Sterling Capital Quality Income Fund (SCSPX) 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 SCSPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SCSPX
SCSPX charges 0.58% annually. There are 71 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 | SCSPX vs FMBPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | — | Sep 2014 | SCSPX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | — | Dec 2019 | SCSPX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | — | Dec 2019 | SCSPX vs QDVBX | |
| iShares U.S. Aggregate Bond Index Fund | 0.05% | — | Jul 1993 | SCSPX vs WFBIX |
Best Risk-Adjusted Alternatives to SCSPX
SCSPX has a PortfoliosLab risk / return rank of 24. There are 17 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 59.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Loomis Sayles Securitized Asset Fund | 59 | — | Mar 2006 | SCSPX vs LSSAX | |
| Hartford Schroders Tax-Aware Bond Fund | 52 | — | Oct 2011 | SCSPX vs STWTX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | 49 | — | Aug 1995 | SCSPX vs PCGTX | |
| Manning & Napier Credit Series | 39 | — | Apr 2020 | SCSPX vs MCDWX | |
| Fidelity SAI Investment Grade Securitized Fund | 34 | — | May 2023 | SCSPX vs FSMOX |
Top Performing SCSPX Alternatives (YTD)
SCSPX is at 0.20% YTD. There are 30 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 2.92%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 2.92% | — | Aug 1995 | SCSPX vs PCGTX | |
| Loomis Sayles Securitized Asset Fund | 1.24% | — | Mar 2006 | SCSPX vs LSSAX | |
| Hartford Schroders Tax-Aware Bond Fund | 1.18% | — | Oct 2011 | SCSPX vs STWTX | |
| Dupree Taxable Municipal Bond Fund | 1.01% | — | Nov 2010 | SCSPX vs DUTMX | |
| DFA Diversified Fixed Income Portfolio | 0.73% | — | Aug 2016 | SCSPX vs DFXIX |
Lowest Volatility Alternatives to SCSPX
SCSPX has 3.64% 1-year volatility. There are 14 mutual funds in the Intermediate Core Bond category with lower 1-year volatility, going as low as 2.49%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Baird Intermediate Bond Fund Class Institutional | 2.49% | — | Sep 2000 | SCSPX vs BIMIX | |
| Baird Intermediate Bond Fund | 2.50% | — | Sep 2000 | SCSPX vs BIMSX | |
| Fidelity Education Income Fund | 2.50% | — | Mar 2021 | SCSPX vs FEDUX | |
| DFA Diversified Fixed Income Portfolio | 2.61% | — | Aug 2016 | SCSPX vs DFXIX | |
| Johnson Institutional Intermediate Bond Fund | 2.75% | — | Aug 2000 | SCSPX vs JIBEX |
Lowest Drawdown Alternatives to SCSPX
SCSPX has a 1-year max drawdown of -2.91%. There are 35 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 | SCSPX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | — | Mar 2021 | SCSPX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | — | Sep 2000 | SCSPX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | -2.07% | — | Sep 2000 | SCSPX vs BIMIX | |
| Fidelity Intermediate Bond Fund | -2.11% | — | May 1975 | SCSPX vs FTHRX |
Other Mutual Funds from Sterling Capital
The 10 most viewed Sterling Capital mutual funds shown here include BEGIX, STRGX, BIBTX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Sterling Capital Equity Income Fund | Large Cap Value Equities | 9 | 4.79% | — | Jun 2004 | SCSPX vs BEGIX | |
| Sterling Capital Stratton Mid Cap Value Fund | Mid Cap Blend Equities | 58 | 21.19% | — | Sep 1972 | SCSPX vs STRGX | |
| Sterling Capital Total Return Bond Fund | Intermediate Core Bond | 18 | 0.00% | — | Dec 1999 | SCSPX vs BIBTX | |
| Sterling Capital Long Duration Corporate Bond Fund | Corporate Bonds | 10 | 0.53% | — | Jun 2011 | SCSPX vs SCCPX | |
| Sterling Capital Special Opportunities Fund | Large Cap Blend Equities | 30 | 8.20% | — | Jun 2003 | SCSPX vs BOPIX | |
| Sterling Capital Ultra Short Bond Fund | Ultrashort Bond | — | — | — | Nov 2012 | SCSPX vs BUSIX | |
| Sterling Capital Stratton Small Cap Value Fund | Small Cap Blend Equities | 84 | 23.16% | — | Apr 1993 | SCSPX vs STSCX | |
| Sterling Capital Stratton Real Estate Fund | REIT | 14 | 12.32% | — | May 1980 | SCSPX vs STMDX | |
| Sterling Capital North Carolina Intermediate Tax-F... | Municipal Bonds | 54 | 0.62% | — | Oct 1992 | SCSPX vs BBNTX | |
| Sterling Capital Behavioral Large Cap Value Equity... | Large Cap Value Equities | 93 | 18.21% | — | Oct 1992 | SCSPX vs BBISX |
Often Compared With SCSPX
Investors most often compare SCSPX with ATRFX, BBSGX, BVATX. These 16 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare SCSPX with Any Fund or Stock
Compare SCSPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SCSPX with funds that move differently
Sterling Capital Quality Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SCSPX.
Explore SCSPX Diversifiers