Baird Intermediate Bond Fund Class Institutional (BIMIX) 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 BIMIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BIMIX
BIMIX charges 0.30% annually. There are 28 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 | BIMIX vs FMBPX | |
| Vanguard Total Bond Market Index Fund Institutiona... | 0.02% | 398.10B | Feb 2010 | BIMIX vs VBMPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | — | Sep 2014 | BIMIX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | — | Dec 2019 | BIMIX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | — | Dec 2019 | BIMIX vs QDVBX |
Best Risk-Adjusted Alternatives to BIMIX
BIMIX has a PortfoliosLab risk / return rank of 21. There are 13 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 58.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard California Intermediate-Term Tax-Exempt F... | 58 | 19.40B | Mar 1994 | BIMIX vs VCAIX | |
| Hartford Schroders Tax-Aware Bond Fund | 56 | — | Oct 2011 | BIMIX vs STWTX | |
| Loomis Sayles Securitized Asset Fund | 48 | — | Mar 2006 | BIMIX vs LSSAX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | 42 | — | Aug 1995 | BIMIX vs PCGTX | |
| Manning & Napier Credit Series | 39 | — | Apr 2020 | BIMIX vs MCDWX |
Top Performing BIMIX Alternatives (YTD)
BIMIX is at -0.56% YTD. There are 21 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 1.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 1.44% | — | Aug 1995 | BIMIX vs PCGTX | |
| DFA Diversified Fixed Income Portfolio | 0.44% | — | Aug 2016 | BIMIX vs DFXIX | |
| Loomis Sayles Securitized Asset Fund | 0.42% | — | Mar 2006 | BIMIX vs LSSAX | |
| Manning & Napier Credit Series | 0.35% | — | Apr 2020 | BIMIX vs MCDWX | |
| Fidelity Education Income Fund | 0.04% | — | Mar 2021 | BIMIX vs FEDUX |
Lowest Volatility Alternatives to BIMIX
BIMIX has 2.48% 1-year volatility. There are 2 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 | BIMIX vs VCAIX | |
| Fidelity Education Income Fund | 2.44% | — | Mar 2021 | BIMIX vs FEDUX | |
| Baird Intermediate Bond Fund | 2.49% | — | Sep 2000 | BIMIX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 2.62% | — | Aug 2016 | BIMIX vs DFXIX | |
| Johnson Institutional Intermediate Bond Fund | 2.71% | — | Aug 2000 | BIMIX vs JIBEX |
Lowest Drawdown Alternatives to BIMIX
BIMIX has a 1-year max drawdown of -2.08%. There are 3 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 | BIMIX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | — | Mar 2021 | BIMIX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | — | Sep 2000 | BIMIX vs BIMSX | |
| Fidelity Intermediate Bond Fund | -2.11% | — | May 1975 | BIMIX vs FTHRX | |
| Loomis Sayles Securitized Asset Fund | -2.16% | — | Mar 2006 | BIMIX vs LSSAX |
Other Mutual Funds from Baird
The 10 most viewed Baird mutual funds shown here include BCOIX, BAGIX, BSBIX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Baird Core Plus Bond Fund | Intermediate Core-Plus Bond | 20 | -0.41% | — | Sep 2000 | BIMIX vs BCOIX | |
| Baird Aggregate Bond Fund Institutional Class | Intermediate Core Bond | 18 | -0.51% | — | Sep 2000 | BIMIX vs BAGIX | |
| Baird Short-Term Bond Fund Institutional Class | Short-Term Bond | 95 | 1.10% | — | Aug 2004 | BIMIX vs BSBIX | |
| Baird Core Plus Bond Fund | Intermediate Core-Plus Bond | 19 | -0.53% | — | Sep 2000 | BIMIX vs BCOSX | |
| Baird Strategic Municipal Bond Fund | Municipal Bonds | 84 | 0.89% | — | Nov 2019 | BIMIX vs BSNSX | |
| Baird Aggregate Bond Fund | Intermediate Core Bond | 15 | -0.73% | — | Sep 2000 | BIMIX vs BAGSX | |
| Baird Ultra Short Bond Fund | Ultrashort Bond | 100 | 2.04% | — | Dec 2013 | BIMIX vs BUBSX | |
| Baird Ultra Short Bond Fund Institutional Class | Ultrashort Bond | 99 | 1.52% | — | Dec 2013 | BIMIX vs BUBIX | |
| Baird Mid Cap Growth Fund | Mid Cap Growth Equities | 3 | 7.69% | — | Dec 2000 | BIMIX vs BMDSX | |
| Baird Core Intermediate Municipal Bond Fund | Municipal Bonds | 72 | 0.45% | — | Aug 2015 | BIMIX vs BMNSX |
Often Compared With BIMIX
Investors most often compare BIMIX with DODIX, MMIBX, NET. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare BIMIX with Any Fund or Stock
Compare BIMIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BIMIX with funds that move differently
Baird Intermediate Bond Fund Class Institutional alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BIMIX.
Explore BIMIX Diversifiers