Avantis Core Fixed Income Fund (AVIGX) belongs to the Intermediate Core Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with AVIGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to AVIGX
AVIGX charges 0.15% annually. There are 11 mutual funds in the Intermediate Core Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | — | Dec 2007 | AVIGX vs FMBPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | — | Sep 2014 | AVIGX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | — | Dec 2019 | AVIGX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | — | Dec 2019 | AVIGX vs QDVBX | |
| iShares U.S. Aggregate Bond Index Fund | 0.05% | — | Jul 1993 | AVIGX vs WFBIX |
Best Risk-Adjusted Alternatives to AVIGX
AVIGX has a PortfoliosLab risk / return rank of 19. There are 41 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 59.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Loomis Sayles Securitized Asset Fund | 59 | — | Mar 2006 | AVIGX vs LSSAX | |
| Hartford Schroders Tax-Aware Bond Fund | 52 | — | Oct 2011 | AVIGX vs STWTX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | 49 | — | Aug 1995 | AVIGX vs PCGTX | |
| Manning & Napier Credit Series | 39 | — | Apr 2020 | AVIGX vs MCDWX | |
| Fidelity SAI Investment Grade Securitized Fund | 34 | — | May 2023 | AVIGX vs FSMOX |
Top Performing AVIGX Alternatives (YTD)
AVIGX is at -0.22% YTD. There are 85 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 2.92%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 2.92% | — | Aug 1995 | AVIGX vs PCGTX | |
| Loomis Sayles Securitized Asset Fund | 1.24% | — | Mar 2006 | AVIGX vs LSSAX | |
| Hartford Schroders Tax-Aware Bond Fund | 1.18% | — | Oct 2011 | AVIGX vs STWTX | |
| Dupree Taxable Municipal Bond Fund | 1.01% | — | Nov 2010 | AVIGX vs DUTMX | |
| DFA Diversified Fixed Income Portfolio | 0.73% | — | Aug 2016 | AVIGX vs DFXIX |
Lowest Volatility Alternatives to AVIGX
AVIGX has 4.17% 1-year volatility. There are 95 mutual funds in the Intermediate Core Bond category with lower 1-year volatility, going as low as 2.49%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Baird Intermediate Bond Fund Class Institutional | 2.49% | — | Sep 2000 | AVIGX vs BIMIX | |
| Baird Intermediate Bond Fund | 2.50% | — | Sep 2000 | AVIGX vs BIMSX | |
| Fidelity Education Income Fund | 2.50% | — | Mar 2021 | AVIGX vs FEDUX | |
| DFA Diversified Fixed Income Portfolio | 2.61% | — | Aug 2016 | AVIGX vs DFXIX | |
| Johnson Institutional Intermediate Bond Fund | 2.75% | — | Aug 2000 | AVIGX vs JIBEX |
Lowest Drawdown Alternatives to AVIGX
AVIGX has a 1-year max drawdown of -3.04%. There are 62 mutual funds in the Intermediate Core Bond category with shallower 1-year drawdowns, going as shallow as -1.69%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Diversified Fixed Income Portfolio | -1.69% | — | Aug 2016 | AVIGX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | — | Mar 2021 | AVIGX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | — | Sep 2000 | AVIGX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | -2.07% | — | Sep 2000 | AVIGX vs BIMIX | |
| Fidelity Intermediate Bond Fund | -2.11% | — | May 1975 | AVIGX vs FTHRX |
Other Mutual Funds from Avantis Investors
The 5 most viewed Avantis Investors mutual funds shown here include AVUVX, AVDVX, AVUSX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Avantis U.S. Small Cap Value Fund | Small Cap Value Equities | 77 | 20.86% | — | Dec 2019 | AVIGX vs AVUVX | |
| Avantis International Small Cap Value Fund | Foreign Small & Mid Cap Equities | 84 | 16.44% | — | Dec 2019 | AVIGX vs AVDVX | |
| Avantis U.S. Equity Fund | Large Cap Blend Equities | 86 | 14.85% | — | Dec 2019 | AVIGX vs AVUSX | |
| Avantis International Equity Fund | Foreign Large Cap Equities | 53 | 11.56% | — | Dec 2019 | AVIGX vs AVDEX | |
| Avantis Emerging Markets Equity Fund | Emerging Markets Diversified | 87 | 27.29% | — | Dec 2019 | AVIGX vs AVEEX |
Often Compared With AVIGX
Investors most often compare AVIGX with NPFI, PRCIX, TCPYX. These 11 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare AVIGX with Any Fund or Stock
Compare AVIGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AVIGX with funds that move differently
Avantis Core Fixed Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AVIGX.
Explore AVIGX Diversifiers