HOBIX Alternatives & Similar Mutual Funds

Holbrook Income Fund Class I (HOBIX) 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 HOBIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to HOBIX

HOBIX charges 1.05% annually. There are 121 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	HOBIX vs MCFIX
SSASX	State Street Income Fund	0.20%	—	Jan 1980	HOBIX vs SSASX
EINFX	Elfun Income Fund	0.29%	—	Dec 1984	HOBIX vs EINFX
TIBDX	TIAA-CREF Core Bond Fund	0.29%	—	Jul 1999	HOBIX vs TIBDX
BCOIX	Baird Core Plus Bond Fund	0.30%	—	Sep 2000	HOBIX vs BCOIX

Best Risk-Adjusted Alternatives to HOBIX

HOBIX has a PortfoliosLab risk / return rank of 98. No mutual funds in the Intermediate Core-Plus Bond category have higher risk-adjusted ranks; the top alternatives shown here go as high as 89.

Symbol	Name	Risk / Return Rank	AUM	Inception
GUGAX	GMO Multi-Sector Fixed Income Fund	89	—	Apr 1997	HOBIX vs GUGAX
LCTIX	Leader Capital High Quality Income Fund Institutio...	86	—	Jul 2010	HOBIX vs LCTIX
MDVAX	MassMutual Diversified Bond Fund	82	—	May 1999	HOBIX vs MDVAX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	81	—	Jul 2010	HOBIX vs LCTRX
AMFIX	AAMA Income Fund	77	—	Jun 2017	HOBIX vs AMFIX

Top Performing HOBIX Alternatives (YTD)

HOBIX is at 2.33% YTD. There is 1 mutual fund in the Intermediate Core-Plus Bond category with a higher YTD return, going as high as 2.50%.

Symbol	Name	YTD Return	AUM	Inception
NPCT	Nuveen Core Plus Impact Fund	2.50%	—	Apr 2021	HOBIX vs NPCT
MDVAX	MassMutual Diversified Bond Fund	2.33%	—	May 1999	HOBIX vs MDVAX
PGSIX	Putnam Mortgage Securities Fund	1.90%	—	Feb 1984	HOBIX vs PGSIX
AAIIX	Ancora Income Fund	1.60%	—	Jan 2004	HOBIX vs AAIIX
TNUIX	1290 Diversified Bond Fund	1.44%	—	Jul 2015	HOBIX vs TNUIX

Lowest Volatility Alternatives to HOBIX

HOBIX has 2.05% 1-year volatility. There are 2 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.17%.

Symbol	Name	Volatility 1Y	AUM	Inception
AMFIX	AAMA Income Fund	1.17%	—	Jun 2017	HOBIX vs AMFIX
ARINX	Archer Income Fund	1.83%	—	Mar 2011	HOBIX vs ARINX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	2.05%	—	Jul 2010	HOBIX vs LCTRX
LCTIX	Leader Capital High Quality Income Fund Institutio...	2.10%	—	Jul 2010	HOBIX vs LCTIX
GUGAX	GMO Multi-Sector Fixed Income Fund	2.51%	—	Apr 1997	HOBIX vs GUGAX

Lowest Drawdown Alternatives to HOBIX

HOBIX has a 1-year max drawdown of -0.51%. No mutual funds in the Intermediate Core-Plus Bond category have shallower 1-year drawdowns; the lowest-drawdown alternatives shown here go as shallow as -0.74%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
AMFIX	AAMA Income Fund	-0.74%	—	Jun 2017	HOBIX vs AMFIX
GUGAX	GMO Multi-Sector Fixed Income Fund	-1.00%	—	Apr 1997	HOBIX vs GUGAX
LCTIX	Leader Capital High Quality Income Fund Institutio...	-1.17%	—	Jul 2010	HOBIX vs LCTIX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	-1.17%	—	Jul 2010	HOBIX vs LCTRX
ARINX	Archer Income Fund	-1.57%	—	Mar 2011	HOBIX vs ARINX

