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 17 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 | SCPZX vs MCFIX | |
| State Street Income Fund | 0.20% | — | Jan 1980 | SCPZX vs SSASX | |
| Elfun Income Fund | 0.29% | — | Dec 1984 | SCPZX vs EINFX | |
| TIAA-CREF Core Bond Fund | 0.29% | — | Jul 1999 | SCPZX vs TIBDX | |
| 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 28. There are 35 mutual funds in the Intermediate Core-Plus Bond category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | 98 | — | Jul 2016 | SCPZX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 93 | — | Jul 2010 | SCPZX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 91 | — | Jul 2010 | SCPZX vs LCTRX | |
| MassMutual Diversified Bond Fund | 82 | — | May 1999 | SCPZX vs MDVAX | |
| AAMA Income Fund | 71 | — | Jun 2017 | SCPZX vs AMFIX |
Top Performing SCPZX Alternatives (YTD)
SCPZX is at 0.81% YTD. There are 21 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 3.14%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Core Plus Impact Fund | 3.14% | — | Apr 2021 | SCPZX vs NPCT | |
| Putnam Mortgage Securities Fund | 2.76% | — | Feb 1984 | SCPZX vs PGSIX | |
| Ancora Income Fund | 2.68% | — | Jan 2004 | SCPZX vs AAIIX | |
| MassMutual Diversified Bond Fund | 2.59% | — | May 1999 | SCPZX vs MDVAX | |
| Holbrook Income Fund Class I | 2.43% | — | Jul 2016 | SCPZX vs HOBIX |
Lowest Volatility Alternatives to SCPZX
SCPZX has 4.12% 1-year volatility. There are 96 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.05%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AAMA Income Fund | 1.05% | — | Jun 2017 | SCPZX vs AMFIX | |
| Archer Income Fund | 1.79% | — | Mar 2011 | SCPZX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.91% | — | Jul 2010 | SCPZX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | 1.97% | — | Jul 2010 | SCPZX vs LCTIX | |
| Holbrook Income Fund Class I | 2.01% | — | Jul 2016 | SCPZX vs HOBIX |
Lowest Drawdown Alternatives to SCPZX
SCPZX has a 1-year max drawdown of -2.91%. There are 52 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 | SCPZX vs HOBIX | |
| AAMA Income Fund | -0.74% | — | Jun 2017 | SCPZX vs AMFIX | |
| GMO Multi-Sector Fixed Income Fund | -1.16% | — | Apr 1997 | SCPZX vs GUGAX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | — | Jul 2010 | SCPZX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | -1.17% | — | Jul 2010 | SCPZX vs LCTIX |
Other Mutual Funds from Carillon Family of Funds
The 10 most viewed Carillon Family of Funds mutual funds shown here include HRCPX, UMBMX, BERIX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Carillon ClariVest Capital Appreciation Fund | Large Cap Growth Equities | 53 | 11.75% | — | Dec 1985 | SCPZX vs HRCPX | |
| Carillon Scout Mid Cap Fund | Mid Cap Blend Equities | 44 | 12.18% | — | Oct 2006 | SCPZX vs UMBMX | |
| Chartwell Income Fund | Diversified Portfolio | 89 | 4.70% | — | Sep 1987 | SCPZX vs BERIX | |
| Carillon ClariVest International Stock Fund | Foreign Large Cap Equities | 86 | 22.31% | — | Feb 2013 | SCPZX vs EISIX | |
| Carillon Eagle Mid Cap Growth Fund | Mid Cap Growth Equities | 8 | 7.87% | — | Aug 1998 | SCPZX vs HAGAX | |
| Carillon Reams Unconstrained Bond Fund | Nontraditional Bonds | 42 | 0.79% | — | Sep 2011 | SCPZX vs SUBFX | |
| Carillon Eagle Growth & Income Fund | Large Cap Value Equities | 60 | 8.80% | — | Dec 1986 | SCPZX vs HRCVX | |
| Chartwell Small Cap Growth Fund | Small Cap Growth Equities | 74 | 25.70% | — | Jun 2017 | SCPZX vs CWSGX | |
| Chartwell Short Duration High Yield Fund | High Yield Bonds | 97 | 1.50% | — | Jul 2014 | SCPZX vs CWFIX | |
| Chartwell Small Cap Value Fund | Small Cap Value Equities | 33 | 16.80% | — | Mar 2012 | SCPZX vs CWSIX |
Often Compared With SCPZX
Investors most often compare SCPZX with VBTIX, VSBSX, VWEHX. These 18 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare SCPZX with Any Fund or Stock
Compare SCPZX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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