BBNIX Alternatives & Similar Mutual Funds

BBH Income Fund (BBNIX) belongs to the Intermediate Core-Plus Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BBNIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to BBNIX

BBNIX charges 0.47% annually. There are 39 mutual funds in the Intermediate Core-Plus Bond category with lower expense ratios, going as low as 0.16%.

Symbol	Name	Expense Ratio	AUM	Inception
MCFIX	Mercer Core Fixed Income Fund	0.16%	—	Aug 2005	BBNIX vs MCFIX
SSASX	State Street Income Fund	0.20%	—	Jan 1980	BBNIX vs SSASX
TIBDX	TIAA-CREF Core Bond Fund	0.29%	—	Jul 1999	BBNIX vs TIBDX
EINFX	Elfun Income Fund	0.29%	—	Dec 1984	BBNIX vs EINFX
BCPIX	Brandes Core Plus Fixed Income Fund	0.30%	—	Dec 2007	BBNIX vs BCPIX

Best Risk-Adjusted Alternatives to BBNIX

BBNIX has a PortfoliosLab risk / return rank of 23. There are 73 mutual funds in the Intermediate Core-Plus Bond category with higher risk-adjusted ranks, going as high as 98.

Symbol	Name	Risk / Return Rank	AUM	Inception
HOBIX	Holbrook Income Fund Class I	98	—	Jul 2016	BBNIX vs HOBIX
LCTIX	Leader Capital High Quality Income Fund Institutio...	94	—	Jul 2010	BBNIX vs LCTIX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	92	—	Jul 2010	BBNIX vs LCTRX
MDVAX	MassMutual Diversified Bond Fund	82	—	May 1999	BBNIX vs MDVAX
GUGAX	GMO Multi-Sector Fixed Income Fund	73	—	Apr 1997	BBNIX vs GUGAX

Top Performing BBNIX Alternatives (YTD)

BBNIX is at 0.37% YTD. There are 66 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 2.80%.

Symbol	Name	YTD Return	AUM	Inception
TNUIX	1290 Diversified Bond Fund	2.80%	—	Jul 2015	BBNIX vs TNUIX
PGSIX	Putnam Mortgage Securities Fund	2.64%	—	Feb 1984	BBNIX vs PGSIX
NPCT	Nuveen Core Plus Impact Fund	2.62%	—	Apr 2021	BBNIX vs NPCT
MDVAX	MassMutual Diversified Bond Fund	2.47%	—	May 1999	BBNIX vs MDVAX
HOBIX	Holbrook Income Fund Class I	2.22%	—	Jul 2016	BBNIX vs HOBIX

Lowest Volatility Alternatives to BBNIX

BBNIX has 4.04% 1-year volatility. There are 95 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.12%.

Symbol	Name	Volatility 1Y	AUM	Inception
AMFIX	AAMA Income Fund	1.12%	—	Jun 2017	BBNIX vs AMFIX
ARINX	Archer Income Fund	1.80%	—	Mar 2011	BBNIX vs ARINX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	1.96%	—	Jul 2010	BBNIX vs LCTRX
HOBIX	Holbrook Income Fund Class I	2.02%	—	Jul 2016	BBNIX vs HOBIX
LCTIX	Leader Capital High Quality Income Fund Institutio...	2.02%	—	Jul 2010	BBNIX vs LCTIX

Lowest Drawdown Alternatives to BBNIX

BBNIX has a 1-year max drawdown of -2.90%. There are 52 mutual funds in the Intermediate Core-Plus Bond category with shallower 1-year drawdowns, going as shallow as -0.51%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
HOBIX	Holbrook Income Fund Class I	-0.51%	—	Jul 2016	BBNIX vs HOBIX
AMFIX	AAMA Income Fund	-0.74%	—	Jun 2017	BBNIX vs AMFIX
GUGAX	GMO Multi-Sector Fixed Income Fund	-1.16%	—	Apr 1997	BBNIX vs GUGAX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	-1.17%	—	Jul 2010	BBNIX vs LCTRX
LCTIX	Leader Capital High Quality Income Fund Institutio...	-1.17%	—	Jul 2010	BBNIX vs LCTIX

