NTBIX Alternatives & Similar Mutual Funds

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
PMOTX	Putnam Mortgage Opportunities Fund	0.47%	—	Apr 2015	NTBIX vs PMOTX
GMODX	GMO Opportunistic Income Fund	0.47%	—	Oct 2011	NTBIX vs GMODX
SUBFX	Carillon Reams Unconstrained Bond Fund	0.50%	—	Sep 2011	NTBIX vs SUBFX
FPFIX	FPA Flexible Fixed Income Fund	0.51%	—	Dec 2018	NTBIX vs FPFIX
PUTIX	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 74. There are 24 mutual funds in the Nontraditional Bonds category with higher risk-adjusted ranks, going as high as 100.

Symbol	Name	Risk / Return Rank	AUM	Inception
CELFX	Cliffwater Enhanced Lending Fund	100	—	Jul 2021	NTBIX vs CELFX
CBYYX	Victory Pioneer Cat Bond Fund Class Y	100	—	Jan 2023	NTBIX vs CBYYX
SCFZX	PGIM Securitized Credit Fund	100	—	Jun 2019	NTBIX vs SCFZX
EIGMX	Eaton Vance Global Macro Absolute Return Fund	99	—	Jun 2007	NTBIX vs EIGMX
APFPX	Artisan Global Unconstrained Fund	99	—	Mar 2022	NTBIX vs APFPX

Top Performing NTBIX Alternatives (YTD)

NTBIX is at 1.54% YTD. There are 19 mutual funds in the Nontraditional Bonds category with higher YTD returns, going as high as 8.55%.

Symbol	Name	YTD Return	AUM	Inception
EGRIX	Eaton Vance Global Macro Absolute Return Advantage...	8.55%	—	Aug 2010	NTBIX vs EGRIX
PMOTX	Putnam Mortgage Opportunities Fund	5.66%	—	Apr 2015	NTBIX vs PMOTX
EIGMX	Eaton Vance Global Macro Absolute Return Fund	5.42%	—	Jun 2007	NTBIX vs EIGMX
APFPX	Artisan Global Unconstrained Fund	5.11%	—	Mar 2022	NTBIX vs APFPX
CELFX	Cliffwater Enhanced Lending Fund	4.56%	—	Jul 2021	NTBIX vs CELFX

Lowest Volatility Alternatives to NTBIX

NTBIX has 2.84% 1-year volatility. There are 39 mutual funds in the Nontraditional Bonds category with lower 1-year volatility, going as low as 0.85%.

Symbol	Name	Volatility 1Y	AUM	Inception
CELFX	Cliffwater Enhanced Lending Fund	0.85%	—	Jul 2021	NTBIX vs CELFX
DCAIX	Dunham Long/Short Credit Fund	1.07%	—	Dec 2004	NTBIX vs DCAIX
CBYYX	Victory Pioneer Cat Bond Fund Class Y	1.20%	—	Jan 2023	NTBIX vs CBYYX
BGCIX	BlackRock Global Long/Short Credit Fund	1.36%	—	Sep 2011	NTBIX vs BGCIX
GMODX	GMO Opportunistic Income Fund	1.43%	—	Oct 2011	NTBIX vs GMODX

Lowest Drawdown Alternatives to NTBIX

NTBIX has a 1-year max drawdown of -2.06%. There are 35 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
CBYYX	Victory Pioneer Cat Bond Fund Class Y	-0.09%	—	Jan 2023	NTBIX vs CBYYX
CELFX	Cliffwater Enhanced Lending Fund	-0.18%	—	Jul 2021	NTBIX vs CELFX
SCFZX	PGIM Securitized Credit Fund	-0.31%	—	Jun 2019	NTBIX vs SCFZX
DCAIX	Dunham Long/Short Credit Fund	-0.49%	—	Dec 2004	NTBIX vs DCAIX
GMODX	GMO Opportunistic Income Fund	-0.65%	—	Oct 2011	NTBIX vs GMODX

Other Mutual Funds from Navigator Funds

The 2 most viewed Navigator Funds mutual funds shown here include NUSIX, NTIIX and span 3 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
NUSIX	Navigator Ultra Short Term Bond Fund	Ultrashort Bond	100	2.08%	—	Mar 2019	NTBIX vs NUSIX
NTIIX	Navigator Tactical Investment Grade Bond Fund	Nontraditional Bonds, Investment Grade Bonds	15	-0.55%	—	Aug 2021	NTBIX vs NTIIX

Often Compared With NTBIX

Investors most often compare NTBIX with KAMIX, LALDX, SGOV. These 17 comparison targets span 6 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
KAMIX	Kensington Managed Income Fund	Nontraditional Bonds	48	1.35%	—	May 2019	NTBIX vs KAMIX
LALDX	Lord Abbett Short Duration Income Fund	Short-Term Bond	70	0.83%	—	Nov 1993	NTBIX vs LALDX
SGOV	iShares 0-3 Month Treasury Bond ETF	Ultrashort Bond	100	2.13%	99.95B	May 2020	NTBIX vs SGOV
JPST	JPMorgan Ultra-Short Income ETF	Ultrashort Bond	99	2.01%	40.48B	May 2017	NTBIX vs JPST
STIP	iShares 0-5 Year TIPS Bond ETF	Inflation-Protected Bonds	89	1.79%	15.91B	Dec 2010	NTBIX vs STIP
AFLIX	Anfield Universal Fixed Income Fund	Nontraditional Bonds	94	1.37%	—	Jun 2013	NTBIX vs AFLIX
JHBIX	John Hancock Bond Fund Class I	Intermediate Core-Plus Bond	17	-0.82%	—	Nov 1973	NTBIX vs JHBIX
WAVLX	Wavelength Fund	Nontraditional Bonds	48	1.36%	—	Sep 2013	NTBIX vs WAVLX
RPIDX	T. Rowe Price Dynamic Credit Fund	Nontraditional Bonds	17	0.03%	—	Jan 2019	NTBIX vs RPIDX
RPIEX	T. Rowe Price Dynamic Global Bond Fund	Nontraditional Bonds	23	4.01%	—	Jan 2015	NTBIX vs RPIEX
DFLEX	DoubleLine Flexible Income Fund	Nontraditional Bonds	97	1.38%	—	Apr 2014	NTBIX vs DFLEX
TUIFX	Toews Unconstrained Income Fund	Nontraditional Bonds	34	0.17%	—	Aug 2013	NTBIX vs TUIFX
DODIX	Dodge & Cox Income Fund	Intermediate Core-Plus Bond	18	-0.78%	—	—	NTBIX vs DODIX
PADZX	PGIM Absolute Return Bond Fund	Nontraditional Bonds	96	2.45%	—	Mar 2011	NTBIX vs PADZX
PHYQX	PGIM High Yield Fund Class R6	High Yield Bonds	44	1.16%	—	Oct 2011	NTBIX vs PHYQX
TTRZX	Templeton Global Total Return Fund	Nontraditional Bonds	43	4.00%	—	Sep 2008	NTBIX vs TTRZX
ATCSX	Anchor Risk Managed Income Strategies Fund	Nontraditional Bonds	10	-0.58%	—	Sep 2015	NTBIX vs ATCSX

Compare NTBIX with Any Fund or Stock

Compare NTBIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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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.

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Navigator Tactical Fixed Income Fund (NTBIX) Alternatives