Virtus Newfleet Multi-Sector Intermediate Bond Fund (NAMFX) 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 NAMFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NAMFX
NAMFX charges 1.00% annually. There are 58 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 | NAMFX vs DBSCX | |
| Vanguard Multi-Sector Income Bond Fund Admiral Sha... | 0.30% | — | Oct 2021 | NAMFX vs VMSAX | |
| JPMorgan Income Fund | 0.40% | — | Jun 2014 | NAMFX vs JMSIX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 0.40% | — | Jul 2016 | NAMFX vs BWDTX | |
| Mercer Opportunistic Fixed Income Fund | 0.44% | — | Aug 2013 | NAMFX vs MOFIX |
Best Risk-Adjusted Alternatives to NAMFX
NAMFX has a PortfoliosLab risk / return rank of 72. There are 24 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 | NAMFX vs NWXHX | |
| Nationwide Strategic Income A | 99 | — | Nov 2015 | NAMFX vs NWXEX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 98 | — | Jul 2016 | NAMFX vs BWDTX | |
| CrossingBridge Low Duration High Yield Fund | 97 | — | Jan 2018 | NAMFX vs CBLDX | |
| Intrepid Income Fund | 97 | — | Jul 2007 | NAMFX vs ICMUX |
Top Performing NAMFX Alternatives (YTD)
NAMFX is at 1.59% YTD. There are 23 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 | NAMFX vs ACP | |
| Saba Capital Income & Opportunities Fund | 5.04% | — | Dec 1987 | NAMFX vs BRW | |
| BrandywineGLOBAL - Flexible Bond Fund | 2.71% | — | May 2016 | NAMFX vs LFLIX | |
| Intrepid Income Fund | 2.43% | — | Jul 2007 | NAMFX vs ICMUX | |
| Nationwide Amundi Strategic Income Fund | 2.19% | — | Nov 2015 | NAMFX vs NWXHX |
Lowest Volatility Alternatives to NAMFX
NAMFX has 3.07% 1-year volatility. There are 40 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 | NAMFX vs NWXHX | |
| Nationwide Strategic Income A | 1.21% | — | Nov 2015 | NAMFX vs NWXEX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 1.29% | — | Jul 2016 | NAMFX vs BWDTX | |
| CrossingBridge Low Duration High Yield Fund | 1.39% | — | Jan 2018 | NAMFX vs CBLDX | |
| Rational Special Situations Income Fund | 1.41% | — | Jul 2019 | NAMFX vs RFXIX |
Lowest Drawdown Alternatives to NAMFX
NAMFX has a 1-year max drawdown of -2.57%. There are 36 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 | NAMFX vs NWXHX | |
| Nationwide Strategic Income A | -0.43% | — | Nov 2015 | NAMFX vs NWXEX | |
| Rational Special Situations Income Fund | -0.72% | — | Jul 2019 | NAMFX vs RFXIX | |
| CrossingBridge Low Duration High Yield Fund | -0.73% | — | Jan 2018 | NAMFX vs CBLDX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | -1.00% | — | Jul 2016 | NAMFX vs BWDTX |
Other Mutual Funds from Virtus
The 10 most viewed Virtus mutual funds shown here include AIO, SAMBX, VKSIX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Virtus Artificial Intelligence & Technology Opport... | Technology Equities | 38 | 30.11% | — | Oct 2019 | NAMFX vs AIO | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 97 | 2.69% | — | Feb 2006 | NAMFX vs SAMBX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 1 | -5.89% | — | Mar 2018 | NAMFX vs VKSIX | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 4 | 3.27% | — | Oct 1996 | NAMFX vs PKSFX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 7 | 7.94% | — | Oct 1995 | NAMFX vs PSTAX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 2 | -1.29% | — | Jun 2009 | NAMFX vs VIMCX | |
| The Merger Fund | Event Driven | 97 | 0.99% | — | Jan 1989 | NAMFX vs MERFX | |
| Virtus Tactical Allocation Fund | Diversified Portfolio | 5 | 1.80% | — | Sep 1940 | NAMFX vs NAINX | |
| Virtus Duff & Phelps Real Estate Securities Fund | REIT | 11 | 11.18% | — | Mar 1995 | NAMFX vs PHRAX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 0 | -7.51% | — | Jun 2006 | NAMFX vs PXSGX |
Often Compared With NAMFX
Investors most often compare NAMFX with MUNI, CBRDX, STCIX. These 13 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare NAMFX with Any Fund or Stock
Compare NAMFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NAMFX with funds that move differently
Virtus Newfleet Multi-Sector Intermediate Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NAMFX.
Explore NAMFX Diversifiers