UBS Multi Income Bond Fund (UTBPX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to UTBPX
UTBPX charges 1.72% annually. Among mutual funds in the Intermediate Core-Plus Bond category, these options have the lowest expense ratios among UTBPX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | Aug 15, 2005 | UTBPX vs MCFIX | |
| State Street Income Fund | 0.20% | Jan 2, 1980 | UTBPX vs SSASX | |
| Elfun Income Fund | 0.29% | Dec 31, 1984 | UTBPX vs EINFX | |
| TIAA-CREF Core Bond Fund | 0.29% | Jul 1, 1999 | UTBPX vs TIBDX | |
| Baird Core Plus Bond Fund | 0.30% | Sep 29, 2000 | UTBPX vs BCOIX |
Best Risk-Adjusted Alternatives to UTBPX
Among mutual funds in the Intermediate Core-Plus Bond category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Holbrook Income Fund Class I | 99 | Jul 6, 2016 | UTBPX vs HOBIX | |
| AAMA Income Fund | 98 | Jun 30, 2017 | UTBPX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 94 | Jul 30, 2010 | UTBPX vs LCTRX | |
| Archer Income Fund | 87 | Mar 11, 2011 | UTBPX vs ARINX | |
| MassMutual Diversified Bond Fund | 80 | May 3, 1999 | UTBPX vs MDVAX |
Top Performing UTBPX Alternatives (YTD)
UTBPX alternatives from the Intermediate Core-Plus Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Nuveen Core Plus Impact Fund | 3.03% | Apr 28, 2021 | UTBPX vs NPCT | |
| GMO Multi-Sector Fixed Income Fund | 0.96% | Apr 30, 1997 | UTBPX vs GUGAX | |
| Putnam Mortgage Securities Fund | 0.88% | Feb 8, 1984 | UTBPX vs PGSIX | |
| Holbrook Income Fund Class I | 0.82% | Jul 6, 2016 | UTBPX vs HOBIX | |
| TCW Total Return Bond Fund | 0.57% | Jun 17, 1993 | UTBPX vs TGLMX |
Lowest Volatility Alternatives to UTBPX
UTBPX alternatives from the Intermediate Core-Plus Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| AAMA Income Fund | 0.98% | Jun 30, 2017 | UTBPX vs AMFIX | |
| Archer Income Fund | 1.85% | Mar 11, 2011 | UTBPX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.90% | Jul 30, 2010 | UTBPX vs LCTRX | |
| Holbrook Income Fund Class I | 2.09% | Jul 6, 2016 | UTBPX vs HOBIX | |
| TIAA-CREF Green Bond Fund | 3.36% | Nov 16, 2018 | UTBPX vs TGRNX |
Lowest Drawdown Alternatives to UTBPX
UTBPX alternatives from the Intermediate Core-Plus Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.72% | Jul 6, 2016 | UTBPX vs HOBIX | |
| AAMA Income Fund | -0.74% | Jun 30, 2017 | UTBPX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | Jul 30, 2010 | UTBPX vs LCTRX | |
| Archer Income Fund | -1.63% | Mar 11, 2011 | UTBPX vs ARINX | |
| Metropolitan West Investment Grade Credit Fund | -2.35% | Jun 29, 2018 | UTBPX vs MWIGX |
Other Mutual Funds from UBS
Most popular UBS mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| UBS US Quality Growth At Reasonable Price Fund | Large Cap Growth Equities | 12 | -14.31% | Jul 8, 2020 | UTBPX vs QGRPX | |
| UBS Emerging Markets Equity Opportunity Fund | Emerging Markets Diversified | 89 | -0.19% | May 30, 2018 | UTBPX vs EMPTX | |
| UBS U.S. Allocation Fund | Diversified Portfolio | 38 | -5.56% | May 9, 1993 | UTBPX vs PWTYX | |
| PACE Municipal Fixed Income Investments | Municipal Bonds | 54 | -0.51% | Aug 23, 1995 | UTBPX vs PCMNX | |
| PACE Alternative Strategies Investments | Multistrategy | 75 | -0.69% | Apr 9, 2006 | UTBPX vs PASIX | |
| UBS Global Allocation Fund | Global Allocation | 65 | -4.25% | Aug 30, 1992 | UTBPX vs BPGLX | |
| UBS US Dividend Ruler Fund | Large Cap Value Equities | 47 | -4.16% | Jul 8, 2020 | UTBPX vs DVRUX | |
| UBS International Sustainable Equity Fund | Foreign Large Cap Equities | 51 | -4.27% | Aug 31, 1993 | UTBPX vs BNUEX | |
| PACE Strategic Fixed Income Investments | Intermediate Core-Plus Bond | 60 | -0.44% | Aug 24, 1995 | UTBPX vs PCSIX | |
| PACE Small/Medium Co Value Equity Investments | Small Cap Value Equities | 23 | -0.12% | Aug 24, 1995 | UTBPX vs PCSVX |
Often Compared With UTBPX
What investors most often compare with UTBPX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| PACE Large Co Growth Equity Investments | Large Cap Growth Equities | 7 | -12.90% | Aug 24, 1995 | UTBPX vs PCLCX | |
| PACE International Emerging Markets Equity Investm... | Emerging Markets Diversified | 87 | 0.24% | Aug 23, 1995 | UTBPX vs PCEMX | |
| PACE Small/Medium Co Growth Equity Investments | Small Cap Growth Equities | 7 | -9.66% | Aug 24, 1995 | UTBPX vs PCSGX | |
| UBS Sustainable Development Bank Bond Fund | Global Bonds | 73 | 0.17% | Oct 23, 2018 | UTBPX vs UDBPX | |
| UBS Ultra Short Income Fund | Ultrashort Bond | 98 | 0.13% | May 29, 2018 | UTBPX vs USIAX | |
| VY BrandywineGLOBAL - Bond Portfolio | Intermediate Core-Plus Bond | 68 | 0.21% | Feb 20, 2015 | UTBPX vs VGSBX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | Intermediate Core Bond | 80 | 2.45% | Aug 24, 1995 | UTBPX vs PCGTX | |
| Ancora Income Fund | Intermediate Core-Plus Bond | 21 | -0.31% | Jan 5, 2004 | UTBPX vs AAIIX | |
| Brandes Core Plus Fixed Income Fund | Intermediate Core-Plus Bond | 53 | -0.55% | Dec 28, 2007 | UTBPX vs BCPIX |
Compare UTBPX with Any Fund or Stock
Compare UTBPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.