Baird Aggregate Bond Fund (BAGSX) 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 BAGSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BAGSX
BAGSX charges 0.55% annually. There are 64 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 | BAGSX vs FMBPX | |
| Vanguard Total Bond Market Index Fund Institutiona... | 0.02% | 398.10B | Feb 2010 | BAGSX vs VBMPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | — | Sep 2014 | BAGSX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | — | Dec 2019 | BAGSX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | — | Dec 2019 | BAGSX vs QDVBX |
Best Risk-Adjusted Alternatives to BAGSX
BAGSX has a PortfoliosLab risk / return rank of 20. There are 47 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 | BAGSX vs VCAIX | |
| Hartford Schroders Tax-Aware Bond Fund | 64 | — | Oct 2011 | BAGSX vs STWTX | |
| Loomis Sayles Securitized Asset Fund | 64 | — | Mar 2006 | BAGSX vs LSSAX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | 58 | — | Aug 1995 | BAGSX vs PCGTX | |
| Manning & Napier Credit Series | 50 | — | Apr 2020 | BAGSX vs MCDWX |
Top Performing BAGSX Alternatives (YTD)
BAGSX is at -0.44% YTD. There are 33 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 | BAGSX vs PCGTX | |
| Loomis Sayles Securitized Asset Fund | 0.81% | — | Mar 2006 | BAGSX vs LSSAX | |
| DFA Diversified Fixed Income Portfolio | 0.66% | — | Aug 2016 | BAGSX vs DFXIX | |
| Manning & Napier Credit Series | 0.57% | — | Apr 2020 | BAGSX vs MCDWX | |
| Fidelity Education Income Fund | 0.15% | — | Mar 2021 | BAGSX vs FEDUX |
Lowest Volatility Alternatives to BAGSX
BAGSX 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 | BAGSX vs VCAIX | |
| Fidelity Education Income Fund | 2.45% | — | Mar 2021 | BAGSX vs FEDUX | |
| Baird Intermediate Bond Fund Class Institutional | 2.49% | — | Sep 2000 | BAGSX vs BIMIX | |
| Baird Intermediate Bond Fund | 2.49% | — | Sep 2000 | BAGSX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 2.62% | — | Aug 2016 | BAGSX vs DFXIX |
Lowest Drawdown Alternatives to BAGSX
BAGSX has a 1-year max drawdown of -2.84%. There are 27 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 | BAGSX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | — | Mar 2021 | BAGSX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | — | Sep 2000 | BAGSX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | -2.08% | — | Sep 2000 | BAGSX vs BIMIX | |
| Fidelity Intermediate Bond Fund | -2.11% | — | May 1975 | BAGSX vs FTHRX |
Other Mutual Funds from Baird
The 10 most viewed Baird mutual funds shown here include BCOIX, BAGIX, BSBIX 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 | BAGSX vs BCOIX | |
| Baird Aggregate Bond Fund Class I | Total Bond Market | 23 | -0.31% | — | Sep 2000 | BAGSX vs BAGIX | |
| Baird Short-Term Bond Fund Institutional Class | Short-Term Bond | 95 | 1.10% | — | Aug 2004 | BAGSX vs BSBIX | |
| Baird Core Plus Bond Fund | Intermediate Core-Plus Bond | 24 | -0.34% | — | Sep 2000 | BAGSX vs BCOSX | |
| Baird Strategic Municipal Bond Fund | Municipal Bonds | 88 | 0.99% | — | Nov 2019 | BAGSX vs BSNSX | |
| Baird Ultra Short Bond Fund | Ultrashort Bond | 100 | 2.04% | — | Dec 2013 | BAGSX vs BUBSX | |
| Baird Ultra Short Bond Fund Institutional Class | Ultrashort Bond | 99 | 1.52% | — | Dec 2013 | BAGSX vs BUBIX | |
| Baird Mid Cap Growth Fund | Mid Cap Growth Equities | 3 | 7.10% | — | Dec 2000 | BAGSX vs BMDSX | |
| Baird Core Intermediate Municipal Bond Fund | Municipal Bonds | 78 | 0.54% | — | Aug 2015 | BAGSX vs BMNSX | |
| Baird Municipal Bond Fund | Municipal Bonds | 72 | 0.16% | — | Nov 2019 | BAGSX vs BMQSX |
Often Compared With BAGSX
Investors most often compare BAGSX with BKAG, EAGG, VPLS. These 19 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare BAGSX with Any Fund or Stock
Compare BAGSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BAGSX with funds that move differently
Baird Aggregate Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BAGSX.
Explore BAGSX Diversifiers