Baird Core Plus Bond Fund (BCOSX) 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 BCOSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BCOSX
BCOSX charges 0.55% annually. There are 66 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 | BCOSX vs MCFIX | |
| State Street Income Fund | 0.20% | — | Jan 1980 | BCOSX vs SSASX | |
| TIAA-CREF Core Bond Fund | 0.29% | — | Jul 1999 | BCOSX vs TIBDX | |
| Elfun Income Fund | 0.29% | — | Dec 1984 | BCOSX vs EINFX | |
| Baird Core Plus Bond Fund | 0.30% | — | Sep 2000 | BCOSX vs BCOIX |
Best Risk-Adjusted Alternatives to BCOSX
BCOSX has a PortfoliosLab risk / return rank of 24. There are 52 mutual funds in the Intermediate Core-Plus Bond category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | 99 | — | Jul 2016 | BCOSX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 92 | — | Jul 2010 | BCOSX vs LCTIX | |
| GMO Multi-Sector Fixed Income Fund | 90 | — | Apr 1997 | BCOSX vs GUGAX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 89 | — | Jul 2010 | BCOSX vs LCTRX | |
| MassMutual Diversified Bond Fund | 86 | — | May 1999 | BCOSX vs MDVAX |
Top Performing BCOSX Alternatives (YTD)
BCOSX is at -0.34% YTD. There are 44 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 3.01%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| 1290 Diversified Bond Fund | 3.01% | — | Jul 2015 | BCOSX vs TNUIX | |
| Holbrook Income Fund Class I | 2.33% | — | Jul 2016 | BCOSX vs HOBIX | |
| MassMutual Diversified Bond Fund | 2.33% | — | May 1999 | BCOSX vs MDVAX | |
| Putnam Mortgage Securities Fund | 2.29% | — | Feb 1984 | BCOSX vs PGSIX | |
| Nuveen Core Plus Impact Fund | 1.77% | — | Apr 2021 | BCOSX vs NPCT |
Lowest Volatility Alternatives to BCOSX
BCOSX has 3.54% 1-year volatility. There are 21 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.17%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AAMA Income Fund | 1.17% | — | Jun 2017 | BCOSX vs AMFIX | |
| Archer Income Fund | 1.82% | — | Mar 2011 | BCOSX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 2.04% | — | Jul 2010 | BCOSX vs LCTRX | |
| Holbrook Income Fund Class I | 2.05% | — | Jul 2016 | BCOSX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 2.10% | — | Jul 2010 | BCOSX vs LCTIX |
Lowest Drawdown Alternatives to BCOSX
BCOSX has a 1-year max drawdown of -2.58%. There are 19 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 | BCOSX vs HOBIX | |
| AAMA Income Fund | -0.74% | — | Jun 2017 | BCOSX vs AMFIX | |
| GMO Multi-Sector Fixed Income Fund | -1.00% | — | Apr 1997 | BCOSX vs GUGAX | |
| Leader Capital High Quality Income Fund Institutio... | -1.17% | — | Jul 2010 | BCOSX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | — | Jul 2010 | BCOSX vs LCTRX |
Other Mutual Funds from Baird
The 10 most viewed Baird mutual funds shown here include BAGIX, BIMIX, BSBIX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Baird Aggregate Bond Fund Institutional Class | Intermediate Core Bond | 23 | -0.31% | — | Sep 2000 | BCOSX vs BAGIX | |
| Baird Intermediate Bond Fund Class Institutional | Intermediate Core Bond | 27 | -0.46% | — | Sep 2000 | BCOSX vs BIMIX | |
| Baird Short-Term Bond Fund Institutional Class | Short-Term Bond | 95 | 1.10% | — | Aug 2004 | BCOSX vs BSBIX | |
| Baird Strategic Municipal Bond Fund | Municipal Bonds | 88 | 0.99% | — | Nov 2019 | BCOSX vs BSNSX | |
| Baird Aggregate Bond Fund | Intermediate Core Bond | 20 | -0.44% | — | Sep 2000 | BCOSX vs BAGSX | |
| Baird Intermediate Bond Fund | Intermediate Core Bond | 37 | 0.06% | — | Sep 2000 | BCOSX vs BIMSX | |
| Baird Ultra Short Bond Fund | Ultrashort Bond | 100 | 2.04% | — | Dec 2013 | BCOSX vs BUBSX | |
| Baird Ultra Short Bond Fund Institutional Class | Ultrashort Bond | 99 | 1.52% | — | Dec 2013 | BCOSX vs BUBIX | |
| Baird Mid Cap Growth Fund | Mid Cap Growth Equities | 3 | 7.10% | — | Dec 2000 | BCOSX vs BMDSX | |
| Baird Core Intermediate Municipal Bond Fund | Municipal Bonds | 78 | 0.54% | — | Aug 2015 | BCOSX vs BMNSX |
Often Compared With BCOSX
Investors most often compare BCOSX with FXNAX, DFIEX, DODIX. These 20 comparison targets span 14 categories, based on PortfoliosLab usage data.
Compare BCOSX with Any Fund or Stock
Compare BCOSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BCOSX 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 BCOSX.
Explore BCOSX Diversifiers