Nationwide BNY Mellon Core Plus Bond ESG Fund (NWCIX) belongs to the Intermediate Core-Plus Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with NWCIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NWCIX
NWCIX charges 0.46% annually. There are 33 mutual funds in the Intermediate Core-Plus Bond category with lower expense ratios, going as low as 0.16%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | — | Aug 2005 | NWCIX vs MCFIX | |
| State Street Income Fund | 0.20% | — | Jan 1980 | NWCIX vs SSASX | |
| Elfun Income Fund | 0.29% | — | Dec 1984 | NWCIX vs EINFX | |
| TIAA-CREF Core Bond Fund | 0.29% | — | Jul 1999 | NWCIX vs TIBDX | |
| Baird Core Plus Bond Fund | 0.30% | — | Sep 2000 | NWCIX vs BCOIX |
Best Risk-Adjusted Alternatives to NWCIX
NWCIX has a PortfoliosLab risk / return rank of 31. There are 29 mutual funds in the Intermediate Core-Plus Bond category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | 98 | — | Jul 2016 | NWCIX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 95 | — | Jul 2010 | NWCIX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 94 | — | Jul 2010 | NWCIX vs LCTRX | |
| MassMutual Diversified Bond Fund | 83 | — | May 1999 | NWCIX vs MDVAX | |
| GMO Multi-Sector Fixed Income Fund | 76 | — | Apr 1997 | NWCIX vs GUGAX |
Top Performing NWCIX Alternatives (YTD)
NWCIX is at 0.83% YTD. There are 29 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 3.04%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| 1290 Diversified Bond Fund | 3.04% | — | Jul 2015 | NWCIX vs TNUIX | |
| Putnam Mortgage Securities Fund | 2.76% | — | Feb 1984 | NWCIX vs PGSIX | |
| MassMutual Diversified Bond Fund | 2.59% | — | May 1999 | NWCIX vs MDVAX | |
| SEI Tax Exempt Trust Tax-Advantaged Income Fund | 2.33% | — | Sep 2007 | NWCIX vs SEATX | |
| Holbrook Income Fund Class I | 2.22% | — | Jul 2016 | NWCIX vs HOBIX |
Lowest Volatility Alternatives to NWCIX
NWCIX has 3.54% 1-year volatility. There are 16 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.11%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AAMA Income Fund | 1.11% | — | Jun 2017 | NWCIX vs AMFIX | |
| Archer Income Fund | 1.80% | — | Mar 2011 | NWCIX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.95% | — | Jul 2010 | NWCIX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | 2.01% | — | Jul 2010 | NWCIX vs LCTIX | |
| Holbrook Income Fund Class I | 2.02% | — | Jul 2016 | NWCIX vs HOBIX |
Lowest Drawdown Alternatives to NWCIX
NWCIX has a 1-year max drawdown of -2.68%. There are 24 mutual funds in the Intermediate Core-Plus Bond category with shallower 1-year drawdowns, going as shallow as -0.51%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.51% | — | Jul 2016 | NWCIX vs HOBIX | |
| AAMA Income Fund | -0.74% | — | Jun 2017 | NWCIX vs AMFIX | |
| GMO Multi-Sector Fixed Income Fund | -1.16% | — | Apr 1997 | NWCIX vs GUGAX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | — | Jul 2010 | NWCIX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | -1.17% | — | Jul 2010 | NWCIX vs LCTIX |
Other Mutual Funds from Nationwide
The 10 most viewed Nationwide mutual funds shown here include NWXHX, GRISX, NWJCX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | Multisector Bonds | 99 | 2.37% | — | Nov 2015 | NWCIX vs NWXHX | |
| Nationwide S&P 500 Index Fund | S&P 500 | 64 | 10.00% | — | Nov 1998 | NWCIX vs GRISX | |
| Nationwide NYSE Arca Tech 100 Index Fund | Technology Equities | 81 | 28.26% | — | Jun 1996 | NWCIX vs NWJCX | |
| Nationwide Bailard Technology and Science Fund | Technology Equities | 29 | 22.33% | — | May 2001 | NWCIX vs NWHQX | |
| Nationwide GQG US Quality Equity Fund | Large Cap Blend Equities | 4 | 2.29% | — | Jan 2021 | NWCIX vs NWAUX | |
| Nationwide International Index Fund | Foreign Large Cap Equities | 34 | 10.19% | — | Dec 1999 | NWCIX vs GIIAX | |
| Nationwide Small Cap Index Fund | Small Cap Blend Equities | 67 | 20.34% | — | Dec 1999 | NWCIX vs GMRAX | |
| Nationwide Strategic Income A | Multisector Bonds | 99 | 2.33% | — | Nov 2015 | NWCIX vs NWXEX | |
| Nationwide Geneva Mid Cap Growth Fund | Mid Cap Growth Equities | 1 | -4.20% | — | Jan 1999 | NWCIX vs NWHVX | |
| Nationwide Mid Cap Market Index Fund | Mid Cap Blend Equities | 48 | 15.14% | — | Dec 1999 | NWCIX vs GMXAX |
Often Compared With NWCIX
Investors most often compare NWCIX with BCPIX, NPCT, AAIIX. These 5 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Brandes Core Plus Fixed Income Fund | Intermediate Core-Plus Bond | 20 | 0.28% | — | Dec 2007 | NWCIX vs BCPIX | |
| Nuveen Core Plus Impact Fund | Intermediate Core-Plus Bond | 4 | 2.00% | — | Apr 2021 | NWCIX vs NPCT | |
| Ancora Income Fund | Intermediate Core-Plus Bond | 23 | 1.96% | — | Jan 2004 | NWCIX vs AAIIX | |
| Nationwide Bond Index Fund | Intermediate Core Bond | 16 | 0.13% | — | Dec 1999 | NWCIX vs GBIAX | |
| Nationwide Investor Destinations Moderately Aggres... | Diversified Portfolio | 69 | 10.76% | — | Mar 2000 | NWCIX vs NDMAX |
Compare NWCIX with Any Fund or Stock
Compare NWCIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NWCIX with funds that move differently
Nationwide BNY Mellon Core Plus Bond ESG Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NWCIX.
Explore NWCIX Diversifiers