Carillon Reams Core Bond Fund (SCCIX) belongs to the Intermediate Core Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SCCIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SCCIX
SCCIX charges 0.40% annually. There are 39 mutual funds in the Intermediate Core Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | — | Dec 2007 | SCCIX vs FMBPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | — | Sep 2014 | SCCIX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | — | Dec 2019 | SCCIX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | — | Dec 2019 | SCCIX vs QDVBX | |
| iShares U.S. Aggregate Bond Index Fund | 0.05% | — | Jul 1993 | SCCIX vs WFBIX |
Best Risk-Adjusted Alternatives to SCCIX
SCCIX has a PortfoliosLab risk / return rank of 22. There are 27 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 61.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Hartford Schroders Tax-Aware Bond Fund | 61 | — | Oct 2011 | SCCIX vs STWTX | |
| Loomis Sayles Securitized Asset Fund | 59 | — | Mar 2006 | SCCIX vs LSSAX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | 55 | — | Aug 1995 | SCCIX vs PCGTX | |
| Manning & Napier Credit Series | 44 | — | Apr 2020 | SCCIX vs MCDWX | |
| DFA Diversified Fixed Income Portfolio | 39 | — | Aug 2016 | SCCIX vs DFXIX |
Top Performing SCCIX Alternatives (YTD)
SCCIX is at 0.30% YTD. There are 16 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 2.72%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 2.72% | — | Aug 1995 | SCCIX vs PCGTX | |
| Loomis Sayles Securitized Asset Fund | 1.20% | — | Mar 2006 | SCCIX vs LSSAX | |
| Hartford Schroders Tax-Aware Bond Fund | 1.08% | — | Oct 2011 | SCCIX vs STWTX | |
| DFA Diversified Fixed Income Portfolio | 0.77% | — | Aug 2016 | SCCIX vs DFXIX | |
| Fidelity SAI Investment Grade Securitized Fund | 0.76% | — | May 2023 | SCCIX vs FSMOX |
Lowest Volatility Alternatives to SCCIX
SCCIX has 4.06% 1-year volatility. There are 86 mutual funds in the Intermediate Core Bond category with lower 1-year volatility, going as low as 2.47%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Education Income Fund | 2.47% | — | Mar 2021 | SCCIX vs FEDUX | |
| Baird Intermediate Bond Fund | 2.49% | — | Sep 2000 | SCCIX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | 2.50% | — | Sep 2000 | SCCIX vs BIMIX | |
| DFA Diversified Fixed Income Portfolio | 2.63% | — | Aug 2016 | SCCIX vs DFXIX | |
| Johnson Institutional Intermediate Bond Fund | 2.73% | — | Aug 2000 | SCCIX vs JIBEX |
Lowest Drawdown Alternatives to SCCIX
SCCIX has a 1-year max drawdown of -3.04%. There are 61 mutual funds in the Intermediate Core Bond category with shallower 1-year drawdowns, going as shallow as -1.69%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Diversified Fixed Income Portfolio | -1.69% | — | Aug 2016 | SCCIX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | — | Mar 2021 | SCCIX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | — | Sep 2000 | SCCIX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | -2.07% | — | Sep 2000 | SCCIX vs BIMIX | |
| Fidelity Intermediate Bond Fund | -2.11% | — | May 1975 | SCCIX vs FTHRX |
Other Mutual Funds from Carillon Family of Funds
The 10 most viewed Carillon Family of Funds mutual funds shown here include HRCPX, BERIX, UMBMX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Carillon ClariVest Capital Appreciation Fund | Large Cap Growth Equities | 36 | 7.93% | — | Dec 1985 | SCCIX vs HRCPX | |
| Chartwell Income Fund | Diversified Portfolio | 66 | 2.51% | — | Sep 1987 | SCCIX vs BERIX | |
| Carillon Scout Mid Cap Fund | Mid Cap Blend Equities | 48 | 14.12% | — | Oct 2006 | SCCIX vs UMBMX | |
| Carillon ClariVest International Stock Fund | Foreign Large Cap Equities | 85 | 20.80% | — | Feb 2013 | SCCIX vs EISIX | |
| Carillon Eagle Mid Cap Growth Fund | Mid Cap Growth Equities | 7 | 8.28% | — | Aug 1998 | SCCIX vs HAGAX | |
| Carillon Reams Unconstrained Bond Fund | Nontraditional Bonds | 39 | 0.98% | — | Sep 2011 | SCCIX vs SUBFX | |
| Chartwell Short Duration High Yield Fund | High Yield Bonds | 97 | 1.84% | — | Jul 2014 | SCCIX vs CWFIX | |
| Carillon Reams Core Plus Bond Fund | Intermediate Core-Plus Bond | 27 | 0.67% | — | Nov 1996 | SCCIX vs SCPZX | |
| Carillon Eagle Growth & Income Fund | Large Cap Value Equities | 57 | 10.15% | — | Dec 1986 | SCCIX vs HRCVX | |
| Chartwell Small Cap Growth Fund | Small Cap Growth Equities | 79 | 29.86% | — | Jun 2017 | SCCIX vs CWSGX |
Often Compared With SCCIX
Investors most often compare SCCIX with BERCX, CRAIX, HRSCX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare SCCIX with Any Fund or Stock
Compare SCCIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SCCIX with funds that move differently
Carillon Reams Core Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SCCIX.
Explore SCCIX Diversifiers