Oakmark Bond Fund (OANCX) 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 OANCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to OANCX
OANCX charges 0.52% annually. There are 57 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 | OANCX vs MCFIX | |
| State Street Income Fund | 0.20% | — | Jan 1980 | OANCX vs SSASX | |
| TIAA-CREF Core Bond Fund | 0.29% | — | Jul 1999 | OANCX vs TIBDX | |
| Elfun Income Fund | 0.29% | — | Dec 1984 | OANCX vs EINFX | |
| Baird Core Plus Bond Fund | 0.30% | — | Sep 2000 | OANCX vs BCOIX |
Best Risk-Adjusted Alternatives to OANCX
OANCX has a PortfoliosLab risk / return rank of 39. There are 15 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 | OANCX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 92 | — | Jul 2010 | OANCX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 90 | — | Jul 2010 | OANCX vs LCTRX | |
| MassMutual Diversified Bond Fund | 83 | — | May 1999 | OANCX vs MDVAX | |
| GMO Multi-Sector Fixed Income Fund | 74 | — | Apr 1997 | OANCX vs GUGAX |
Top Performing OANCX Alternatives (YTD)
OANCX is at 0.79% YTD. There are 28 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 2.89%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Mortgage Securities Fund | 2.89% | — | Feb 1984 | OANCX vs PGSIX | |
| MassMutual Diversified Bond Fund | 2.59% | — | May 1999 | OANCX vs MDVAX | |
| Holbrook Income Fund Class I | 2.43% | — | Jul 2016 | OANCX vs HOBIX | |
| Ancora Income Fund | 2.39% | — | Jan 2004 | OANCX vs AAIIX | |
| SEI Tax Exempt Trust Tax-Advantaged Income Fund | 2.21% | — | Sep 2007 | OANCX vs SEATX |
Lowest Volatility Alternatives to OANCX
OANCX has 3.60% 1-year volatility. There are 19 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.04%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AAMA Income Fund | 1.04% | — | Jun 2017 | OANCX vs AMFIX | |
| Archer Income Fund | 1.79% | — | Mar 2011 | OANCX vs ARINX | |
| ALPS/Smith Total Return Bond Fund | 1.90% | 3.25B | Jun 2018 | OANCX vs SMTRX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.91% | — | Jul 2010 | OANCX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | 1.97% | — | Jul 2010 | OANCX vs LCTIX |
Lowest Drawdown Alternatives to OANCX
OANCX has a 1-year max drawdown of -2.52%. There are 13 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 | OANCX vs HOBIX | |
| AAMA Income Fund | -0.74% | — | Jun 2017 | OANCX vs AMFIX | |
| GMO Multi-Sector Fixed Income Fund | -1.16% | — | Apr 1997 | OANCX vs GUGAX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | — | Jul 2010 | OANCX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | -1.17% | — | Jul 2010 | OANCX vs LCTIX |
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 | 15 | -0.93% | — | Aug 1991 | OANCX vs OAKMX | |
| Oakmark Equity and Income Fund | Diversified Portfolio | 19 | 0.78% | — | Oct 1995 | OANCX vs OAKBX | |
| Oakmark Select Fund | Large Cap Value Equities | 14 | -0.14% | — | Nov 1996 | OANCX vs OAKLX | |
| Oakmark Fund Institutional Class | Large Cap Value Equities | 16 | -0.83% | — | Nov 2016 | OANCX vs OANMX | |
| Oakmark International Fund | Foreign Large Cap Equities | 12 | 1.69% | — | Sep 1992 | OANCX vs OAKIX | |
| Oakmark International Small Cap Fund | Foreign Small & Mid Cap Equities | 5 | 0.55% | — | Oct 1995 | OANCX vs OAKEX | |
| Oakmark Global Fund | Global Equities | 18 | 2.87% | — | Aug 1999 | OANCX vs OAKGX | |
| Oakmark Global Select Fund | Global Equities | 5 | -4.06% | — | Oct 2006 | OANCX vs OAKWX | |
| Oakmark Fund R6 Class | Large Cap Value Equities | 16 | -0.81% | — | Dec 2020 | OANCX vs OAZMX | |
| Oakmark Select Fund Advisor Class | Large Cap Blend Equities | 14 | -0.10% | — | Nov 2016 | OANCX vs OAYLX |
Often Compared With OANCX
Investors most often compare OANCX with VOO, SRLN, OAYMX. These 13 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare OANCX with Any Fund or Stock
Compare OANCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair OANCX with funds that move differently
Oakmark Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OANCX.
Explore OANCX Diversifiers