Oakmark Bond Fund Investor Class (OAKCX) 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 OAKCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to OAKCX
OAKCX charges 0.74% annually. There are 32 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 | OAKCX vs DBSCX | |
| Vanguard Multi-Sector Income Bond Fund Admiral Sha... | 0.30% | — | Oct 2021 | OAKCX vs VMSAX | |
| JPMorgan Income Fund | 0.40% | — | Jun 2014 | OAKCX vs JMSIX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 0.40% | — | Jul 2016 | OAKCX vs BWDTX | |
| Mercer Opportunistic Fixed Income Fund | 0.44% | — | Aug 2013 | OAKCX vs MOFIX |
Best Risk-Adjusted Alternatives to OAKCX
OAKCX has a PortfoliosLab risk / return rank of 33. There are 65 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 | OAKCX vs NWXHX | |
| Nationwide Strategic Income A | 99 | — | Nov 2015 | OAKCX vs NWXEX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 98 | — | Jul 2016 | OAKCX vs BWDTX | |
| Rational Special Situations Income Fund | 98 | — | Jul 2019 | OAKCX vs RFXIX | |
| CrossingBridge Low Duration High Yield Fund | 97 | — | Jan 2018 | OAKCX vs CBLDX |
Top Performing OAKCX Alternatives (YTD)
OAKCX is at 0.79% YTD. There are 59 mutual funds in the Multisector Bonds category with higher YTD returns, going as high as 4.02%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| abrdn Income Credit Strategies Fund | 4.02% | — | Jan 2011 | OAKCX vs ACP | |
| BrandywineGLOBAL - Flexible Bond Fund | 3.03% | — | May 2016 | OAKCX vs LFLIX | |
| Eaton Vance Strategic Income Fund Class I | 2.49% | — | Jan 1998 | OAKCX vs ETSIX | |
| Eaton Vance Strategic Income Fund Class I | 2.48% | — | Apr 2009 | OAKCX vs ESIIX | |
| Nationwide Amundi Strategic Income Fund | 2.37% | — | Nov 2015 | OAKCX vs NWXHX |
Lowest Volatility Alternatives to OAKCX
OAKCX has 3.48% 1-year volatility. There are 49 mutual funds in the Multisector Bonds category with lower 1-year volatility, going as low as 1.19%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | 1.19% | — | Nov 2015 | OAKCX vs NWXHX | |
| Nationwide Strategic Income A | 1.22% | — | Nov 2015 | OAKCX vs NWXEX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 1.30% | — | Jul 2016 | OAKCX vs BWDTX | |
| CrossingBridge Low Duration High Yield Fund | 1.40% | — | Jan 2018 | OAKCX vs CBLDX | |
| Rational Special Situations Income Fund | 1.40% | — | Jul 2019 | OAKCX vs RFXIX |
Lowest Drawdown Alternatives to OAKCX
OAKCX has a 1-year max drawdown of -2.63%. There are 39 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 | OAKCX vs NWXHX | |
| Nationwide Strategic Income A | -0.43% | — | Nov 2015 | OAKCX vs NWXEX | |
| Rational Special Situations Income Fund | -0.72% | — | Jul 2019 | OAKCX vs RFXIX | |
| CrossingBridge Low Duration High Yield Fund | -0.73% | — | Jan 2018 | OAKCX vs CBLDX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | -1.00% | — | Jul 2016 | OAKCX vs BWDTX |
Other Mutual Funds from Oakmark
The 10 most viewed Oakmark mutual funds shown here include OAKMX, OAKBX, OAKLX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Oakmark Fund Investor Class | Large Cap Value Equities | 11 | -2.01% | — | Aug 1991 | OAKCX vs OAKMX | |
| Oakmark Equity and Income Fund | Diversified Portfolio | 14 | -0.25% | — | Oct 1995 | OAKCX vs OAKBX | |
| Oakmark Select Fund | Large Cap Value Equities | 8 | -2.65% | — | Nov 1996 | OAKCX vs OAKLX | |
| Oakmark Fund Institutional Class | Large Cap Value Equities | 11 | -1.91% | — | Nov 2016 | OAKCX vs OANMX | |
| Oakmark International Fund | Foreign Large Cap Equities | 11 | 1.23% | — | Sep 1992 | OAKCX vs OAKIX | |
| Oakmark International Small Cap Fund | Foreign Small & Mid Cap Equities | 4 | -2.37% | — | Oct 1995 | OAKCX vs OAKEX | |
| Oakmark Global Fund | Global Equities | 14 | 1.13% | — | Aug 1999 | OAKCX vs OAKGX | |
| Oakmark Global Select Fund | Global Equities | 3 | -6.49% | — | Oct 2006 | OAKCX vs OAKWX | |
| Oakmark Fund R6 Class | Large Cap Value Equities | 11 | -1.88% | — | Dec 2020 | OAKCX vs OAZMX | |
| Oakmark Bond Fund | Intermediate Core-Plus Bond | 35 | 0.90% | — | Oct 2020 | OAKCX vs OANCX |
Often Compared With OAKCX
Investors most often compare OAKCX with BWG, ADVNX, RPSIX. These 10 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BrandywineGLOBAL Global Income Opportunities Fund | Multisector Bonds | 12 | 0.15% | — | Mar 2012 | OAKCX vs BWG | |
| North Square Strategic Income Fund | Multisector Bonds | 48 | 1.55% | — | Dec 2012 | OAKCX vs ADVNX | |
| T. Rowe Price Spectrum Income Fund | Multisector Bonds | 86 | 1.27% | — | Jun 1990 | OAKCX vs RPSIX | |
| CrossingBridge Responsible Credit Fund | Multisector Bonds | 58 | 0.16% | — | Jun 2021 | OAKCX vs CBRDX | |
| Potomac Managed Volatility Fund | Multisector Bonds | 55 | 2.01% | — | Jun 2020 | OAKCX vs CRMVX | |
| Intrepid Income Fund | Multisector Bonds | 97 | 2.32% | — | Jul 2007 | OAKCX vs ICMUX | |
| Western Asset Diversified Income Fund | Multisector Bonds | 5 | 1.96% | — | Jun 2021 | OAKCX vs WDI | |
| Eaton Vance Short Duration Strategic Income Fund | Multisector Bonds | 88 | 2.08% | — | May 1994 | OAKCX vs ECSIX | |
| Saba Capital Income & Opportunities Fund | Multisector Bonds | 2 | -0.40% | — | Dec 1987 | OAKCX vs BRW | |
| Lord Abbett Credit Opportunities Fund | Multisector Bonds | 27 | 1.40% | — | Feb 2019 | OAKCX vs LCRDX |
Compare OAKCX with Any Fund or Stock
Compare OAKCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair OAKCX with funds that move differently
Oakmark Bond Fund Investor Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OAKCX.
Explore OAKCX Diversifiers