX	Leader Capital High Quality Income Fund Institutio...	86	—	Jul 2010	HLIPX vs LCTIX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	80	—	Jul 2010	HLIPX vs LCTRX
GUGAX	GMO Multi-Sector Fixed Income Fund	76	—	Apr 1997	HLIPX vs GUGAX
MDVAX	MassMutual Diversified Bond Fund	75	—	May 1999	HLIPX vs MDVAX

Top Performing HLIPX Alternatives (YTD)

HLIPX is at -0.53% YTD. There are 67 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 2.45%.

Symbol	Name	YTD Return	AUM	Inception
MDVAX	MassMutual Diversified Bond Fund	2.45%	—	May 1999	HLIPX vs MDVAX
PGSIX	Putnam Mortgage Securities Fund	2.41%	—	Feb 1984	HLIPX vs PGSIX
NPCT	Nuveen Core Plus Impact Fund	2.40%	—	Apr 2021	HLIPX vs NPCT
HOBIX	Holbrook Income Fund Class I	2.33%	—	Jul 2016	HLIPX vs HOBIX
TNUIX	1290 Diversified Bond Fund	2.17%	—	Jul 2015	HLIPX vs TNUIX

Lowest Volatility Alternatives to HLIPX

HLIPX has 3.78% 1-year volatility. There are 76 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.12%.

Symbol	Name	Volatility 1Y	AUM	Inception
AMFIX	AAMA Income Fund	1.12%	—	Jun 2017	HLIPX vs AMFIX
ARINX	Archer Income Fund	1.81%	—	Mar 2011	HLIPX vs ARINX
HOBIX	Holbrook Income Fund Class I	1.98%	—	Jul 2016	HLIPX vs HOBIX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	2.00%	—	Jul 2010	HLIPX vs LCTRX
LCTIX	Leader Capital High Quality Income Fund Institutio...	2.05%	—	Jul 2010	HLIPX vs LCTIX

Lowest Drawdown Alternatives to HLIPX

HLIPX has a 1-year max drawdown of -3.05%. There are 82 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
HOBIX	Holbrook Income Fund Class I	-0.51%	—	Jul 2016	HLIPX vs HOBIX
AMFIX	AAMA Income Fund	-0.74%	—	Jun 2017	HLIPX vs AMFIX
GUGAX	GMO Multi-Sector Fixed Income Fund	-1.00%	—	Apr 1997	HLIPX vs GUGAX
LCTIX	Leader Capital High Quality Income Fund Institutio...	-1.17%	—	Jul 2010	HLIPX vs LCTIX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	-1.17%	—	Jul 2010	HLIPX vs LCTRX

Other Mutual Funds from JPMorgan

The 10 most viewed JPMorgan mutual funds shown here include JLGMX, SEEGX, OLGAX and span 10 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
JLGMX	JPMorgan Large Cap Growth Fund Class R6	Large Cap Growth Equities	9	0.66%	—	Nov 2010	HLIPX vs JLGMX
SEEGX	JPMorgan Large Cap Growth Fund	Large Cap Growth Equities	9	0.51%	—	Feb 1992	HLIPX vs SEEGX
OLGAX	JPMorgan Large Cap Growth Fund Class A	Large Cap Growth Equities	9	0.37%	—	Feb 1994	HLIPX vs OLGAX
JEPIX	JPMorgan Equity Premium Income Fund Class I	Derivative Income, Large Cap Blend Equities	33	4.24%	—	Aug 2018	HLIPX vs JEPIX
OIEJX	JPMorgan Equity Income Fund R6	Large Cap Value Equities, Dividend	94	17.84%	—	Jul 1987	HLIPX vs OIEJX
JHEQX	JPMorgan Hedged Equity Fund Class I	Equity Hedged	25	0.22%	—	Dec 2013	HLIPX vs JHEQX
JMSIX	JPMorgan Income Fund Class I	Multisector Bonds, Investment Grade Bonds, High Yield Bonds, Actively Managed	73	1.24%	—	Jun 2014	HLIPX vs JMSIX
JUEMX	JPMorgan U.S. Equity Fund R6	Large Cap Blend Equities	26	5.55%	—	Sep 1993	HLIPX vs JUEMX
JEPAX	JPMorgan Equity Premium Income Fund Class A	Derivative Income, Dividend	34	4.84%	—	Aug 2018	HLIPX vs JEPAX
VHIAX	JPMorgan Growth Advantage Fund	Large Cap Growth Equities	11	0.82%	—	Oct 1999	HLIPX vs VHIAX

