SCSPX Alternatives & Similar Mutual Funds

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 73 mutual funds in the Intermediate Core Bond category with lower expense ratios, going as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
FMBPX	Federated Hermes Mortgage Strategy Portfolio	0.02%	—	Dec 2007	SCSPX vs FMBPX
VBMPX	Vanguard Total Bond Market Index Fund Institutiona...	0.02%	398.10B	Feb 2010	SCSPX vs VBMPX
SSAFX	State Street Aggregate Bond Index Portfolio	0.02%	—	Sep 2014	SCSPX vs SSAFX
QDIBX	Fisher Investments Institutional Group Fixed Incom...	0.03%	—	Dec 2019	SCSPX vs QDIBX
QDVBX	Fisher Investments Institutional Group ESG Fixed I...	0.04%	—	Dec 2019	SCSPX vs QDVBX

Best Risk-Adjusted Alternatives to SCSPX

SCSPX has a PortfoliosLab risk / return rank of 30. There are 14 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 65.

Symbol	Name	Risk / Return Rank	AUM	Inception
VCAIX	Vanguard California Intermediate-Term Tax-Exempt F...	65	19.40B	Mar 1994	SCSPX vs VCAIX
STWTX	Hartford Schroders Tax-Aware Bond Fund	64	—	Oct 2011	SCSPX vs STWTX
LSSAX	Loomis Sayles Securitized Asset Fund	64	—	Mar 2006	SCSPX vs LSSAX
PCGTX	PACE Mortgage-Backed Securities Fixed Income Inves...	58	—	Aug 1995	SCSPX vs PCGTX
MCDWX	Manning & Napier Credit Series	50	—	Apr 2020	SCSPX vs MCDWX

Top Performing SCSPX Alternatives (YTD)

SCSPX is at -0.25% YTD. There are 19 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 2.13%.

Symbol	Name	YTD Return	AUM	Inception
PCGTX	PACE Mortgage-Backed Securities Fixed Income Inves...	2.13%	—	Aug 1995	SCSPX vs PCGTX
LSSAX	Loomis Sayles Securitized Asset Fund	0.81%	—	Mar 2006	SCSPX vs LSSAX
DFXIX	DFA Diversified Fixed Income Portfolio	0.66%	—	Aug 2016	SCSPX vs DFXIX
MCDWX	Manning & Napier Credit Series	0.57%	—	Apr 2020	SCSPX vs MCDWX
FEDUX	Fidelity Education Income Fund	0.15%	—	Mar 2021	SCSPX vs FEDUX

Lowest Volatility Alternatives to SCSPX

SCSPX has 3.61% 1-year volatility. There are 15 mutual funds in the Intermediate Core Bond category with lower 1-year volatility, going as low as 2.36%.

Symbol	Name	Volatility 1Y	AUM	Inception
VCAIX	Vanguard California Intermediate-Term Tax-Exempt F...	2.36%	19.40B	Mar 1994	SCSPX vs VCAIX
FEDUX	Fidelity Education Income Fund	2.45%	—	Mar 2021	SCSPX vs FEDUX
BIMIX	Baird Intermediate Bond Fund Class Institutional	2.49%	—	Sep 2000	SCSPX vs BIMIX
BIMSX	Baird Intermediate Bond Fund	2.49%	—	Sep 2000	SCSPX vs BIMSX
DFXIX	DFA Diversified Fixed Income Portfolio	2.62%	—	Aug 2016	SCSPX vs DFXIX

