Ocean Park Tactical Core Income Fund Institutional Class (SSIRX) 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 SSIRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SSIRX
SSIRX charges 1.45% annually. There are 125 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 | SSIRX vs MCFIX | |
| State Street Income Fund | 0.20% | — | Jan 1980 | SSIRX vs SSASX | |
| Elfun Income Fund | 0.29% | — | Dec 1984 | SSIRX vs EINFX | |
| TIAA-CREF Core Bond Fund | 0.29% | — | Jul 1999 | SSIRX vs TIBDX | |
| Baird Core Plus Bond Fund | 0.30% | — | Sep 2000 | SSIRX vs BCOIX |
Best Risk-Adjusted Alternatives to SSIRX
SSIRX has a PortfoliosLab risk / return rank of 37. There are 15 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 | SSIRX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 95 | — | Jul 2010 | SSIRX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 94 | — | Jul 2010 | SSIRX vs LCTRX | |
| GMO Multi-Sector Fixed Income Fund | 90 | — | Apr 1997 | SSIRX vs GUGAX | |
| MassMutual Diversified Bond Fund | 87 | — | May 1999 | SSIRX vs MDVAX |
Top Performing SSIRX Alternatives (YTD)
SSIRX is at 0.32% YTD. There are 18 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 2.77%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| 1290 Diversified Bond Fund | 2.77% | — | Jul 2015 | SSIRX vs TNUIX | |
| Nuveen Core Plus Impact Fund | 2.50% | — | Apr 2021 | SSIRX vs NPCT | |
| MassMutual Diversified Bond Fund | 2.33% | — | May 1999 | SSIRX vs MDVAX | |
| Holbrook Income Fund Class I | 2.33% | — | Jul 2016 | SSIRX vs HOBIX | |
| Putnam Mortgage Securities Fund | 2.17% | — | Feb 1984 | SSIRX vs PGSIX |
Lowest Volatility Alternatives to SSIRX
SSIRX has 2.80% 1-year volatility. There are 6 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.17%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AAMA Income Fund | 1.17% | — | Jun 2017 | SSIRX vs AMFIX | |
| Archer Income Fund | 1.83% | — | Mar 2011 | SSIRX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.98% | — | Jul 2010 | SSIRX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | 2.04% | — | Jul 2010 | SSIRX vs LCTIX | |
| Holbrook Income Fund Class I | 2.05% | — | Jul 2016 | SSIRX vs HOBIX |
Lowest Drawdown Alternatives to SSIRX
SSIRX has a 1-year max drawdown of -2.82%. There are 41 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 | SSIRX vs HOBIX | |
| AAMA Income Fund | -0.74% | — | Jun 2017 | SSIRX vs AMFIX | |
| GMO Multi-Sector Fixed Income Fund | -1.00% | — | Apr 1997 | SSIRX vs GUGAX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | — | Jul 2010 | SSIRX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | -1.17% | — | Jul 2010 | SSIRX vs LCTIX |
Compare SSIRX with Any Fund or Stock
Compare SSIRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SSIRX with funds that move differently
Ocean Park Tactical Core Income Fund Institutional Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SSIRX.
Explore SSIRX Diversifiers