Often Compared With HLIPX

Investors most often compare HLIPX with WOBDX, BALT, FIXD. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
WOBDX	JPMorgan Core Bond Fund	Intermediate Core Bond	11	-0.41%	—	May 1991	HLIPX vs WOBDX
BALT	Innovator Defined Wealth Shield ETF	Defined Outcome	96	3.34%	2.72B	Jun 2021	HLIPX vs BALT
FIXD	First Trust Smith Opportunistic Fixed Income ETF	Intermediate Core-Plus Bond	24	-0.15%	3.23B	Feb 2017	HLIPX vs FIXD
UCON	First Trust TCW Unconstrained Plus Bond ETF	Nontraditional Bonds	41	0.66%	3.26B	Jun 2018	HLIPX vs UCON
SAVYX	Virtus Newfleet Core Plus Bond Fund	Intermediate Core-Plus Bond	15	-0.37%	—	Mar 1996	HLIPX vs SAVYX
AGG	iShares Core U.S. Aggregate Bond ETF	Total Bond Market	24	0.08%	137.11B	Sep 2003	HLIPX vs AGG
AAPL	Apple Inc		90	14.01%	—	—	HLIPX vs AAPL
DODIX	Dodge & Cox Income Fund	Intermediate Core-Plus Bond	15	-0.46%	—	—	HLIPX vs DODIX
FEQIX	Fidelity Equity-Income Fund	Large Cap Value Equities	94	14.35%	—	May 1966	HLIPX vs FEQIX
PIMIX	PIMCO Income Fund Institutional Class	Multisector Bonds	30	0.32%	—	Mar 2007	HLIPX vs PIMIX
VBILX	Vanguard Intermediate-Term Bond Index Fund Admiral...	Intermediate Core Bond	7	-1.14%	52.70B	Nov 2001	HLIPX vs VBILX
TGRNX	TIAA-CREF Green Bond Fund	Intermediate Core-Plus Bond	17	-0.08%	—	Nov 2018	HLIPX vs TGRNX
FPE	First Trust Preferred Securities & Income ETF	Preferred Stock	48	1.27%	6.32B	Feb 2013	HLIPX vs FPE
VCPIX	Vanguard Core-Plus Bond Fund Investor Shares	Total Bond Market	19	0.00%	—	Oct 2021	HLIPX vs VCPIX
JAAA	Janus Henderson AAA CLO ETF	CLO	99	2.62%	29.22B	Oct 2020	HLIPX vs JAAA
AAIIX	Ancora Income Fund	Intermediate Core-Plus Bond	21	2.03%	—	Jan 2004	HLIPX vs AAIIX
VFIAX	Vanguard 500 Index Fund Admiral Shares	S&P 500, Large Cap Blend Equities	75	11.74%	1.70T	Nov 2000	HLIPX vs VFIAX
VOO	Vanguard S&P 500 ETF	S&P 500	72	13.74%	1.70T	Sep 2010	HLIPX vs VOO
JMST	JPMorgan Ultra-Short Municipal Income ETF	Ultrashort Bond	98	1.27%	7.10B	Oct 2018	HLIPX vs JMST
VCIT	Vanguard Intermediate-Term Corporate Bond ETF	Corporate Bonds	26	0.10%	69.50B	Nov 2009	HLIPX vs VCIT

Compare HLIPX with Any Fund or Stock

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

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Diversifiers

Pair HLIPX with funds that move differently

JPMorgan Core Plus Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HLIPX.

Explore HLIPX Diversifiers

JPMorgan Core Plus Bond Fund (HLIPX) Alternatives