BBH Limited Duration Fund Class N (BBBMX) 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 BBBMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BBBMX
BBBMX charges 0.35% annually. There are 29 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 | BBBMX vs FHCOX | |
| DFA One Year Fixed Income Portfolio | 0.13% | — | Jul 1983 | BBBMX vs DFIHX | |
| Six Circles Tax Aware Ultra Short Duration Fund | 0.15% | — | Jul 2018 | BBBMX vs CUTAX | |
| Baird Ultra Short Bond Fund Institutional Class | 0.15% | — | Dec 2013 | BBBMX vs BUBIX | |
| DFA Two-Year Government Portfolio | 0.17% | — | Jun 1996 | BBBMX vs DFYGX |
Best Risk-Adjusted Alternatives to BBBMX
BBBMX has a PortfoliosLab risk / return rank of 96. There are 50 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 | BBBMX vs NUSIX | |
| Baird Ultra Short Bond Fund | 100 | — | Dec 2013 | BBBMX vs BUBSX | |
| Baird Ultra Short Bond Fund Institutional Class | 100 | — | Dec 2013 | BBBMX vs BUBIX | |
| PIMCO Short Asset Investment Fund | 100 | — | May 2012 | BBBMX vs PAIPX | |
| SEI Institutional Investments Trust Opportunistic ... | 100 | — | Dec 2006 | BBBMX vs ENIAX |
Top Performing BBBMX Alternatives (YTD)
BBBMX is at 1.32% YTD. There are 45 mutual funds in the Ultrashort Bond category with higher YTD returns, going as high as 2.15%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Semper Short Duration Fund | 2.15% | — | Dec 2010 | BBBMX vs SEMRX | |
| PIMCO Short Term Fund | 1.92% | — | Oct 1987 | BBBMX vs PTSHX | |
| PIMCO Short Asset Investment Fund | 1.80% | — | May 2012 | BBBMX vs PAIPX | |
| Pioneer Multi-Asset Ultrashort Income Fund | 1.73% | — | Apr 2011 | BBBMX vs MYFRX | |
| T. Rowe Price Ultra Short-Term Bond Fund Class I | 1.64% | — | Jul 2017 | BBBMX vs TRSTX |
Lowest Volatility Alternatives to BBBMX
BBBMX has 1.61% 1-year volatility. There are 59 mutual funds in the Ultrashort Bond category with lower 1-year volatility, going as low as 0.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Tactical Multi-Purpose Fund | 0.56% | — | Mar 2017 | BBBMX vs TMPFX | |
| Baird Ultra Short Bond Fund | 0.62% | — | Dec 2013 | BBBMX vs BUBSX | |
| Navigator Ultra Short Term Bond Fund | 0.63% | — | Mar 2019 | BBBMX vs NUSIX | |
| Permanent Portfolio Short-Term Treasury Portfolio | 0.68% | — | Sep 1987 | BBBMX vs PRTBX | |
| Baird Ultra Short Bond Fund Institutional Class | 0.70% | — | Dec 2013 | BBBMX vs BUBIX |
Lowest Drawdown Alternatives to BBBMX
BBBMX has a 1-year max drawdown of -0.57%. There are 48 mutual funds in the Ultrashort Bond category with shallower 1-year drawdowns, going as shallow as 0.00%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Tactical Multi-Purpose Fund | 0.00% | — | Mar 2017 | BBBMX vs TMPFX | |
| U.S. Global Investors U.S. Government Ultra-Short ... | 0.00% | — | Dec 2013 | BBBMX vs UGSDX | |
| Fidelity Series Treasury Bill Index Fund | -0.10% | — | Aug 2018 | BBBMX vs FHQFX | |
| Morgan Stanley Institutional Fund Trust Ultra-Shor... | -0.10% | — | Apr 2016 | BBBMX vs MUIIX | |
| Navigator Ultra Short Term Bond Fund | -0.10% | — | Mar 2019 | BBBMX vs NUSIX |
Other Mutual Funds from BBH
The 6 most viewed BBH mutual funds shown here include BBBIX, BBLIX, BBNIX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BBH Limited Duration Fund | Ultrashort Bond | 97 | 1.45% | — | Jul 2000 | BBBMX vs BBBIX | |
| BBH Select Series - Large Cap Fund | Large Cap Growth Equities | 33 | 1.58% | — | Sep 2019 | BBBMX vs BBLIX | |
| BBH Income Fund | Intermediate Core-Plus Bond | 26 | 0.60% | — | Jun 2018 | BBBMX vs BBNIX | |
| BBH Intermediate Municipal Bond Fund | Municipal Bonds | 74 | 1.26% | — | Mar 2014 | BBBMX vs BBIIX | |
| BBH Partner Fund - International Equity | Foreign Large Cap Equities | 17 | 10.42% | — | Oct 2002 | BBBMX vs BBHLX | |
| BBH Select Series - Mid Cap Fund | Mid Cap Growth Equities | 4 | 2.86% | — | May 2021 | BBBMX vs BBMIX |
Often Compared With BBBMX
Investors most often compare BBBMX with AGG, SHY, FIWDX. These 20 comparison targets span 14 categories, based on PortfoliosLab usage data.
Compare BBBMX with Any Fund or Stock
Compare BBBMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BBBMX with funds that move differently
BBH Limited Duration Fund Class N alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BBBMX.
Explore BBBMX Diversifiers