SMARX Alternatives & Similar Mutual Funds

Brandes Separately Managed Account Reserve Trust (SMARX) belongs to the Corporate Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SMARX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to SMARX

SMARX charges 0.00% annually. No mutual funds in the Corporate Bonds category have lower expense ratios; the lowest-cost alternatives shown here go as low as 0.05%.

Symbol	Name	Expense Ratio	AUM	Inception
VSTBX	Vanguard Short-Term Corporate Bond Index Fund Inst...	0.05%	—	Nov 2009	SMARX vs VSTBX
VLCIX	Vanguard Long-Term Corporate Bond Index Fund Insti...	0.05%	—	Nov 2009	SMARX vs VLCIX
VICBX	Vanguard Intermediate-Term Corporate Bond Index Fu...	0.05%	—	Nov 2009	SMARX vs VICBX
VLTCX	Vanguard Long-Term Corporate Bond Index Fund Admir...	0.07%	9.20B	Jan 2010	SMARX vs VLTCX
VSCSX	Vanguard Short-Term Corporate Bond Index Fund Admi...	0.07%	50.50B	Nov 2010	SMARX vs VSCSX

Best Risk-Adjusted Alternatives to SMARX

SMARX has a PortfoliosLab risk / return rank of 28. There are 7 mutual funds in the Corporate Bonds category with higher risk-adjusted ranks, going as high as 93.

Symbol	Name	Risk / Return Rank	AUM	Inception
MIFIX	Miller Intermediate Bond Fund	93	—	Dec 2014	SMARX vs MIFIX
VSTBX	Vanguard Short-Term Corporate Bond Index Fund Inst...	83	—	Nov 2009	SMARX vs VSTBX
VSCSX	Vanguard Short-Term Corporate Bond Index Fund Admi...	81	50.50B	Nov 2010	SMARX vs VSCSX
JMABX	John Hancock Managed Account Shares Investment-Gra...	40	—	Jul 2019	SMARX vs JMABX
LKFIX	LKCM Fixed Income Fund	32	—	Dec 1997	SMARX vs LKFIX

Top Performing SMARX Alternatives (YTD)

SMARX is at 0.78% YTD. There are 3 mutual funds in the Corporate Bonds category with higher YTD returns, going as high as 5.72%.

Symbol	Name	YTD Return	AUM	Inception
MIFIX	Miller Intermediate Bond Fund	5.72%	—	Dec 2014	SMARX vs MIFIX
VSTBX	Vanguard Short-Term Corporate Bond Index Fund Inst...	0.83%	—	Nov 2009	SMARX vs VSTBX
VSCSX	Vanguard Short-Term Corporate Bond Index Fund Admi...	0.79%	50.50B	Nov 2010	SMARX vs VSCSX
LMLCX	Western Asset SMASh Series C Fund	0.78%	—	Dec 2006	SMARX vs LMLCX
JMABX	John Hancock Managed Account Shares Investment-Gra...	0.62%	—	Jul 2019	SMARX vs JMABX

Lowest Volatility Alternatives to SMARX

SMARX has 3.69% 1-year volatility. There are 10 mutual funds in the Corporate Bonds category with lower 1-year volatility, going as low as 1.78%.

Symbol	Name	Volatility 1Y	AUM	Inception
VSTBX	Vanguard Short-Term Corporate Bond Index Fund Inst...	1.78%	—	Nov 2009	SMARX vs VSTBX
VSCSX	Vanguard Short-Term Corporate Bond Index Fund Admi...	1.78%	50.50B	Nov 2010	SMARX vs VSCSX
LKFIX	LKCM Fixed Income Fund	2.53%	—	Dec 1997	SMARX vs LKFIX
IDMIX	iMGP Dolan McEniry Corporate Bond Fund	2.79%	—	Sep 2018	SMARX vs IDMIX
FIIFX	Federated Hermes Intermediate Corporate Bond Fund	3.06%	—	Dec 1993	SMARX vs FIIFX

Lowest Drawdown Alternatives to SMARX

SMARX has a 1-year max drawdown of -2.61%. There are 5 mutual funds in the Corporate Bonds category with shallower 1-year drawdowns, going as shallow as -1.31%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
VSTBX	Vanguard Short-Term Corporate Bond Index Fund Inst...	-1.31%	—	Nov 2009	SMARX vs VSTBX
VSCSX	Vanguard Short-Term Corporate Bond Index Fund Admi...	-1.36%	50.50B	Nov 2010	SMARX vs VSCSX
LKFIX	LKCM Fixed Income Fund	-1.76%	—	Dec 1997	SMARX vs LKFIX
FIIFX	Federated Hermes Intermediate Corporate Bond Fund	-2.28%	—	Dec 1993	SMARX vs FIIFX
IDMIX	iMGP Dolan McEniry Corporate Bond Fund	-2.38%	—	Sep 2018	SMARX vs IDMIX

