Semper MBS Total Return Fund (SEMPX) belongs to the Nontraditional Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SEMPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SEMPX
SEMPX charges 1.07% annually. There are 45 mutual funds in the Nontraditional Bonds category with lower expense ratios, going as low as 0.47%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Mortgage Opportunities Fund | 0.47% | — | Apr 2015 | SEMPX vs PMOTX | |
| GMO Opportunistic Income Fund | 0.47% | — | Oct 2011 | SEMPX vs GMODX | |
| Carillon Reams Unconstrained Bond Fund | 0.50% | — | Sep 2011 | SEMPX vs SUBFX | |
| FPA Flexible Fixed Income Fund | 0.51% | — | Dec 2018 | SEMPX vs FPFIX | |
| PIMCO Strategic Bond Fund | 0.51% | — | Jan 2009 | SEMPX vs PUTIX |
Best Risk-Adjusted Alternatives to SEMPX
SEMPX has a PortfoliosLab risk / return rank of 73. There are 25 mutual funds in the Nontraditional Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Pioneer Cat Bond Fund Class Y | 100 | — | Jan 2023 | SEMPX vs CBYYX | |
| PGIM Securitized Credit Fund | 99 | — | Jun 2019 | SEMPX vs SCFZX | |
| Eaton Vance Global Macro Absolute Return Fund | 99 | — | Jun 2007 | SEMPX vs EIGMX | |
| Artisan Global Unconstrained Fund | 99 | — | Mar 2022 | SEMPX vs APFPX | |
| DoubleLine Flexible Income Fund | 98 | — | Apr 2014 | SEMPX vs DFLEX |
Top Performing SEMPX Alternatives (YTD)
SEMPX is at 0.90% YTD. There are 46 mutual funds in the Nontraditional Bonds category with higher YTD returns, going as high as 6.67%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Eaton Vance Global Macro Absolute Return Advantage... | 6.67% | — | Aug 2010 | SEMPX vs EGRIX | |
| Putnam Mortgage Opportunities Fund | 4.69% | — | Apr 2015 | SEMPX vs PMOTX | |
| Eaton Vance Global Macro Absolute Return Fund | 4.26% | — | Jun 2007 | SEMPX vs EIGMX | |
| Anchor Risk Managed Credit Strategies Fund | 4.06% | — | Sep 2015 | SEMPX vs ATCSX | |
| Artisan Global Unconstrained Fund | 4.00% | — | Mar 2022 | SEMPX vs APFPX |
Lowest Volatility Alternatives to SEMPX
SEMPX has 2.78% 1-year volatility. There are 38 mutual funds in the Nontraditional Bonds category with lower 1-year volatility, going as low as 1.02%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dunham Long/Short Credit Fund | 1.02% | — | Dec 2004 | SEMPX vs DCAIX | |
| Victory Pioneer Cat Bond Fund Class Y | 1.23% | — | Jan 2023 | SEMPX vs CBYYX | |
| DoubleLine Flexible Income Fund | 1.31% | — | Apr 2014 | SEMPX vs DFLEX | |
| GMO Opportunistic Income Fund | 1.35% | — | Oct 2011 | SEMPX vs GMODX | |
| BlackRock Global Long/Short Credit Fund | 1.36% | — | Sep 2011 | SEMPX vs BGCIX |
Lowest Drawdown Alternatives to SEMPX
SEMPX has a 1-year max drawdown of -2.04%. There are 35 mutual funds in the Nontraditional Bonds category with shallower 1-year drawdowns, going as shallow as -0.09%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Pioneer Cat Bond Fund Class Y | -0.09% | — | Jan 2023 | SEMPX vs CBYYX | |
| PGIM Securitized Credit Fund | -0.31% | — | Jun 2019 | SEMPX vs SCFZX | |
| Dunham Long/Short Credit Fund | -0.37% | — | Dec 2004 | SEMPX vs DCAIX | |
| GMO Opportunistic Income Fund | -0.65% | — | Oct 2011 | SEMPX vs GMODX | |
| PGIM Absolute Return Bond Fund | -0.76% | — | Mar 2011 | SEMPX vs PADZX |
Other Mutual Funds from Semper
The 1 most viewed Semper mutual funds shown here include SEMRX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Semper Short Duration Fund | Ultrashort Bond | 98 | 2.15% | — | Dec 2010 | SEMPX vs SEMRX |
Often Compared With SEMPX
Investors most often compare SEMPX with BRK-B, ETV, RPIEX. These 7 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc. | 31 | -4.78% | — | — | SEMPX vs BRK-B | ||
| Eaton Vance Tax-Managed Buy-Write Opportunities Fu... | 81 | 7.61% | — | — | SEMPX vs ETV | ||
| T. Rowe Price Dynamic Global Bond Fund | Nontraditional Bonds | 20 | 2.75% | — | Jan 2015 | SEMPX vs RPIEX | |
| Anfield Universal Fixed Income Fund | Nontraditional Bonds | 93 | 1.31% | — | Jun 2013 | SEMPX vs AFLIX | |
| Toews Unconstrained Income Fund | Nontraditional Bonds | 47 | 0.27% | — | Aug 2013 | SEMPX vs TUIFX | |
| Wavelength Interest Rate Neutral Fund | Nontraditional Bonds | 79 | 3.23% | — | Sep 2013 | SEMPX vs WAVLX | |
| Templeton Global Total Return Fund | Nontraditional Bonds | 20 | 1.77% | — | Sep 2008 | SEMPX vs TTRZX |
Compare SEMPX with Any Fund or Stock
Compare SEMPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SEMPX with funds that move differently
Semper MBS Total Return Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SEMPX.
Explore SEMPX Diversifiers