Oakmark Bond Fund (OANCX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to OANCX
OANCX charges 0.52% annually. Among mutual funds in the Intermediate Core-Plus Bond category, these options have the lowest expense ratios among OANCX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | Aug 15, 2005 | OANCX vs MCFIX | |
| State Street Income Fund | 0.20% | Jan 2, 1980 | OANCX vs SSASX | |
| Elfun Income Fund | 0.29% | Dec 31, 1984 | OANCX vs EINFX | |
| TIAA-CREF Core Bond Fund | 0.29% | Jul 1, 1999 | OANCX vs TIBDX | |
| Baird Core Plus Bond Fund | 0.30% | Sep 29, 2000 | OANCX vs BCOIX |
Best Risk-Adjusted Alternatives to OANCX
Among mutual funds in the Intermediate Core-Plus Bond category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Holbrook Income Fund Class I | 99 | Jul 6, 2016 | OANCX vs HOBIX | |
| AAMA Income Fund | 98 | Jun 30, 2017 | OANCX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 94 | Jul 30, 2010 | OANCX vs LCTRX | |
| Archer Income Fund | 87 | Mar 11, 2011 | OANCX vs ARINX | |
| MassMutual Diversified Bond Fund | 80 | May 3, 1999 | OANCX vs MDVAX |
Top Performing OANCX Alternatives (YTD)
OANCX alternatives from the Intermediate Core-Plus Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Nuveen Core Plus Impact Fund | 3.03% | Apr 28, 2021 | OANCX vs NPCT | |
| GMO Multi-Sector Fixed Income Fund | 0.96% | Apr 30, 1997 | OANCX vs GUGAX | |
| Putnam Mortgage Securities Fund | 0.88% | Feb 8, 1984 | OANCX vs PGSIX | |
| Holbrook Income Fund Class I | 0.82% | Jul 6, 2016 | OANCX vs HOBIX | |
| TCW Total Return Bond Fund | 0.57% | Jun 17, 1993 | OANCX vs TGLMX |
Lowest Volatility Alternatives to OANCX
OANCX alternatives from the Intermediate Core-Plus Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| AAMA Income Fund | 0.98% | Jun 30, 2017 | OANCX vs AMFIX | |
| Archer Income Fund | 1.85% | Mar 11, 2011 | OANCX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.90% | Jul 30, 2010 | OANCX vs LCTRX | |
| Holbrook Income Fund Class I | 2.09% | Jul 6, 2016 | OANCX vs HOBIX | |
| TIAA-CREF Green Bond Fund | 3.36% | Nov 16, 2018 | OANCX vs TGRNX |
Lowest Drawdown Alternatives to OANCX
OANCX alternatives from the Intermediate Core-Plus Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.72% | Jul 6, 2016 | OANCX vs HOBIX | |
| AAMA Income Fund | -0.74% | Jun 30, 2017 | OANCX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | Jul 30, 2010 | OANCX vs LCTRX | |
| Archer Income Fund | -1.63% | Mar 11, 2011 | OANCX vs ARINX | |
| Metropolitan West Investment Grade Credit Fund | -2.35% | Jun 29, 2018 | OANCX vs MWIGX |
Other Mutual Funds from Oakmark
Most popular Oakmark mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Oakmark Fund Investor Class | Large Cap Value Equities | 20 | -4.16% | Aug 5, 1991 | OANCX vs OAKMX | |
| Oakmark Select Fund | Large Cap Value Equities | 11 | -9.39% | Nov 1, 1996 | OANCX vs OAKLX | |
| Oakmark Equity and Income Fund | Diversified Portfolio | 18 | -4.48% | Oct 31, 1995 | OANCX vs OAKBX | |
| Oakmark Fund Institutional Class | Large Cap Value Equities | 20 | -4.10% | Nov 30, 2016 | OANCX vs OANMX | |
| Oakmark International Fund | Foreign Large Cap Equities | 23 | -8.71% | Sep 29, 1992 | OANCX vs OAKIX | |
| Oakmark Global Fund | Global Equities | 15 | -7.78% | Aug 3, 1999 | OANCX vs OAKGX | |
| Oakmark International Small Cap Fund | Foreign Small & Mid Cap Equities | 12 | -10.36% | Oct 31, 1995 | OANCX vs OAKEX | |
| Oakmark Global Select Fund | Global Equities | 5 | -10.09% | Oct 1, 2006 | OANCX vs OAKWX | |
| Oakmark Fund R6 Class | Large Cap Value Equities | 19 | -4.09% | Dec 15, 2020 | OANCX vs OAZMX | |
| Oakmark Fund Advisor Class | Large Cap Value Equities | 18 | -4.11% | Nov 30, 2016 | OANCX vs OAYMX |
Often Compared With OANCX
What investors most often compare with OANCX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | OANCX vs VOO | |
| SPDR Blackstone Senior Loan ETF | High Yield Bonds | 71 | -1.58% | Apr 3, 2013 | OANCX vs SRLN | |
| Vanguard Short-Term Corporate Bond ETF | Corporate Bonds | 95 | 0.13% | Nov 19, 2009 | OANCX vs VCSH | |
| Oakmark Select Fund Advisor Class | Large Cap Blend Equities | 10 | -9.37% | Nov 30, 2016 | OANCX vs OAYLX | |
| Ancora Income Fund | Intermediate Core-Plus Bond | 21 | -0.31% | Jan 5, 2004 | OANCX vs AAIIX | |
| Brandes Core Plus Fixed Income Fund | Intermediate Core-Plus Bond | 53 | -0.55% | Dec 28, 2007 | OANCX vs BCPIX |
Compare OANCX with Any Fund or Stock
Compare OANCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.