Aspiriant Risk-Managed Taxable Bond Fund (RMTBX) 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 RMTBX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to RMTBX
RMTBX charges 0.69% annually. There are 84 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 | RMTBX vs MCFIX | |
| State Street Income Fund | 0.20% | — | Jan 1980 | RMTBX vs SSASX | |
| TIAA-CREF Core Bond Fund | 0.29% | — | Jul 1999 | RMTBX vs TIBDX | |
| Elfun Income Fund | 0.29% | — | Dec 1984 | RMTBX vs EINFX | |
| Baird Core Plus Bond Fund | 0.30% | — | Sep 2000 | RMTBX vs BCOIX |
Best Risk-Adjusted Alternatives to RMTBX
RMTBX has a PortfoliosLab risk / return rank of 22. There are 92 mutual funds in the Intermediate Core-Plus Bond category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | 98 | — | Jul 2016 | RMTBX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 95 | — | Jul 2010 | RMTBX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 94 | — | Jul 2010 | RMTBX vs LCTRX | |
| MassMutual Diversified Bond Fund | 83 | — | May 1999 | RMTBX vs MDVAX | |
| GMO Multi-Sector Fixed Income Fund | 76 | — | Apr 1997 | RMTBX vs GUGAX |
Top Performing RMTBX Alternatives (YTD)
RMTBX is at 0.12% YTD. There are 115 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 3.04%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| 1290 Diversified Bond Fund | 3.04% | — | Jul 2015 | RMTBX vs TNUIX | |
| Putnam Mortgage Securities Fund | 2.76% | — | Feb 1984 | RMTBX vs PGSIX | |
| MassMutual Diversified Bond Fund | 2.59% | — | May 1999 | RMTBX vs MDVAX | |
| SEI Tax Exempt Trust Tax-Advantaged Income Fund | 2.33% | — | Sep 2007 | RMTBX vs SEATX | |
| Holbrook Income Fund Class I | 2.22% | — | Jul 2016 | RMTBX vs HOBIX |
Lowest Volatility Alternatives to RMTBX
RMTBX has 3.67% 1-year volatility. There are 33 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.11%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AAMA Income Fund | 1.11% | — | Jun 2017 | RMTBX vs AMFIX | |
| Archer Income Fund | 1.80% | — | Mar 2011 | RMTBX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.95% | — | Jul 2010 | RMTBX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | 2.01% | — | Jul 2010 | RMTBX vs LCTIX | |
| Holbrook Income Fund Class I | 2.02% | — | Jul 2016 | RMTBX vs HOBIX |
Lowest Drawdown Alternatives to RMTBX
RMTBX has a 1-year max drawdown of -3.52%. There are 119 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 | RMTBX vs HOBIX | |
| AAMA Income Fund | -0.74% | — | Jun 2017 | RMTBX vs AMFIX | |
| GMO Multi-Sector Fixed Income Fund | -1.16% | — | Apr 1997 | RMTBX vs GUGAX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | — | Jul 2010 | RMTBX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | -1.17% | — | Jul 2010 | RMTBX vs LCTIX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 34 | 12.06% | — | Sep 2021 | RMTBX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 66 | 10.17% | — | Jul 1993 | RMTBX vs WFSPX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 95 | 12.96% | — | Dec 2012 | RMTBX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 67 | 12.50% | — | May 2011 | RMTBX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 76 | 12.03% | — | Dec 1991 | RMTBX vs FASGX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 31 | 2.24% | — | Aug 2005 | RMTBX vs BDJ | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 60 | 11.24% | — | Jul 2010 | RMTBX vs ASFYX | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 66 | 43.57% | — | Apr 2000 | RMTBX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 79 | 7.59% | — | Oct 2007 | RMTBX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 75 | 14.24% | — | Sep 1999 | RMTBX vs FAMRX |
Often Compared With RMTBX
Investors most often compare RMTBX with VFAIX, VTCLX, VTMFX. These 6 comparison targets span 6 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Vanguard Financials Index Fund Admiral Shares | Financials Equities | 8 | -1.21% | 13.50B | Feb 2004 | RMTBX vs VFAIX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 64 | 10.03% | 30.00B | Sep 1994 | RMTBX vs VTCLX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio, Municipal Bonds | 76 | 5.44% | 12.30B | Sep 1994 | RMTBX vs VTMFX | |
| Ancora Income Fund | Intermediate Core-Plus Bond | 23 | 1.96% | — | Jan 2004 | RMTBX vs AAIIX | |
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 70 | 20.41% | — | Jan 2000 | RMTBX vs NASDX | |
| Nuveen Core Plus Impact Fund | Intermediate Core-Plus Bond | 4 | 2.00% | — | Apr 2021 | RMTBX vs NPCT |
Compare RMTBX with Any Fund or Stock
Compare RMTBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair RMTBX with funds that move differently
Aspiriant Risk-Managed Taxable Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RMTBX.
Explore RMTBX Diversifiers