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
BBBIX	BBH Limited Duration Fund	Ultrashort Bond	97	1.35%	—	Jul 2000	BBNIX vs BBBIX
BBLIX	BBH Select Series - Large Cap Fund	Large Cap Growth Equities	39	1.58%	—	Sep 2019	BBNIX vs BBLIX
BBBMX	BBH Limited Duration Fund Class N	Ultrashort Bond	97	1.23%	—	Jul 2000	BBNIX vs BBBMX
BBIIX	BBH Intermediate Municipal Bond Fund	Municipal Bonds	74	1.16%	—	Mar 2014	BBNIX vs BBIIX
BBHLX	BBH Partner Fund - International Equity	Foreign Large Cap Equities	17	7.55%	—	Oct 2002	BBNIX vs BBHLX
BBMIX	BBH Select Series - Mid Cap Fund	Mid Cap Growth Equities	2	2.86%	—	May 2021	BBNIX vs BBMIX

Often Compared With BBNIX

Investors most often compare BBNIX with AGG, FTBFX, DODIX. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
AGG	iShares Core U.S. Aggregate Bond ETF	Total Bond Market	34	0.96%	138.10B	Sep 2003	BBNIX vs AGG
FTBFX	Fidelity Total Bond Fund	Intermediate Core-Plus Bond	22	0.36%	—	Oct 2002	BBNIX vs FTBFX
DODIX	Dodge & Cox Income Fund	Intermediate Core-Plus Bond	24	0.51%	—	—	BBNIX vs DODIX
BIMIX	Baird Intermediate Bond Fund Class Institutional	Intermediate Core Bond	24	-0.06%	—	Sep 2000	BBNIX vs BIMIX
TGLMX	TCW Total Return Bond Fund	Intermediate Core-Plus Bond	34	1.25%	—	Jun 1993	BBNIX vs TGLMX
BCOIX	Baird Core Plus Bond Fund	Intermediate Core-Plus Bond	25	0.54%	—	Sep 2000	BBNIX vs BCOIX
LMSMX	Western Asset SMASh Series M Fund	Intermediate Core-Plus Bond	34	0.83%	—	Dec 2006	BBNIX vs LMSMX
AAIIX	Ancora Income Fund	Intermediate Core-Plus Bond	18	1.24%	—	Jan 2004	BBNIX vs AAIIX
TGRNX	TIAA-CREF Green Bond Fund	Intermediate Core-Plus Bond	33	0.57%	—	Nov 2018	BBNIX vs TGRNX
MWIGX	Metropolitan West Investment Grade Credit Fund	Intermediate Core-Plus Bond	32	0.08%	—	Jun 2018	BBNIX vs MWIGX
DODLX	Dodge & Cox Global Bond Fund	Global Bonds	24	0.96%	—	Apr 2014	BBNIX vs DODLX
AMZN	Amazon.com, Inc		52	1.49%	—	—	BBNIX vs AMZN
VICSX	Vanguard Intermediate-Term Corporate Bond Index Fu...	Corporate Bonds	26	0.27%	68.70B	Mar 2010	BBNIX vs VICSX
FAGIX	Fidelity Capital & Income Fund	High Yield Bonds	86	7.39%	—	Nov 1977	BBNIX vs FAGIX
SEATX	SEI Tax Exempt Trust Tax-Advantaged Income Fund	Intermediate Core-Plus Bond	46	2.21%	—	Sep 2007	BBNIX vs SEATX
FSELX	Fidelity Select Semiconductors Portfolio	Semiconductors, Technology Equities	94	75.83%	—	Jul 1985	BBNIX vs FSELX
FSPTX	Fidelity Select Technology Portfolio	Technology Equities	83	37.35%	—	Jul 1981	BBNIX vs FSPTX
FXAIX	Fidelity 500 Index Fund	S&P 500	52	8.21%	—	Feb 1988	BBNIX vs FXAIX
IETC	iShares U.S. Tech Independence Focused ETF	Technology Equities	18	2.72%	781.85M	Mar 2018	BBNIX vs IETC
VTSNX	Vanguard Total International Stock Index Fund Inst...	Foreign Large Cap Equities, Large Cap Blend Equities	50	12.34%	652.30B	Nov 2010	BBNIX vs VTSNX

Compare BBNIX with Any Fund or Stock

Compare BBNIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair BBNIX with funds that move differently

BBH Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BBNIX.

Explore BBNIX Diversifiers

BBH Income Fund (BBNIX) Alternatives