BIBTX Alternatives & Similar Mutual Funds

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
FMBPX	Federated Hermes Mortgage Strategy Portfolio	0.02%	—	Dec 2007	BIBTX vs FMBPX
SSAFX	State Street Aggregate Bond Index Portfolio	0.02%	—	Sep 2014	BIBTX vs SSAFX
QDIBX	Fisher Investments Institutional Group Fixed Incom...	0.03%	—	Dec 2019	BIBTX vs QDIBX
QDVBX	Fisher Investments Institutional Group ESG Fixed I...	0.04%	—	Dec 2019	BIBTX vs QDVBX
WFBIX	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 52 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 61.

Symbol	Name	Risk / Return Rank	AUM	Inception
STWTX	Hartford Schroders Tax-Aware Bond Fund	61	—	Oct 2011	BIBTX vs STWTX
LSSAX	Loomis Sayles Securitized Asset Fund	59	—	Mar 2006	BIBTX vs LSSAX
PCGTX	PACE Mortgage-Backed Securities Fixed Income Inves...	55	—	Aug 1995	BIBTX vs PCGTX
MCDWX	Manning & Napier Credit Series	44	—	Apr 2020	BIBTX vs MCDWX
DFXIX	DFA Diversified Fixed Income Portfolio	39	—	Aug 2016	BIBTX vs DFXIX

Top Performing BIBTX Alternatives (YTD)

BIBTX is at -0.05% YTD. There are 51 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 2.72%.

Symbol	Name	YTD Return	AUM	Inception
PCGTX	PACE Mortgage-Backed Securities Fixed Income Inves...	2.72%	—	Aug 1995	BIBTX vs PCGTX
LSSAX	Loomis Sayles Securitized Asset Fund	1.20%	—	Mar 2006	BIBTX vs LSSAX
STWTX	Hartford Schroders Tax-Aware Bond Fund	1.08%	—	Oct 2011	BIBTX vs STWTX
DFXIX	DFA Diversified Fixed Income Portfolio	0.77%	—	Aug 2016	BIBTX vs DFXIX
FSMOX	Fidelity SAI Investment Grade Securitized Fund	0.76%	—	May 2023	BIBTX vs FSMOX

Lowest Volatility Alternatives to BIBTX

BIBTX has 3.91% 1-year volatility. There are 61 mutual funds in the Intermediate Core Bond category with lower 1-year volatility, going as low as 2.47%.

Symbol	Name	Volatility 1Y	AUM	Inception
FEDUX	Fidelity Education Income Fund	2.47%	—	Mar 2021	BIBTX vs FEDUX
BIMSX	Baird Intermediate Bond Fund	2.49%	—	Sep 2000	BIBTX vs BIMSX
BIMIX	Baird Intermediate Bond Fund Class Institutional	2.50%	—	Sep 2000	BIBTX vs BIMIX
DFXIX	DFA Diversified Fixed Income Portfolio	2.63%	—	Aug 2016	BIBTX vs DFXIX
JIBEX	Johnson Institutional Intermediate Bond Fund	2.73%	—	Aug 2000	BIBTX vs JIBEX

Lowest Drawdown Alternatives to BIBTX

BIBTX has a 1-year max drawdown of -3.05%. There are 64 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
DFXIX	DFA Diversified Fixed Income Portfolio	-1.69%	—	Aug 2016	BIBTX vs DFXIX
FEDUX	Fidelity Education Income Fund	-1.72%	—	Mar 2021	BIBTX vs FEDUX
BIMSX	Baird Intermediate Bond Fund	-1.87%	—	Sep 2000	BIBTX vs BIMSX
BIMIX	Baird Intermediate Bond Fund Class Institutional	-2.07%	—	Sep 2000	BIBTX vs BIMIX
FTHRX	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
BEGIX	Sterling Capital Equity Income Fund	Large Cap Value Equities	12	7.44%	—	Jun 2004	BIBTX vs BEGIX
STRGX	Sterling Capital Stratton Mid Cap Value Fund	Mid Cap Blend Equities	51	20.40%	—	Sep 1972	BIBTX vs STRGX
SCSPX	Sterling Capital Quality Income Fund	Intermediate Core Bond	27	0.31%	—	Jun 2011	BIBTX vs SCSPX
SCCPX	Sterling Capital Long Duration Corporate Bond Fund	Corporate Bonds	7	-0.83%	—	Jun 2011	BIBTX vs SCCPX
BOPIX	Sterling Capital Special Opportunities Fund	Large Cap Blend Equities	30	9.79%	—	Jun 2003	BIBTX vs BOPIX
STSCX	Sterling Capital Stratton Small Cap Value Fund	Small Cap Blend Equities	80	23.05%	—	Apr 1993	BIBTX vs STSCX
STMDX	Sterling Capital Stratton Real Estate Fund	REIT	24	14.22%	—	May 1980	BIBTX vs STMDX
BBNTX	Sterling Capital North Carolina Intermediate Tax-F...	Municipal Bonds	57	0.64%	—	Oct 1992	BIBTX vs BBNTX
BBISX	Sterling Capital Behavioral Large Cap Value Equity...	Large Cap Value Equities	94	20.39%	—	Oct 1992	BIBTX vs BBISX
SPSCX	Sterling Capital Behavioral Small Cap Value Equity...	Small Cap Value Equities	81	21.84%	—	Jan 1997	BIBTX vs SPSCX

