Robinson Opportunistic Income Fund (RBNNX) 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 RBNNX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to RBNNX
RBNNX charges 3.92% annually. There are 186 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 | RBNNX vs FHYSX | |
| Vanguard High-Yield Corporate Fund Admiral Shares | 0.12% | 25.80B | Nov 2001 | RBNNX vs VWEAX | |
| PIA High Yield (MACS) Fund | 0.20% | — | Dec 2017 | RBNNX vs PIAMX | |
| Vanguard High-Yield Corporate Fund Investor Shares | 0.22% | 25.80B | Dec 1978 | RBNNX vs VWEHX | |
| Six Circles Credit Opportunities Fund | 0.29% | — | Nov 2020 | RBNNX vs CRDOX |
Best Risk-Adjusted Alternatives to RBNNX
RBNNX has a PortfoliosLab risk / return rank of 6. There are 182 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 | RBNNX vs XILSX | |
| Cliffwater Corporate Lending Fund | 100 | — | Mar 2019 | RBNNX vs CCLFX | |
| RiverPark Short Term High Yield Fund | 100 | — | Sep 2010 | RBNNX vs RPHIX | |
| Chartwell Short Duration High Yield Fund | 96 | — | Jul 2014 | RBNNX vs CWFIX | |
| Penn Capital Short Duration High Income Fund | 96 | — | Jul 2017 | RBNNX vs PSHNX |
Top Performing RBNNX Alternatives (YTD)
RBNNX is at -1.76% YTD. There are 187 mutual funds in the High Yield Bonds category with higher YTD returns, going as high as 8.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Capital & Income Fund | 8.81% | — | Nov 1977 | RBNNX vs FAGIX | |
| Pioneer ILS Interval Fund | 8.39% | — | Dec 2014 | RBNNX vs XILSX | |
| Fidelity Advisor High Income Advantage Fund Class ... | 7.99% | — | Oct 2018 | RBNNX vs FIQTX | |
| Fidelity Advisor High Income Advantage Fund Class ... | 7.94% | — | Jul 1995 | RBNNX vs FAHCX | |
| Fidelity Advisor High Income Advantage Fund Class ... | 7.76% | — | Jan 1987 | RBNNX vs FAHYX |
Lowest Volatility Alternatives to RBNNX
RBNNX has 5.56% 1-year volatility. There are 172 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 | RBNNX vs CCLFX | |
| RiverPark Short Term High Yield Fund | 0.88% | — | Sep 2010 | RBNNX vs RPHIX | |
| Chartwell Short Duration High Yield Fund | 1.51% | — | Jul 2014 | RBNNX vs CWFIX | |
| Shenkman Capital Short Duration High Income Fund | 1.64% | — | Oct 2012 | RBNNX vs SCFIX | |
| Osterweis Strategic Income Fund | 1.70% | — | Aug 2002 | RBNNX vs OSTIX |
Lowest Drawdown Alternatives to RBNNX
RBNNX has a 1-year max drawdown of -5.10%. There are 179 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 | RBNNX vs RPHIX | |
| Cliffwater Corporate Lending Fund | -0.19% | — | Mar 2019 | RBNNX vs CCLFX | |
| Pioneer ILS Interval Fund | -0.21% | — | Dec 2014 | RBNNX vs XILSX | |
| MainStay MacKay Short Duration High Yield Fund | -1.06% | — | Dec 2012 | RBNNX vs MDHVX | |
| Shenkman Capital Short Duration High Income Fund | -1.11% | — | Oct 2012 | RBNNX vs SCFIX |
Other Mutual Funds from Liberty Street
The 2 most viewed Liberty Street mutual funds shown here include ROBNX, REIIX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Robinson Tax Advantaged Income Fund | Municipal Bonds | 64 | 4.32% | — | Sep 2014 | RBNNX vs ROBNX | |
| West Loop Realty Fund | REIT | — | — | — | Dec 2013 | RBNNX vs REIIX |
Often Compared With RBNNX
Investors most often compare RBNNX with CPMPX, FOCIX, THHYX. These 12 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Changing Parameters Fund | High Yield Bonds | 84 | 0.85% | — | Oct 2006 | RBNNX vs CPMPX | |
| Fairholme Focused Income Fund | High Yield Bonds | 36 | 6.37% | — | Dec 2009 | RBNNX vs FOCIX | |
| Toews Tactical Income Fund | High Yield Bonds | 39 | 0.48% | — | Jun 2010 | RBNNX vs THHYX | |
| RiverPark Strategic Income Fund | High Yield Bonds | 66 | 1.69% | — | Sep 2013 | RBNNX vs RSIIX | |
| T. Rowe Price Floating Rate Fund | High Yield Bonds | 96 | 0.95% | — | Jul 2011 | RBNNX vs PRFRX | |
| Nuveen Global High Income Fund | High Yield Bonds | 16 | 5.33% | — | Nov 2014 | RBNNX vs JGH | |
| Franklin Templeton SMACS: Series I | High Yield Bonds | 94 | 3.68% | — | Jun 2019 | RBNNX vs FQTIX | |
| T. Rowe Price Credit Opportunities Fund | High Yield Bonds | 93 | 1.41% | — | Apr 2014 | RBNNX vs PRCPX | |
| American Beacon SiM High Yield Opportunities Fund ... | High Yield Bonds | 96 | 1.95% | — | Feb 2011 | RBNNX vs SHOYX | |
| American Beacon SiM High Yld Opps Fund | High Yield Bonds | 96 | 1.80% | — | Feb 2011 | RBNNX vs SHYPX | |
| Fidelity Series High Income Fund | High Yield Bonds | 96 | 3.22% | — | Mar 2011 | RBNNX vs FSHNX | |
| Payden High Income Fund | High Yield Bonds | 94 | 2.44% | — | Dec 1997 | RBNNX vs PYHRX |
Compare RBNNX with Any Fund or Stock
Compare RBNNX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair RBNNX with funds that move differently
Robinson Opportunistic Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RBNNX.
Explore RBNNX Diversifiers