Rational Special Situations Income Fund (RFXIX) Alternatives

Rational Special Situations Income Fund (RFXIX) 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 RFXIX. 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 RFXIX

RFXIX charges 1.76% annually. Among mutual funds in the Multisector Bonds category, these options have the lowest expense ratios among RFXIX alternatives.

Symbol	Name	Expense Ratio	Inception
DBSCX	Doubleline Selective Credit Fund	0.05%	Aug 3, 2014	RFXIX vs DBSCX
VMSAX	Vanguard Multi-Sector Income Bond Fund Admiral Sha...	0.30%	Oct 12, 2021	RFXIX vs VMSAX
JMSIX	JPMorgan Income Fund	0.40%	Jun 1, 2014	RFXIX vs JMSIX
BWDTX	Boyd Watterson Limited Duration Enhanced Income Fu...	0.40%	Jul 28, 2016	RFXIX vs BWDTX
MOFIX	Mercer Opportunistic Fixed Income Fund	0.44%	Aug 20, 2013	RFXIX vs MOFIX

Best Risk-Adjusted Alternatives to RFXIX

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
NWXHX	Nationwide Amundi Strategic Income Fund	99	Nov 1, 2015	RFXIX vs NWXHX
CBLDX	CrossingBridge Low Duration High Yield Fund	98	Jan 30, 2018	RFXIX vs CBLDX
NWXEX	Nationwide Strategic Income A	98	Nov 2, 2015	RFXIX vs NWXEX
JSVIX	Easterly Income Opportunities Fund	98	Aug 20, 2018	RFXIX vs JSVIX
DBSCX	Doubleline Selective Credit Fund	98	Aug 3, 2014	RFXIX vs DBSCX

Top Performing RFXIX Alternatives (YTD)

RFXIX alternatives from the Multisector Bonds category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
CRMVX	Conquer Risk Managed Volatility Fund	1.11%	Jun 30, 2020	RFXIX vs CRMVX
DBSCX	Doubleline Selective Credit Fund	0.84%	Aug 3, 2014	RFXIX vs DBSCX
NWXHX	Nationwide Amundi Strategic Income Fund	0.76%	Nov 1, 2015	RFXIX vs NWXHX
AXSIX	Axonic Strategic Income Fund	0.69%	Dec 29, 2019	RFXIX vs AXSIX
NWXEX	Nationwide Strategic Income A	0.69%	Nov 2, 2015	RFXIX vs NWXEX

Lowest Volatility Alternatives to RFXIX

RFXIX alternatives from the Multisector Bonds category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
CBLDX	CrossingBridge Low Duration High Yield Fund	1.45%	Jan 30, 2018	RFXIX vs CBLDX
MZLSX	Muzinich Low Duration Fund	1.57%	Jun 29, 2016	RFXIX vs MZLSX
NWXEX	Nationwide Strategic Income A	1.60%	Nov 2, 2015	RFXIX vs NWXEX
NWXHX	Nationwide Amundi Strategic Income Fund	1.62%	Nov 1, 2015	RFXIX vs NWXHX
BWDTX	Boyd Watterson Limited Duration Enhanced Income Fu...	1.93%	Jul 28, 2016	RFXIX vs BWDTX

Lowest Drawdown Alternatives to RFXIX

RFXIX alternatives from the Multisector Bonds category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
CBLDX	CrossingBridge Low Duration High Yield Fund	-0.93%	Jan 30, 2018	RFXIX vs CBLDX
NWXEX	Nationwide Strategic Income A	-1.20%	Nov 2, 2015	RFXIX vs NWXEX
AXSIX	Axonic Strategic Income Fund	-1.22%	Dec 29, 2019	RFXIX vs AXSIX
BWDTX	Boyd Watterson Limited Duration Enhanced Income Fu...	-1.22%	Jul 28, 2016	RFXIX vs BWDTX
NWXHX	Nationwide Amundi Strategic Income Fund	-1.30%	Nov 1, 2015	RFXIX vs NWXHX

