Ocean Park Tactical Core Income Fund (SSIIX) 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 SSIIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SSIIX
SSIIX charges 1.35% annually. There are 50 mutual funds in the Nontraditional Bonds category with lower expense ratios, going as low as 0.47%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Opportunistic Income Fund | 0.47% | — | Oct 2011 | SSIIX vs GMODX | |
| Putnam Mortgage Opportunities Fund | 0.47% | — | Apr 2015 | SSIIX vs PMOTX | |
| Carillon Reams Unconstrained Bond Fund | 0.50% | — | Sep 2011 | SSIIX vs SUBFX | |
| PIMCO Strategic Bond Fund | 0.51% | — | Jan 2009 | SSIIX vs PUTIX | |
| FPA Flexible Fixed Income Fund | 0.51% | — | Dec 2018 | SSIIX vs FPFIX |
Best Risk-Adjusted Alternatives to SSIIX
SSIIX has a PortfoliosLab risk / return rank of 28. There are 54 mutual funds in the Nontraditional Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Cliffwater Enhanced Lending Fund | 100 | — | Jul 2021 | SSIIX vs CELFX | |
| Victory Pioneer Cat Bond Fund Class Y | 100 | — | Jan 2023 | SSIIX vs CBYYX | |
| PGIM Securitized Credit Fund | 100 | — | Jun 2019 | SSIIX vs SCFZX | |
| Eaton Vance Global Macro Absolute Return Fund | 99 | — | Jun 2007 | SSIIX vs EIGMX | |
| Artisan Global Unconstrained Fund | 99 | — | Mar 2022 | SSIIX vs APFPX |
Top Performing SSIIX Alternatives (YTD)
SSIIX is at 0.05% YTD. There are 61 mutual funds in the Nontraditional Bonds category with higher YTD returns, going as high as 8.64%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Eaton Vance Global Macro Absolute Return Advantage... | 8.64% | — | Aug 2010 | SSIIX vs EGRIX | |
| Putnam Mortgage Opportunities Fund | 5.66% | — | Apr 2015 | SSIIX vs PMOTX | |
| Eaton Vance Global Macro Absolute Return Fund | 5.42% | — | Jun 2007 | SSIIX vs EIGMX | |
| Artisan Global Unconstrained Fund | 5.21% | — | Mar 2022 | SSIIX vs APFPX | |
| Cliffwater Enhanced Lending Fund | 4.46% | — | Jul 2021 | SSIIX vs CELFX |
Lowest Volatility Alternatives to SSIIX
SSIIX has 2.83% 1-year volatility. There are 38 mutual funds in the Nontraditional Bonds category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Cliffwater Enhanced Lending Fund | 0.85% | — | Jul 2021 | SSIIX vs CELFX | |
| Dunham Long/Short Credit Fund | 1.00% | — | Dec 2004 | SSIIX vs DCAIX | |
| Victory Pioneer Cat Bond Fund Class Y | 1.20% | — | Jan 2023 | SSIIX vs CBYYX | |
| GMO Opportunistic Income Fund | 1.32% | — | Oct 2011 | SSIIX vs GMODX | |
| BlackRock Global Long/Short Credit Fund | 1.36% | — | Sep 2011 | SSIIX vs BGCIX |
Lowest Drawdown Alternatives to SSIIX
SSIIX has a 1-year max drawdown of -2.85%. There are 56 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 | SSIIX vs CBYYX | |
| Cliffwater Enhanced Lending Fund | -0.18% | — | Jul 2021 | SSIIX vs CELFX | |
| PGIM Securitized Credit Fund | -0.31% | — | Jun 2019 | SSIIX vs SCFZX | |
| Dunham Long/Short Credit Fund | -0.37% | — | Dec 2004 | SSIIX vs DCAIX | |
| GMO Opportunistic Income Fund | -0.65% | — | Oct 2011 | SSIIX vs GMODX |
Other Mutual Funds from Ocean Park
The 4 most viewed Ocean Park mutual funds shown here include STBNX, STMYX, SIRIX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Ocean Park Tactical Bond Fund | Nontraditional Bonds | 39 | 0.83% | — | Sep 2019 | SSIIX vs STBNX | |
| Ocean Park Tactical Municipal Fund | High Yield Muni | 76 | 0.97% | — | Dec 2018 | SSIIX vs STMYX | |
| Ocean Park Tactical All Asset Fund | Tactical Allocation | 35 | 3.27% | — | Dec 2007 | SSIIX vs SIRIX | |
| Ocean Park Tactical Core Income Fund Institutional... | Intermediate Core-Plus Bond | 23 | -0.46% | — | Dec 2011 | SSIIX vs SSIRX |
Often Compared With SSIIX
Investors most often compare SSIIX with PADZX, DFLEX, AFLIX. These 8 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| PGIM Absolute Return Bond Fund | Nontraditional Bonds | 97 | 2.45% | — | Mar 2011 | SSIIX vs PADZX | |
| DoubleLine Flexible Income Fund | Nontraditional Bonds | 98 | 1.97% | — | Apr 2014 | SSIIX vs DFLEX | |
| Anfield Universal Fixed Income Fund | Nontraditional Bonds | 95 | 1.49% | — | Jun 2013 | SSIIX vs AFLIX | |
| Wavelength Fund | Nontraditional Bonds | 63 | 1.96% | — | Sep 2013 | SSIIX vs WAVLX | |
| Toews Unconstrained Income Fund | Nontraditional Bonds | 40 | 0.17% | — | Aug 2013 | SSIIX vs TUIFX | |
| Templeton Global Total Return Fund | Nontraditional Bonds | 47 | 4.29% | — | Sep 2008 | SSIIX vs TTRZX | |
| Anchor Risk Managed Income Strategies Fund | Nontraditional Bonds | 10 | -0.58% | — | Sep 2015 | SSIIX vs ATCSX | |
| T. Rowe Price Dynamic Global Bond Fund | Nontraditional Bonds | 19 | 3.33% | — | Jan 2015 | SSIIX vs RPIEX |
Compare SSIIX with Any Fund or Stock
Compare SSIIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SSIIX with funds that move differently
Ocean Park Tactical Core Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SSIIX.
Explore SSIIX Diversifiers