MetLife Core Plus Fund (LPCIX) 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 LPCIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LPCIX
LPCIX charges 0.64% annually. There are 75 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 | LPCIX vs MCFIX | |
| State Street Income Fund | 0.20% | — | Jan 1980 | LPCIX vs SSASX | |
| TIAA-CREF Core Bond Fund | 0.29% | — | Jul 1999 | LPCIX vs TIBDX | |
| Elfun Income Fund | 0.29% | — | Dec 1984 | LPCIX vs EINFX | |
| Baird Core Plus Bond Fund | 0.30% | — | Sep 2000 | LPCIX vs BCOIX |
Best Risk-Adjusted Alternatives to LPCIX
LPCIX has a PortfoliosLab risk / return rank of 27. There are 63 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 | LPCIX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 92 | — | Jul 2010 | LPCIX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 90 | — | Jul 2010 | LPCIX vs LCTRX | |
| MassMutual Diversified Bond Fund | 83 | — | May 1999 | LPCIX vs MDVAX | |
| GMO Multi-Sector Fixed Income Fund | 74 | — | Apr 1997 | LPCIX vs GUGAX |
Top Performing LPCIX Alternatives (YTD)
LPCIX is at 0.47% YTD. There are 66 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 | LPCIX vs PGSIX | |
| MassMutual Diversified Bond Fund | 2.59% | — | May 1999 | LPCIX vs MDVAX | |
| Holbrook Income Fund Class I | 2.43% | — | Jul 2016 | LPCIX vs HOBIX | |
| Ancora Income Fund | 2.39% | — | Jan 2004 | LPCIX vs AAIIX | |
| SEI Tax Exempt Trust Tax-Advantaged Income Fund | 2.21% | — | Sep 2007 | LPCIX vs SEATX |
Lowest Volatility Alternatives to LPCIX
LPCIX has 3.80% 1-year volatility. There are 45 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 | LPCIX vs AMFIX | |
| Archer Income Fund | 1.79% | — | Mar 2011 | LPCIX vs ARINX | |
| ALPS/Smith Total Return Bond Fund | 1.90% | 3.25B | Jun 2018 | LPCIX vs SMTRX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.91% | — | Jul 2010 | LPCIX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | 1.97% | — | Jul 2010 | LPCIX vs LCTIX |
Lowest Drawdown Alternatives to LPCIX
LPCIX has a 1-year max drawdown of -2.71%. There are 26 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 | LPCIX vs HOBIX | |
| AAMA Income Fund | -0.74% | — | Jun 2017 | LPCIX vs AMFIX | |
| GMO Multi-Sector Fixed Income Fund | -1.16% | — | Apr 1997 | LPCIX vs GUGAX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | — | Jul 2010 | LPCIX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | -1.17% | — | Jul 2010 | LPCIX vs LCTIX |
Often Compared With LPCIX
Investors most often compare LPCIX with VOO, TGRNX, LMSMX. These 8 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | S&P 500 | 70 | 10.91% | 1.60T | Sep 2010 | LPCIX vs VOO | |
| TIAA-CREF Green Bond Fund | Intermediate Core-Plus Bond | 36 | 0.68% | — | Nov 2018 | LPCIX vs TGRNX | |
| Western Asset SMASh Series M Fund | Intermediate Core-Plus Bond | 43 | 1.11% | — | Dec 2006 | LPCIX vs LMSMX | |
| TCW Total Return Bond Fund | Intermediate Core-Plus Bond | 38 | 1.25% | — | Jun 1993 | LPCIX vs TGLMX | |
| Nuveen Core Plus Impact Fund | Intermediate Core-Plus Bond | 4 | 2.11% | — | Apr 2021 | LPCIX vs NPCT | |
| Metropolitan West Investment Grade Credit Fund | Intermediate Core-Plus Bond | 37 | 0.46% | — | Jun 2018 | LPCIX vs MWIGX | |
| Brandes Core Plus Fixed Income Fund | Intermediate Core-Plus Bond | 20 | 0.16% | — | Dec 2007 | LPCIX vs BCPIX | |
| 1290 Diversified Bond Fund | Intermediate Core-Plus Bond | 27 | 1.96% | — | Jul 2015 | LPCIX vs TNUIX |
Compare LPCIX with Any Fund or Stock
Compare LPCIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LPCIX with funds that move differently
MetLife Core Plus Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LPCIX.
Explore LPCIX Diversifiers