BBH Limited Duration Fund (BBBIX) belongs to the Ultrashort Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BBBIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BBBIX
BBBIX charges 0.27% annually. There are 20 mutual funds in the Ultrashort Bond category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Conservative Microshort Fund | 0.05% | — | Feb 2021 | BBBIX vs FHCOX | |
| DFA One Year Fixed Income Portfolio | 0.13% | — | Jul 1983 | BBBIX vs DFIHX | |
| Six Circles Tax Aware Ultra Short Duration Fund | 0.15% | — | Jul 2018 | BBBIX vs CUTAX | |
| Baird Ultra Short Bond Fund Institutional Class | 0.15% | — | Dec 2013 | BBBIX vs BUBIX | |
| DFA Two-Year Government Portfolio | 0.17% | — | Jun 1996 | BBBIX vs DFYGX |
Best Risk-Adjusted Alternatives to BBBIX
BBBIX has a PortfoliosLab risk / return rank of 98. There are 39 mutual funds in the Ultrashort Bond category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Navigator Ultra Short Term Bond Fund | 100 | — | Mar 2019 | BBBIX vs NUSIX | |
| Tactical Multi-Purpose Fund | 100 | — | Mar 2017 | BBBIX vs TMPFX | |
| Baird Ultra Short Bond Fund | 100 | — | Dec 2013 | BBBIX vs BUBSX | |
| DFA One Year Fixed Income Portfolio | 100 | — | Jul 1983 | BBBIX vs DFIHX | |
| PIMCO Short Asset Investment Fund | 100 | — | May 2012 | BBBIX vs PAIPX |
Top Performing BBBIX Alternatives (YTD)
BBBIX is at 2.04% YTD. There are 7 mutual funds in the Ultrashort Bond category with higher YTD returns, going as high as 2.62%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Medalist Partners Short Duration Fund | 2.62% | — | Dec 2010 | BBBIX vs SEMRX | |
| PIMCO Short Term Fund | 2.39% | — | Oct 1987 | BBBIX vs PTSHX | |
| SEI Institutional Investments Trust Opportunistic ... | 2.27% | — | Dec 2006 | BBBIX vs ENIAX | |
| Tactical Multi-Purpose Fund | 2.23% | — | Mar 2017 | BBBIX vs TMPFX | |
| PIMCO Short Asset Investment Fund | 2.23% | — | May 2012 | BBBIX vs PAIPX |
Lowest Volatility Alternatives to BBBIX
BBBIX has 1.57% 1-year volatility. There are 57 mutual funds in the Ultrashort Bond category with lower 1-year volatility, going as low as 0.61%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Navigator Ultra Short Term Bond Fund | 0.61% | — | Mar 2019 | BBBIX vs NUSIX | |
| Tactical Multi-Purpose Fund | 0.61% | — | Mar 2017 | BBBIX vs TMPFX | |
| DFA One Year Fixed Income Portfolio | 0.65% | — | Jul 1983 | BBBIX vs DFIHX | |
| Permanent Portfolio Short-Term Treasury Portfolio | 0.65% | — | Sep 1987 | BBBIX vs PRTBX | |
| Baird Ultra Short Bond Fund | 0.65% | — | Dec 2013 | BBBIX vs BUBSX |
Lowest Drawdown Alternatives to BBBIX
BBBIX has a 1-year max drawdown of -0.57%. There are 51 mutual funds in the Ultrashort Bond category with shallower 1-year drawdowns, going as shallow as -0.10%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Conservative Income Bond Institutional Cl... | -0.10% | — | Mar 2011 | BBBIX vs FCNVX | |
| Morgan Stanley Institutional Fund Trust Ultra-Shor... | -0.10% | — | Apr 2016 | BBBIX vs MUIIX | |
| Fidelity Series Treasury Bill Index Fund | -0.10% | — | Aug 2018 | BBBIX vs FHQFX | |
| DFA One Year Fixed Income Portfolio | -0.10% | — | Jul 1983 | BBBIX vs DFIHX | |
| Navigator Ultra Short Term Bond Fund | -0.10% | — | Mar 2019 | BBBIX vs NUSIX |
Other Mutual Funds from BBH
The 6 most viewed BBH mutual funds shown here include BBLIX, BBBMX, BBNIX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | Large Cap Growth Equities | 23 | 1.58% | — | Sep 2019 | BBBIX vs BBLIX | |
| BBH Limited Duration Fund Class N | Ultrashort Bond | 98 | 1.99% | — | Jul 2000 | BBBIX vs BBBMX | |
| BBH Income Fund | Intermediate Core-Plus Bond | 20 | -0.21% | — | Jun 2018 | BBBIX vs BBNIX | |
| BBH Intermediate Municipal Bond Fund | Municipal Bonds | 64 | 0.32% | — | Mar 2014 | BBBIX vs BBIIX | |
| BBH Partner Fund - International Equity | Foreign Large Cap Equities | 29 | 8.86% | — | Oct 2002 | BBBIX vs BBHLX | |
| BBH Select Series - Mid Cap Fund | Mid Cap Growth Equities | 1 | 2.86% | — | May 2021 | BBBIX vs BBMIX |
Often Compared With BBBIX
Investors most often compare BBBIX with FJTDX, TFLR, VNLA. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare BBBIX with Any Fund or Stock
Compare BBBIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BBBIX with funds that move differently
BBH Limited Duration Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BBBIX.
Explore BBBIX Diversifiers