Holbrook Income Fund Class I (HOBIX) Alternatives

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 funds that fit a different role in your portfolio.

Cheapest Alternatives to HOBIX

HOBIX charges 1.05% annually. Among mutual funds in the Intermediate Core-Plus Bond category, these options have the lowest expense ratios among HOBIX alternatives.

Symbol	Name	Expense Ratio	Inception
MCFIX	Mercer Core Fixed Income Fund	0.16%	Aug 15, 2005	HOBIX vs MCFIX
SSASX	State Street Income Fund	0.20%	Jan 2, 1980	HOBIX vs SSASX
EINFX	Elfun Income Fund	0.29%	Dec 31, 1984	HOBIX vs EINFX
TIBDX	TIAA-CREF Core Bond Fund	0.29%	Jul 1, 1999	HOBIX vs TIBDX
BCOIX	Baird Core Plus Bond Fund	0.30%	Sep 29, 2000	HOBIX vs BCOIX

Best Risk-Adjusted Alternatives to HOBIX

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
AMFIX	AAMA Income Fund	98	Jun 30, 2017	HOBIX vs AMFIX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	94	Jul 30, 2010	HOBIX vs LCTRX
ARINX	Archer Income Fund	87	Mar 11, 2011	HOBIX vs ARINX
MDVAX	MassMutual Diversified Bond Fund	80	May 3, 1999	HOBIX vs MDVAX
MWIGX	Metropolitan West Investment Grade Credit Fund	80	Jun 29, 2018	HOBIX vs MWIGX

Top Performing HOBIX Alternatives (YTD)

HOBIX alternatives from the Intermediate Core-Plus Bond category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
NPCT	Nuveen Core Plus Impact Fund	3.03%	Apr 28, 2021	HOBIX vs NPCT
GUGAX	GMO Multi-Sector Fixed Income Fund	0.96%	Apr 30, 1997	HOBIX vs GUGAX
PGSIX	Putnam Mortgage Securities Fund	0.88%	Feb 8, 1984	HOBIX vs PGSIX
TGLMX	TCW Total Return Bond Fund	0.57%	Jun 17, 1993	HOBIX vs TGLMX
AMFIX	AAMA Income Fund	0.21%	Jun 30, 2017	HOBIX vs AMFIX

Lowest Volatility Alternatives to HOBIX

HOBIX alternatives from the Intermediate Core-Plus Bond category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
AMFIX	AAMA Income Fund	0.98%	Jun 30, 2017	HOBIX vs AMFIX
ARINX	Archer Income Fund	1.85%	Mar 11, 2011	HOBIX vs ARINX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	1.90%	Jul 30, 2010	HOBIX vs LCTRX
TGRNX	TIAA-CREF Green Bond Fund	3.36%	Nov 16, 2018	HOBIX vs TGRNX
BILDX	DoubleLine Infrastructure Income Fund	3.46%	Apr 1, 2016	HOBIX vs BILDX

Lowest Drawdown Alternatives to HOBIX

HOBIX alternatives from the Intermediate Core-Plus Bond category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
AMFIX	AAMA Income Fund	-0.74%	Jun 30, 2017	HOBIX vs AMFIX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	-1.17%	Jul 30, 2010	HOBIX vs LCTRX
ARINX	Archer Income Fund	-1.63%	Mar 11, 2011	HOBIX vs ARINX
MWIGX	Metropolitan West Investment Grade Credit Fund	-2.35%	Jun 29, 2018	HOBIX vs MWIGX
BILDX	DoubleLine Infrastructure Income Fund	-2.43%	Apr 1, 2016	HOBIX vs BILDX

Other Mutual Funds from Holbrook Holdings

Most popular Holbrook Holdings mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
HOBEX	Holbrook Income Fund	Short-Term Bond	99	0.64%	Jul 6, 2016	HOBIX vs HOBEX

Often Compared With HOBIX

What investors most often compare with HOBIX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
AAIIX	Ancora Income Fund	Intermediate Core-Plus Bond	21	-0.31%	Jan 5, 2004	HOBIX vs AAIIX
BCPIX	Brandes Core Plus Fixed Income Fund	Intermediate Core-Plus Bond	53	-0.55%	Dec 28, 2007	HOBIX vs BCPIX
PTSAX	PIMCO Total Return ESG Fund	Intermediate Core-Plus Bond	45	-1.05%	May 1, 1991	HOBIX vs PTSAX
SAVYX	Virtus Newfleet Core Plus Bond Fund	Intermediate Core-Plus Bond	66	-0.68%	Mar 7, 1996	HOBIX vs SAVYX
ANBAX	American Funds Strategic Bond Fund	Intermediate Core-Plus Bond	22	-1.03%	Mar 18, 2016	HOBIX vs ANBAX
ACGYX	AB Income Fund	Intermediate Core-Plus Bond	42	-1.08%	Aug 28, 1987	HOBIX vs ACGYX
GPINX	Guidepath Income Fund	Intermediate Core-Plus Bond	31	-1.12%	Apr 30, 2018	HOBIX vs GPINX
IIBAX	Voya Intermediate Bond Fund	Intermediate Core-Plus Bond	38	-0.79%	Dec 15, 1998	HOBIX vs IIBAX
PTKIX	T. Rowe Price Total Return Fund	Intermediate Core-Plus Bond	54	-0.65%	Nov 15, 2016	HOBIX vs PTKIX
JCPUX	JPMorgan Core Plus Bond Fund Class R6	Intermediate Core-Plus Bond	70	-0.02%	Feb 23, 2005	HOBIX vs JCPUX
PINCX	Putnam Income Fund	Intermediate Core-Plus Bond	64	-0.19%	Nov 1, 1954	HOBIX vs PINCX
TNUIX	1290 Diversified Bond Fund	Intermediate Core-Plus Bond	55	-0.84%	Jul 6, 2015	HOBIX vs TNUIX
HLIPX	JPMorgan Core Plus Bond Fund	Intermediate Core-Plus Bond	64	-0.31%	Mar 5, 1993	HOBIX vs HLIPX
JAFLX	Janus Henderson VIT Flexible Bond Portfolio	Intermediate Core-Plus Bond	53	-0.50%	Sep 13, 1993	HOBIX vs JAFLX
SCPZX	Carillon Reams Core Plus Bond Fund	Intermediate Core-Plus Bond	75	0.14%	Nov 25, 1996	HOBIX vs SCPZX
EBABX	Eaton Vance Total Return Bond Fund Class A	Intermediate Core-Plus Bond	70	-0.94%	Nov 17, 2009	HOBIX vs EBABX
LMSMX	Western Asset SMASh Series M Fund	Intermediate Core-Plus Bond	62	0.18%	Dec 27, 2006	HOBIX vs LMSMX
PTIAX	Performance Trust Strategic Bond Fund	Intermediate Core-Plus Bond	54	-0.17%	Aug 31, 2010	HOBIX vs PTIAX
SAMFX	Virtus Seix Total Return Bond Fund	Intermediate Core-Plus Bond	50	-0.55%	Dec 30, 1997	HOBIX vs SAMFX
CGBIX	Calvert Green Bond Fund	Intermediate Core-Plus Bond	73	-0.72%	Oct 31, 2013	HOBIX vs CGBIX

Compare HOBIX with Any Fund or Stock

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

Symbol name

Holbrook Income Fund Class I

Symbol name