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
DFXIX	DFA Diversified Fixed Income Portfolio	-1.69%	—	Aug 2016	SCSPX vs DFXIX
FEDUX	Fidelity Education Income Fund	-1.72%	—	Mar 2021	SCSPX vs FEDUX
BIMSX	Baird Intermediate Bond Fund	-1.87%	—	Sep 2000	SCSPX vs BIMSX
BIMIX	Baird Intermediate Bond Fund Class Institutional	-2.08%	—	Sep 2000	SCSPX vs BIMIX
FTHRX	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 10 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
BEGIX	Sterling Capital Equity Income Fund	Dividend, Large Cap Value Equities	25	8.95%	—	Jun 2004	SCSPX vs BEGIX
STRGX	Sterling Capital Stratton Mid Cap Value Fund	Mid Cap Blend Equities	55	19.22%	—	Sep 1972	SCSPX vs STRGX
BIBTX	Sterling Capital Total Return Bond Fund	Intermediate Core Bond	19	-0.80%	—	Dec 1999	SCSPX vs BIBTX
SCCPX	Sterling Capital Long Duration Corporate Bond Fund	Corporate Bonds	5	-3.07%	—	Jun 2011	SCSPX vs SCCPX
BOPIX	Sterling Capital Special Opportunities Fund	Large Cap Blend Equities	25	6.73%	—	Jun 2003	SCSPX vs BOPIX
BBISX	Sterling Capital Behavioral Large Cap Value Equity...	Large Cap Value Equities	97	22.46%	—	Oct 1992	SCSPX vs BBISX
STMDX	Sterling Capital Stratton Real Estate Fund	REIT	46	17.19%	—	May 1980	SCSPX vs STMDX
STSCX	Sterling Capital Stratton Small Cap Value Fund	Small Cap Blend Equities	83	22.23%	—	Apr 1993	SCSPX vs STSCX
BBNTX	Sterling Capital North Carolina Intermediate Tax-F...	Municipal Bonds	42	-0.75%	—	Oct 1992	SCSPX vs BBNTX
SPSCX	Sterling Capital Behavioral Small Cap Value Equity...	Small Cap Value Equities	92	24.52%	—	Jan 1997	SCSPX vs SPSCX

Often Compared With SCSPX

Investors most often compare SCSPX with ATRFX, BVATX, BSCIX. These 19 comparison targets span 5 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ATRFX	Catalyst Systematic Alpha Class I	Multistrategy	11	-2.88%	—	Jul 2014	SCSPX vs ATRFX
BVATX	Sterling Capital Virginia Intermediate Tax Free Fu...	Municipal Bonds	39	-0.72%	—	May 1999	SCSPX vs BVATX
BSCIX	Sterling Capital South Carolina Intermediate Tax-F...	Municipal Bonds	53	-0.46%	—	Oct 1997	SCSPX vs BSCIX
OWVAX	Sterling Capital West Virginia Intermediate Tax-Fr...	Municipal Bonds	63	-0.03%	—	Nov 1993	SCSPX vs OWVAX
MCBDX	MassMutual Core Bond Fund	Intermediate Core Bond	33	-0.07%	—	Sep 1994	SCSPX vs MCBDX
WOBDX	JPMorgan Core Bond Fund	Intermediate Core Bond	21	-0.41%	—	May 1991	SCSPX vs WOBDX
TCPYX	Touchstone Impact Bond Fund	Intermediate Core Bond	23	-0.04%	—	Nov 1991	SCSPX vs TCPYX
DUTMX	Dupree Taxable Municipal Bond Fund	Intermediate Core Bond	20	-0.25%	—	Nov 2010	SCSPX vs DUTMX
CRAIX	CCM Community Impact Bond Fund	Intermediate Core Bond	30	-0.12%	—	Aug 1999	SCSPX vs CRAIX
PCIFX	PACE Intermediate Fixed Income Investments	Intermediate Core Bond	25	-0.35%	—	Aug 1995	SCSPX vs PCIFX
JIBEX	Johnson Institutional Intermediate Bond Fund	Intermediate Core Bond	24	-0.46%	—	Aug 2000	SCSPX vs JIBEX
SCOAX	SEI Institutional Investments Trust Core Fixed Inc...	Intermediate Core Bond	19	-0.72%	—	Jun 1996	SCSPX vs SCOAX
PRCIX	T. Rowe Price New Income Fund	Intermediate Core Bond	32	-0.68%	—	Aug 1973	SCSPX vs PRCIX
WFBIX	iShares U.S. Aggregate Bond Index Fund	Intermediate Core Bond	21	-0.68%	—	Jul 1993	SCSPX vs WFBIX
TRLVX	SEI Institutional Managed Trust Core Fixed Income ...	Intermediate Core Bond	16	-1.00%	—	May 1987	SCSPX vs TRLVX
OWFIX	Old Westbury Fixed Income Fund	Intermediate Core Bond	23	-0.21%	—	Mar 1998	SCSPX vs OWFIX
PNIIX	Principal Bond Market Index Fund	Intermediate Core Bond	19	-0.35%	—	Dec 2009	SCSPX vs PNIIX
FSMOX	Fidelity SAI Investment Grade Securitized Fund	Intermediate Core Bond, Investment Grade Bonds	41	0.15%	—	May 2023	SCSPX vs FSMOX
BBGVX	Sterling Capital Intermediate U.S. Government Fund	Government Bonds	25	-0.33%	—	Oct 1992	SCSPX vs BBGVX

Compare SCSPX with Any Fund or Stock

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

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Diversifiers

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

Sterling Capital Quality Income Fund (SCSPX) Alternatives