Often Compared With BIBTX

Investors most often compare BIBTX with BVATX, OWVAX, NMKBX. These 18 comparison targets span 2 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
BVATX	Sterling Capital Virginia Intermediate Tax Free Fu...	Municipal Bonds	58	0.64%	—	May 1999	BIBTX vs BVATX
OWVAX	Sterling Capital West Virginia Intermediate Tax-Fr...	Municipal Bonds	69	1.04%	—	Nov 1993	BIBTX vs OWVAX
NMKBX	North Square McKee Bond Fund	Intermediate Core Bond	22	0.23%	—	Dec 2020	BIBTX vs NMKBX
DUTMX	Dupree Taxable Municipal Bond Fund	Intermediate Core Bond	17	0.57%	—	Nov 2010	BIBTX vs DUTMX
CRAIX	CCM Community Impact Bond Fund	Intermediate Core Bond	27	0.09%	—	Aug 1999	BIBTX vs CRAIX
BSCIX	Sterling Capital South Carolina Intermediate Tax-F...	Municipal Bonds	64	0.80%	—	Oct 1997	BIBTX vs BSCIX
TCPYX	Touchstone Impact Bond Fund	Intermediate Core Bond	23	0.30%	—	Nov 1991	BIBTX vs TCPYX
OWFIX	Old Westbury Fixed Income Fund	Intermediate Core Bond	21	-0.11%	—	Mar 1998	BIBTX vs OWFIX
PRCIX	T. Rowe Price New Income Fund	Intermediate Core Bond	36	0.21%	—	Aug 1973	BIBTX vs PRCIX
TRLVX	SEI Institutional Managed Trust Core Fixed Income ...	Intermediate Core Bond	14	-0.27%	—	May 1987	BIBTX vs TRLVX
PNIIX	Principal Bond Market Index Fund	Intermediate Core Bond	20	0.12%	—	Dec 2009	BIBTX vs PNIIX
SCOAX	SEI Institutional Investments Trust Core Fixed Inc...	Intermediate Core Bond	20	-0.03%	—	Jun 1996	BIBTX vs SCOAX
WOBDX	JPMorgan Core Bond Fund	Intermediate Core Bond	19	0.11%	—	May 1991	BIBTX vs WOBDX
MCBDX	MassMutual Core Bond Fund	Intermediate Core Bond	33	0.59%	—	Sep 1994	BIBTX vs MCBDX
KCCIX	Knights of Columbus Core Bond Fund	Intermediate Core Bond	24	0.41%	—	Feb 2015	BIBTX vs KCCIX
PCIFX	PACE Intermediate Fixed Income Investments	Intermediate Core Bond	32	0.52%	—	Aug 1995	BIBTX vs PCIFX
DSFIX	DFA Social Fixed Income Portfolio	Intermediate Core Bond	20	0.30%	—	Apr 2016	BIBTX vs DSFIX
SCCIX	Carillon Reams Core Bond Fund	Intermediate Core Bond	22	0.30%	—	Feb 2001	BIBTX vs SCCIX

Compare BIBTX with Any Fund or Stock

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

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Diversifiers

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

Sterling Capital Total Return Bond Fund (BIBTX) Alternatives