SCPZX Alternatives & Similar Mutual Funds

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 a closer substitute for your current allocation.

Cheapest Alternatives to SCPZX

SCPZX charges 0.40% annually. There are 18 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
MCFIX	Mercer Core Fixed Income Fund	0.16%	—	Aug 2005	SCPZX vs MCFIX
SSASX	State Street Income Fund	0.20%	—	Jan 1980	SCPZX vs SSASX
TIBDX	TIAA-CREF Core Bond Fund	0.29%	—	Jul 1999	SCPZX vs TIBDX
EINFX	Elfun Income Fund	0.29%	—	Dec 1984	SCPZX vs EINFX
BCOIX	Baird Core Plus Bond Fund	0.30%	—	Sep 2000	SCPZX vs BCOIX

Best Risk-Adjusted Alternatives to SCPZX

SCPZX has a PortfoliosLab risk / return rank of 27. There are 28 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
HOBIX	Holbrook Income Fund Class I	99	—	Jul 2016	SCPZX vs HOBIX
LCTIX	Leader Capital High Quality Income Fund Institutio...	92	—	Jul 2010	SCPZX vs LCTIX
GUGAX	GMO Multi-Sector Fixed Income Fund	90	—	Apr 1997	SCPZX vs GUGAX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	89	—	Jul 2010	SCPZX vs LCTRX
MDVAX	MassMutual Diversified Bond Fund	86	—	May 1999	SCPZX vs MDVAX

Top Performing SCPZX Alternatives (YTD)

SCPZX is at 0.23% YTD. There are 18 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 3.01%.

Symbol	Name	YTD Return	AUM	Inception
TNUIX	1290 Diversified Bond Fund	3.01%	—	Jul 2015	SCPZX vs TNUIX
MDVAX	MassMutual Diversified Bond Fund	2.33%	—	May 1999	SCPZX vs MDVAX
HOBIX	Holbrook Income Fund Class I	2.33%	—	Jul 2016	SCPZX vs HOBIX
PGSIX	Putnam Mortgage Securities Fund	2.29%	—	Feb 1984	SCPZX vs PGSIX
NPCT	Nuveen Core Plus Impact Fund	1.77%	—	Apr 2021	SCPZX vs NPCT

Lowest Volatility Alternatives to SCPZX

SCPZX has 4.07% 1-year volatility. There are 108 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.17%.

Symbol	Name	Volatility 1Y	AUM	Inception
AMFIX	AAMA Income Fund	1.17%	—	Jun 2017	SCPZX vs AMFIX
ARINX	Archer Income Fund	1.82%	—	Mar 2011	SCPZX vs ARINX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	2.04%	—	Jul 2010	SCPZX vs LCTRX
HOBIX	Holbrook Income Fund Class I	2.05%	—	Jul 2016	SCPZX vs HOBIX
LCTIX	Leader Capital High Quality Income Fund Institutio...	2.10%	—	Jul 2010	SCPZX vs LCTIX

Lowest Drawdown Alternatives to SCPZX

SCPZX has a 1-year max drawdown of -2.91%. There are 55 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
HOBIX	Holbrook Income Fund Class I	-0.51%	—	Jul 2016	SCPZX vs HOBIX
AMFIX	AAMA Income Fund	-0.74%	—	Jun 2017	SCPZX vs AMFIX
GUGAX	GMO Multi-Sector Fixed Income Fund	-1.00%	—	Apr 1997	SCPZX vs GUGAX
LCTIX	Leader Capital High Quality Income Fund Institutio...	-1.17%	—	Jul 2010	SCPZX vs LCTIX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	-1.17%	—	Jul 2010	SCPZX vs LCTRX

