Carillon Reams Unconstrained Bond Fund (SUBFX) 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 SUBFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SUBFX
SUBFX charges 0.50% annually. There are 2 mutual funds in the Nontraditional Bonds category with lower expense ratios, going as low as 0.47%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Mortgage Opportunities Fund | 0.47% | — | Apr 2015 | SUBFX vs PMOTX | |
| GMO Opportunistic Income Fund | 0.47% | — | Oct 2011 | SUBFX vs GMODX | |
| FPA Flexible Fixed Income Fund | 0.51% | — | Dec 2018 | SUBFX vs FPFIX | |
| PIMCO Strategic Bond Fund | 0.51% | — | Jan 2009 | SUBFX vs PUTIX | |
| T. Rowe Price Dynamic Credit Fund | 0.56% | — | Jan 2019 | SUBFX vs RPELX |
Best Risk-Adjusted Alternatives to SUBFX
SUBFX has a PortfoliosLab risk / return rank of 32. There are 47 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 | SUBFX vs CELFX | |
| Victory Pioneer Cat Bond Fund Class Y | 100 | — | Jan 2023 | SUBFX vs CBYYX | |
| PGIM Securitized Credit Fund | 100 | — | Jun 2019 | SUBFX vs SCFZX | |
| Eaton Vance Global Macro Absolute Return Fund | 99 | — | Jun 2007 | SUBFX vs EIGMX | |
| Artisan Global Unconstrained Fund | 99 | — | Mar 2022 | SUBFX vs APFPX |
Top Performing SUBFX Alternatives (YTD)
SUBFX is at 0.50% YTD. There are 51 mutual funds in the Nontraditional Bonds category with higher YTD returns, going as high as 8.55%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Eaton Vance Global Macro Absolute Return Advantage... | 8.55% | — | Aug 2010 | SUBFX vs EGRIX | |
| Putnam Mortgage Opportunities Fund | 5.66% | — | Apr 2015 | SUBFX vs PMOTX | |
| Eaton Vance Global Macro Absolute Return Fund | 5.42% | — | Jun 2007 | SUBFX vs EIGMX | |
| Artisan Global Unconstrained Fund | 5.11% | — | Mar 2022 | SUBFX vs APFPX | |
| Cliffwater Enhanced Lending Fund | 4.56% | — | Jul 2021 | SUBFX vs CELFX |
Lowest Volatility Alternatives to SUBFX
SUBFX has 3.46% 1-year volatility. There are 57 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 | SUBFX vs CELFX | |
| Dunham Long/Short Credit Fund | 1.07% | — | Dec 2004 | SUBFX vs DCAIX | |
| Victory Pioneer Cat Bond Fund Class Y | 1.20% | — | Jan 2023 | SUBFX vs CBYYX | |
| BlackRock Global Long/Short Credit Fund | 1.36% | — | Sep 2011 | SUBFX vs BGCIX | |
| GMO Opportunistic Income Fund | 1.43% | — | Oct 2011 | SUBFX vs GMODX |
Lowest Drawdown Alternatives to SUBFX
SUBFX has a 1-year max drawdown of -2.34%. There are 44 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 | SUBFX vs CBYYX | |
| Cliffwater Enhanced Lending Fund | -0.18% | — | Jul 2021 | SUBFX vs CELFX | |
| PGIM Securitized Credit Fund | -0.31% | — | Jun 2019 | SUBFX vs SCFZX | |
| Dunham Long/Short Credit Fund | -0.49% | — | Dec 2004 | SUBFX vs DCAIX | |
| GMO Opportunistic Income Fund | -0.65% | — | Oct 2011 | SUBFX vs GMODX |
Other Mutual Funds from Carillon Family of Funds
The 10 most viewed Carillon Family of Funds mutual funds shown here include BERIX, HRCPX, EISIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Chartwell Income Fund | Diversified Portfolio | 80 | 2.94% | — | Sep 1987 | SUBFX vs BERIX | |
| Carillon ClariVest Capital Appreciation Fund | Large Cap Growth Equities | 34 | 7.93% | — | Dec 1985 | SUBFX vs HRCPX | |
| Carillon ClariVest International Stock Fund | Foreign Large Cap Equities | 86 | 19.76% | — | Feb 2013 | SUBFX vs EISIX | |
| Carillon Scout Mid Cap Fund | Mid Cap Blend Equities | 56 | 13.13% | — | Oct 2006 | SUBFX vs UMBMX | |
| Carillon Eagle Mid Cap Growth Fund | Mid Cap Growth Equities | 6 | 5.57% | — | Aug 1998 | SUBFX vs HAGAX | |
| Chartwell Short Duration High Yield Fund | High Yield Bonds | 97 | 1.73% | — | Jul 2014 | SUBFX vs CWFIX | |
| Carillon Reams Core Plus Bond Fund | Intermediate Core-Plus Bond | 21 | -0.14% | — | Nov 1996 | SUBFX vs SCPZX | |
| Carillon Eagle Growth & Income Fund | Large Cap Value Equities | 69 | 11.05% | — | Dec 1986 | SUBFX vs HRCVX | |
| Chartwell Small Cap Growth Fund | Small Cap Growth Equities | 66 | 22.74% | — | Jun 2017 | SUBFX vs CWSGX | |
| Carillon Eagle Small Cap Growth Fund | Small Cap Growth Equities | 43 | 16.14% | — | May 1993 | SUBFX vs HRSCX |
Often Compared With SUBFX
Investors most often compare SUBFX with STBNX, RBSIX, PDINX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare SUBFX with Any Fund or Stock
Compare SUBFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SUBFX with funds that move differently
Carillon Reams Unconstrained Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SUBFX.
Explore SUBFX Diversifiers