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 62 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 | |
| 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 | |
| iShares U.S. Aggregate Bond Index Fund | 0.05% | — | Jul 1993 | BAGSX vs WFBIX |
Best Risk-Adjusted Alternatives to BAGSX
BAGSX has a PortfoliosLab risk / return rank of 19. There are 50 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 61.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Hartford Schroders Tax-Aware Bond Fund | 61 | — | Oct 2011 | BAGSX vs STWTX | |
| Loomis Sayles Securitized Asset Fund | 59 | — | Mar 2006 | BAGSX vs LSSAX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | 55 | — | Aug 1995 | BAGSX vs PCGTX | |
| Manning & Napier Credit Series | 44 | — | Apr 2020 | BAGSX vs MCDWX | |
| DFA Diversified Fixed Income Portfolio | 39 | — | Aug 2016 | BAGSX vs DFXIX |
Top Performing BAGSX Alternatives (YTD)
BAGSX is at 0.01% YTD. There are 42 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 2.72%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 2.72% | — | Aug 1995 | BAGSX vs PCGTX | |
| Loomis Sayles Securitized Asset Fund | 1.20% | — | Mar 2006 | BAGSX vs LSSAX | |
| Hartford Schroders Tax-Aware Bond Fund | 1.08% | — | Oct 2011 | BAGSX vs STWTX | |
| DFA Diversified Fixed Income Portfolio | 0.77% | — | Aug 2016 | BAGSX vs DFXIX | |
| Fidelity SAI Investment Grade Securitized Fund | 0.76% | — | May 2023 | BAGSX vs FSMOX |
Lowest Volatility Alternatives to BAGSX
BAGSX has 3.74% 1-year volatility. There are 25 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 | BAGSX vs FEDUX | |
| Baird Intermediate Bond Fund | 2.49% | — | Sep 2000 | BAGSX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | 2.50% | — | Sep 2000 | BAGSX vs BIMIX | |
| DFA Diversified Fixed Income Portfolio | 2.63% | — | Aug 2016 | BAGSX vs DFXIX | |
| Johnson Institutional Intermediate Bond Fund | 2.73% | — | Aug 2000 | BAGSX vs JIBEX |
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 | -2.07% | — | 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, BCOSX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Baird Core Plus Bond Fund | Intermediate Core-Plus Bond | 25 | 0.30% | — | Sep 2000 | BAGSX vs BCOIX | |
| Baird Aggregate Bond Fund Class I | Total Bond Market | 21 | 0.14% | — | Sep 2000 | BAGSX vs BAGIX | |
| Baird Core Plus Bond Fund | Intermediate Core-Plus Bond | 23 | 0.16% | — | Sep 2000 | BAGSX vs BCOSX | |
| Baird Short-Term Bond Fund Institutional Class | Short-Term Bond | 93 | 0.95% | — | Aug 2004 | BAGSX vs BSBIX | |
| Baird Strategic Municipal Bond Fund | Municipal Bonds | 89 | 1.66% | — | Nov 2019 | BAGSX vs BSNSX | |
| Baird Ultra Short Bond Fund | Ultrashort Bond | 100 | 1.81% | — | Dec 2013 | BAGSX vs BUBSX | |
| Baird Ultra Short Bond Fund Institutional Class | Ultrashort Bond | 99 | 1.59% | — | Dec 2013 | BAGSX vs BUBIX | |
| Baird Mid Cap Growth Fund | Mid Cap Growth Equities | 3 | 8.05% | — | Dec 2000 | BAGSX vs BMDSX | |
| Baird Municipal Bond Fund | Municipal Bonds | 79 | 1.64% | — | Nov 2019 | BAGSX vs BMQSX | |
| Baird Core Intermediate Municipal Bond Fund | Municipal Bonds | 81 | 1.42% | — | Aug 2015 | BAGSX vs BMNSX |
Often Compared With BAGSX
Investors most often compare BAGSX with BKAG, VPLS, EAGG. These 19 comparison targets span 11 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