Columbia Total Return Bond Fund (SRBFX) belongs to the Intermediate Core-Plus Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SRBFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SRBFX
SRBFX charges 0.49% annually. There are 44 mutual funds in the Intermediate Core-Plus Bond category with lower expense ratios, going as low as 0.16%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | — | Aug 2005 | SRBFX vs MCFIX | |
| State Street Income Fund | 0.20% | — | Jan 1980 | SRBFX vs SSASX | |
| TIAA-CREF Core Bond Fund | 0.29% | — | Jul 1999 | SRBFX vs TIBDX | |
| Elfun Income Fund | 0.29% | — | Dec 1984 | SRBFX vs EINFX | |
| Brandes Core Plus Fixed Income Fund | 0.30% | — | Dec 2007 | SRBFX vs BCPIX |
Best Risk-Adjusted Alternatives to SRBFX
SRBFX has a PortfoliosLab risk / return rank of 23. There are 98 mutual funds in the Intermediate Core-Plus Bond category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | 99 | — | Jul 2016 | SRBFX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 95 | — | Jul 2010 | SRBFX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 94 | — | Jul 2010 | SRBFX vs LCTRX | |
| MassMutual Diversified Bond Fund | 89 | — | May 1999 | SRBFX vs MDVAX | |
| GMO Multi-Sector Fixed Income Fund | 88 | — | Apr 1997 | SRBFX vs GUGAX |
Top Performing SRBFX Alternatives (YTD)
SRBFX is at -0.06% YTD. There are 106 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 3.62%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| 1290 Diversified Bond Fund | 3.62% | — | Jul 2015 | SRBFX vs TNUIX | |
| Putnam Mortgage Securities Fund | 2.94% | — | Feb 1984 | SRBFX vs PGSIX | |
| Nuveen Core Plus Impact Fund | 2.92% | — | Apr 2021 | SRBFX vs NPCT | |
| MassMutual Diversified Bond Fund | 2.81% | — | May 1999 | SRBFX vs MDVAX | |
| Holbrook Income Fund Class I | 2.65% | — | Jul 2016 | SRBFX vs HOBIX |
Lowest Volatility Alternatives to SRBFX
SRBFX has 4.33% 1-year volatility. There are 116 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.16%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AAMA Income Fund | 1.16% | — | Jun 2017 | SRBFX vs AMFIX | |
| Archer Income Fund | 1.82% | — | Mar 2011 | SRBFX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.95% | — | Jul 2010 | SRBFX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | 2.01% | — | Jul 2010 | SRBFX vs LCTIX | |
| Holbrook Income Fund Class I | 2.04% | — | Jul 2016 | SRBFX vs HOBIX |
Lowest Drawdown Alternatives to SRBFX
SRBFX has a 1-year max drawdown of -3.13%. There are 91 mutual funds in the Intermediate Core-Plus Bond category with shallower 1-year drawdowns, going as shallow as -0.51%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.51% | — | Jul 2016 | SRBFX vs HOBIX | |
| AAMA Income Fund | -0.74% | — | Jun 2017 | SRBFX vs AMFIX | |
| GMO Multi-Sector Fixed Income Fund | -1.00% | — | Apr 1997 | SRBFX vs GUGAX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | — | Jul 2010 | SRBFX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | -1.17% | — | Jul 2010 | SRBFX vs LCTIX |
Other Mutual Funds from Columbia
The 10 most viewed Columbia mutual funds shown here include SLMCX, GSFTX, CDDYX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Columbia Seligman Technology and Information Fund | Technology Equities | 94 | 49.58% | — | Jun 1983 | SRBFX vs SLMCX | |
| Columbia Dividend Income Fund | Large Cap Value Equities | 89 | 11.64% | — | Mar 1998 | SRBFX vs GSFTX | |
| Columbia Dividend Income Fund Institutional 3 Clas... | Large Cap Value Equities, Dividend | 89 | 11.73% | — | Nov 2012 | SRBFX vs CDDYX | |
| Columbia Dividend Income Fund Class A | Large Cap Value Equities | 88 | 11.51% | — | Nov 2002 | SRBFX vs LBSAX | |
| Columbia Seligman Global Technology Fund | Technology Equities | 94 | 48.54% | — | May 1994 | SRBFX vs SHGTX | |
| Columbia Global Technology Growth Fund Class A | Technology Equities, Large Cap Growth Equities | 54 | 24.54% | — | Nov 2000 | SRBFX vs CTCAX | |
| Columbia Global Technology Growth Fund | Technology Equities | 55 | 24.70% | — | Nov 2000 | SRBFX vs CMTFX | |
| Columbia Contrarian Core Fund | Large Cap Blend Equities | 51 | 10.85% | — | Dec 1992 | SRBFX vs SMGIX | |
| Columbia Balanced Fund | Diversified Portfolio | 57 | 7.02% | — | Sep 1991 | SRBFX vs CBALX | |
| Columbia Overseas Value Fund | Foreign Large Cap Equities | 51 | 7.42% | — | Mar 2008 | SRBFX vs COSZX |
Often Compared With SRBFX
Investors most often compare SRBFX with PDBZX, LAPIX, GIBIX. These 16 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare SRBFX with Any Fund or Stock
Compare SRBFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SRBFX with funds that move differently
Columbia Total Return Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SRBFX.
Explore SRBFX Diversifiers