Other Mutual Funds from Holbrook

The 1 most viewed Holbrook mutual funds shown here include HOBEX and span 1 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
HOBEX	Holbrook Income Fund	Short-Term Bond	96	1.98%	—	Jul 2016	HOBIX vs HOBEX

Often Compared With HOBIX

Investors most often compare HOBIX with TGRNX, BCPIX, PTSAX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
TGRNX	TIAA-CREF Green Bond Fund	Intermediate Core-Plus Bond	22	-0.19%	—	Nov 2018	HOBIX vs TGRNX
BCPIX	Brandes Core Plus Fixed Income Fund	Intermediate Core-Plus Bond	15	-0.77%	—	Dec 2007	HOBIX vs BCPIX
PTSAX	PIMCO Total Return ESG Fund	Intermediate Core-Plus Bond	16	-0.94%	—	May 1991	HOBIX vs PTSAX
GPINX	Guidepath Income Fund	Intermediate Core-Plus Bond	10	-1.40%	—	Apr 2018	HOBIX vs GPINX
HABYX	The Hartford Total Return Bond Fund	Intermediate Core-Plus Bond	15	-0.89%	—	Jul 1996	HOBIX vs HABYX
PTKIX	T. Rowe Price Total Return Fund	Intermediate Core-Plus Bond	12	-1.28%	—	Nov 2016	HOBIX vs PTKIX
DCPYX	BNY Mellon Core Plus Fund	Intermediate Core-Plus Bond	15	-0.72%	—	Dec 2010	HOBIX vs DCPYX
JCPUX	JPMorgan Core Plus Bond Fund Class R6	Intermediate Core-Plus Bond	28	0.06%	—	Feb 2005	HOBIX vs JCPUX
MXEDX	Great-West Core Strategies: Flexible Bond Fund	Intermediate Core-Plus Bond	21	-0.58%	—	Jun 2018	HOBIX vs MXEDX
BILDX	DoubleLine Infrastructure Income Fund	Intermediate Core-Plus Bond	31	0.31%	—	Apr 2016	HOBIX vs BILDX
PDBZX	PGIM Total Return Bond Fund Class Z	Intermediate Core-Plus Bond	16	-0.75%	—	Jan 1997	HOBIX vs PDBZX
ANBAX	American Funds Strategic Bond Fund	Intermediate Core-Plus Bond	6	-2.40%	—	Mar 2016	HOBIX vs ANBAX
DSBFX	Domini Impact Bond Fund	Intermediate Core-Plus Bond	13	-0.68%	—	Jun 2000	HOBIX vs DSBFX
ACGYX	AB Income Fund	Intermediate Core-Plus Bond	13	-0.87%	—	Aug 1987	HOBIX vs ACGYX
IDITX	Transamerica Bond	Intermediate Core-Plus Bond	14	-0.78%	—	Jun 1987	HOBIX vs IDITX
IIBAX	Voya Intermediate Bond Fund	Intermediate Core-Plus Bond	9	-0.94%	—	Dec 1998	HOBIX vs IIBAX
FIWGX	Strategic Advisers Fidelity Core Income Fund	Intermediate Core-Plus Bond	14	-1.03%	—	Oct 2018	HOBIX vs FIWGX
RCS	PIMCO Strategic Income Fund	Intermediate Core-Plus Bond	1	-0.92%	—	—	HOBIX vs RCS
JAFLX	Janus Henderson VIT Flexible Bond Portfolio	Intermediate Core-Plus Bond	19	-0.58%	—	Sep 1993	HOBIX vs JAFLX
NWCIX	Nationwide BNY Mellon Core Plus Bond ESG Fund	Intermediate Core-Plus Bond	21	-0.50%	—	Jul 1992	HOBIX vs NWCIX

Compare HOBIX with Any Fund or Stock

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

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Diversifiers

Pair HOBIX with funds that move differently

Holbrook Income Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HOBIX.

Explore HOBIX Diversifiers

Holbrook Income Fund Class I (HOBIX) Alternatives