Payden/Kravitz Cash Balance Plan Fund (PKBIX) Alternatives
Payden/Kravitz Cash Balance Plan Fund (PKBIX) 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 PKBIX. 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 PKBIX
PKBIX charges 1.25% annually. Among mutual funds in the Multisector Bonds category, these options have the lowest expense ratios among PKBIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Doubleline Selective Credit Fund | 0.05% | Aug 3, 2014 | PKBIX vs DBSCX | |
| Vanguard Multi-Sector Income Bond Fund Admiral Sha... | 0.30% | Oct 12, 2021 | PKBIX vs VMSAX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 0.40% | Jul 28, 2016 | PKBIX vs BWDTX | |
| JPMorgan Income Fund | 0.40% | Jun 1, 2014 | PKBIX vs JMSIX | |
| Mercer Opportunistic Fixed Income Fund | 0.44% | Aug 20, 2013 | PKBIX vs MOFIX |
Best Risk-Adjusted Alternatives to PKBIX
Among mutual funds in the Multisector Bonds 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 | |
|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | 99 | Nov 1, 2015 | PKBIX vs NWXHX | |
| Nationwide Strategic Income A | 99 | Nov 2, 2015 | PKBIX vs NWXEX | |
| CrossingBridge Low Duration High Yield Fund | 98 | Jan 30, 2018 | PKBIX vs CBLDX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 98 | Jul 28, 2016 | PKBIX vs BWDTX | |
| Easterly Income Opportunities Fund | 98 | Aug 20, 2018 | PKBIX vs JSVIX |
Top Performing PKBIX Alternatives (YTD)
PKBIX alternatives from the Multisector Bonds category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Rational Special Situations Income Fund | 1.24% | Jul 16, 2019 | PKBIX vs RFXIX | |
| Eaton Vance Strategic Income Fund Class I | 0.83% | Apr 3, 2009 | PKBIX vs ESIIX | |
| Conquer Risk Managed Volatility Fund | 0.81% | Jun 30, 2020 | PKBIX vs CRMVX | |
| Axonic Strategic Income Fund | 0.80% | Dec 29, 2019 | PKBIX vs AXSIX | |
| Nationwide Amundi Strategic Income Fund | 0.76% | Nov 1, 2015 | PKBIX vs NWXHX |
Lowest Volatility Alternatives to PKBIX
PKBIX alternatives from the Multisector Bonds category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| CrossingBridge Low Duration High Yield Fund | 1.45% | Jan 30, 2018 | PKBIX vs CBLDX | |
| Rational Special Situations Income Fund | 1.57% | Jul 16, 2019 | PKBIX vs RFXIX | |
| Muzinich Low Duration Fund | 1.59% | Jun 29, 2016 | PKBIX vs MZLSX | |
| Nationwide Strategic Income A | 1.59% | Nov 2, 2015 | PKBIX vs NWXEX | |
| Nationwide Amundi Strategic Income Fund | 1.62% | Nov 1, 2015 | PKBIX vs NWXHX |
Lowest Drawdown Alternatives to PKBIX
PKBIX alternatives from the Multisector Bonds category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| CrossingBridge Low Duration High Yield Fund | -0.93% | Jan 30, 2018 | PKBIX vs CBLDX | |
| Rational Special Situations Income Fund | -0.94% | Jul 16, 2019 | PKBIX vs RFXIX | |
| Nationwide Strategic Income A | -1.20% | Nov 2, 2015 | PKBIX vs NWXEX | |
| Axonic Strategic Income Fund | -1.22% | Dec 29, 2019 | PKBIX vs AXSIX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | -1.22% | Jul 28, 2016 | PKBIX vs BWDTX |
Other Mutual Funds from Paydenfunds
Most popular Paydenfunds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Payden High Income Fund | High Yield Bonds | 32 | 0.06% | Dec 30, 1997 | PKBIX vs PYHRX | |
| Payden Floating Rate Fund | Bank Loan | 94 | -0.20% | Nov 10, 2013 | PKBIX vs PYFRX | |
| Payden Emerging Markets Local Bond Fund | Emerging Markets Bonds | 34 | -3.00% | Nov 1, 2011 | PKBIX vs PYELX | |
| Payden Absolute Return Bond Fund | Nontraditional Bonds | 59 | -0.67% | Nov 5, 2014 | PKBIX vs PYARX | |
| Payden Limited Maturity Fund | Ultrashort Bond | 99 | 0.29% | Apr 29, 1994 | PKBIX vs PYLMX | |
| Payden Equity Income Fund | Large Cap Value Equities | 50 | 0.70% | Nov 1, 1996 | PKBIX vs PYVLX | |
| Payden Core Bond Fund | Intermediate Core-Plus Bond | 47 | -0.35% | Dec 31, 1993 | PKBIX vs PYCBX | |
| Payden Global Low Duration Fund | Global Bonds | 96 | 0.26% | Sep 17, 1996 | PKBIX vs PYGSX | |
| Payden Corporate Bond Fund | Corporate Bonds | 35 | -0.82% | Mar 12, 2009 | PKBIX vs PYACX | |
| Payden California Municipal Social Impact Fund | Municipal Bonds | 53 | -0.26% | Dec 16, 1998 | PKBIX vs PYCRX |
Often Compared With PKBIX
What investors most often compare with PKBIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Payden Global Fixed Income Fund | Global Bonds | 29 | -0.69% | Aug 31, 1992 | PKBIX vs PYGFX | |
| Payden Emerging Markets Corporate Bond Fund | Emerging Markets Bonds | 79 | -0.54% | Nov 10, 2013 | PKBIX vs PYCEX |
Compare PKBIX with Any Fund or Stock
Compare PKBIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.