Other Mutual Funds from Carillon Family of Funds

The 10 most viewed Carillon Family of Funds mutual funds shown here include BERIX, HRCPX, EISIX and span 9 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
BERIX	Chartwell Income Fund	Diversified Portfolio	81	3.01%	—	Sep 1987	SCPZX vs BERIX
HRCPX	Carillon ClariVest Capital Appreciation Fund	Large Cap Growth Equities	39	7.93%	—	Dec 1985	SCPZX vs HRCPX
EISIX	Carillon ClariVest International Stock Fund	Foreign Large Cap Equities	87	19.57%	—	Feb 2013	SCPZX vs EISIX
UMBMX	Carillon Scout Mid Cap Fund	Mid Cap Blend Equities	58	13.33%	—	Oct 2006	SCPZX vs UMBMX
HAGAX	Carillon Eagle Mid Cap Growth Fund	Mid Cap Growth Equities	5	5.06%	—	Aug 1998	SCPZX vs HAGAX
SUBFX	Carillon Reams Unconstrained Bond Fund	Nontraditional Bonds	43	0.82%	—	Sep 2011	SCPZX vs SUBFX
CWFIX	Chartwell Short Duration High Yield Fund	High Yield Bonds	97	1.73%	—	Jul 2014	SCPZX vs CWFIX
HRCVX	Carillon Eagle Growth & Income Fund	Large Cap Value Equities	67	10.89%	—	Dec 1986	SCPZX vs HRCVX
CWSGX	Chartwell Small Cap Growth Fund	Small Cap Growth Equities	70	23.47%	—	Jun 2017	SCPZX vs CWSGX
HRSCX	Carillon Eagle Small Cap Growth Fund	Small Cap Growth Equities	46	16.43%	—	May 1993	SCPZX vs HRSCX

Often Compared With SCPZX

Investors most often compare SCPZX with VSBSX, VBTIX, VWEHX. These 19 comparison targets span 9 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VSBSX	Vanguard Short-Term Treasury Index Fund Admiral Sh...	Government Bonds	93	0.81%	33.80B	Dec 2009	SCPZX vs VSBSX
VBTIX	Vanguard Total Bond Market Index Fund Institutiona...	Total Bond Market	21	-0.70%	398.10B	Sep 1995	SCPZX vs VBTIX
VWEHX	Vanguard High-Yield Corporate Fund Investor Shares	High Yield Bonds	74	0.76%	25.80B	Dec 1978	SCPZX vs VWEHX
BERCX	Chartwell Mid Cap Value Fund	Mid Cap Value Equities	40	13.20%	—	May 2002	SCPZX vs BERCX
SCCIX	Carillon Reams Core Bond Fund	Intermediate Core Bond	22	-0.16%	—	Feb 2001	SCPZX vs SCCIX
CWSIX	Chartwell Small Cap Value Fund	Small Cap Value Equities	74	25.00%	—	Mar 2012	SCPZX vs CWSIX
PTRIX	PIMCO Mortgage-Backed Securities Fund	Intermediate Core-Plus Bond	—	—	—	Jul 1997	SCPZX vs PTRIX
UMBHX	Carillon Scout Small Cap Fund	Small Cap Growth Equities	—	—	—	Nov 1986	SCPZX vs UMBHX
TGLMX	TCW Total Return Bond Fund	Intermediate Core-Plus Bond	40	0.59%	—	Jun 1993	SCPZX vs TGLMX
LMSMX	Western Asset SMASh Series M Fund	Intermediate Core-Plus Bond	54	0.82%	—	Dec 2006	SCPZX vs LMSMX
TGRNX	TIAA-CREF Green Bond Fund	Intermediate Core-Plus Bond	33	0.03%	—	Nov 2018	SCPZX vs TGRNX
VGSBX	VY BrandywineGLOBAL - Bond Portfolio	Intermediate Core-Plus Bond	55	0.79%	—	Feb 2015	SCPZX vs VGSBX
ACGYX	AB Income Fund	Intermediate Core-Plus Bond	21	-0.55%	—	Aug 1987	SCPZX vs ACGYX
MWIGX	Metropolitan West Investment Grade Credit Fund	Intermediate Core-Plus Bond, Investment Grade Bonds	31	-0.32%	—	Jun 2018	SCPZX vs MWIGX
SMTRX	ALPS/Smith Total Return Bond Fund	Intermediate Core-Plus Bond	—	—	3.25B	Jun 2018	SCPZX vs SMTRX
AAIIX	Ancora Income Fund	Intermediate Core-Plus Bond	21	1.60%	—	Jan 2004	SCPZX vs AAIIX
BCPIX	Brandes Core Plus Fixed Income Fund	Intermediate Core-Plus Bond	22	-0.53%	—	Dec 2007	SCPZX vs BCPIX
JHNBX	John Hancock Bond Fund	Intermediate Core-Plus Bond	22	-0.74%	—	Nov 1973	SCPZX vs JHNBX
SEATX	SEI Tax Exempt Trust Tax-Advantaged Income Fund	Intermediate Core-Plus Bond	65	1.20%	—	Sep 2007	SCPZX vs SEATX

Compare SCPZX with Any Fund or Stock

Compare SCPZX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair SCPZX with funds that move differently

Carillon Reams Core Plus Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SCPZX.

Explore SCPZX Diversifiers

Carillon Reams Core Plus Bond Fund (SCPZX) Alternatives