UBS Multi Income Bond Fund (UTBPX) 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 UTBPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to UTBPX
UTBPX charges 1.72% annually. There are 123 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 | UTBPX vs MCFIX | |
| State Street Income Fund | 0.20% | — | Jan 1980 | UTBPX vs SSASX | |
| TIAA-CREF Core Bond Fund | 0.29% | — | Jul 1999 | UTBPX vs TIBDX | |
| Elfun Income Fund | 0.29% | — | Dec 1984 | UTBPX vs EINFX | |
| Baird Core Plus Bond Fund | 0.30% | — | Sep 2000 | UTBPX vs BCOIX |
Best Risk-Adjusted Alternatives to UTBPX
UTBPX has a PortfoliosLab risk / return rank of 39. There are 13 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 | UTBPX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 96 | — | Jul 2010 | UTBPX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 95 | — | Jul 2010 | UTBPX vs LCTRX | |
| MassMutual Diversified Bond Fund | 86 | — | May 1999 | UTBPX vs MDVAX | |
| GMO Multi-Sector Fixed Income Fund | 83 | — | Apr 1997 | UTBPX vs GUGAX |
Top Performing UTBPX Alternatives (YTD)
UTBPX is at 1.29% YTD. There are 9 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 | UTBPX vs TNUIX | |
| Nuveen Core Plus Impact Fund | 3.14% | — | Apr 2021 | UTBPX vs NPCT | |
| MassMutual Diversified Bond Fund | 2.93% | — | May 1999 | UTBPX vs MDVAX | |
| Putnam Mortgage Securities Fund | 2.68% | — | Feb 1984 | UTBPX vs PGSIX | |
| SEI Tax Exempt Trust Tax-Advantaged Income Fund | 2.56% | — | Sep 2007 | UTBPX vs SEATX |
Lowest Volatility Alternatives to UTBPX
UTBPX has 3.94% 1-year volatility. There are 85 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.14%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AAMA Income Fund | 1.14% | — | Jun 2017 | UTBPX vs AMFIX | |
| Archer Income Fund | 1.81% | — | Mar 2011 | UTBPX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.94% | — | Jul 2010 | UTBPX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | 2.00% | — | Jul 2010 | UTBPX vs LCTIX | |
| Holbrook Income Fund Class I | 2.04% | — | Jul 2016 | UTBPX vs HOBIX |
Lowest Drawdown Alternatives to UTBPX
UTBPX has a 1-year max drawdown of -2.98%. There are 67 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 | UTBPX vs HOBIX | |
| AAMA Income Fund | -0.74% | — | Jun 2017 | UTBPX vs AMFIX | |
| GMO Multi-Sector Fixed Income Fund | -1.00% | — | Apr 1997 | UTBPX vs GUGAX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | — | Jul 2010 | UTBPX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | -1.17% | — | Jul 2010 | UTBPX vs LCTIX |
Other Mutual Funds from UBS
The 10 most viewed UBS mutual funds shown here include EMPTX, QGRPX, PCSVX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| UBS Emerging Markets Equity Opportunity Fund | Emerging Markets Diversified | 86 | 23.76% | — | May 2018 | UTBPX vs EMPTX | |
| UBS US Quality Growth At Reasonable Price Fund | Large Cap Growth Equities | 10 | 2.46% | — | Jul 2020 | UTBPX vs QGRPX | |
| PACE Small/Medium Co Value Equity Investments | Small Cap Value Equities | 47 | 17.39% | — | Aug 1995 | UTBPX vs PCSVX | |
| UBS US Dividend Ruler Fund | Large Cap Value Equities | 48 | 10.78% | — | Jul 2020 | UTBPX vs DVRUX | |
| UBS U.S. Allocation Fund | Diversified Portfolio | 59 | 7.57% | — | May 1993 | UTBPX vs PWTYX | |
| PACE Municipal Fixed Income Investments | Municipal Bonds | 75 | 1.28% | — | Aug 1995 | UTBPX vs PCMNX | |
| UBS Ultra Short Income Fund | Ultrashort Bond | — | — | — | May 2018 | UTBPX vs USIAX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | Intermediate Core Bond | 55 | 2.72% | — | Aug 1995 | UTBPX vs PCGTX | |
| UBS Global Allocation Fund | Global Allocation | 69 | 7.99% | — | Aug 1992 | UTBPX vs BPGLX | |
| PACE Alternative Strategies Investments | Multistrategy | 49 | 3.65% | — | Apr 2006 | UTBPX vs PASIX |
Often Compared With UTBPX
Investors most often compare UTBPX with PCSGX, PCLCX, UDBPX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare UTBPX with Any Fund or Stock
Compare UTBPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair UTBPX with funds that move differently
UBS Multi Income Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to UTBPX.
Explore UTBPX Diversifiers