Performance Trust Strategic Bond Fund (PTIAX) 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 PTIAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PTIAX
PTIAX charges 0.76% annually. There are 98 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 | PTIAX vs MCFIX | |
| State Street Income Fund | 0.20% | — | Jan 1980 | PTIAX vs SSASX | |
| TIAA-CREF Core Bond Fund | 0.29% | — | Jul 1999 | PTIAX vs TIBDX | |
| Elfun Income Fund | 0.29% | — | Dec 1984 | PTIAX vs EINFX | |
| Baird Core Plus Bond Fund | 0.30% | — | Sep 2000 | PTIAX vs BCOIX |
Best Risk-Adjusted Alternatives to PTIAX
PTIAX has a PortfoliosLab risk / return rank of 34. There are 24 mutual funds in the Intermediate Core-Plus Bond category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | 99 | — | Jul 2016 | PTIAX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 96 | — | Jul 2010 | PTIAX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 94 | — | Jul 2010 | PTIAX vs LCTRX | |
| MassMutual Diversified Bond Fund | 84 | — | May 1999 | PTIAX vs MDVAX | |
| GMO Multi-Sector Fixed Income Fund | 75 | — | Apr 1997 | PTIAX vs GUGAX |
Top Performing PTIAX Alternatives (YTD)
PTIAX is at 1.71% YTD. There are 8 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 3.28%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Mortgage Securities Fund | 3.28% | — | Feb 1984 | PTIAX vs PGSIX | |
| 1290 Diversified Bond Fund | 3.16% | — | Jul 2015 | PTIAX vs TNUIX | |
| Nuveen Core Plus Impact Fund | 3.04% | — | Apr 2021 | PTIAX vs NPCT | |
| MassMutual Diversified Bond Fund | 2.59% | — | May 1999 | PTIAX vs MDVAX | |
| SEI Tax Exempt Trust Tax-Advantaged Income Fund | 2.33% | — | Sep 2007 | PTIAX vs SEATX |
Lowest Volatility Alternatives to PTIAX
PTIAX has 3.97% 1-year volatility. There are 80 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.12%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AAMA Income Fund | 1.12% | — | Jun 2017 | PTIAX vs AMFIX | |
| Archer Income Fund | 1.81% | — | Mar 2011 | PTIAX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.97% | — | Jul 2010 | PTIAX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | 2.02% | — | Jul 2010 | PTIAX vs LCTIX | |
| Holbrook Income Fund Class I | 2.02% | — | Jul 2016 | PTIAX vs HOBIX |
Lowest Drawdown Alternatives to PTIAX
PTIAX has a 1-year max drawdown of -2.99%. There are 69 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 | PTIAX vs HOBIX | |
| AAMA Income Fund | -0.74% | — | Jun 2017 | PTIAX vs AMFIX | |
| GMO Multi-Sector Fixed Income Fund | -1.16% | — | Apr 1997 | PTIAX vs GUGAX | |
| Leader Capital High Quality Income Fund Institutio... | -1.17% | — | Jul 2010 | PTIAX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | — | Jul 2010 | PTIAX vs LCTRX |
Other Mutual Funds from Performance Trust Asset Management
The 2 most viewed Performance Trust Asset Management mutual funds shown here include PTIMX, PTCRX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Performance Trust Municipal Bond Fund | Municipal Bonds | 85 | 2.69% | — | Jun 2011 | PTIAX vs PTIMX | |
| Performance Trust Credit Fund | Multisector Bonds | 71 | 1.80% | — | Dec 2020 | PTIAX vs PTCRX |
Often Compared With PTIAX
Investors most often compare PTIAX with PIMIX, VCIT, PFTSX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare PTIAX with Any Fund or Stock
Compare PTIAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PTIAX with funds that move differently
Performance Trust Strategic Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PTIAX.
Explore PTIAX Diversifiers