Muzinich Credit Opportunities Fund (MZCSX) belongs to the Multisector Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MZCSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MZCSX
MZCSX charges 0.60% annually. There are 12 mutual funds in the Multisector Bonds category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Doubleline Selective Credit Fund | 0.05% | — | Aug 2014 | MZCSX vs DBSCX | |
| Vanguard Multi-Sector Income Bond Fund Admiral Sha... | 0.30% | — | Oct 2021 | MZCSX vs VMSAX | |
| JPMorgan Income Fund | 0.40% | — | Jun 2014 | MZCSX vs JMSIX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 0.40% | — | Jul 2016 | MZCSX vs BWDTX | |
| Mercer Opportunistic Fixed Income Fund | 0.44% | — | Aug 2013 | MZCSX vs MOFIX |
Best Risk-Adjusted Alternatives to MZCSX
MZCSX has a PortfoliosLab risk / return rank of 56. There are 38 mutual funds in the Multisector Bonds category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | 99 | — | Nov 2015 | MZCSX vs NWXHX | |
| Nationwide Strategic Income A | 99 | — | Nov 2015 | MZCSX vs NWXEX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 98 | — | Jul 2016 | MZCSX vs BWDTX | |
| CrossingBridge Low Duration High Yield Fund | 97 | — | Jan 2018 | MZCSX vs CBLDX | |
| Intrepid Income Fund | 97 | — | Jul 2007 | MZCSX vs ICMUX |
Top Performing MZCSX Alternatives (YTD)
MZCSX is at 0.87% YTD. There are 54 mutual funds in the Multisector Bonds category with higher YTD returns, going as high as 5.21%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| abrdn Income Credit Strategies Fund | 5.21% | — | Jan 2011 | MZCSX vs ACP | |
| Saba Capital Income & Opportunities Fund | 5.04% | — | Dec 1987 | MZCSX vs BRW | |
| BrandywineGLOBAL - Flexible Bond Fund | 2.71% | — | May 2016 | MZCSX vs LFLIX | |
| Intrepid Income Fund | 2.43% | — | Jul 2007 | MZCSX vs ICMUX | |
| Nationwide Amundi Strategic Income Fund | 2.19% | — | Nov 2015 | MZCSX vs NWXHX |
Lowest Volatility Alternatives to MZCSX
MZCSX has 2.54% 1-year volatility. There are 18 mutual funds in the Multisector Bonds category with lower 1-year volatility, going as low as 1.16%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | 1.16% | — | Nov 2015 | MZCSX vs NWXHX | |
| Nationwide Strategic Income A | 1.21% | — | Nov 2015 | MZCSX vs NWXEX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 1.29% | — | Jul 2016 | MZCSX vs BWDTX | |
| CrossingBridge Low Duration High Yield Fund | 1.39% | — | Jan 2018 | MZCSX vs CBLDX | |
| Rational Special Situations Income Fund | 1.41% | — | Jul 2019 | MZCSX vs RFXIX |
Lowest Drawdown Alternatives to MZCSX
MZCSX has a 1-year max drawdown of -2.43%. There are 25 mutual funds in the Multisector Bonds category with shallower 1-year drawdowns, going as shallow as -0.41%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | -0.41% | — | Nov 2015 | MZCSX vs NWXHX | |
| Nationwide Strategic Income A | -0.43% | — | Nov 2015 | MZCSX vs NWXEX | |
| Rational Special Situations Income Fund | -0.72% | — | Jul 2019 | MZCSX vs RFXIX | |
| CrossingBridge Low Duration High Yield Fund | -0.73% | — | Jan 2018 | MZCSX vs CBLDX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | -1.00% | — | Jul 2016 | MZCSX vs BWDTX |
Other Mutual Funds from Muzinich
The 2 most viewed Muzinich mutual funds shown here include MZLSX, MZHSX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Muzinich Low Duration Fund | Multisector Bonds | 88 | 1.21% | — | Jun 2016 | MZCSX vs MZLSX | |
| Muzinich U.S. High Yield Credit Fund | High Yield Bonds | 90 | 1.72% | — | Mar 2016 | MZCSX vs MZHSX |
Often Compared With MZCSX
Investors most often compare MZCSX with QQQ, CBRDX, AXSIX. These 12 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare MZCSX with Any Fund or Stock
Compare MZCSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MZCSX with funds that move differently
Muzinich Credit Opportunities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MZCSX.
Explore MZCSX Diversifiers