JPMorgan Core Plus Bond Fund (HLIPX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to HLIPX
HLIPX charges 0.46% annually. Among mutual funds in the Intermediate Core-Plus Bond category, these options have the lowest expense ratios among HLIPX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | Aug 15, 2005 | HLIPX vs MCFIX | |
| State Street Income Fund | 0.20% | Jan 2, 1980 | HLIPX vs SSASX | |
| Elfun Income Fund | 0.29% | Dec 31, 1984 | HLIPX vs EINFX | |
| TIAA-CREF Core Bond Fund | 0.29% | Jul 1, 1999 | HLIPX vs TIBDX | |
| Baird Core Plus Bond Fund | 0.30% | Sep 29, 2000 | HLIPX vs BCOIX |
Best Risk-Adjusted Alternatives to HLIPX
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 | HLIPX vs HOBIX | |
| AAMA Income Fund | 98 | Jun 30, 2017 | HLIPX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 94 | Jul 30, 2010 | HLIPX vs LCTRX | |
| Archer Income Fund | 87 | Mar 11, 2011 | HLIPX vs ARINX | |
| MassMutual Diversified Bond Fund | 80 | May 3, 1999 | HLIPX vs MDVAX |
Top Performing HLIPX Alternatives (YTD)
HLIPX 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 | HLIPX vs NPCT | |
| GMO Multi-Sector Fixed Income Fund | 0.96% | Apr 30, 1997 | HLIPX vs GUGAX | |
| Putnam Mortgage Securities Fund | 0.88% | Feb 8, 1984 | HLIPX vs PGSIX | |
| Holbrook Income Fund Class I | 0.82% | Jul 6, 2016 | HLIPX vs HOBIX | |
| TCW Total Return Bond Fund | 0.57% | Jun 17, 1993 | HLIPX vs TGLMX |
Lowest Volatility Alternatives to HLIPX
HLIPX 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 | HLIPX vs AMFIX | |
| Archer Income Fund | 1.85% | Mar 11, 2011 | HLIPX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.90% | Jul 30, 2010 | HLIPX vs LCTRX | |
| Holbrook Income Fund Class I | 2.09% | Jul 6, 2016 | HLIPX vs HOBIX | |
| TIAA-CREF Green Bond Fund | 3.36% | Nov 16, 2018 | HLIPX vs TGRNX |
Lowest Drawdown Alternatives to HLIPX
HLIPX 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 | HLIPX vs HOBIX | |
| AAMA Income Fund | -0.74% | Jun 30, 2017 | HLIPX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | Jul 30, 2010 | HLIPX vs LCTRX | |
| Archer Income Fund | -1.63% | Mar 11, 2011 | HLIPX vs ARINX | |
| Metropolitan West Investment Grade Credit Fund | -2.35% | Jun 29, 2018 | HLIPX vs MWIGX |
Other Mutual Funds from JPMorgan
Most popular JPMorgan mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 | Large Cap Growth Equities | 18 | -11.56% | Nov 30, 2010 | HLIPX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 17 | -11.61% | Feb 28, 1992 | HLIPX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 17 | -11.67% | Feb 28, 1992 | HLIPX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income | 20 | -2.35% | Aug 31, 2018 | HLIPX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 43 | -0.27% | Jul 2, 1987 | HLIPX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 28 | -5.65% | Dec 13, 2013 | HLIPX vs JHEQX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 22 | -10.33% | Sep 17, 1993 | HLIPX vs JUEMX | |
| JPMorgan Income Fund | Multisector Bonds | 96 | -0.29% | Jun 1, 2014 | HLIPX vs JMSIX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 19 | -2.40% | Aug 31, 2018 | HLIPX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 23 | -12.06% | Oct 29, 1999 | HLIPX vs VHIAX |
Often Compared With HLIPX
What investors most often compare with HLIPX, 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.