Regan Total Return Income Fund (RCTRX) belongs to the Nontraditional Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with RCTRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to RCTRX
RCTRX charges 1.54% annually. There are 58 mutual funds in the Nontraditional Bonds category with lower expense ratios, going as low as 0.47%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Mortgage Opportunities Fund | 0.47% | — | Apr 2015 | RCTRX vs PMOTX | |
| GMO Opportunistic Income Fund | 0.47% | — | Oct 2011 | RCTRX vs GMODX | |
| Carillon Reams Unconstrained Bond Fund | 0.50% | — | Sep 2011 | RCTRX vs SUBFX | |
| FPA Flexible Fixed Income Fund | 0.51% | — | Dec 2018 | RCTRX vs FPFIX | |
| PIMCO Strategic Bond Fund | 0.51% | — | Jan 2009 | RCTRX vs PUTIX |
Best Risk-Adjusted Alternatives to RCTRX
RCTRX has a PortfoliosLab risk / return rank of 83. There are 17 mutual funds in the Nontraditional Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Cliffwater Enhanced Lending Fund | 100 | — | Jul 2021 | RCTRX vs CELFX | |
| Victory Pioneer Cat Bond Fund Class Y | 100 | — | Jan 2023 | RCTRX vs CBYYX | |
| PGIM Securitized Credit Fund | 100 | — | Jun 2019 | RCTRX vs SCFZX | |
| Eaton Vance Global Macro Absolute Return Fund | 99 | — | Jun 2007 | RCTRX vs EIGMX | |
| Artisan Global Unconstrained Fund | 99 | — | Mar 2022 | RCTRX vs APFPX |
Top Performing RCTRX Alternatives (YTD)
RCTRX is at 0.53% YTD. There are 48 mutual funds in the Nontraditional Bonds category with higher YTD returns, going as high as 8.55%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Eaton Vance Global Macro Absolute Return Advantage... | 8.55% | — | Aug 2010 | RCTRX vs EGRIX | |
| Putnam Mortgage Opportunities Fund | 5.66% | — | Apr 2015 | RCTRX vs PMOTX | |
| Eaton Vance Global Macro Absolute Return Fund | 5.42% | — | Jun 2007 | RCTRX vs EIGMX | |
| Artisan Global Unconstrained Fund | 5.11% | — | Mar 2022 | RCTRX vs APFPX | |
| Cliffwater Enhanced Lending Fund | 4.56% | — | Jul 2021 | RCTRX vs CELFX |
Lowest Volatility Alternatives to RCTRX
RCTRX has 1.83% 1-year volatility. There are 10 mutual funds in the Nontraditional Bonds category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Cliffwater Enhanced Lending Fund | 0.85% | — | Jul 2021 | RCTRX vs CELFX | |
| Dunham Long/Short Credit Fund | 1.07% | — | Dec 2004 | RCTRX vs DCAIX | |
| Victory Pioneer Cat Bond Fund Class Y | 1.20% | — | Jan 2023 | RCTRX vs CBYYX | |
| BlackRock Global Long/Short Credit Fund | 1.36% | — | Sep 2011 | RCTRX vs BGCIX | |
| GMO Opportunistic Income Fund | 1.43% | — | Oct 2011 | RCTRX vs GMODX |
Lowest Drawdown Alternatives to RCTRX
RCTRX has a 1-year max drawdown of -1.44%. There are 13 mutual funds in the Nontraditional Bonds category with shallower 1-year drawdowns, going as shallow as -0.09%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Pioneer Cat Bond Fund Class Y | -0.09% | — | Jan 2023 | RCTRX vs CBYYX | |
| Cliffwater Enhanced Lending Fund | -0.18% | — | Jul 2021 | RCTRX vs CELFX | |
| PGIM Securitized Credit Fund | -0.31% | — | Jun 2019 | RCTRX vs SCFZX | |
| Dunham Long/Short Credit Fund | -0.49% | — | Dec 2004 | RCTRX vs DCAIX | |
| GMO Opportunistic Income Fund | -0.65% | — | Oct 2011 | RCTRX vs GMODX |
Often Compared With RCTRX
Investors most often compare RCTRX with AXSIX, VTI, TUIFX. These 17 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare RCTRX with Any Fund or Stock
Compare RCTRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair RCTRX with funds that move differently
Regan Total Return Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RCTRX.
Explore RCTRX Diversifiers