Wilshire Income Opportunities Fund (WIORX) belongs to the Multisector Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with WIORX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to WIORX
WIORX charges 1.15% annually. There are 64 mutual funds in the Multisector Bonds category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Doubleline Selective Credit Fund | 0.05% | — | Aug 2014 | WIORX vs DBSCX | |
| Vanguard Multi-Sector Income Bond Fund Admiral Sha... | 0.30% | — | Oct 2021 | WIORX vs VMSAX | |
| JPMorgan Income Fund | 0.40% | — | Jun 2014 | WIORX vs JMSIX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 0.40% | — | Jul 2016 | WIORX vs BWDTX | |
| Mercer Opportunistic Fixed Income Fund | 0.44% | — | Aug 2013 | WIORX vs MOFIX |
Best Risk-Adjusted Alternatives to WIORX
WIORX has a PortfoliosLab risk / return rank of 33. There are 68 mutual funds in the Multisector Bonds category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | 99 | — | Nov 2015 | WIORX vs NWXHX | |
| Nationwide Strategic Income A | 99 | — | Nov 2015 | WIORX vs NWXEX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 98 | — | Jul 2016 | WIORX vs BWDTX | |
| CrossingBridge Low Duration High Yield Fund | 97 | — | Jan 2018 | WIORX vs CBLDX | |
| Intrepid Income Fund | 97 | — | Jul 2007 | WIORX vs ICMUX |
Top Performing WIORX Alternatives (YTD)
WIORX is at 0.54% YTD. There are 69 mutual funds in the Multisector Bonds category with higher YTD returns, going as high as 4.22%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| abrdn Income Credit Strategies Fund | 4.22% | — | Jan 2011 | WIORX vs ACP | |
| Saba Capital Income & Opportunities Fund | 3.83% | — | Dec 1987 | WIORX vs BRW | |
| BrandywineGLOBAL - Flexible Bond Fund | 2.82% | — | May 2016 | WIORX vs LFLIX | |
| Intrepid Income Fund | 2.43% | — | Jul 2007 | WIORX vs ICMUX | |
| Nationwide Amundi Strategic Income Fund | 2.29% | — | Nov 2015 | WIORX vs NWXHX |
Lowest Volatility Alternatives to WIORX
WIORX has 2.93% 1-year volatility. There are 35 mutual funds in the Multisector Bonds category with lower 1-year volatility, going as low as 1.16%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | 1.16% | — | Nov 2015 | WIORX vs NWXHX | |
| Nationwide Strategic Income A | 1.21% | — | Nov 2015 | WIORX vs NWXEX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 1.29% | — | Jul 2016 | WIORX vs BWDTX | |
| CrossingBridge Low Duration High Yield Fund | 1.39% | — | Jan 2018 | WIORX vs CBLDX | |
| Rational Special Situations Income Fund | 1.41% | — | Jul 2019 | WIORX vs RFXIX |
Lowest Drawdown Alternatives to WIORX
WIORX has a 1-year max drawdown of -2.71%. There are 43 mutual funds in the Multisector Bonds category with shallower 1-year drawdowns, going as shallow as -0.41%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | -0.41% | — | Nov 2015 | WIORX vs NWXHX | |
| Nationwide Strategic Income A | -0.43% | — | Nov 2015 | WIORX vs NWXEX | |
| Rational Special Situations Income Fund | -0.72% | — | Jul 2019 | WIORX vs RFXIX | |
| CrossingBridge Low Duration High Yield Fund | -0.73% | — | Jan 2018 | WIORX vs CBLDX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | -1.00% | — | Jul 2016 | WIORX vs BWDTX |
Other Mutual Funds from Wilshire Mutual Funds
The 6 most viewed Wilshire Mutual Funds mutual funds shown here include WFIVX, DTLVX, DTLGX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Wilshire 5000 Index Portfolio | Large Cap Blend Equities | 68 | 11.56% | — | Feb 1999 | WIORX vs WFIVX | |
| Wilshire Large Company Value Portfolio | Large Cap Value Equities | 59 | 9.55% | — | Sep 1992 | WIORX vs DTLVX | |
| Wilshire Large Company Growth Portfolio | Large Cap Growth Equities | 32 | 9.70% | — | Sep 1992 | WIORX vs DTLGX | |
| Wilshire Small Company Growth Portfolio | Small Cap Growth Equities | 39 | 18.10% | — | Oct 1992 | WIORX vs DTSGX | |
| Wilshire International Equity Fund | Foreign Large Cap Equities | 54 | 14.82% | — | Nov 2007 | WIORX vs WLCTX | |
| Wilshire Small Company Value Portfolio | Small Cap Blend Equities | 62 | 16.68% | — | Sep 1992 | WIORX vs DTSVX |
Often Compared With WIORX
Investors most often compare WIORX with AXSIX, JSVIX, CRMVX. These 10 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Axonic Strategic Income Fund | Multisector Bonds | 87 | 1.94% | — | Dec 2019 | WIORX vs AXSIX | |
| Easterly Income Opportunities Fund | Multisector Bonds | 79 | 0.37% | — | Aug 2018 | WIORX vs JSVIX | |
| Potomac Managed Volatility Fund | Multisector Bonds | 70 | 2.22% | — | Jun 2020 | WIORX vs CRMVX | |
| Eaton Vance Short Duration Strategic Income Fund | Multisector Bonds | 86 | 1.76% | — | May 1994 | WIORX vs ECSIX | |
| CrossingBridge Responsible Credit Fund | Multisector Bonds | 70 | 0.73% | — | Jun 2021 | WIORX vs CBRDX | |
| Muzinich Low Duration Fund | Multisector Bonds | 89 | 1.32% | — | Jun 2016 | WIORX vs MZLSX | |
| Eaton Vance Strategic Income Fund Class I | Multisector Bonds | 92 | 2.18% | — | Apr 2009 | WIORX vs ESIIX | |
| Eaton Vance Strategic Income Fund Class I | Multisector Bonds | 90 | 2.19% | — | Jan 1998 | WIORX vs ETSIX | |
| Western Asset Diversified Income Fund | Multisector Bonds | 4 | 1.58% | — | Jun 2021 | WIORX vs WDI | |
| BrandywineGLOBAL Global Income Opportunities Fund | Multisector Bonds | 12 | 0.03% | — | Mar 2012 | WIORX vs BWG |
Compare WIORX with Any Fund or Stock
Compare WIORX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair WIORX with funds that move differently
Wilshire Income Opportunities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WIORX.
Explore WIORX Diversifiers