Baird Core Plus Bond Fund (BCOIX) 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 BCOIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BCOIX
BCOIX charges 0.30% annually. There are 4 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 | |
|---|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | — | Aug 2005 | BCOIX vs MCFIX | |
| State Street Income Fund | 0.20% | — | Jan 1980 | BCOIX vs SSASX | |
| TIAA-CREF Core Bond Fund | 0.29% | — | Jul 1999 | BCOIX vs TIBDX | |
| Elfun Income Fund | 0.29% | — | Dec 1984 | BCOIX vs EINFX | |
| Brandes Core Plus Fixed Income Fund | 0.30% | — | Dec 2007 | BCOIX vs BCPIX |
Best Risk-Adjusted Alternatives to BCOIX
BCOIX has a PortfoliosLab risk / return rank of 30. There are 43 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 | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | 98 | — | Jul 2016 | BCOIX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 92 | — | Jul 2010 | BCOIX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 90 | — | Jul 2010 | BCOIX vs LCTRX | |
| MassMutual Diversified Bond Fund | 83 | — | May 1999 | BCOIX vs MDVAX | |
| GMO Multi-Sector Fixed Income Fund | 74 | — | Apr 1997 | BCOIX vs GUGAX |
Top Performing BCOIX Alternatives (YTD)
BCOIX is at 0.44% YTD. There are 72 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 2.89%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Mortgage Securities Fund | 2.89% | — | Feb 1984 | BCOIX vs PGSIX | |
| MassMutual Diversified Bond Fund | 2.59% | — | May 1999 | BCOIX vs MDVAX | |
| Holbrook Income Fund Class I | 2.43% | — | Jul 2016 | BCOIX vs HOBIX | |
| Ancora Income Fund | 2.39% | — | Jan 2004 | BCOIX vs AAIIX | |
| SEI Tax Exempt Trust Tax-Advantaged Income Fund | 2.21% | — | Sep 2007 | BCOIX vs SEATX |
Lowest Volatility Alternatives to BCOIX
BCOIX has 3.72% 1-year volatility. There are 29 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.04%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AAMA Income Fund | 1.04% | — | Jun 2017 | BCOIX vs AMFIX | |
| Archer Income Fund | 1.79% | — | Mar 2011 | BCOIX vs ARINX | |
| ALPS/Smith Total Return Bond Fund | 1.90% | 3.25B | Jun 2018 | BCOIX vs SMTRX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.91% | — | Jul 2010 | BCOIX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | 1.97% | — | Jul 2010 | BCOIX vs LCTIX |
Lowest Drawdown Alternatives to BCOIX
BCOIX has a 1-year max drawdown of -2.58%. There are 17 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 | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.51% | — | Jul 2016 | BCOIX vs HOBIX | |
| AAMA Income Fund | -0.74% | — | Jun 2017 | BCOIX vs AMFIX | |
| GMO Multi-Sector Fixed Income Fund | -1.16% | — | Apr 1997 | BCOIX vs GUGAX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | — | Jul 2010 | BCOIX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | -1.17% | — | Jul 2010 | BCOIX vs LCTIX |
Other Mutual Funds from Baird
The 10 most viewed Baird mutual funds shown here include BAGIX, BIMIX, BCOSX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Baird Aggregate Bond Fund Class I | Total Bond Market | 26 | 0.42% | — | Sep 2000 | BCOIX vs BAGIX | |
| Baird Intermediate Bond Fund Class Institutional | Intermediate Core Bond | 29 | -0.06% | — | Sep 2000 | BCOIX vs BIMIX | |
| Baird Core Plus Bond Fund | Intermediate Core-Plus Bond | 28 | 0.41% | — | Sep 2000 | BCOIX vs BCOSX | |
| Baird Strategic Municipal Bond Fund | Municipal Bonds | 85 | 1.49% | — | Nov 2019 | BCOIX vs BSNSX | |
| Baird Aggregate Bond Fund | Intermediate Core Bond | 24 | 0.30% | — | Sep 2000 | BCOIX vs BAGSX | |
| Baird Short-Term Bond Fund Institutional Class | Short-Term Bond | 93 | 0.83% | — | Aug 2004 | BCOIX vs BSBIX | |
| Baird Intermediate Bond Fund | Intermediate Core Bond | 33 | 0.18% | — | Sep 2000 | BCOIX vs BIMSX | |
| Baird Ultra Short Bond Fund | Ultrashort Bond | 100 | 1.41% | — | Dec 2013 | BCOIX vs BUBSX | |
| Baird Mid Cap Growth Fund | Mid Cap Growth Equities | 3 | 6.27% | — | Dec 2000 | BCOIX vs BMDSX | |
| Baird Ultra Short Bond Fund Institutional Class | Ultrashort Bond | 100 | 1.17% | — | Dec 2013 | BCOIX vs BUBIX |
Often Compared With BCOIX
Investors most often compare BCOIX with VBTLX, DODIX, AGG. These 19 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare BCOIX with Any Fund or Stock
Compare BCOIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BCOIX with funds that move differently
Baird Core Plus Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BCOIX.
Explore BCOIX Diversifiers