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 | |
|---|---|---|---|---|---|
| GMO Opportunistic Income Fund | 0.47% | — | Oct 2011 | SUBFX vs GMODX | |
| Putnam Mortgage Opportunities Fund | 0.47% | — | Apr 2015 | SUBFX vs PMOTX | |
| 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 44. There are 49 mutual funds in the Nontraditional Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Pioneer Cat Bond Fund Class Y | 100 | — | Jan 2023 | SUBFX vs CBYYX | |
| PGIM Securitized Credit Fund | 99 | — | 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 | |
| DoubleLine Flexible Income Fund | 98 | — | Apr 2014 | SUBFX vs DFLEX |
Top Performing SUBFX Alternatives (YTD)
SUBFX is at 0.79% YTD. There are 56 mutual funds in the Nontraditional Bonds category with higher YTD returns, going as high as 6.67%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Eaton Vance Global Macro Absolute Return Advantage... | 6.67% | — | Aug 2010 | SUBFX vs EGRIX | |
| Putnam Mortgage Opportunities Fund | 4.69% | — | Apr 2015 | SUBFX vs PMOTX | |
| Anchor Risk Managed Credit Strategies Fund | 4.38% | — | Sep 2015 | SUBFX vs ATCSX | |
| Eaton Vance Global Macro Absolute Return Fund | 4.26% | — | Jun 2007 | SUBFX vs EIGMX | |
| Artisan Global Unconstrained Fund | 4.00% | — | Mar 2022 | SUBFX vs APFPX |
Lowest Volatility Alternatives to SUBFX
SUBFX has 3.42% 1-year volatility. There are 55 mutual funds in the Nontraditional Bonds category with lower 1-year volatility, going as low as 1.01%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dunham Long/Short Credit Fund | 1.01% | — | Dec 2004 | SUBFX vs DCAIX | |
| Victory Pioneer Cat Bond Fund Class Y | 1.23% | — | Jan 2023 | SUBFX vs CBYYX | |
| DoubleLine Flexible Income Fund | 1.31% | — | Apr 2014 | SUBFX vs DFLEX | |
| GMO Opportunistic Income Fund | 1.35% | — | Oct 2011 | SUBFX vs GMODX | |
| BlackRock Global Long/Short Credit Fund | 1.36% | — | Sep 2011 | SUBFX vs BGCIX |
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 | |
| PGIM Securitized Credit Fund | -0.31% | — | Jun 2019 | SUBFX vs SCFZX | |
| Dunham Long/Short Credit Fund | -0.37% | — | Dec 2004 | SUBFX vs DCAIX | |
| GMO Opportunistic Income Fund | -0.65% | — | Oct 2011 | SUBFX vs GMODX | |
| PGIM Absolute Return Bond Fund | -0.76% | — | Mar 2011 | SUBFX vs PADZX |
Other Mutual Funds from Carillon Family of Funds
The 10 most viewed Carillon Family of Funds mutual funds shown here include HRCPX, UMBMX, BERIX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Carillon ClariVest Capital Appreciation Fund | Large Cap Growth Equities | 50 | 11.31% | — | Dec 1985 | SUBFX vs HRCPX | |
| Carillon Scout Mid Cap Fund | Mid Cap Blend Equities | 49 | 13.58% | — | Oct 2006 | SUBFX vs UMBMX | |
| Chartwell Income Fund | Diversified Portfolio | 88 | 4.78% | — | Sep 1987 | SUBFX vs BERIX | |
| Carillon Eagle Mid Cap Growth Fund | Mid Cap Growth Equities | 9 | 8.39% | — | Aug 1998 | SUBFX vs HAGAX | |
| Carillon ClariVest International Stock Fund | Foreign Large Cap Equities | 86 | 23.83% | — | Feb 2013 | SUBFX vs EISIX | |
| Carillon Reams Core Plus Bond Fund | Intermediate Core-Plus Bond | 32 | 0.85% | — | Nov 1996 | SUBFX vs SCPZX | |
| Carillon Eagle Growth & Income Fund | Large Cap Value Equities | 66 | 10.11% | — | Dec 1986 | SUBFX vs HRCVX | |
| Chartwell Small Cap Growth Fund | Small Cap Growth Equities | 77 | 28.62% | — | Jun 2017 | SUBFX vs CWSGX | |
| Chartwell Short Duration High Yield Fund | High Yield Bonds | 97 | 1.50% | — | Jul 2014 | SUBFX vs CWFIX | |
| Chartwell Small Cap Value Fund | Small Cap Value Equities | 39 | 18.18% | — | Mar 2012 | SUBFX vs CWSIX |
Often Compared With SUBFX
Investors most often compare SUBFX with STBNX, RBSIX, PDINX. These 20 comparison targets span 3 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