Other Mutual Funds from BlackRock

The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 9 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ECAT	BlackRock ESG Capital Allocation Term Trust	Tactical Allocation, Derivative Income, ESG	39	15.10%	—	Sep 2021	SMARX vs ECAT
WFSPX	iShares S&P 500 Index Fund Class K	S&P 500	65	11.33%	—	Jul 1993	SMARX vs WFSPX
BDMIX	BlackRock Global Equity Market Neutral Fund Class ...	Equity Market Neutral	96	11.25%	—	Dec 2012	SMARX vs BDMIX
LIVIX	BlackRock LifePath Index 2055 Fund	Target Retirement Date	64	12.43%	—	May 2011	SMARX vs LIVIX
FASGX	Fidelity Asset Manager 70% Fund	Diversified Portfolio	73	11.70%	—	Dec 1991	SMARX vs FASGX
ASFYX	AlphaSimplex Managed Futures Strategy Fund Class Y	Systematic Trend	51	9.56%	—	Jul 2010	SMARX vs ASFYX
BDJ	BlackRock Enhanced Equity Dividend Fund	Derivative Income	41	5.97%	—	Aug 2005	SMARX vs BDJ
BGSAX	BlackRock Technology Opportunities Fund Investor A	Technology Equities	50	34.57%	—	Apr 2000	SMARX vs BGSAX
FFANX	Fidelity Asset Manager 40% Fund	Diversified Portfolio	72	6.74%	—	Oct 2007	SMARX vs FFANX
FAMRX	Fidelity Asset Manager 85% Fund	Diversified Portfolio	72	13.91%	—	Sep 1999	SMARX vs FAMRX

Often Compared With SMARX

Investors most often compare SMARX with FCSPX, BFCAX, CBFSX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FCSPX	Federated Hermes Corporate Bond Strategy Port	Corporate Bonds	23	0.19%	—	Jun 2006	SMARX vs FCSPX
BFCAX	American Funds Corporate Bond Fund	Corporate Bonds	12	-0.37%	—	Dec 2012	SMARX vs BFCAX
CBFSX	JPMorgan Corporate Bond Fund	Corporate Bonds	14	-0.39%	—	Mar 2013	SMARX vs CBFSX
ISHIX	Federated Hermes Corporate Bond Fund	Corporate Bonds	16	-0.44%	—	May 1987	SMARX vs ISHIX
GSGDX	Goldman Sachs Investment Grade Credit Fund	Corporate Bonds	19	0.06%	—	Nov 2003	SMARX vs GSGDX
CFICX	Calvert Income Fund	Corporate Bonds	27	0.18%	—	Oct 1982	SMARX vs CFICX
FCBAX	Fidelity Advisor Corporate Bond Fund Class A	Corporate Bonds	16	-0.20%	—	May 2010	SMARX vs FCBAX
PBBBX	PIA BBB Bond Fund	Corporate Bonds	19	-0.11%	—	Sep 2003	SMARX vs PBBBX
FHMFX	Fidelity Series Corporate Bond Fund	Corporate Bonds	20	0.18%	—	Aug 2018	SMARX vs FHMFX
SCCPX	Sterling Capital Long Duration Corporate Bond Fund	Corporate Bonds	7	-0.83%	—	Jun 2011	SMARX vs SCCPX
VICSX	Vanguard Intermediate-Term Corporate Bond Index Fu...	Corporate Bonds	25	-0.01%	68.70B	Mar 2010	SMARX vs VICSX
PIGIX	PIMCO Investment Grade Credit Bond Fund	Corporate Bonds	19	0.15%	—	Apr 2000	SMARX vs PIGIX
LAGVX	Lord Abbett Income Fund	Corporate Bonds	19	-0.25%	—	Jan 1982	SMARX vs LAGVX
ACCBX	Invesco Corporate Bond Fund	Corporate Bonds	21	-0.10%	—	Sep 1971	SMARX vs ACCBX
CPUIX	AAM/Insight Select Income Fund	Corporate Bonds	18	-0.04%	—	Apr 2013	SMARX vs CPUIX
FIKOX	Fidelity Advisor Corporate Bond Fund Class Z	Corporate Bonds	19	0.01%	—	Oct 2018	SMARX vs FIKOX
DFTEX	DFA Intermediate-Term Extended Quality Portfolio F...	Corporate Bonds	24	0.54%	—	Jul 2010	SMARX vs DFTEX
PBDCX	PIMCO Investment Grade Credit Bond Fund Class C	Corporate Bonds	12	-0.42%	—	Sep 2004	SMARX vs PBDCX
LUBIX	Thrivent Income Fund	Corporate Bonds	17	-0.07%	—	Jun 1972	SMARX vs LUBIX
FCBFX	Fidelity Corporate Bond Fund	Corporate Bonds	18	-0.04%	—	May 2010	SMARX vs FCBFX

Compare SMARX with Any Fund or Stock

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

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Diversifiers

Pair SMARX with funds that move differently

Brandes Separately Managed Account Reserve Trust alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SMARX.

Explore SMARX Diversifiers

Brandes Separately Managed Account Reserve Trust (SMARX) Alternatives