Performance Trust Strategic Bond Fund (PTIAX) Alternatives

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 funds that fit a different role in your portfolio.

Cheapest Alternatives to PTIAX

PTIAX charges 0.76% annually. Among mutual funds in the Intermediate Core-Plus Bond category, these options have the lowest expense ratios among PTIAX alternatives.

Symbol	Name	Expense Ratio	Inception
MCFIX	Mercer Core Fixed Income Fund	0.16%	Aug 15, 2005	PTIAX vs MCFIX
SSASX	State Street Income Fund	0.20%	Jan 2, 1980	PTIAX vs SSASX
EINFX	Elfun Income Fund	0.29%	Dec 31, 1984	PTIAX vs EINFX
TIBDX	TIAA-CREF Core Bond Fund	0.29%	Jul 1, 1999	PTIAX vs TIBDX
BCOIX	Baird Core Plus Bond Fund	0.30%	Sep 29, 2000	PTIAX vs BCOIX

Best Risk-Adjusted Alternatives to PTIAX

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
HOBIX	Holbrook Income Fund Class I	99	Jul 6, 2016	PTIAX vs HOBIX
AMFIX	AAMA Income Fund	98	Jun 30, 2017	PTIAX vs AMFIX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	94	Jul 30, 2010	PTIAX vs LCTRX
ARINX	Archer Income Fund	87	Mar 11, 2011	PTIAX vs ARINX
MDVAX	MassMutual Diversified Bond Fund	80	May 3, 1999	PTIAX vs MDVAX

Top Performing PTIAX Alternatives (YTD)

PTIAX alternatives from the Intermediate Core-Plus Bond category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
NPCT	Nuveen Core Plus Impact Fund	3.03%	Apr 28, 2021	PTIAX vs NPCT
GUGAX	GMO Multi-Sector Fixed Income Fund	0.96%	Apr 30, 1997	PTIAX vs GUGAX
PGSIX	Putnam Mortgage Securities Fund	0.88%	Feb 8, 1984	PTIAX vs PGSIX
HOBIX	Holbrook Income Fund Class I	0.82%	Jul 6, 2016	PTIAX vs HOBIX
TGLMX	TCW Total Return Bond Fund	0.57%	Jun 17, 1993	PTIAX vs TGLMX

Lowest Volatility Alternatives to PTIAX

PTIAX alternatives from the Intermediate Core-Plus Bond category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
AMFIX	AAMA Income Fund	0.98%	Jun 30, 2017	PTIAX vs AMFIX
ARINX	Archer Income Fund	1.85%	Mar 11, 2011	PTIAX vs ARINX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	1.90%	Jul 30, 2010	PTIAX vs LCTRX
HOBIX	Holbrook Income Fund Class I	2.09%	Jul 6, 2016	PTIAX vs HOBIX
TGRNX	TIAA-CREF Green Bond Fund	3.36%	Nov 16, 2018	PTIAX vs TGRNX

Lowest Drawdown Alternatives to PTIAX

PTIAX alternatives from the Intermediate Core-Plus Bond category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
HOBIX	Holbrook Income Fund Class I	-0.72%	Jul 6, 2016	PTIAX vs HOBIX
AMFIX	AAMA Income Fund	-0.74%	Jun 30, 2017	PTIAX vs AMFIX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	-1.17%	Jul 30, 2010	PTIAX vs LCTRX
ARINX	Archer Income Fund	-1.63%	Mar 11, 2011	PTIAX vs ARINX
MWIGX	Metropolitan West Investment Grade Credit Fund	-2.35%	Jun 29, 2018	PTIAX vs MWIGX

Other Mutual Funds from Performance Trust Asset Management

Most popular Performance Trust Asset Management mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
PTIMX	Performance Trust Municipal Bond Fund	Municipal Bonds	55	-0.21%	Jun 29, 2011	PTIAX vs PTIMX
PTCRX	Performance Trust Credit Fund	Multisector Bonds	85	-0.52%	Dec 30, 2020	PTIAX vs PTCRX

Often Compared With PTIAX

What investors most often compare with PTIAX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
PIMIX	PIMCO Income Fund Institutional Class	Total Bond Market	81	-1.36%	Mar 30, 2007	PTIAX vs PIMIX
VCIT	Vanguard Intermediate-Term Corporate Bond ETF	Corporate Bonds	74	-0.45%	Nov 19, 2009	PTIAX vs VCIT
PFTSX	PFG Tactical Income Strategy Fund	Diversified Portfolio	54	-3.17%	Apr 30, 2020	PTIAX vs PFTSX
FBNDX	Fidelity Investment Grade Bond Fund	Total Bond Market	53	-0.50%	Aug 6, 1971	PTIAX vs FBNDX
CFICX	Calvert Income Fund	Corporate Bonds	79	-0.99%	Oct 12, 1982	PTIAX vs CFICX
WCPNX	Weitz Core Plus Income Fund	Intermediate Core-Plus Bond	58	-0.68%	Jul 31, 2014	PTIAX vs WCPNX
SPY	State Street SPDR S&P 500 ETF	S&P 500	64	-4.37%	Jan 22, 1993	PTIAX vs SPY
TSIIX	Thornburg Strategic Income Fund	Multisector Bonds	85	-0.55%	Dec 18, 2007	PTIAX vs TSIIX
FTBFX	Fidelity Total Bond Fund	Total Bond Market	63	-0.49%	Oct 15, 2002	PTIAX vs FTBFX
VPLS	Vanguard Core-Plus Bond ETF	Intermediate Core-Plus Bond	67	0.02%	Dec 7, 2023	PTIAX vs VPLS
FTSL	First Trust Senior Loan Fund	High Yield Bonds, Actively Managed	80	-0.80%	May 1, 2013	PTIAX vs FTSL
RPIDX	T. Rowe Price Dynamic Credit Fund	Nontraditional Bonds	98	0.97%	Jan 10, 2019	PTIAX vs RPIDX
EVTR	Eaton Vance Total Return Bond ETF	Intermediate Core-Plus Bond	69	-0.31%	Nov 14, 1984	PTIAX vs EVTR
AGG	iShares Core U.S. Aggregate Bond ETF	Total Bond Market	60	0.02%	Sep 22, 2003	PTIAX vs AGG
BND	Vanguard Total Bond Market ETF	Total Bond Market	59	0.05%	Apr 3, 2007	PTIAX vs BND
FFRHX	Fidelity Floating Rate High Income Fund	High Yield Bonds	84	-0.61%	Aug 16, 2000	PTIAX vs FFRHX
BCPIX	Brandes Core Plus Fixed Income Fund	Intermediate Core-Plus Bond	53	-0.55%	Dec 28, 2007	PTIAX vs BCPIX
FBND	Fidelity Total Bond ETF	Intermediate Core-Plus Bond, Actively Managed	63	0.14%	Oct 6, 2014	PTIAX vs FBND
IUSB	iShares Core Universal USD Bond ETF	Intermediate Core-Plus Bond	66	-0.07%	Jun 10, 2014	PTIAX vs IUSB
VGSBX	VY BrandywineGLOBAL - Bond Portfolio	Intermediate Core-Plus Bond	68	0.21%	Feb 20, 2015	PTIAX vs VGSBX

Compare PTIAX with Any Fund or Stock

Compare PTIAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Performance Trust Strategic Bond Fund

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