Semper MBS Total Return Fund (SEMPX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to SEMPX
SEMPX charges 1.07% annually. Among mutual funds in the Nontraditional Bonds category, these options have the lowest expense ratios among SEMPX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| GMO Opportunistic Income Fund | 0.47% | Oct 2, 2011 | SEMPX vs GMODX | |
| Putnam Mortgage Opportunities Fund | 0.47% | Apr 6, 2015 | SEMPX vs PMOTX | |
| Carillon Reams Unconstrained Bond Fund | 0.50% | Sep 28, 2011 | SEMPX vs SUBFX | |
| FPA Flexible Fixed Income Fund | 0.51% | Dec 30, 2018 | SEMPX vs FPFIX | |
| PIMCO Strategic Bond Fund | 0.51% | Jan 29, 2009 | SEMPX vs PUTIX |
Best Risk-Adjusted Alternatives to SEMPX
Among mutual funds in the Nontraditional Bonds category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Victory Pioneer Cat Bond Fund Class Y | 100 | Jan 27, 2023 | SEMPX vs CBYYX | |
| Eaton Vance Global Macro Absolute Return Fund | 99 | Jun 26, 2007 | SEMPX vs EIGMX | |
| PGIM Securitized Credit Fund | 99 | Jun 30, 2019 | SEMPX vs SCFZX | |
| Artisan Global Unconstrained Fund | 99 | Mar 30, 2022 | SEMPX vs APFPX | |
| Eaton Vance Global Macro Absolute Return Advantage... | 99 | Aug 30, 2010 | SEMPX vs EGRIX |
Top Performing SEMPX Alternatives (YTD)
SEMPX alternatives from the Nontraditional Bonds category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Artisan Global Unconstrained Fund | 4.02% | Mar 30, 2022 | SEMPX vs APFPX | |
| Eaton Vance Global Macro Absolute Return Advantage... | 3.59% | Aug 30, 2010 | SEMPX vs EGRIX | |
| Putnam Mortgage Opportunities Fund | 2.63% | Apr 6, 2015 | SEMPX vs PMOTX | |
| Eaton Vance Global Macro Absolute Return Fund | 2.43% | Jun 26, 2007 | SEMPX vs EIGMX | |
| Victory Pioneer Cat Bond Fund Class Y | 1.27% | Jan 27, 2023 | SEMPX vs CBYYX |
Lowest Volatility Alternatives to SEMPX
SEMPX alternatives from the Nontraditional Bonds category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Victory Pioneer Cat Bond Fund Class Y | 1.27% | Jan 27, 2023 | SEMPX vs CBYYX | |
| DoubleLine Flexible Income Fund | 1.40% | Apr 6, 2014 | SEMPX vs DFLEX | |
| Dunham Long/Short Credit Fund | 1.45% | Dec 9, 2004 | SEMPX vs DCAIX | |
| Anfield Universal Fixed Income Fund | 1.58% | Jun 27, 2013 | SEMPX vs AFLIX | |
| GMO Opportunistic Income Fund | 1.64% | Oct 2, 2011 | SEMPX vs GMODX |
Lowest Drawdown Alternatives to SEMPX
SEMPX alternatives from the Nontraditional Bonds category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Victory Pioneer Cat Bond Fund Class Y | -0.18% | Jan 27, 2023 | SEMPX vs CBYYX | |
| Dunham Long/Short Credit Fund | -0.84% | Dec 9, 2004 | SEMPX vs DCAIX | |
| PGIM Absolute Return Bond Fund | -0.87% | Mar 29, 2011 | SEMPX vs PADZX | |
| Toews Unconstrained Income Fund | -0.87% | Aug 27, 2013 | SEMPX vs TUIFX | |
| PGIM Securitized Credit Fund | -0.93% | Jun 30, 2019 | SEMPX vs SCFZX |
Other Mutual Funds from Semper
Most popular Semper mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Semper Short Duration Fund | Ultrashort Bond | 99 | 0.67% | Dec 23, 2010 | SEMPX vs SEMRX |
Often Compared With SEMPX
What investors most often compare with SEMPX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc. | 20 | -4.67% | — | SEMPX vs BRK-B | ||
| Eaton Vance Tax-Managed Buy-Write Opportunities Fu... | 65 | -2.81% | — | SEMPX vs ETV |
Compare SEMPX with Any Fund or Stock
Compare SEMPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.