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 a closer substitute for your current allocation.
Cheapest Alternatives to SAVYX
SAVYX charges 0.55% annually. There are 65 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 | SAVYX vs MCFIX | |
| State Street Income Fund | 0.20% | — | Jan 1980 | SAVYX vs SSASX | |
| Elfun Income Fund | 0.29% | — | Dec 1984 | SAVYX vs EINFX | |
| TIAA-CREF Core Bond Fund | 0.29% | — | Jul 1999 | SAVYX vs TIBDX | |
| Baird Core Plus Bond Fund | 0.30% | — | Sep 2000 | SAVYX vs BCOIX |
Best Risk-Adjusted Alternatives to SAVYX
SAVYX has a PortfoliosLab risk / return rank of 32. There are 20 mutual funds in the Intermediate Core-Plus Bond category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | 99 | — | Jul 2016 | SAVYX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 95 | — | Jul 2010 | SAVYX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 94 | — | Jul 2010 | SAVYX vs LCTRX | |
| GMO Multi-Sector Fixed Income Fund | 89 | — | Apr 1997 | SAVYX vs GUGAX | |
| MassMutual Diversified Bond Fund | 88 | — | May 1999 | SAVYX vs MDVAX |
Top Performing SAVYX Alternatives (YTD)
SAVYX is at 0.23% YTD. There are 28 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 3.56%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Core Plus Impact Fund | 3.56% | — | Apr 2021 | SAVYX vs NPCT | |
| 1290 Diversified Bond Fund | 3.25% | — | Jul 2015 | SAVYX vs TNUIX | |
| MassMutual Diversified Bond Fund | 2.69% | — | May 1999 | SAVYX vs MDVAX | |
| Holbrook Income Fund Class I | 2.55% | — | Jul 2016 | SAVYX vs HOBIX | |
| SEI Tax Exempt Trust Tax-Advantaged Income Fund | 2.44% | — | Sep 2007 | SAVYX vs SEATX |
Lowest Volatility Alternatives to SAVYX
SAVYX has 3.48% 1-year volatility. There are 14 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.15%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AAMA Income Fund | 1.15% | — | Jun 2017 | SAVYX vs AMFIX | |
| Archer Income Fund | 1.81% | — | Mar 2011 | SAVYX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.96% | — | Jul 2010 | SAVYX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | 2.01% | — | Jul 2010 | SAVYX vs LCTIX | |
| Holbrook Income Fund Class I | 2.04% | — | Jul 2016 | SAVYX vs HOBIX |
Lowest Drawdown Alternatives to SAVYX
SAVYX has a 1-year max drawdown of -2.78%. There are 34 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 | SAVYX vs HOBIX | |
| AAMA Income Fund | -0.74% | — | Jun 2017 | SAVYX vs AMFIX | |
| GMO Multi-Sector Fixed Income Fund | -1.00% | — | Apr 1997 | SAVYX vs GUGAX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | — | Jul 2010 | SAVYX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | -1.17% | — | Jul 2010 | SAVYX 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 | 39 | 28.12% | — | Oct 2019 | SAVYX vs AIO | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 97 | 3.03% | — | Feb 2006 | SAVYX vs SAMBX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 1 | -3.82% | — | Mar 2018 | SAVYX vs VKSIX | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 7 | 8.08% | — | Oct 1996 | SAVYX vs PKSFX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 6 | 4.40% | — | Oct 1995 | SAVYX vs PSTAX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 2 | 0.99% | — | Jun 2009 | SAVYX vs VIMCX | |
| The Merger Fund | Event Driven | 97 | 1.57% | — | Jan 1989 | SAVYX vs MERFX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 1 | -2.14% | — | Jun 2006 | SAVYX vs PXSGX | |
| Virtus Stone Harbor Emerging Markets Income Fund | Emerging Markets Bonds | 50 | 15.12% | — | Dec 2010 | SAVYX vs EDF | |
| Virtus Tactical Allocation Fund | Diversified Portfolio | 4 | 1.31% | — | Sep 1940 | SAVYX vs NAINX |
Often Compared With SAVYX
Investors most often compare SAVYX with HLIPX, STCIX, PHRAX. These 16 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare SAVYX with Any Fund or Stock
Compare SAVYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SAVYX with funds that move differently
Virtus Newfleet Core Plus Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SAVYX.
Explore SAVYX Diversifiers