Other Mutual Funds from Rational Funds

Most popular Rational Funds mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
RDMIX	Rational/ReSolve Adaptive Asset Allocation Fund	Macro Trading	37	2.69%	Sep 29, 2016	RFXIX vs RDMIX
HRSTX	Rational Tactical Return Fund	Options Trading	19	-1.80%	Apr 30, 2007	RFXIX vs HRSTX
PBXIX	Rational/Pier 88 Convertible Securities Fund	Convertible Bonds	7	-2.92%	Dec 5, 2019	RFXIX vs PBXIX
HDCTX	Rational Equity Armor Fund	Large Cap Value Equities	59	-2.29%	Feb 28, 2001	RFXIX vs HDCTX

Often Compared With RFXIX

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

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
AGG	iShares Core U.S. Aggregate Bond ETF	Total Bond Market	60	0.02%	Sep 22, 2003	RFXIX vs AGG
BIBL	Inspire 100 ETF	Large Cap Growth Equities	72	4.92%	Oct 30, 2017	RFXIX vs BIBL
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	65	-4.01%	Jun 27, 2016	RFXIX vs VTI
BND	Vanguard Total Bond Market ETF	Total Bond Market	59	0.05%	Apr 3, 2007	RFXIX vs BND
FTEC	Fidelity MSCI Information Technology Index ETF	Technology Equities	68	-7.30%	Oct 21, 2013	RFXIX vs FTEC
VOO	Vanguard S&P 500 ETF	S&P 500	65	-4.42%	Sep 7, 2010	RFXIX vs VOO
ONEQ	Fidelity NASDAQ Composite Index Tracking Stock	Large Cap Growth Equities	72	-6.77%	Sep 25, 2003	RFXIX vs ONEQ
QDSIX	AQR Diversifying Strategies Fund	Multistrategy	89	2.86%	Jun 7, 2020	RFXIX vs QDSIX
SPY	State Street SPDR S&P 500 ETF	S&P 500	64	-4.37%	Jan 22, 1993	RFXIX vs SPY
PYLD	PIMCO ETF Trust - PIMCO Multisector Bond Active Ex...	Multisector Bonds	83	-0.92%	Jun 21, 2023	RFXIX vs PYLD
ETSIX	Eaton Vance Strategic Income Fund Class I	Multisector Bonds	97	0.45%	Jan 23, 1998	RFXIX vs ETSIX
KIO	KKR Income Opportunities Fund	Multisector Bonds	6	-2.01%	Jul 25, 2013	RFXIX vs KIO
MXIIX	Touchstone Flexible Income Fund	Multisector Bonds	60	-0.48%	Aug 31, 1998	RFXIX vs MXIIX
ADVNX	North Square Strategic Income Fund	Multisector Bonds	93	0.41%	Dec 30, 2012	RFXIX vs ADVNX
ICMUX	Intrepid Income Fund	Multisector Bonds	94	-0.24%	Jul 1, 2007	RFXIX vs ICMUX
ANGLX	Angel Oak Multi-Strategy Income Fund	Multisector Bonds	97	0.41%	Jun 27, 2011	RFXIX vs ANGLX
BRW	Saba Capital Income & Opportunities Fund	Multisector Bonds	6	-0.08%	Dec 2, 1987	RFXIX vs BRW
CBRDX	CrossingBridge Responsible Credit Fund	Multisector Bonds	81	0.44%	Jun 29, 2021	RFXIX vs CBRDX
IOFIX	AlphaCentric Income Opportunities Fund	Multisector Bonds	81	0.00%	May 27, 2015	RFXIX vs IOFIX
PFN	PIMCO Income Strategy Fund II	Multisector Bonds	11	-5.40%	Oct 27, 2004	RFXIX vs PFN

Compare RFXIX with Any Fund or Stock

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

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Rational Special Situations Income Fund

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