Virtus Newfleet Core Plus Bond Fund (SAVYX) Alternatives
Virtus Newfleet Core Plus Bond Fund (SAVYX) 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 SAVYX. 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 SAVYX
SAVYX charges 0.55% annually. Among mutual funds in the Intermediate Core-Plus Bond category, these options have the lowest expense ratios among SAVYX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | Aug 15, 2005 | SAVYX vs MCFIX | |
| State Street Income Fund | 0.20% | Jan 2, 1980 | SAVYX vs SSASX | |
| Elfun Income Fund | 0.29% | Dec 31, 1984 | SAVYX vs EINFX | |
| TIAA-CREF Core Bond Fund | 0.29% | Jul 1, 1999 | SAVYX vs TIBDX | |
| Baird Core Plus Bond Fund | 0.30% | Sep 29, 2000 | SAVYX vs BCOIX |
Best Risk-Adjusted Alternatives to SAVYX
Among mutual funds in the Intermediate Core-Plus Bond 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 | |
|---|---|---|---|---|
| Holbrook Income Fund Class I | 99 | Jul 6, 2016 | SAVYX vs HOBIX | |
| AAMA Income Fund | 98 | Jun 30, 2017 | SAVYX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 94 | Jul 30, 2010 | SAVYX vs LCTRX | |
| Archer Income Fund | 87 | Mar 11, 2011 | SAVYX vs ARINX | |
| MassMutual Diversified Bond Fund | 80 | May 3, 1999 | SAVYX vs MDVAX |
Top Performing SAVYX Alternatives (YTD)
SAVYX alternatives from the Intermediate Core-Plus Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Nuveen Core Plus Impact Fund | 3.03% | Apr 28, 2021 | SAVYX vs NPCT | |
| GMO Multi-Sector Fixed Income Fund | 0.96% | Apr 30, 1997 | SAVYX vs GUGAX | |
| Putnam Mortgage Securities Fund | 0.88% | Feb 8, 1984 | SAVYX vs PGSIX | |
| Holbrook Income Fund Class I | 0.82% | Jul 6, 2016 | SAVYX vs HOBIX | |
| TCW Total Return Bond Fund | 0.57% | Jun 17, 1993 | SAVYX vs TGLMX |
Lowest Volatility Alternatives to SAVYX
SAVYX alternatives from the Intermediate Core-Plus Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| AAMA Income Fund | 0.98% | Jun 30, 2017 | SAVYX vs AMFIX | |
| Archer Income Fund | 1.85% | Mar 11, 2011 | SAVYX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.90% | Jul 30, 2010 | SAVYX vs LCTRX | |
| Holbrook Income Fund Class I | 2.09% | Jul 6, 2016 | SAVYX vs HOBIX | |
| TIAA-CREF Green Bond Fund | 3.36% | Nov 16, 2018 | SAVYX vs TGRNX |
Lowest Drawdown Alternatives to SAVYX
SAVYX alternatives from the Intermediate Core-Plus Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.72% | Jul 6, 2016 | SAVYX vs HOBIX | |
| AAMA Income Fund | -0.74% | Jun 30, 2017 | SAVYX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | Jul 30, 2010 | SAVYX vs LCTRX | |
| Archer Income Fund | -1.63% | Mar 11, 2011 | SAVYX vs ARINX | |
| Metropolitan West Investment Grade Credit Fund | -2.35% | Jun 29, 2018 | SAVYX vs MWIGX |
Other Mutual Funds from Virtus
Most popular Virtus mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Virtus Artificial Intelligence & Technology Opport... | Technology Equities | 38 | 0.42% | Oct 29, 2019 | SAVYX vs AIO | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 8 | -0.51% | Oct 18, 1996 | SAVYX vs PKSFX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 1 | -8.94% | Mar 7, 2018 | SAVYX vs VKSIX | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 94 | -0.19% | Feb 28, 2006 | SAVYX vs SAMBX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 4 | -6.62% | Jun 22, 2009 | SAVYX vs VIMCX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 0 | -12.20% | Jun 28, 2006 | SAVYX vs PXSGX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 3 | -16.13% | Oct 16, 1995 | SAVYX vs PSTAX | |
| The Merger Fund | Event Driven | 99 | 0.46% | Jan 30, 1989 | SAVYX vs MERFX | |
| Virtus Silvant Large-Cap Growth Stock Fund | Large Cap Growth Equities | 23 | -14.37% | Jun 9, 1992 | SAVYX vs STCIX | |
| Virtus Duff & Phelps Real Estate Securities Fund | REIT | 11 | 2.88% | Mar 1, 1995 | SAVYX vs PHRAX |
Often Compared With SAVYX
What investors most often compare with SAVYX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| JPMorgan Core Plus Bond Fund | Intermediate Core-Plus Bond | 64 | -0.31% | Mar 5, 1993 | SAVYX vs HLIPX | |
| Ancora Income Fund | Intermediate Core-Plus Bond | 21 | -0.31% | Jan 5, 2004 | SAVYX vs AAIIX | |
| VY BrandywineGLOBAL - Bond Portfolio | Intermediate Core-Plus Bond | 68 | 0.21% | Feb 20, 2015 | SAVYX vs VGSBX | |
| Brandes Core Plus Fixed Income Fund | Intermediate Core-Plus Bond | 53 | -0.55% | Dec 28, 2007 | SAVYX vs BCPIX |
Compare SAVYX with Any Fund or Stock
Compare SAVYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.