Sterling Capital Total Return Bond Fund (BIBTX) belongs to the Intermediate Core Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BIBTX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BIBTX
BIBTX charges 0.45% annually. There are 46 mutual funds in the Intermediate Core Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | — | Dec 2007 | BIBTX vs FMBPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | — | Sep 2014 | BIBTX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | — | Dec 2019 | BIBTX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | — | Dec 2019 | BIBTX vs QDVBX | |
| iShares U.S. Aggregate Bond Index Fund | 0.05% | — | Jul 1993 | BIBTX vs WFBIX |
Best Risk-Adjusted Alternatives to BIBTX
BIBTX has a PortfoliosLab risk / return rank of 18. There are 59 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 59.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Loomis Sayles Securitized Asset Fund | 59 | — | Mar 2006 | BIBTX vs LSSAX | |
| Hartford Schroders Tax-Aware Bond Fund | 52 | — | Oct 2011 | BIBTX vs STWTX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | 49 | — | Aug 1995 | BIBTX vs PCGTX | |
| Manning & Napier Credit Series | 39 | — | Apr 2020 | BIBTX vs MCDWX | |
| Fidelity SAI Investment Grade Securitized Fund | 34 | — | May 2023 | BIBTX vs FSMOX |
Top Performing BIBTX Alternatives (YTD)
BIBTX is at 0.00% YTD. There are 60 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 2.92%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 2.92% | — | Aug 1995 | BIBTX vs PCGTX | |
| Loomis Sayles Securitized Asset Fund | 1.24% | — | Mar 2006 | BIBTX vs LSSAX | |
| Hartford Schroders Tax-Aware Bond Fund | 1.18% | — | Oct 2011 | BIBTX vs STWTX | |
| Dupree Taxable Municipal Bond Fund | 1.01% | — | Nov 2010 | BIBTX vs DUTMX | |
| DFA Diversified Fixed Income Portfolio | 0.73% | — | Aug 2016 | BIBTX vs DFXIX |
Lowest Volatility Alternatives to BIBTX
BIBTX has 3.97% 1-year volatility. There are 64 mutual funds in the Intermediate Core Bond category with lower 1-year volatility, going as low as 2.49%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Baird Intermediate Bond Fund Class Institutional | 2.49% | — | Sep 2000 | BIBTX vs BIMIX | |
| Baird Intermediate Bond Fund | 2.50% | — | Sep 2000 | BIBTX vs BIMSX | |
| Fidelity Education Income Fund | 2.50% | — | Mar 2021 | BIBTX vs FEDUX | |
| DFA Diversified Fixed Income Portfolio | 2.61% | — | Aug 2016 | BIBTX vs DFXIX | |
| Johnson Institutional Intermediate Bond Fund | 2.75% | — | Aug 2000 | BIBTX vs JIBEX |
Lowest Drawdown Alternatives to BIBTX
BIBTX has a 1-year max drawdown of -3.05%. There are 65 mutual funds in the Intermediate Core Bond category with shallower 1-year drawdowns, going as shallow as -1.69%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Diversified Fixed Income Portfolio | -1.69% | — | Aug 2016 | BIBTX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | — | Mar 2021 | BIBTX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | — | Sep 2000 | BIBTX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | -2.07% | — | Sep 2000 | BIBTX vs BIMIX | |
| Fidelity Intermediate Bond Fund | -2.11% | — | May 1975 | BIBTX vs FTHRX |
Other Mutual Funds from Sterling Capital
The 10 most viewed Sterling Capital mutual funds shown here include BEGIX, STRGX, SCSPX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Sterling Capital Equity Income Fund | Large Cap Value Equities | 9 | 4.79% | — | Jun 2004 | BIBTX vs BEGIX | |
| Sterling Capital Stratton Mid Cap Value Fund | Mid Cap Blend Equities | 58 | 21.19% | — | Sep 1972 | BIBTX vs STRGX | |
| Sterling Capital Quality Income Fund | Intermediate Core Bond | 24 | 0.20% | — | Jun 2011 | BIBTX vs SCSPX | |
| Sterling Capital Long Duration Corporate Bond Fund | Corporate Bonds | 10 | 0.53% | — | Jun 2011 | BIBTX vs SCCPX | |
| Sterling Capital Special Opportunities Fund | Large Cap Blend Equities | 30 | 8.20% | — | Jun 2003 | BIBTX vs BOPIX | |
| Sterling Capital Ultra Short Bond Fund | Ultrashort Bond | — | — | — | Nov 2012 | BIBTX vs BUSIX | |
| Sterling Capital Stratton Small Cap Value Fund | Small Cap Blend Equities | 84 | 23.16% | — | Apr 1993 | BIBTX vs STSCX | |
| Sterling Capital Stratton Real Estate Fund | REIT | 14 | 12.32% | — | May 1980 | BIBTX vs STMDX | |
| Sterling Capital North Carolina Intermediate Tax-F... | Municipal Bonds | 54 | 0.62% | — | Oct 1992 | BIBTX vs BBNTX | |
| Sterling Capital Behavioral Large Cap Value Equity... | Large Cap Value Equities | 93 | 18.21% | — | Oct 1992 | BIBTX vs BBISX |
Often Compared With BIBTX
Investors most often compare BIBTX with BBSGX, BVATX, NMKBX. These 17 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare BIBTX with Any Fund or Stock
Compare BIBTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BIBTX with funds that move differently
Sterling Capital Total Return Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BIBTX.
Explore BIBTX Diversifiers