North Star Bond Fund (NSBDX) belongs to the Nontraditional Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with NSBDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NSBDX
NSBDX charges 1.63% annually. There are 63 mutual funds in the Nontraditional Bonds category with lower expense ratios, going as low as 0.47%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Opportunistic Income Fund | 0.47% | — | Oct 2011 | NSBDX vs GMODX | |
| Putnam Mortgage Opportunities Fund | 0.47% | — | Apr 2015 | NSBDX vs PMOTX | |
| Carillon Reams Unconstrained Bond Fund | 0.50% | — | Sep 2011 | NSBDX vs SUBFX | |
| FPA Flexible Fixed Income Fund | 0.51% | — | Dec 2018 | NSBDX vs FPFIX | |
| PIMCO Strategic Bond Fund | 0.51% | — | Jan 2009 | NSBDX vs PUTIX |
Best Risk-Adjusted Alternatives to NSBDX
NSBDX has a PortfoliosLab risk / return rank of 42. There are 51 mutual funds in the Nontraditional Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Pioneer Cat Bond Fund Class Y | 100 | — | Jan 2023 | NSBDX vs CBYYX | |
| PGIM Securitized Credit Fund | 99 | — | Jun 2019 | NSBDX vs SCFZX | |
| Eaton Vance Global Macro Absolute Return Fund | 99 | — | Jun 2007 | NSBDX vs EIGMX | |
| Artisan Global Unconstrained Fund | 99 | — | Mar 2022 | NSBDX vs APFPX | |
| DoubleLine Flexible Income Fund | 98 | — | Apr 2014 | NSBDX vs DFLEX |
Top Performing NSBDX Alternatives (YTD)
NSBDX is at 1.11% YTD. There are 42 mutual funds in the Nontraditional Bonds category with higher YTD returns, going as high as 6.67%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Eaton Vance Global Macro Absolute Return Advantage... | 6.67% | — | Aug 2010 | NSBDX vs EGRIX | |
| Putnam Mortgage Opportunities Fund | 4.69% | — | Apr 2015 | NSBDX vs PMOTX | |
| Anchor Risk Managed Credit Strategies Fund | 4.38% | — | Sep 2015 | NSBDX vs ATCSX | |
| Eaton Vance Global Macro Absolute Return Fund | 4.26% | — | Jun 2007 | NSBDX vs EIGMX | |
| Artisan Global Unconstrained Fund | 4.00% | — | Mar 2022 | NSBDX vs APFPX |
Lowest Volatility Alternatives to NSBDX
NSBDX has 2.01% 1-year volatility. There are 12 mutual funds in the Nontraditional Bonds category with lower 1-year volatility, going as low as 1.01%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dunham Long/Short Credit Fund | 1.01% | — | Dec 2004 | NSBDX vs DCAIX | |
| Victory Pioneer Cat Bond Fund Class Y | 1.23% | — | Jan 2023 | NSBDX vs CBYYX | |
| DoubleLine Flexible Income Fund | 1.31% | — | Apr 2014 | NSBDX vs DFLEX | |
| GMO Opportunistic Income Fund | 1.35% | — | Oct 2011 | NSBDX vs GMODX | |
| BlackRock Global Long/Short Credit Fund | 1.36% | — | Sep 2011 | NSBDX vs BGCIX |
Lowest Drawdown Alternatives to NSBDX
NSBDX has a 1-year max drawdown of -2.12%. There are 39 mutual funds in the Nontraditional Bonds category with shallower 1-year drawdowns, going as shallow as -0.09%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Pioneer Cat Bond Fund Class Y | -0.09% | — | Jan 2023 | NSBDX vs CBYYX | |
| PGIM Securitized Credit Fund | -0.31% | — | Jun 2019 | NSBDX vs SCFZX | |
| Dunham Long/Short Credit Fund | -0.37% | — | Dec 2004 | NSBDX vs DCAIX | |
| GMO Opportunistic Income Fund | -0.65% | — | Oct 2011 | NSBDX vs GMODX | |
| PGIM Absolute Return Bond Fund | -0.76% | — | Mar 2011 | NSBDX vs PADZX |
Other Mutual Funds from North Star
The 3 most viewed North Star mutual funds shown here include NSDVX, NSOIX, NSMVX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| North Star Dividend Fund | Small Cap Value Equities | 28 | 15.13% | — | May 2013 | NSBDX vs NSDVX | |
| North Star Opportunity Fund | Diversified Portfolio | 82 | 9.37% | — | Dec 2011 | NSBDX vs NSOIX | |
| North Star Micro Cap Fund | Small Cap Blend Equities | 18 | 11.75% | — | May 2013 | NSBDX vs NSMVX |
Often Compared With NSBDX
Investors most often compare NSBDX with TTRZX, TUIFX, AFLIX. These 6 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Templeton Global Total Return Fund | Nontraditional Bonds | 20 | 2.36% | — | Sep 2008 | NSBDX vs TTRZX | |
| Toews Unconstrained Income Fund | Nontraditional Bonds | 49 | 0.38% | — | Aug 2013 | NSBDX vs TUIFX | |
| Anfield Universal Fixed Income Fund | Nontraditional Bonds | 94 | 1.42% | — | Jun 2013 | NSBDX vs AFLIX | |
| Wavelength Interest Rate Neutral Fund | Nontraditional Bonds | 80 | 3.43% | — | Sep 2013 | NSBDX vs WAVLX | |
| T. Rowe Price Dynamic Credit Fund | Nontraditional Bonds | 76 | 0.16% | — | Jan 2019 | NSBDX vs RPIDX | |
| T. Rowe Price Dynamic Global Bond Fund | Nontraditional Bonds | 18 | 2.75% | — | Jan 2015 | NSBDX vs RPIEX |
Compare NSBDX with Any Fund or Stock
Compare NSBDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NSBDX with funds that move differently
North Star Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NSBDX.
Explore NSBDX Diversifiers