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 32 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 | |
|---|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | — | Aug 2005 | HLIPX vs MCFIX | |
| State Street Income Fund | 0.20% | — | Jan 1980 | HLIPX vs SSASX | |
| Elfun Income Fund | 0.29% | — | Dec 1984 | HLIPX vs EINFX | |
| TIAA-CREF Core Bond Fund | 0.29% | — | Jul 1999 | HLIPX vs TIBDX | |
| Brandes Core Plus Fixed Income Fund | 0.30% | — | Dec 2007 | HLIPX vs BCPIX |
Best Risk-Adjusted Alternatives to HLIPX
HLIPX has a PortfoliosLab risk / return rank of 27. There are 64 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 | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | 98 | — | Jul 2016 | HLIPX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 92 | — | Jul 2010 | HLIPX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 89 | — | Jul 2010 | HLIPX vs LCTRX | |
| MassMutual Diversified Bond Fund | 83 | — | May 1999 | HLIPX vs MDVAX | |
| GMO Multi-Sector Fixed Income Fund | 74 | — | Apr 1997 | HLIPX vs GUGAX |
Top Performing HLIPX Alternatives (YTD)
HLIPX is at 0.30% YTD. There are 84 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 2.89%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Mortgage Securities Fund | 2.89% | — | Feb 1984 | HLIPX vs PGSIX | |
| MassMutual Diversified Bond Fund | 2.59% | — | May 1999 | HLIPX vs MDVAX | |
| Holbrook Income Fund Class I | 2.43% | — | Jul 2016 | HLIPX vs HOBIX | |
| Nuveen Core Plus Impact Fund | 2.11% | — | Apr 2021 | HLIPX vs NPCT | |
| SEI Tax Exempt Trust Tax-Advantaged Income Fund | 2.10% | — | Sep 2007 | HLIPX vs SEATX |
Lowest Volatility Alternatives to HLIPX
HLIPX has 3.87% 1-year volatility. There are 54 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.04%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AAMA Income Fund | 1.04% | — | Jun 2017 | HLIPX vs AMFIX | |
| Archer Income Fund | 1.79% | — | Mar 2011 | HLIPX vs ARINX | |
| ALPS/Smith Total Return Bond Fund | 1.90% | 3.25B | Jun 2018 | HLIPX vs SMTRX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.91% | — | Jul 2010 | HLIPX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | 1.97% | — | Jul 2010 | HLIPX vs LCTIX |
Lowest Drawdown Alternatives to HLIPX
HLIPX has a 1-year max drawdown of -3.05%. There are 80 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 | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.51% | — | Jul 2016 | HLIPX vs HOBIX | |
| AAMA Income Fund | -0.74% | — | Jun 2017 | HLIPX vs AMFIX | |
| GMO Multi-Sector Fixed Income Fund | -1.16% | — | Apr 1997 | HLIPX vs GUGAX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | — | Jul 2010 | HLIPX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | -1.17% | — | Jul 2010 | HLIPX vs LCTIX |
Other Mutual Funds from JPMorgan
The 10 most viewed JPMorgan mutual funds shown here include JLGMX, SEEGX, OLGAX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 | Large Cap Growth Equities | 18 | 7.21% | — | Nov 2010 | HLIPX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 17 | 7.09% | — | Feb 1992 | HLIPX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 17 | 6.98% | — | Feb 1992 | HLIPX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income | 12 | 0.03% | — | Aug 2018 | HLIPX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 60 | 10.14% | — | Jul 1987 | HLIPX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 14 | -1.88% | — | Dec 2013 | HLIPX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 79 | 1.23% | — | Jun 2014 | HLIPX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 30 | 5.61% | — | Sep 1993 | HLIPX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 11 | -0.01% | — | Aug 2018 | HLIPX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 20 | 6.42% | — | Oct 1999 | HLIPX vs VHIAX |
Often Compared With HLIPX
Investors most often compare HLIPX with WOBDX, FIXD, BALT. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare HLIPX with Any Fund or Stock
Compare HLIPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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