BGH Alternatives & Similar Mutual Funds

Barings Global Short Duration High Yield Fund (BGH) belongs to the High Yield Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BGH. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to BGH

BGH charges 3.95% annually. There are 187 mutual funds in the High Yield Bonds category with lower expense ratios, going as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
FHYSX	Federated Hermes High-Yield Strategy Portfolio	0.02%	—	Dec 2008	BGH vs FHYSX
VWEAX	Vanguard High-Yield Corporate Fund Admiral Shares	0.12%	25.80B	Nov 2001	BGH vs VWEAX
PIAMX	PIA High Yield (MACS) Fund	0.20%	—	Dec 2017	BGH vs PIAMX
VWEHX	Vanguard High-Yield Corporate Fund Investor Shares	0.22%	25.80B	Dec 1978	BGH vs VWEHX
CRDOX	Six Circles Credit Opportunities Fund	0.29%	—	Nov 2020	BGH vs CRDOX

Best Risk-Adjusted Alternatives to BGH

BGH has a PortfoliosLab risk / return rank of 4. There are 184 mutual funds in the High Yield Bonds category with higher risk-adjusted ranks, going as high as 100.

Symbol	Name	Risk / Return Rank	AUM	Inception
XILSX	Pioneer ILS Interval Fund	100	—	Dec 2014	BGH vs XILSX
CCLFX	Cliffwater Corporate Lending Fund	100	—	Mar 2019	BGH vs CCLFX
RPHIX	RiverPark Short Term High Yield Fund	99	—	Sep 2010	BGH vs RPHIX
CWFIX	Chartwell Short Duration High Yield Fund	96	—	Jul 2014	BGH vs CWFIX
PSHNX	Penn Capital Short Duration High Income Fund	96	—	Jul 2017	BGH vs PSHNX

Top Performing BGH Alternatives (YTD)

BGH is at -2.67% YTD. There are 188 mutual funds in the High Yield Bonds category with higher YTD returns, going as high as 8.39%.

Symbol	Name	YTD Return	AUM	Inception
XILSX	Pioneer ILS Interval Fund	8.39%	—	Dec 2014	BGH vs XILSX
FOCIX	Fairholme Focused Income Fund	7.76%	—	Dec 2009	BGH vs FOCIX
FAGIX	Fidelity Capital & Income Fund	7.39%	—	Nov 1977	BGH vs FAGIX
FIQTX	Fidelity Advisor High Income Advantage Fund Class ...	6.77%	—	Oct 2018	BGH vs FIQTX
FAHCX	Fidelity Advisor High Income Advantage Fund Class ...	6.64%	—	Jul 1995	BGH vs FAHCX

Lowest Volatility Alternatives to BGH

BGH has 11.78% 1-year volatility. There are 189 mutual funds in the High Yield Bonds category with lower 1-year volatility, going as low as 0.88%.

Symbol	Name	Volatility 1Y	AUM	Inception
CCLFX	Cliffwater Corporate Lending Fund	0.88%	—	Mar 2019	BGH vs CCLFX
RPHIX	RiverPark Short Term High Yield Fund	0.88%	—	Sep 2010	BGH vs RPHIX
CWFIX	Chartwell Short Duration High Yield Fund	1.51%	—	Jul 2014	BGH vs CWFIX
SCFIX	Shenkman Capital Short Duration High Income Fund	1.64%	—	Oct 2012	BGH vs SCFIX
OSTIX	Osterweis Strategic Income Fund	1.70%	—	Aug 2002	BGH vs OSTIX

Lowest Drawdown Alternatives to BGH

BGH has a 1-year max drawdown of -16.90%. There are 189 mutual funds in the High Yield Bonds category with shallower 1-year drawdowns, going as shallow as -0.10%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
RPHIX	RiverPark Short Term High Yield Fund	-0.10%	—	Sep 2010	BGH vs RPHIX
CCLFX	Cliffwater Corporate Lending Fund	-0.19%	—	Mar 2019	BGH vs CCLFX
XILSX	Pioneer ILS Interval Fund	-0.21%	—	Dec 2014	BGH vs XILSX
MDHVX	MainStay MacKay Short Duration High Yield Fund	-1.06%	—	Dec 2012	BGH vs MDHVX
SCFIX	Shenkman Capital Short Duration High Income Fund	-1.11%	—	Oct 2012	BGH vs SCFIX

Often Compared With BGH

Investors most often compare BGH with RCRYX, ANGL, HYT. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
RCRYX	Pioneer Corporate High Yield Fund	High Yield Bonds	55	1.69%	—	Jan 2017	BGH vs RCRYX
ANGL	VanEck Vectors Fallen Angel High Yield Bond ETF	High Yield Bonds	50	2.11%	3.08B	Apr 2012	BGH vs ANGL
HYT	BlackRock Corporate High Yield Fund	High Yield Bonds	2	0.59%	—	May 2003	BGH vs HYT
THHYX	Toews Tactical Income Fund	High Yield Bonds	35	0.38%	—	Jun 2010	BGH vs THHYX
CPMPX	Changing Parameters Fund	High Yield Bonds	83	0.76%	—	Oct 2006	BGH vs CPMPX
PDO	Pimco Dynamic Income Opportunities Fund		64	-0.95%	—	—	BGH vs PDO
JAAA	Janus Henderson AAA CLO ETF	CLO	98	2.07%	28.22B	Oct 2020	BGH vs JAAA
JGH	Nuveen Global High Income Fund	High Yield Bonds	16	5.33%	—	Nov 2014	BGH vs JGH
FSCO	FS Credit Opportunities Corp.		11	-19.42%	—	—	BGH vs FSCO
AMLP	Alerian MLP ETF	MLPs	29	11.45%	11.93B	Aug 2010	BGH vs AMLP
BIZD	VanEck BDC Income ETF	Financials Equities	4	-10.52%	1.55B	Feb 2013	BGH vs BIZD
MAIN	Main Street Capital Corporation		28	-14.27%	—	—	BGH vs MAIN
ARCC	Ares Capital Corporation		24	-7.04%	—	—	BGH vs ARCC
UTF	Cohen & Steers Infrastructure Fund, Inc		67	17.41%	—	—	BGH vs UTF
PRFRX	T. Rowe Price Floating Rate Fund	High Yield Bonds	95	0.83%	—	Jul 2011	BGH vs PRFRX
SPYI	NEOS S&P 500 High Income ETF	Derivative Income, S&P 500	60	5.49%	10.27B	Aug 2022	BGH vs SPYI
ARDC	Ares Dynamic Credit Allocation Fund, Inc.		34	-0.59%	—	—	BGH vs ARDC
BBDC	Barings BDC, Inc.		42	-6.34%	—	—	BGH vs BBDC
PRHYX	T. Rowe Price High Yield Fund	High Yield Bonds	69	1.22%	—	Dec 1984	BGH vs PRHYX
RSIIX	RiverPark Strategic Income Fund	High Yield Bonds	63	1.57%	—	Sep 2013	BGH vs RSIIX

Compare BGH with Any Fund or Stock

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

Symbol name

Diversifiers

Pair BGH with funds that move differently

Barings Global Short Duration High Yield Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BGH.

Explore BGH Diversifiers

Barings Global Short Duration High Yield Fund (BGH) Alternatives