Navigator Tactical Fixed Income Fund (NTBIX) 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 NTBIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NTBIX
NTBIX charges 0.95% annually. There are 31 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 | NTBIX vs GMODX | |
| Putnam Mortgage Opportunities Fund | 0.47% | — | Apr 2015 | NTBIX vs PMOTX | |
| Carillon Reams Unconstrained Bond Fund | 0.50% | — | Sep 2011 | NTBIX vs SUBFX | |
| FPA Flexible Fixed Income Fund | 0.51% | — | Dec 2018 | NTBIX vs FPFIX | |
| PIMCO Strategic Bond Fund | 0.51% | — | Jan 2009 | NTBIX vs PUTIX |
Best Risk-Adjusted Alternatives to NTBIX
NTBIX has a PortfoliosLab risk / return rank of 79. There are 21 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 | NTBIX vs CBYYX | |
| PGIM Securitized Credit Fund | 99 | — | Jun 2019 | NTBIX vs SCFZX | |
| Eaton Vance Global Macro Absolute Return Fund | 99 | — | Jun 2007 | NTBIX vs EIGMX | |
| Artisan Global Unconstrained Fund | 99 | — | Mar 2022 | NTBIX vs APFPX | |
| Eaton Vance Global Macro Absolute Return Advantage... | 98 | — | Aug 2010 | NTBIX vs EGRIX |
Top Performing NTBIX Alternatives (YTD)
NTBIX is at 1.58% YTD. There are 27 mutual funds in the Nontraditional Bonds category with higher YTD returns, going as high as 7.78%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Eaton Vance Global Macro Absolute Return Advantage... | 7.78% | — | Aug 2010 | NTBIX vs EGRIX | |
| Putnam Mortgage Opportunities Fund | 5.03% | — | Apr 2015 | NTBIX vs PMOTX | |
| Eaton Vance Global Macro Absolute Return Fund | 4.84% | — | Jun 2007 | NTBIX vs EIGMX | |
| Artisan Global Unconstrained Fund | 4.09% | — | Mar 2022 | NTBIX vs APFPX | |
| T. Rowe Price Dynamic Global Bond Fund | 3.29% | — | Jan 2015 | NTBIX vs RPIEX |
Lowest Volatility Alternatives to NTBIX
NTBIX has 2.85% 1-year volatility. There are 39 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 | NTBIX vs DCAIX | |
| Victory Pioneer Cat Bond Fund Class Y | 1.22% | — | Jan 2023 | NTBIX vs CBYYX | |
| GMO Opportunistic Income Fund | 1.32% | — | Oct 2011 | NTBIX vs GMODX | |
| DoubleLine Flexible Income Fund | 1.37% | — | Apr 2014 | NTBIX vs DFLEX | |
| BlackRock Global Long/Short Credit Fund | 1.38% | — | Sep 2011 | NTBIX vs BGCIX |
Lowest Drawdown Alternatives to NTBIX
NTBIX has a 1-year max drawdown of -2.06%. There are 36 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 | NTBIX vs CBYYX | |
| PGIM Securitized Credit Fund | -0.31% | — | Jun 2019 | NTBIX vs SCFZX | |
| Dunham Long/Short Credit Fund | -0.37% | — | Dec 2004 | NTBIX vs DCAIX | |
| GMO Opportunistic Income Fund | -0.65% | — | Oct 2011 | NTBIX vs GMODX | |
| PGIM Absolute Return Bond Fund | -0.86% | — | Mar 2011 | NTBIX vs PADZX |
Other Mutual Funds from Navigator Funds
The 2 most viewed Navigator Funds mutual funds shown here include NUSIX, NTIIX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Navigator Ultra Short Term Bond Fund | Ultrashort Bond | 100 | 1.66% | — | Mar 2019 | NTBIX vs NUSIX | |
| Navigator Tactical Investment Grade Bond Fund | Nontraditional Bonds | 12 | -0.88% | — | Aug 2021 | NTBIX vs NTIIX |
Often Compared With NTBIX
Investors most often compare NTBIX with KAMIX, LALDX, SGOV. These 14 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare NTBIX with Any Fund or Stock
Compare NTBIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NTBIX with funds that move differently
Navigator Tactical Fixed Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NTBIX.
Explore NTBIX Diversifiers