Sterling Capital Short Duration Bond Fund (BBSGX) belongs to the Short-Term Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BBSGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BBSGX
BBSGX charges 0.43% annually. There are 35 mutual funds in the Short-Term Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Institutional Intermediate-Term Bond Fund | 0.02% | — | Jun 2015 | BBSGX vs VIITX | |
| Vanguard Institutional Short-Term Bond Fund | 0.02% | — | Jun 2015 | BBSGX vs VISTX | |
| Fidelity Short-Term Treasury Bond Index Fund | 0.03% | — | Dec 2005 | BBSGX vs FUMBX | |
| Schwab Short-Term Bond Index Fund | 0.06% | — | Feb 2017 | BBSGX vs SWSBX | |
| TIAA-CREF Short-Term Bond Index Fund | 0.09% | — | Aug 2015 | BBSGX vs TNSHX |
Best Risk-Adjusted Alternatives to BBSGX
Among 131 mutual funds in the Short-Term Bond category with risk / return rank data, the top risk-adjusted alternatives shown here go as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | 99 | — | Apr 2018 | BBSGX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 99 | — | Jul 2016 | BBSGX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | — | Jul 2016 | BBSGX vs DHEAX | |
| DFA Short-Duration Real Return Portfolio | 98 | — | Nov 2013 | BBSGX vs DFAIX | |
| BlackRock Allocation Target Shares Series A Portfo... | 98 | — | Sep 2015 | BBSGX vs BATAX |
Top Performing BBSGX Alternatives (YTD)
Among 131 mutual funds in the Short-Term Bond category with YTD return data, the top-performing alternatives shown here go as high as 6.02%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Absolute Return Allocation Fund | 6.02% | — | Apr 2011 | BBSGX vs GPARX | |
| Leader Short Term High Yield Bond Fund | 3.39% | — | Jul 2005 | BBSGX vs LCCMX | |
| DFA Short-Duration Real Return Portfolio | 2.10% | — | Nov 2013 | BBSGX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.99% | — | Jul 2016 | BBSGX vs DHEIX | |
| BlackRock Allocation Target Shares Series A Portfo... | 1.98% | — | Sep 2015 | BBSGX vs BATAX |
Lowest Volatility Alternatives to BBSGX
Among 131 mutual funds in the Short-Term Bond category with 1-year volatility data, the lowest-volatility alternatives shown here go as low as 0.79%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | 0.79% | — | Apr 2018 | BBSGX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.07% | — | Jul 2016 | BBSGX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.11% | — | Jul 2016 | BBSGX vs DHEAX | |
| DFA Short-Term Extended Quality Portfolio | 1.13% | — | Mar 2009 | BBSGX vs DFEQX | |
| DFA Short-Duration Real Return Portfolio | 1.18% | — | Nov 2013 | BBSGX vs DFAIX |
Lowest Drawdown Alternatives to BBSGX
Among 131 mutual funds in the Short-Term Bond category with 1-year drawdown data, the lowest-drawdown alternatives shown here go as shallow as -0.25%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | -0.25% | — | Apr 2018 | BBSGX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | -0.47% | — | Nov 2013 | BBSGX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | -0.50% | — | Jul 2016 | BBSGX vs DHEAX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | -0.50% | — | Jul 2016 | BBSGX vs DHEIX | |
| Holbrook Income Fund | -0.61% | — | Jul 2016 | BBSGX vs HOBEX |
Other Mutual Funds from Sterling Capital
The 10 most viewed Sterling Capital mutual funds shown here include BEGIX, STRGX, BIBTX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Sterling Capital Equity Income Fund | Large Cap Value Equities | 9 | 4.90% | — | Jun 2004 | BBSGX vs BEGIX | |
| Sterling Capital Stratton Mid Cap Value Fund | Mid Cap Blend Equities | 59 | 21.23% | — | Sep 1972 | BBSGX vs STRGX | |
| Sterling Capital Total Return Bond Fund | Intermediate Core Bond | 22 | 0.54% | — | Dec 1999 | BBSGX vs BIBTX | |
| Sterling Capital Quality Income Fund | Intermediate Core Bond | 30 | 0.75% | — | Jun 2011 | BBSGX vs SCSPX | |
| Sterling Capital Long Duration Corporate Bond Fund | Corporate Bonds | 13 | 1.57% | — | Jun 2011 | BBSGX vs SCCPX | |
| Sterling Capital Special Opportunities Fund | Large Cap Blend Equities | 29 | 7.79% | — | Jun 2003 | BBSGX vs BOPIX | |
| Sterling Capital Ultra Short Bond Fund | Ultrashort Bond | — | — | — | Nov 2012 | BBSGX vs BUSIX | |
| Sterling Capital Stratton Small Cap Value Fund | Small Cap Blend Equities | 85 | 22.67% | — | Apr 1993 | BBSGX vs STSCX | |
| Sterling Capital Stratton Real Estate Fund | REIT | 17 | 13.87% | — | May 1980 | BBSGX vs STMDX | |
| Sterling Capital North Carolina Intermediate Tax-F... | Municipal Bonds | 59 | 0.62% | — | Oct 1992 | BBSGX vs BBNTX |
Often Compared With BBSGX
Investors most often compare BBSGX with BBISX, DFCFX, VBISX. These 8 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Sterling Capital Behavioral Large Cap Value Equity... | Large Cap Value Equities | 92 | 17.31% | — | Oct 1992 | BBSGX vs BBISX | |
| DFA Two-Year Fixed Income Portfolio | Short-Term Bond | 76 | 1.72% | — | Jun 1996 | BBSGX vs DFCFX | |
| Vanguard Short-Term Bond Index Fund | Short-Term Bond | 36 | 0.16% | — | Mar 1994 | BBSGX vs VBISX | |
| Destinations Low Duration Fixed Income Fund | Short-Term Bond | 96 | 1.72% | — | Mar 2017 | BBSGX vs DLDFX | |
| Sextant Short Term Bond Fund | Short-Term Bond | — | — | — | Sep 1995 | BBSGX vs STBFX | |
| T. Rowe Price Short Duration Income Fund | Short-Term Bond | 92 | 1.17% | — | Dec 2020 | BBSGX vs TSDLX | |
| DoubleLine Low Duration Bond Fund | Short-Term Bond | 97 | 1.27% | — | Sep 2011 | BBSGX vs DBLSX | |
| SEI Asset Allocation Trust Defensive Strategy Fund | Short-Term Bond | 88 | 1.66% | — | Nov 2003 | BBSGX vs SNSAX |
Compare BBSGX with Any Fund or Stock
Compare BBSGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BBSGX with funds that move differently
Sterling Capital Short Duration Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BBSGX.
Explore BBSGX Diversifiers