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 9 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 22. There are 33 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 50.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 50 | — | Aug 1995 | AVIGX vs PCGTX | |
| Loomis Sayles Securitized Asset Fund | 50 | — | Mar 2006 | AVIGX vs LSSAX | |
| Manning & Napier Credit Series | 41 | — | Apr 2020 | AVIGX vs MCDWX | |
| Hartford Schroders Tax-Aware Bond Fund | 40 | — | Oct 2011 | AVIGX vs STWTX | |
| Federated Hermes Mortgage Strategy Portfolio | 40 | — | Dec 2007 | AVIGX vs FMBPX |
Top Performing AVIGX Alternatives (YTD)
AVIGX is at 0.26% YTD. There are 49 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 3.02%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 3.02% | — | Aug 1995 | AVIGX vs PCGTX | |
| Loomis Sayles Securitized Asset Fund | 1.24% | — | Mar 2006 | AVIGX vs LSSAX | |
| Fidelity SAI Investment Grade Securitized Fund | 0.98% | — | May 2023 | AVIGX vs FSMOX | |
| Hartford Schroders Tax-Aware Bond Fund | 0.87% | — | Oct 2011 | AVIGX vs STWTX | |
| MassMutual Core Bond Fund | 0.85% | — | Sep 1994 | AVIGX vs MCBDX |
Lowest Volatility Alternatives to AVIGX
AVIGX has 4.20% 1-year volatility. There are 87 mutual funds in the Intermediate Core Bond category with lower 1-year volatility, going as low as 2.47%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Education Income Fund | 2.47% | — | Mar 2021 | AVIGX vs FEDUX | |
| Baird Intermediate Bond Fund Class Institutional | 2.49% | — | Sep 2000 | AVIGX vs BIMIX | |
| Baird Intermediate Bond Fund | 2.53% | — | Sep 2000 | AVIGX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 2.62% | — | Aug 2016 | AVIGX vs DFXIX | |
| Johnson Institutional Intermediate Bond Fund | 2.73% | — | Aug 2000 | AVIGX vs JIBEX |
Lowest Drawdown Alternatives to AVIGX
AVIGX has a 1-year max drawdown of -3.04%. There are 59 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 | |
| CCM Community Impact Bond Fund | -2.15% | — | Aug 1999 | AVIGX vs CRAIX |
Other Mutual Funds from Avantis Investors
The 5 most viewed Avantis Investors mutual funds shown here include AVUVX, AVDVX, AVDEX 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 | 68 | 18.39% | — | Dec 2019 | AVIGX vs AVUVX | |
| Avantis International Small Cap Value Fund | Foreign Small & Mid Cap Equities | 83 | 16.93% | — | Dec 2019 | AVIGX vs AVDVX | |
| Avantis International Equity Fund | Foreign Large Cap Equities | 45 | 10.98% | — | Dec 2019 | AVIGX vs AVDEX | |
| Avantis U.S. Equity Fund | Large Cap Blend Equities | 86 | 14.61% | — | Dec 2019 | AVIGX vs AVUSX | |
| Avantis Emerging Markets Equity Fund | Emerging Markets Diversified | 88 | 25.93% | — | Dec 2019 | AVIGX vs AVEEX |
Often Compared With AVIGX
Investors most often compare AVIGX with NPFI, PRCIX, UMMGX. 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