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 189 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 Class I Shares	100	—	Jun 2019	BGH vs CCLFX
RPHIX	RiverPark Short Term High Yield Fund	100	—	Sep 2010	BGH vs RPHIX
PSHNX	Penn Capital Short Duration High Income Fund	97	—	Jul 2017	BGH vs PSHNX
CWFIX	Chartwell Short Duration High Yield Fund	97	—	Jul 2014	BGH vs CWFIX

Top Performing BGH Alternatives (YTD)

BGH is at 0.49% YTD. There are 176 mutual funds in the High Yield Bonds category with higher YTD returns, going as high as 10.56%.

Symbol	Name	YTD Return	AUM	Inception
XILSX	Pioneer ILS Interval Fund	10.56%	—	Dec 2014	BGH vs XILSX
FOCIX	Fairholme Focused Income Fund	9.97%	—	Dec 2009	BGH vs FOCIX
FAGIX	Fidelity Capital & Income Fund	6.70%	—	Nov 1977	BGH vs FAGIX
FIQTX	Fidelity Advisor High Income Advantage Fund Class ...	6.15%	—	Oct 2018	BGH vs FIQTX
FAHCX	Fidelity Advisor High Income Advantage Fund Class ...	6.09%	—	Jul 1995	BGH vs FAHCX

Lowest Volatility Alternatives to BGH

BGH has 11.67% 1-year volatility. There are 191 mutual funds in the High Yield Bonds category with lower 1-year volatility, going as low as 0.85%.

Symbol	Name	Volatility 1Y	AUM	Inception
CCLFX	Cliffwater Corporate Lending Fund Class I Shares	0.85%	—	Jun 2019	BGH vs CCLFX
RPHIX	RiverPark Short Term High Yield Fund	0.86%	—	Sep 2010	BGH vs RPHIX
CWFIX	Chartwell Short Duration High Yield Fund	1.52%	—	Jul 2014	BGH vs CWFIX
SCFIX	Shenkman Capital Short Duration High Income Fund	1.70%	—	Oct 2012	BGH vs SCFIX
OSTIX	Osterweis Strategic Income Fund	1.78%	—	Aug 2002	BGH vs OSTIX

Lowest Drawdown Alternatives to BGH

BGH has a 1-year max drawdown of -16.90%. There are 191 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
XILSX	Pioneer ILS Interval Fund	-0.10%	—	Dec 2014	BGH vs XILSX
CCLFX	Cliffwater Corporate Lending Fund Class I Shares	-0.19%	—	Jun 2019	BGH vs CCLFX
RPHIX	RiverPark Short Term High Yield Fund	-0.21%	—	Sep 2010	BGH vs RPHIX
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

Other Mutual Funds from Barings

The 1 most viewed Barings mutual funds shown here include BXFIX and span 1 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
BXFIX	MassMutual Global Floating Rate Fund	Bank Loan	30	0.48%	—	Sep 2013	BGH vs BXFIX

Often Compared With BGH

Investors most often compare BGH with RCRYX, HYT, ANGL. 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	56	2.39%	—	Jan 2017	BGH vs RCRYX
HYT	BlackRock Corporate High Yield Fund	High Yield Bonds	1	0.68%	—	May 2003	BGH vs HYT
ANGL	VanEck Fallen Angel High Yield Bond ETF	High Yield Bonds	52	2.53%	3.05B	Apr 2012	BGH vs ANGL
THHYX	Toews Tactical Income Fund	High Yield Bonds	21	-0.03%	—	Jun 2010	BGH vs THHYX
PDO	PIMCO Dynamic Income Opportunities Fund		61	0.55%	—	—	BGH vs PDO
JAAA	Janus Henderson AAA CLO ETF	CLO	99	2.62%	29.22B	Oct 2020	BGH vs JAAA
ARDC	Ares Dynamic Credit Allocation Fund, Inc.		29	0.55%	—	Nov 2012	BGH vs ARDC
CPMPX	Changing Parameters Fund	High Yield Bonds	80	0.95%	—	Oct 2006	BGH vs CPMPX
ARCC	Ares Capital Corporation		32	2.33%	—	—	BGH vs ARCC
BIZD	VanEck BDC Income ETF	Financials Equities	5	-3.20%	1.57B	Feb 2013	BGH vs BIZD
MAIN	Main Street Capital Corporation		33	-1.11%	—	—	BGH vs MAIN
FSCO	FS Credit Opportunities Corp.		10	-14.67%	—	—	BGH vs FSCO
JGH	Nuveen Global High Income Fund	High Yield Bonds	11	5.61%	—	Nov 2014	BGH vs JGH
AMLP	Alerian MLP ETF	MLPs	57	21.64%	13.00B	Aug 2010	BGH vs AMLP
BBDC	Barings BDC, Inc.		50	-0.78%	—	—	BGH vs BBDC
SPYI	NEOS S&P 500 High Income ETF	Derivative Income, S&P 500	74	10.37%	11.05B	Aug 2022	BGH vs SPYI
UTF	Cohen & Steers Infrastructure Fund, Inc		68	19.32%	—	—	BGH vs UTF
PRFRX	T. Rowe Price Floating Rate Fund - Investor Class	High Yield Bonds	90	1.84%	—	Jul 2011	BGH vs PRFRX
PRHYX	T. Rowe Price High Yield Fund	High Yield Bonds	63	1.27%	—	Dec 1984	BGH vs PRHYX
FQTIX	Franklin Templeton SMACS: Series I	High Yield Bonds	93	3.41%	—	Jun 2019	BGH vs FQTIX

Compare BGH with Any Fund or Stock

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

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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