Old Westbury Credit Income Fund (OWCIX) 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 OWCIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to OWCIX
OWCIX charges 0.85% annually. There are 44 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 | OWCIX vs DBSCX | |
| Vanguard Multi-Sector Income Bond Fund Admiral Sha... | 0.30% | — | Oct 2021 | OWCIX vs VMSAX | |
| JPMorgan Income Fund Class I | 0.40% | — | Jun 2014 | OWCIX vs JMSIX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 0.40% | — | Jul 2016 | OWCIX vs BWDTX | |
| Mercer Opportunistic Fixed Income Fund | 0.44% | — | Aug 2013 | OWCIX vs MOFIX |
Best Risk-Adjusted Alternatives to OWCIX
OWCIX has a PortfoliosLab risk / return rank of 30. There are 64 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 | OWCIX vs NWXHX | |
| Nationwide Strategic Income A | 99 | — | Nov 2015 | OWCIX vs NWXEX | |
| Rational Special Situations Income Fund | 98 | — | Jul 2019 | OWCIX vs RFXIX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 98 | — | Jul 2016 | OWCIX vs BWDTX | |
| Oaktree Diversified Income Fund Inc. Class D | 98 | — | Nov 2021 | OWCIX vs ODIDX |
Top Performing OWCIX Alternatives (YTD)
OWCIX is at 0.63% YTD. There are 41 mutual funds in the Multisector Bonds category with higher YTD returns, going as high as 3.47%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| abrdn Income Credit Strategies Fund | 3.47% | — | Jan 2011 | OWCIX vs ACP | |
| BrandywineGLOBAL - Flexible Bond Fund | 3.07% | — | May 2016 | OWCIX vs LFLIX | |
| Saba Capital Income & Opportunities Fund | 3.06% | — | Dec 1987 | OWCIX vs BRW | |
| Intrepid Income Fund | 2.85% | — | Aug 2010 | OWCIX vs ICMUX | |
| Nationwide Amundi Strategic Income Fund | 2.57% | — | Nov 2015 | OWCIX vs NWXHX |
Lowest Volatility Alternatives to OWCIX
OWCIX has 4.63% 1-year volatility. There are 82 mutual funds in the Multisector Bonds category with lower 1-year volatility, going as low as 1.17%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | 1.17% | — | Nov 2015 | OWCIX vs NWXHX | |
| Nationwide Strategic Income A | 1.24% | — | Nov 2015 | OWCIX vs NWXEX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 1.31% | — | Jul 2016 | OWCIX vs BWDTX | |
| Rational Special Situations Income Fund | 1.38% | — | Jul 2019 | OWCIX vs RFXIX | |
| Oaktree Diversified Income Fund Inc. Class D | 1.47% | — | Nov 2021 | OWCIX vs ODIDX |
Lowest Drawdown Alternatives to OWCIX
OWCIX has a 1-year max drawdown of -2.89%. There are 53 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 | OWCIX vs NWXHX | |
| Nationwide Strategic Income A | -0.43% | — | Nov 2015 | OWCIX vs NWXEX | |
| Rational Special Situations Income Fund | -0.72% | — | Jul 2019 | OWCIX vs RFXIX | |
| CrossingBridge Low Duration High Yield Fund | -0.73% | — | Jan 2018 | OWCIX vs CBLDX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | -1.00% | — | Jul 2016 | OWCIX vs BWDTX |
Other Mutual Funds from Old Westbury
The 7 most viewed Old Westbury mutual funds shown here include OWFIX, OWLSX, OWACX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Old Westbury Fixed Income Fund | Intermediate Core Bond | 23 | -0.21% | — | Mar 1998 | OWCIX vs OWFIX | |
| Old Westbury Large Cap Strategies Fund | Global Equities | 36 | 7.40% | — | Oct 1993 | OWCIX vs OWLSX | |
| Old Westbury All Cap Core Fund | Large Cap Growth Equities | 25 | 6.06% | — | Mar 1998 | OWCIX vs OWACX | |
| Old Westbury Small & Mid Cap Strategies Fund | Global Equities | 36 | 9.99% | — | Apr 2005 | OWCIX vs OWSMX | |
| Old Westbury Municipal Bond Fund | Municipal Bonds | 42 | -0.56% | — | Mar 1998 | OWCIX vs OWMBX | |
| Old Westbury New York Municipal Bond Fund | Municipal Bonds | 44 | -0.55% | — | Dec 2018 | OWCIX vs OWNYX | |
| Old Westbury California Municipal Bond Fund | Municipal Bonds | 40 | -0.74% | — | Dec 2018 | OWCIX vs OWCAX |
Often Compared With OWCIX
Investors most often compare OWCIX with JSVIX, AXSIX, ETSIX. These 11 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Easterly Income Opportunities Fund | Multisector Bonds | 82 | 0.52% | — | Aug 2018 | OWCIX vs JSVIX | |
| Axonic Strategic Income Fund | Multisector Bonds | 94 | 1.96% | — | Dec 2019 | OWCIX vs AXSIX | |
| Eaton Vance Strategic Income Fund Class I | Multisector Bonds | 93 | 2.46% | — | Jan 1998 | OWCIX vs ETSIX | |
| Potomac Managed Volatility Fund | Multisector Bonds | 37 | 0.91% | — | Jun 2020 | OWCIX vs CRMVX | |
| Eaton Vance Strategic Income Fund Class I | Multisector Bonds | 94 | 2.48% | — | Apr 2009 | OWCIX vs ESIIX | |
| Muzinich Low Duration Fund | Multisector Bonds | 91 | 1.63% | — | Jun 2016 | OWCIX vs MZLSX | |
| T. Rowe Price Spectrum Income Fund | Multisector Bonds | 78 | 0.65% | — | Jun 1990 | OWCIX vs RPSIX | |
| CrossingBridge Responsible Credit Fund | Multisector Bonds | 24 | -0.01% | — | Jun 2021 | OWCIX vs CBRDX | |
| North Square Strategic Income Fund | Multisector Bonds | 67 | 0.57% | — | Dec 2012 | OWCIX vs ADVNX | |
| Western Asset Diversified Income Fund | Multisector Bonds | 4 | 1.31% | — | Jun 2021 | OWCIX vs WDI | |
| Virtus Newfleet Multi-Sector Intermediate Bond Fun... | Multisector Bonds | 63 | 0.81% | — | Dec 1989 | OWCIX vs NAMFX |
Compare OWCIX with Any Fund or Stock
Compare OWCIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair OWCIX with funds that move differently
Old Westbury Credit Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OWCIX.
Explore OWCIX Diversifiers