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 116 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
TIBDX	TIAA-CREF Core Bond Fund	0.29%	—	Jul 1999	HOBIX vs TIBDX
EINFX	Elfun Income Fund	0.29%	—	Dec 1984	HOBIX vs EINFX
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 92.

Symbol	Name	Risk / Return Rank	AUM	Inception
LCTIX	Leader Capital High Quality Income Fund Institutio...	92	—	Jul 2010	HOBIX vs LCTIX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	90	—	Jul 2010	HOBIX vs LCTRX
MDVAX	MassMutual Diversified Bond Fund	83	—	May 1999	HOBIX vs MDVAX
GUGAX	GMO Multi-Sector Fixed Income Fund	74	—	Apr 1997	HOBIX vs GUGAX
AMFIX	AAMA Income Fund	72	—	Jun 2017	HOBIX vs AMFIX

Top Performing HOBIX Alternatives (YTD)

HOBIX is at 2.43% YTD. There are 2 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
PGSIX	Putnam Mortgage Securities Fund	2.89%	—	Feb 1984	HOBIX vs PGSIX
MDVAX	MassMutual Diversified Bond Fund	2.59%	—	May 1999	HOBIX vs MDVAX
AAIIX	Ancora Income Fund	2.39%	—	Jan 2004	HOBIX vs AAIIX
SEATX	SEI Tax Exempt Trust Tax-Advantaged Income Fund	2.21%	—	Sep 2007	HOBIX vs SEATX
NPCT	Nuveen Core Plus Impact Fund	2.11%	—	Apr 2021	HOBIX vs NPCT

Lowest Volatility Alternatives to HOBIX

HOBIX has 2.01% 1-year volatility. There are 5 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
AMFIX	AAMA Income Fund	1.04%	—	Jun 2017	HOBIX vs AMFIX
ARINX	Archer Income Fund	1.79%	—	Mar 2011	HOBIX vs ARINX
SMTRX	ALPS/Smith Total Return Bond Fund	1.90%	3.25B	Jun 2018	HOBIX vs SMTRX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	1.91%	—	Jul 2010	HOBIX vs LCTRX
LCTIX	Leader Capital High Quality Income Fund Institutio...	1.97%	—	Jul 2010	HOBIX vs LCTIX

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	-1.16%	—	Apr 1997	HOBIX vs GUGAX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	-1.17%	—	Jul 2010	HOBIX vs LCTRX
LCTIX	Leader Capital High Quality Income Fund Institutio...	-1.17%	—	Jul 2010	HOBIX vs LCTIX
ARINX	Archer Income Fund	-1.57%	—	Mar 2011	HOBIX vs ARINX

Other Mutual Funds from Holbrook Holdings

The 1 most viewed Holbrook Holdings 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	2.12%	—	Jul 2016	HOBIX vs HOBEX

Often Compared With HOBIX

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

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
BCPIX	Brandes Core Plus Fixed Income Fund	Intermediate Core-Plus Bond	20	0.16%	—	Dec 2007	HOBIX vs BCPIX
TGRNX	TIAA-CREF Green Bond Fund	Intermediate Core-Plus Bond	36	0.68%	—	Nov 2018	HOBIX vs TGRNX
PTSAX	PIMCO Total Return ESG Fund	Intermediate Core-Plus Bond	28	0.50%	—	May 1991	HOBIX vs PTSAX
TNUIX	1290 Diversified Bond Fund	Intermediate Core-Plus Bond	27	1.96%	—	Jul 2015	HOBIX vs TNUIX
GPINX	Guidepath Income Fund	Intermediate Core-Plus Bond	18	-0.13%	—	Apr 2018	HOBIX vs GPINX
HABYX	The Hartford Total Return Bond Fund	Intermediate Core-Plus Bond	25	0.51%	—	Jul 1996	HOBIX vs HABYX
JCPUX	JPMorgan Core Plus Bond Fund Class R6	Intermediate Core-Plus Bond	39	0.89%	—	Feb 2005	HOBIX vs JCPUX
ACGYX	AB Income Fund	Intermediate Core-Plus Bond	23	0.63%	—	Aug 1987	HOBIX vs ACGYX
BILDX	DoubleLine Infrastructure Income Fund	Intermediate Core-Plus Bond	47	0.86%	—	Apr 2016	HOBIX vs BILDX
PTKIX	T. Rowe Price Total Return Fund	Intermediate Core-Plus Bond	29	0.54%	—	Nov 2016	HOBIX vs PTKIX
ANBAX	American Funds Strategic Bond Fund	Intermediate Core-Plus Bond	7	-0.70%	—	Mar 2016	HOBIX vs ANBAX
DCPYX	BNY Mellon Core Plus Fund	Intermediate Core-Plus Bond	26	0.78%	—	Dec 2010	HOBIX vs DCPYX
IDITX	Transamerica Bond	Intermediate Core-Plus Bond	25	0.47%	—	Jun 1987	HOBIX vs IDITX
PDBZX	PGIM Total Return Bond Fund Class Z	Intermediate Core-Plus Bond	27	0.72%	—	Jan 1997	HOBIX vs PDBZX
DSBFX	Domini Impact Bond Fund	Intermediate Core-Plus Bond	21	0.63%	—	Jun 2000	HOBIX vs DSBFX
MXEDX	Great-West Core Strategies: Flexible Bond Fund	Intermediate Core-Plus Bond	32	0.30%	—	Jun 2018	HOBIX vs MXEDX
JAFLX	Janus Henderson VIT Flexible Bond Portfolio	Intermediate Core-Plus Bond	26	0.30%	—	Sep 1993	HOBIX vs JAFLX
FIWGX	Strategic Advisers Fidelity Core Income Fund	Intermediate Core-Plus Bond	30	0.17%	—	Oct 2018	HOBIX vs FIWGX
IIBAX	Voya Intermediate Bond Fund	Intermediate Core-Plus Bond	19	0.53%	—	Dec 1998	HOBIX vs IIBAX
RCS	PIMCO Strategic Income Fund	Intermediate Core-Plus Bond	1	1.35%	—	—	HOBIX vs RCS

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