Carillon Reams Core Plus Bond Fund (SCPZX) Alternatives
Carillon Reams Core Plus Bond Fund (SCPZX) 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 SCPZX. 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 SCPZX
SCPZX charges 0.40% annually. Among mutual funds in the Intermediate Core-Plus Bond category, these options have the lowest expense ratios among SCPZX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | Aug 15, 2005 | SCPZX vs MCFIX | |
| State Street Income Fund | 0.20% | Jan 2, 1980 | SCPZX vs SSASX | |
| Elfun Income Fund | 0.29% | Dec 31, 1984 | SCPZX vs EINFX | |
| TIAA-CREF Core Bond Fund | 0.29% | Jul 1, 1999 | SCPZX vs TIBDX | |
| Baird Core Plus Bond Fund | 0.30% | Sep 29, 2000 | SCPZX vs BCOIX |
Best Risk-Adjusted Alternatives to SCPZX
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 | SCPZX vs HOBIX | |
| AAMA Income Fund | 98 | Jun 30, 2017 | SCPZX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 94 | Jul 30, 2010 | SCPZX vs LCTRX | |
| Archer Income Fund | 87 | Mar 11, 2011 | SCPZX vs ARINX | |
| MassMutual Diversified Bond Fund | 80 | May 3, 1999 | SCPZX vs MDVAX |
Top Performing SCPZX Alternatives (YTD)
SCPZX 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 | SCPZX vs NPCT | |
| GMO Multi-Sector Fixed Income Fund | 0.96% | Apr 30, 1997 | SCPZX vs GUGAX | |
| Putnam Mortgage Securities Fund | 0.88% | Feb 8, 1984 | SCPZX vs PGSIX | |
| Holbrook Income Fund Class I | 0.82% | Jul 6, 2016 | SCPZX vs HOBIX | |
| TCW Total Return Bond Fund | 0.57% | Jun 17, 1993 | SCPZX vs TGLMX |
Lowest Volatility Alternatives to SCPZX
SCPZX 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 | SCPZX vs AMFIX | |
| Archer Income Fund | 1.85% | Mar 11, 2011 | SCPZX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.90% | Jul 30, 2010 | SCPZX vs LCTRX | |
| Holbrook Income Fund Class I | 2.09% | Jul 6, 2016 | SCPZX vs HOBIX | |
| TIAA-CREF Green Bond Fund | 3.36% | Nov 16, 2018 | SCPZX vs TGRNX |
Lowest Drawdown Alternatives to SCPZX
SCPZX 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 | SCPZX vs HOBIX | |
| AAMA Income Fund | -0.74% | Jun 30, 2017 | SCPZX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | Jul 30, 2010 | SCPZX vs LCTRX | |
| Archer Income Fund | -1.63% | Mar 11, 2011 | SCPZX vs ARINX | |
| Metropolitan West Investment Grade Credit Fund | -2.35% | Jun 29, 2018 | SCPZX vs MWIGX |
Other Mutual Funds from Carillon Family of Funds
Most popular Carillon Family of Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Carillon ClariVest Capital Appreciation Fund | Large Cap Growth Equities | 53 | -11.20% | Dec 12, 1985 | SCPZX vs HRCPX | |
| Carillon Scout Mid Cap Fund | Mid Cap Blend Equities | 66 | 1.19% | Oct 31, 2006 | SCPZX vs UMBMX | |
| Carillon Eagle Mid Cap Growth Fund | Mid Cap Growth Equities | 12 | -7.73% | Aug 20, 1998 | SCPZX vs HAGAX | |
| Carillon ClariVest International Stock Fund | Foreign Large Cap Equities | 89 | 0.22% | Feb 27, 2013 | SCPZX vs EISIX | |
| Chartwell Small Cap Growth Fund | Small Cap Growth Equities | 67 | -1.30% | Jun 16, 2017 | SCPZX vs CWSGX | |
| Carillon Eagle Growth & Income Fund | Large Cap Value Equities | 54 | -0.63% | Dec 15, 1986 | SCPZX vs HRCVX | |
| Carillon Reams Core Bond Fund | Intermediate Core Bond | 60 | -0.08% | Feb 23, 2001 | SCPZX vs SCCIX | |
| Chartwell Small Cap Value Fund | Small Cap Value Equities | 25 | 3.65% | Mar 16, 2012 | SCPZX vs CWSIX | |
| Carillon Reams Unconstrained Bond Fund | Nontraditional Bonds | 94 | 0.26% | Sep 28, 2011 | SCPZX vs SUBFX | |
| Carillon Eagle Small Cap Growth Fund | Small Cap Growth Equities | 29 | -5.22% | May 7, 1993 | SCPZX vs HRSCX |
Often Compared With SCPZX
What investors most often compare with SCPZX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard Total Bond Market Index Fund Institutiona... | Total Bond Market | 56 | -0.49% | Sep 18, 1995 | SCPZX vs VBTIX | |
| Vanguard Short-Term Treasury Index Fund Admiral Sh... | Government Bonds | 97 | 0.19% | Dec 28, 2009 | SCPZX vs VSBSX | |
| Vanguard High-Yield Corporate Fund Investor Shares | High Yield Bonds | 91 | -1.70% | Dec 27, 1978 | SCPZX vs VWEHX | |
| Chartwell Mid Cap Value Fund | Mid Cap Value Equities | 27 | -1.38% | May 1, 2002 | SCPZX vs BERCX | |
| Chartwell Short Duration High Yield Fund | High Yield Bonds | 97 | -0.40% | Jul 15, 2014 | SCPZX vs CWFIX | |
| Ancora Income Fund | Intermediate Core-Plus Bond | 21 | -0.31% | Jan 5, 2004 | SCPZX vs AAIIX | |
| Chartwell Income Fund | Diversified Portfolio | 96 | 3.53% | Sep 2, 1987 | SCPZX vs BERIX | |
| VY BrandywineGLOBAL - Bond Portfolio | Intermediate Core-Plus Bond | 68 | 0.21% | Feb 20, 2015 | SCPZX vs VGSBX | |
| Brandes Core Plus Fixed Income Fund | Intermediate Core-Plus Bond | 53 | -0.55% | Dec 28, 2007 | SCPZX vs BCPIX | |
| PIMCO Mortgage-Backed Securities Fund | Intermediate Core-Plus Bond | — | — | Jul 31, 1997 | SCPZX vs PTRIX |
Compare SCPZX with Any Fund or Stock
Compare SCPZX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.