Virtus Seix Total Return Bond Fund (SAMFX) 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 SAMFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SAMFX
SAMFX charges 0.46% annually. There are 33 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 | SAMFX vs MCFIX | |
| State Street Income Fund | 0.20% | — | Jan 1980 | SAMFX vs SSASX | |
| Elfun Income Fund | 0.29% | — | Dec 1984 | SAMFX vs EINFX | |
| TIAA-CREF Core Bond Fund | 0.29% | — | Jul 1999 | SAMFX vs TIBDX | |
| Baird Core Plus Bond Fund | 0.30% | — | Sep 2000 | SAMFX vs BCOIX |
Best Risk-Adjusted Alternatives to SAMFX
SAMFX has a PortfoliosLab risk / return rank of 16. There are 112 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 | SAMFX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 94 | — | Jul 2010 | SAMFX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 92 | — | Jul 2010 | SAMFX vs LCTRX | |
| MassMutual Diversified Bond Fund | 82 | — | May 1999 | SAMFX vs MDVAX | |
| GMO Multi-Sector Fixed Income Fund | 76 | — | Apr 1997 | SAMFX vs GUGAX |
Top Performing SAMFX Alternatives (YTD)
SAMFX is at -0.09% YTD. There are 111 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 2.68%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| 1290 Diversified Bond Fund | 2.68% | — | Jul 2015 | SAMFX vs TNUIX | |
| Putnam Mortgage Securities Fund | 2.64% | — | Feb 1984 | SAMFX vs PGSIX | |
| MassMutual Diversified Bond Fund | 2.47% | — | May 1999 | SAMFX vs MDVAX | |
| Nuveen Core Plus Impact Fund | 2.41% | — | Apr 2021 | SAMFX vs NPCT | |
| Holbrook Income Fund Class I | 2.22% | — | Jul 2016 | SAMFX vs HOBIX |
Lowest Volatility Alternatives to SAMFX
SAMFX has 3.91% 1-year volatility. There are 72 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.12%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AAMA Income Fund | 1.12% | — | Jun 2017 | SAMFX vs AMFIX | |
| Archer Income Fund | 1.80% | — | Mar 2011 | SAMFX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.96% | — | Jul 2010 | SAMFX vs LCTRX | |
| Holbrook Income Fund Class I | 2.02% | — | Jul 2016 | SAMFX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 2.02% | — | Jul 2010 | SAMFX vs LCTIX |
Lowest Drawdown Alternatives to SAMFX
SAMFX has a 1-year max drawdown of -3.09%. There are 88 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 | SAMFX vs HOBIX | |
| AAMA Income Fund | -0.74% | — | Jun 2017 | SAMFX vs AMFIX | |
| GMO Multi-Sector Fixed Income Fund | -1.16% | — | Apr 1997 | SAMFX vs GUGAX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | — | Jul 2010 | SAMFX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | -1.17% | — | Jul 2010 | SAMFX vs LCTIX |
Other Mutual Funds from Virtus
The 10 most viewed Virtus mutual funds shown here include AIO, SAMBX, VKSIX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Virtus Artificial Intelligence & Technology Opport... | Technology Equities | 48 | 32.52% | — | Oct 2019 | SAMFX vs AIO | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 97 | 2.42% | — | Feb 2006 | SAMFX vs SAMBX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 1 | -7.39% | — | Mar 2018 | SAMFX vs VKSIX | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 8 | 6.08% | — | Oct 1996 | SAMFX vs PKSFX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 7 | 4.90% | — | Oct 1995 | SAMFX vs PSTAX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 3 | -0.23% | — | Jun 2009 | SAMFX vs VIMCX | |
| The Merger Fund | Event Driven | 97 | 1.33% | — | Jan 1989 | SAMFX vs MERFX | |
| Virtus Tactical Allocation Fund | Diversified Portfolio | 5 | 0.89% | — | Sep 1940 | SAMFX vs NAINX | |
| Virtus Duff & Phelps Real Estate Securities Fund | REIT | 22 | 15.62% | — | Mar 1995 | SAMFX vs PHRAX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 0 | -8.38% | — | Jun 2006 | SAMFX vs PXSGX |
Often Compared With SAMFX
Investors most often compare SAMFX with BRLN, VGSBX, TGRNX. These 11 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare SAMFX with Any Fund or Stock
Compare SAMFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SAMFX with funds that move differently
Virtus Seix Total Return Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SAMFX.
Explore SAMFX Diversifiers