Sterling Capital Total Return Bond Fund (BIBTX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to BIBTX
BIBTX charges 0.45% annually. Among mutual funds in the Intermediate Core Bond category, these options have the lowest expense ratios among BIBTX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | Dec 20, 2007 | BIBTX vs FMBPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | Sep 19, 2014 | BIBTX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | Dec 13, 2019 | BIBTX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | Dec 13, 2019 | BIBTX vs QDVBX | |
| iShares U.S. Aggregate Bond Index Fund | 0.05% | Jul 2, 1993 | BIBTX vs WFBIX |
Best Risk-Adjusted Alternatives to BIBTX
Among mutual funds in the Intermediate Core Bond category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| T. Rowe Price New Income Fund | 89 | Aug 31, 1973 | BIBTX vs PRCIX | |
| Fidelity Education Income Fund | 88 | Mar 16, 2021 | BIBTX vs FEDUX | |
| Loomis Sayles Securitized Asset Fund | 87 | Mar 2, 2006 | BIBTX vs LSSAX | |
| Baird Intermediate Bond Fund | 84 | Sep 29, 2000 | BIBTX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 84 | Aug 10, 2016 | BIBTX vs DFXIX |
Top Performing BIBTX Alternatives (YTD)
BIBTX alternatives from the Intermediate Core Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 2.45% | Aug 24, 1995 | BIBTX vs PCGTX | |
| Dupree Taxable Municipal Bond Fund | 0.30% | Nov 1, 2010 | BIBTX vs DUTMX | |
| DFA Diversified Fixed Income Portfolio | 0.29% | Aug 10, 2016 | BIBTX vs DFXIX | |
| Loomis Sayles Securitized Asset Fund | 0.29% | Mar 2, 2006 | BIBTX vs LSSAX | |
| Touchstone Impact Bond Fund | 0.09% | Nov 15, 1991 | BIBTX vs TCPYX |
Lowest Volatility Alternatives to BIBTX
BIBTX alternatives from the Intermediate Core Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Fidelity Education Income Fund | 2.69% | Mar 16, 2021 | BIBTX vs FEDUX | |
| Baird Intermediate Bond Fund Class Institutional | 2.79% | Sep 29, 2000 | BIBTX vs BIMIX | |
| Baird Intermediate Bond Fund | 2.80% | Sep 29, 2000 | BIBTX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 2.85% | Aug 10, 2016 | BIBTX vs DFXIX | |
| Johnson Institutional Intermediate Bond Fund | 3.04% | Aug 31, 2000 | BIBTX vs JIBEX |
Lowest Drawdown Alternatives to BIBTX
BIBTX alternatives from the Intermediate Core Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DFA Diversified Fixed Income Portfolio | -1.69% | Aug 10, 2016 | BIBTX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | Mar 16, 2021 | BIBTX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | Sep 29, 2000 | BIBTX vs BIMSX | |
| CCM Community Impact Bond Fund | -1.98% | Aug 30, 1999 | BIBTX vs CRAIX | |
| Johnson Institutional Intermediate Bond Fund | -2.06% | Aug 31, 2000 | BIBTX vs JIBEX |
Other Mutual Funds from Sterling Capital
Most popular Sterling Capital mutual funds on PortfoliosLab, across asset classes.
Often Compared With BIBTX
What investors most often compare with BIBTX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Sterling Capital Ultra Short Bond Fund | Ultrashort Bond | 100 | 0.83% | Nov 30, 2012 | BIBTX vs BUSIX | |
| Fidelity SAI Investment Grade Securitized Fund | Intermediate Core Bond | 68 | -0.05% | May 17, 2023 | BIBTX vs FSMOX | |
| Manning & Napier Credit Series | Intermediate Core Bond | 81 | -0.35% | Apr 15, 2020 | BIBTX vs MCDWX | |
| Columbia Bond Fund | Intermediate Core Bond | 73 | 0.03% | Jan 9, 1986 | BIBTX vs UMMGX |
Compare BIBTX with Any Fund or Stock
Compare BIBTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.