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 48 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 | |
| Vanguard Total Bond Market Index Fund Institutiona... | 0.02% | 398.10B | Feb 2010 | BIBTX vs VBMPX | |
| 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 |
Best Risk-Adjusted Alternatives to BIBTX
BIBTX has a PortfoliosLab risk / return rank of 19. There are 58 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 65.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard California Intermediate-Term Tax-Exempt F... | 65 | 19.40B | Mar 1994 | BIBTX vs VCAIX | |
| Hartford Schroders Tax-Aware Bond Fund | 64 | — | Oct 2011 | BIBTX vs STWTX | |
| Loomis Sayles Securitized Asset Fund | 64 | — | Mar 2006 | BIBTX vs LSSAX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | 58 | — | Aug 1995 | BIBTX vs PCGTX | |
| Manning & Napier Credit Series | 50 | — | Apr 2020 | BIBTX vs MCDWX |
Top Performing BIBTX Alternatives (YTD)
BIBTX is at -0.80% YTD. There are 72 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 2.13%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 2.13% | — | Aug 1995 | BIBTX vs PCGTX | |
| Loomis Sayles Securitized Asset Fund | 0.81% | — | Mar 2006 | BIBTX vs LSSAX | |
| DFA Diversified Fixed Income Portfolio | 0.66% | — | Aug 2016 | BIBTX vs DFXIX | |
| Manning & Napier Credit Series | 0.57% | — | Apr 2020 | BIBTX vs MCDWX | |
| Fidelity Education Income Fund | 0.15% | — | Mar 2021 | BIBTX vs FEDUX |
Lowest Volatility Alternatives to BIBTX
BIBTX has 3.91% 1-year volatility. There are 66 mutual funds in the Intermediate Core Bond category with lower 1-year volatility, going as low as 2.36%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard California Intermediate-Term Tax-Exempt F... | 2.36% | 19.40B | Mar 1994 | BIBTX vs VCAIX | |
| Fidelity Education Income Fund | 2.45% | — | Mar 2021 | BIBTX vs FEDUX | |
| Baird Intermediate Bond Fund Class Institutional | 2.49% | — | Sep 2000 | BIBTX vs BIMIX | |
| Baird Intermediate Bond Fund | 2.49% | — | Sep 2000 | BIBTX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 2.62% | — | Aug 2016 | BIBTX vs DFXIX |
Lowest Drawdown Alternatives to BIBTX
BIBTX has a 1-year max drawdown of -3.05%. There are 66 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 | -2.08% | — | 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 10 categories.
Often Compared With BIBTX
Investors most often compare BIBTX with OWVAX, FSMOX, BVATX. These 20 comparison targets span 3 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