Virtus Newfleet High Yield Fund (PHCHX) belongs to the High Yield Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PHCHX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PHCHX
PHCHX charges 1.00% annually. There are 132 mutual funds in the High Yield Bonds category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes High-Yield Strategy Portfolio | 0.02% | — | Dec 2008 | PHCHX vs FHYSX | |
| Vanguard High-Yield Corporate Fund Admiral Shares | 0.12% | 25.80B | Nov 2001 | PHCHX vs VWEAX | |
| PIA High Yield (MACS) Fund | 0.20% | — | Dec 2017 | PHCHX vs PIAMX | |
| Vanguard High-Yield Corporate Fund Investor Shares | 0.22% | 25.80B | Dec 1978 | PHCHX vs VWEHX | |
| Six Circles Credit Opportunities Fund | 0.29% | — | Nov 2020 | PHCHX vs CRDOX |
Best Risk-Adjusted Alternatives to PHCHX
PHCHX has a PortfoliosLab risk / return rank of 54. There are 144 mutual funds in the High Yield Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer ILS Interval Fund | 100 | — | Dec 2014 | PHCHX vs XILSX | |
| Cliffwater Corporate Lending Fund | 100 | — | Mar 2019 | PHCHX vs CCLFX | |
| RiverPark Short Term High Yield Fund | 99 | — | Sep 2010 | PHCHX vs RPHIX | |
| Chartwell Short Duration High Yield Fund | 97 | — | Jul 2014 | PHCHX vs CWFIX | |
| Penn Capital Short Duration High Income Fund | 97 | — | Jul 2017 | PHCHX vs PSHNX |
Top Performing PHCHX Alternatives (YTD)
PHCHX is at 1.76% YTD. There are 70 mutual funds in the High Yield Bonds category with higher YTD returns, going as high as 8.52%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Capital & Income Fund | 8.52% | — | Nov 1977 | PHCHX vs FAGIX | |
| Pioneer ILS Interval Fund | 8.28% | — | Dec 2014 | PHCHX vs XILSX | |
| Fidelity Advisor High Income Advantage Fund Class ... | 7.73% | — | Oct 2018 | PHCHX vs FIQTX | |
| Fidelity Advisor High Income Advantage Fund Class ... | 7.68% | — | Jul 1995 | PHCHX vs FAHCX | |
| Fidelity Advisor High Income Advantage Fund Class ... | 7.52% | — | Jan 1987 | PHCHX vs FAHYX |
Lowest Volatility Alternatives to PHCHX
PHCHX has 3.40% 1-year volatility. There are 111 mutual funds in the High Yield Bonds category with lower 1-year volatility, going as low as 0.88%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Cliffwater Corporate Lending Fund | 0.88% | — | Mar 2019 | PHCHX vs CCLFX | |
| RiverPark Short Term High Yield Fund | 0.88% | — | Sep 2010 | PHCHX vs RPHIX | |
| Chartwell Short Duration High Yield Fund | 1.51% | — | Jul 2014 | PHCHX vs CWFIX | |
| Shenkman Capital Short Duration High Income Fund | 1.64% | — | Oct 2012 | PHCHX vs SCFIX | |
| Osterweis Strategic Income Fund | 1.70% | — | Aug 2002 | PHCHX vs OSTIX |
Lowest Drawdown Alternatives to PHCHX
PHCHX has a 1-year max drawdown of -2.16%. There are 51 mutual funds in the High Yield Bonds category with shallower 1-year drawdowns, going as shallow as -0.10%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| RiverPark Short Term High Yield Fund | -0.10% | — | Sep 2010 | PHCHX vs RPHIX | |
| Cliffwater Corporate Lending Fund | -0.19% | — | Mar 2019 | PHCHX vs CCLFX | |
| Pioneer ILS Interval Fund | -0.21% | — | Dec 2014 | PHCHX vs XILSX | |
| MainStay MacKay Short Duration High Yield Fund | -1.06% | — | Dec 2012 | PHCHX vs MDHVX | |
| Shenkman Capital Short Duration High Income Fund | -1.11% | — | Oct 2012 | PHCHX vs SCFIX |
Other Mutual Funds from Virtus
The 10 most viewed Virtus mutual funds shown here include AIO, SAMBX, VKSIX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Virtus Artificial Intelligence & Technology Opport... | Technology Equities | 56 | 35.67% | — | Oct 2019 | PHCHX vs AIO | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 97 | 2.55% | — | Feb 2006 | PHCHX vs SAMBX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 1 | -6.82% | — | Mar 2018 | PHCHX vs VKSIX | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 8 | 6.39% | — | Oct 1996 | PHCHX vs PKSFX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 7 | 6.67% | — | Oct 1995 | PHCHX vs PSTAX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 3 | 0.17% | — | Jun 2009 | PHCHX vs VIMCX | |
| The Merger Fund | Event Driven | 97 | 1.04% | — | Jan 1989 | PHCHX vs MERFX | |
| Virtus Tactical Allocation Fund | Diversified Portfolio | 5 | 1.83% | — | Sep 1940 | PHCHX vs NAINX | |
| Virtus Duff & Phelps Real Estate Securities Fund | REIT | 18 | 14.03% | — | Mar 1995 | PHCHX vs PHRAX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 1 | -7.28% | — | Jun 2006 | PHCHX vs PXSGX |
Often Compared With PHCHX
Investors most often compare PHCHX with PRFRX, FOCIX, STCIX. These 6 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| T. Rowe Price Floating Rate Fund | High Yield Bonds | 96 | 0.95% | — | Jul 2011 | PHCHX vs PRFRX | |
| Fairholme Focused Income Fund | High Yield Bonds | 38 | 6.44% | — | Dec 2009 | PHCHX vs FOCIX | |
| Virtus Silvant Large-Cap Growth Stock Fund | Large Cap Growth Equities | 18 | 2.63% | — | Jun 1992 | PHCHX vs STCIX | |
| American Beacon SiM High Yield Opportunities Fund ... | High Yield Bonds | 96 | 2.06% | — | Feb 2011 | PHCHX vs SHOYX | |
| American Beacon SiM High Yld Opps Fund | High Yield Bonds | 96 | 1.91% | — | Feb 2011 | PHCHX vs SHYPX | |
| Fidelity Series High Income Fund | High Yield Bonds | 96 | 3.22% | — | Mar 2011 | PHCHX vs FSHNX |
Compare PHCHX with Any Fund or Stock
Compare PHCHX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PHCHX with funds that move differently
Virtus Newfleet High Yield Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PHCHX.
Explore PHCHX Diversifiers