Baird Aggregate Bond Fund Institutional Class (BAGIX) 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 BAGIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BAGIX
BAGIX charges 0.30% annually. There are 28 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 | BAGIX vs FMBPX | |
| Vanguard Total Bond Market Index Fund Institutiona... | 0.02% | 398.10B | Feb 2010 | BAGIX vs VBMPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | — | Sep 2014 | BAGIX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | — | Dec 2019 | BAGIX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | — | Dec 2019 | BAGIX vs QDVBX |
Best Risk-Adjusted Alternatives to BAGIX
BAGIX has a PortfoliosLab risk / return rank of 23. There are 21 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 65.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard California Intermediate-Term Tax-Exempt F... | 65 | 19.40B | Mar 1994 | BAGIX vs VCAIX | |
| Hartford Schroders Tax-Aware Bond Fund | 64 | — | Oct 2011 | BAGIX vs STWTX | |
| Loomis Sayles Securitized Asset Fund | 64 | — | Mar 2006 | BAGIX vs LSSAX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | 58 | — | Aug 1995 | BAGIX vs PCGTX | |
| Manning & Napier Credit Series | 50 | — | Apr 2020 | BAGIX vs MCDWX |
Top Performing BAGIX Alternatives (YTD)
BAGIX is at -0.31% YTD. There are 23 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 2.13%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 2.13% | — | Aug 1995 | BAGIX vs PCGTX | |
| Loomis Sayles Securitized Asset Fund | 0.81% | — | Mar 2006 | BAGIX vs LSSAX | |
| DFA Diversified Fixed Income Portfolio | 0.66% | — | Aug 2016 | BAGIX vs DFXIX | |
| Manning & Napier Credit Series | 0.57% | — | Apr 2020 | BAGIX vs MCDWX | |
| Fidelity SAI Investment Grade Securitized Fund | 0.15% | — | May 2023 | BAGIX vs FSMOX |
Lowest Volatility Alternatives to BAGIX
BAGIX has 3.70% 1-year volatility. There are 25 mutual funds in the Intermediate Core Bond category with lower 1-year volatility, going as low as 2.36%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard California Intermediate-Term Tax-Exempt F... | 2.36% | 19.40B | Mar 1994 | BAGIX vs VCAIX | |
| Fidelity Education Income Fund | 2.45% | — | Mar 2021 | BAGIX vs FEDUX | |
| Baird Intermediate Bond Fund Class Institutional | 2.49% | — | Sep 2000 | BAGIX vs BIMIX | |
| Baird Intermediate Bond Fund | 2.49% | — | Sep 2000 | BAGIX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 2.62% | — | Aug 2016 | BAGIX vs DFXIX |
Lowest Drawdown Alternatives to BAGIX
BAGIX has a 1-year max drawdown of -2.72%. There are 19 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 | BAGIX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | — | Mar 2021 | BAGIX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | — | Sep 2000 | BAGIX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | -2.08% | — | Sep 2000 | BAGIX vs BIMIX | |
| Fidelity Intermediate Bond Fund | -2.11% | — | May 1975 | BAGIX vs FTHRX |
Other Mutual Funds from Baird
The 10 most viewed Baird mutual funds shown here include BCOIX, BSBIX, BCOSX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Baird Core Plus Bond Fund | Intermediate Core-Plus Bond | 26 | -0.21% | — | Sep 2000 | BAGIX vs BCOIX | |
| Baird Short-Term Bond Fund Institutional Class | Short-Term Bond | 95 | 1.10% | — | Aug 2004 | BAGIX vs BSBIX | |
| Baird Core Plus Bond Fund | Intermediate Core-Plus Bond | 24 | -0.34% | — | Sep 2000 | BAGIX vs BCOSX | |
| Baird Strategic Municipal Bond Fund | Municipal Bonds | 88 | 0.99% | — | Nov 2019 | BAGIX vs BSNSX | |
| Baird Aggregate Bond Fund | Intermediate Core Bond | 20 | -0.44% | — | Sep 2000 | BAGIX vs BAGSX | |
| Baird Ultra Short Bond Fund | Ultrashort Bond | 100 | 2.04% | — | Dec 2013 | BAGIX vs BUBSX | |
| Baird Ultra Short Bond Fund Institutional Class | Ultrashort Bond | 99 | 1.52% | — | Dec 2013 | BAGIX vs BUBIX | |
| Baird Mid Cap Growth Fund | Mid Cap Growth Equities | 3 | 7.10% | — | Dec 2000 | BAGIX vs BMDSX | |
| Baird Core Intermediate Municipal Bond Fund | Municipal Bonds | 78 | 0.54% | — | Aug 2015 | BAGIX vs BMNSX | |
| Baird Municipal Bond Fund | Municipal Bonds | 72 | 0.16% | — | Nov 2019 | BAGIX vs BMQSX |
Often Compared With BAGIX
Investors most often compare BAGIX with DODIX, BND, AGG. These 19 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare BAGIX with Any Fund or Stock
Compare BAGIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BAGIX with funds that move differently
Baird Aggregate Bond Fund Institutional Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BAGIX.
Explore BAGIX Diversifiers