Baird Aggregate Bond Fund (BAGSX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to BAGSX
BAGSX charges 0.55% annually. Among mutual funds in the Intermediate Core Bond category, these options have the lowest expense ratios among BAGSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | Dec 20, 2007 | BAGSX vs FMBPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | Sep 19, 2014 | BAGSX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | Dec 13, 2019 | BAGSX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | Dec 13, 2019 | BAGSX vs QDVBX | |
| iShares U.S. Aggregate Bond Index Fund | 0.05% | Jul 2, 1993 | BAGSX vs WFBIX |
Best Risk-Adjusted Alternatives to BAGSX
Among mutual funds in the Intermediate Core Bond category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| T. Rowe Price New Income Fund | 89 | Aug 31, 1973 | BAGSX vs PRCIX | |
| Fidelity Education Income Fund | 88 | Mar 16, 2021 | BAGSX vs FEDUX | |
| Loomis Sayles Securitized Asset Fund | 87 | Mar 2, 2006 | BAGSX vs LSSAX | |
| Baird Intermediate Bond Fund | 84 | Sep 29, 2000 | BAGSX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 84 | Aug 10, 2016 | BAGSX vs DFXIX |
Top Performing BAGSX Alternatives (YTD)
BAGSX alternatives from the Intermediate Core Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 2.45% | Aug 24, 1995 | BAGSX vs PCGTX | |
| Dupree Taxable Municipal Bond Fund | 0.30% | Nov 1, 2010 | BAGSX vs DUTMX | |
| DFA Diversified Fixed Income Portfolio | 0.29% | Aug 10, 2016 | BAGSX vs DFXIX | |
| Loomis Sayles Securitized Asset Fund | 0.29% | Mar 2, 2006 | BAGSX vs LSSAX | |
| Touchstone Impact Bond Fund | 0.09% | Nov 15, 1991 | BAGSX vs TCPYX |
Lowest Volatility Alternatives to BAGSX
BAGSX alternatives from the Intermediate Core Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Fidelity Education Income Fund | 2.69% | Mar 16, 2021 | BAGSX vs FEDUX | |
| Baird Intermediate Bond Fund Class Institutional | 2.79% | Sep 29, 2000 | BAGSX vs BIMIX | |
| Baird Intermediate Bond Fund | 2.80% | Sep 29, 2000 | BAGSX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 2.85% | Aug 10, 2016 | BAGSX vs DFXIX | |
| Johnson Institutional Intermediate Bond Fund | 3.04% | Aug 31, 2000 | BAGSX vs JIBEX |
Lowest Drawdown Alternatives to BAGSX
BAGSX alternatives from the Intermediate Core Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DFA Diversified Fixed Income Portfolio | -1.69% | Aug 10, 2016 | BAGSX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | Mar 16, 2021 | BAGSX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | Sep 29, 2000 | BAGSX vs BIMSX | |
| CCM Community Impact Bond Fund | -1.98% | Aug 30, 1999 | BAGSX vs CRAIX | |
| Johnson Institutional Intermediate Bond Fund | -2.06% | Aug 31, 2000 | BAGSX vs JIBEX |
Other Mutual Funds from Baird
Most popular Baird mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Baird Aggregate Bond Fund Class I | Total Bond Market | 59 | -0.26% | Sep 29, 2000 | BAGSX vs BAGIX | |
| Baird Core Plus Bond Fund | Intermediate Core-Plus Bond | 65 | -0.36% | Sep 29, 2000 | BAGSX vs BCOIX | |
| Baird Core Plus Bond Fund | Intermediate Core-Plus Bond | 60 | -0.40% | Sep 29, 2000 | BAGSX vs BCOSX | |
| Baird Strategic Municipal Bond Fund | Municipal Bonds | 82 | 0.05% | Nov 14, 2019 | BAGSX vs BSNSX | |
| Baird Short-Term Bond Fund Institutional Class | Short-Term Bond | 98 | 0.27% | Aug 31, 2004 | BAGSX vs BSBIX | |
| Baird Ultra Short Bond Fund | Ultrashort Bond | 100 | 0.70% | Dec 31, 2013 | BAGSX vs BUBSX | |
| Baird Mid Cap Growth Fund | Mid Cap Growth Equities | 20 | -5.21% | Dec 29, 2000 | BAGSX vs BMDSX | |
| Baird Municipal Bond Fund | Municipal Bonds | 55 | -0.64% | Nov 14, 2019 | BAGSX vs BMQSX | |
| Baird Core Intermediate Municipal Bond Fund | Municipal Bonds | 76 | -0.17% | Aug 30, 2015 | BAGSX vs BMNSX | |
| Baird Equity Opportunity Fund | Small Cap Blend Equities | 20 | -14.05% | May 1, 2012 | BAGSX vs BSVSX |
Often Compared With BAGSX
What investors most often compare with BAGSX, 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.