BBH Intermediate Municipal Bond Fund (BBIIX) belongs to the Municipal Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BBIIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BBIIX
BBIIX charges 0.46% annually. There are 112 mutual funds in the Municipal Bonds category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Western Asset SMASh Series TF Fund | 0.01% | — | Dec 2015 | BBIIX vs LSMSX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | — | Feb 2021 | BBIIX vs FHMIX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | — | May 2007 | BBIIX vs NMTRX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | — | Jun 2021 | BBIIX vs FSMUX | |
| PIMCO Fixed Income SHares: Series TE | 0.07% | — | Jun 2012 | BBIIX vs FXIEX |
Best Risk-Adjusted Alternatives to BBIIX
BBIIX has a PortfoliosLab risk / return rank of 74. There are 147 mutual funds in the Municipal Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short-Term Selective State Municipal Bond Port... | 100 | — | Apr 2022 | BBIIX vs DFABX | |
| DFA NY Municipal Bond Portfolio | 99 | — | Jun 2015 | BBIIX vs DNYMX | |
| DFA California Short Term Municipal Bond Portfolio | 99 | — | Apr 2007 | BBIIX vs DFCMX | |
| DFA Short Term Municipal Bond Portfolio | 99 | — | Aug 2002 | BBIIX vs DFSMX | |
| abrdn Ultra Short Municipal Income Fund | 99 | — | Dec 2002 | BBIIX vs ATOIX |
Top Performing BBIIX Alternatives (YTD)
BBIIX is at 1.26% YTD. There are 308 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 11.65%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 11.65% | — | Apr 1998 | BBIIX vs NMI | |
| Nuveen Virginia Quality Municipal Income Fund | 6.88% | — | Mar 1993 | BBIIX vs NPV | |
| Nuveen New York AMT Free Quality Municipal Income | 6.87% | — | Nov 2002 | BBIIX vs NRK | |
| AllianceBernstein National Municipal Income Fund | 6.20% | — | Nov 2001 | BBIIX vs AFB | |
| BlackRock MuniYield Michigan Quality Fund | 5.14% | — | Oct 1992 | BBIIX vs MIY |
Lowest Volatility Alternatives to BBIIX
BBIIX has 2.17% 1-year volatility. There are 119 mutual funds in the Municipal Bonds category with lower 1-year volatility, going as low as 0.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short-Term Selective State Municipal Bond Port... | 0.56% | — | Apr 2022 | BBIIX vs DFABX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | BBIIX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | BBIIX vs USMTX | |
| DFA California Short Term Municipal Bond Portfolio | 0.59% | — | Apr 2007 | BBIIX vs DFCMX | |
| DFA Short Term Municipal Bond Portfolio | 0.61% | — | Aug 2002 | BBIIX vs DFSMX |
Lowest Drawdown Alternatives to BBIIX
BBIIX has a 1-year max drawdown of -2.46%. There are 143 mutual funds in the Municipal Bonds category with shallower 1-year drawdowns, going as shallow as 0.00%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock Allocation Target Shares | 0.00% | — | May 2021 | BBIIX vs BATVX | |
| Federated Hermes Conservative Municipal Microshort... | -0.10% | — | Feb 2021 | BBIIX vs FHMIX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | -0.10% | — | Dec 2017 | BBIIX vs APUSX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | — | Dec 2002 | BBIIX vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | — | Apr 2016 | BBIIX vs TFCYX |
Other Mutual Funds from BBH
The 6 most viewed BBH mutual funds shown here include BBBIX, BBLIX, BBBMX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BBH Limited Duration Fund | Ultrashort Bond | 97 | 1.45% | — | Jul 2000 | BBIIX vs BBBIX | |
| BBH Select Series - Large Cap Fund | Large Cap Growth Equities | 33 | 1.58% | — | Sep 2019 | BBIIX vs BBLIX | |
| BBH Limited Duration Fund Class N | Ultrashort Bond | 96 | 1.32% | — | Jul 2000 | BBIIX vs BBBMX | |
| BBH Income Fund | Intermediate Core-Plus Bond | 26 | 0.60% | — | Jun 2018 | BBIIX vs BBNIX | |
| BBH Partner Fund - International Equity | Foreign Large Cap Equities | 17 | 10.42% | — | Oct 2002 | BBIIX vs BBHLX | |
| BBH Select Series - Mid Cap Fund | Mid Cap Growth Equities | 4 | 2.86% | — | May 2021 | BBIIX vs BBMIX |
Often Compared With BBIIX
Investors most often compare BBIIX with YALL, BMN, FMNDX. These 11 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| God Bless America ETF | Large Cap Blend Equities | 16 | 0.00% | 101.04M | Oct 2022 | BBIIX vs YALL | |
| Blackrock 2037 Municipal Target Term Trust | Municipal Bonds | 14 | 0.83% | — | Oct 2022 | BBIIX vs BMN | |
| Fidelity Conservative Income Municipal Bond Fund I... | Municipal Bonds | 98 | 1.01% | — | Oct 2013 | BBIIX vs FMNDX | |
| DFA Municipal Real Return Portfolio | Municipal Bonds | 95 | 2.23% | — | Nov 2014 | BBIIX vs DMREX | |
| Fidelity Municipal Bond Index Fund | Municipal Bonds | — | — | 0.00 | Jul 2019 | BBIIX vs FMBIX | |
| Nuveen Pennsylvania Quality Municipal Income | Municipal Bonds | — | — | — | Feb 1991 | BBIIX vs NQP | |
| BlackRock MuniYield Pennsylvania Quality Fund | Municipal Bonds | 22 | 3.87% | — | Nov 1992 | BBIIX vs MPA | |
| BlackRock MuniHoldings California Quality Fund | Municipal Bonds | 23 | 4.06% | — | Feb 1998 | BBIIX vs MUC | |
| BlackRock MuniYield Quality Fund | Municipal Bonds | 15 | 3.28% | — | Jul 1992 | BBIIX vs MQY | |
| Strategic Advisers Tax-Sensitive Short Duration Fu... | Municipal Bonds | 96 | 0.67% | — | Dec 2017 | BBIIX vs FGNSX | |
| BlackRock MuniHoldings New Jersey Quality Fund | Municipal Bonds | 44 | 4.64% | — | Mar 1998 | BBIIX vs MUJ |
Compare BBIIX with Any Fund or Stock
Compare BBIIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BBIIX with funds that move differently
BBH Intermediate Municipal Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BBIIX.
Explore BBIIX Diversifiers