Baird Intermediate Bond Fund (BIMSX) Alternatives
Baird Intermediate Bond Fund (BIMSX) 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 BIMSX. 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 BIMSX
BIMSX charges 0.55% annually. Among mutual funds in the Intermediate Core Bond category, these options have the lowest expense ratios among BIMSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | Dec 20, 2007 | BIMSX vs FMBPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | Sep 19, 2014 | BIMSX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | Dec 13, 2019 | BIMSX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | Dec 13, 2019 | BIMSX vs QDVBX | |
| iShares U.S. Aggregate Bond Index Fund | 0.05% | Jul 2, 1993 | BIMSX vs WFBIX |
Best Risk-Adjusted Alternatives to BIMSX
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 | BIMSX vs PRCIX | |
| Fidelity Education Income Fund | 88 | Mar 16, 2021 | BIMSX vs FEDUX | |
| Loomis Sayles Securitized Asset Fund | 87 | Mar 2, 2006 | BIMSX vs LSSAX | |
| DFA Diversified Fixed Income Portfolio | 84 | Aug 10, 2016 | BIMSX vs DFXIX | |
| Old Westbury Fixed Income Fund | 82 | Mar 12, 1998 | BIMSX vs OWFIX |
Top Performing BIMSX Alternatives (YTD)
BIMSX 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 | BIMSX vs PCGTX | |
| Dupree Taxable Municipal Bond Fund | 0.30% | Nov 1, 2010 | BIMSX vs DUTMX | |
| DFA Diversified Fixed Income Portfolio | 0.29% | Aug 10, 2016 | BIMSX vs DFXIX | |
| Loomis Sayles Securitized Asset Fund | 0.29% | Mar 2, 2006 | BIMSX vs LSSAX | |
| Touchstone Impact Bond Fund | 0.09% | Nov 15, 1991 | BIMSX vs TCPYX |
Lowest Volatility Alternatives to BIMSX
BIMSX 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 | BIMSX vs FEDUX | |
| Baird Intermediate Bond Fund Class Institutional | 2.79% | Sep 29, 2000 | BIMSX vs BIMIX | |
| DFA Diversified Fixed Income Portfolio | 2.85% | Aug 10, 2016 | BIMSX vs DFXIX | |
| Johnson Institutional Intermediate Bond Fund | 3.04% | Aug 31, 2000 | BIMSX vs JIBEX | |
| Western Asset Intermediate Bond Fund | 3.23% | Jul 1, 1994 | BIMSX vs WATIX |
Lowest Drawdown Alternatives to BIMSX
BIMSX 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 | BIMSX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | Mar 16, 2021 | BIMSX vs FEDUX | |
| CCM Community Impact Bond Fund | -1.98% | Aug 30, 1999 | BIMSX vs CRAIX | |
| Johnson Institutional Intermediate Bond Fund | -2.06% | Aug 31, 2000 | BIMSX vs JIBEX | |
| Baird Intermediate Bond Fund Class Institutional | -2.07% | Sep 29, 2000 | BIMSX vs BIMIX |
Other Mutual Funds from Baird
Most popular Baird mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Baird Aggregate Bond Fund Class I | Total Bond Market | 59 | -0.26% | Sep 29, 2000 | BIMSX vs BAGIX | |
| Baird Core Plus Bond Fund | Intermediate Core-Plus Bond | 65 | -0.36% | Sep 29, 2000 | BIMSX vs BCOIX | |
| Baird Core Plus Bond Fund | Intermediate Core-Plus Bond | 60 | -0.40% | Sep 29, 2000 | BIMSX vs BCOSX | |
| Baird Strategic Municipal Bond Fund | Municipal Bonds | 82 | 0.05% | Nov 14, 2019 | BIMSX vs BSNSX | |
| Baird Aggregate Bond Fund | Intermediate Core Bond | 55 | -0.31% | Sep 29, 2000 | BIMSX vs BAGSX | |
| Baird Short-Term Bond Fund Institutional Class | Short-Term Bond | 98 | 0.27% | Aug 31, 2004 | BIMSX vs BSBIX | |
| Baird Ultra Short Bond Fund | Ultrashort Bond | 100 | 0.70% | Dec 31, 2013 | BIMSX vs BUBSX | |
| Baird Mid Cap Growth Fund | Mid Cap Growth Equities | 20 | -5.21% | Dec 29, 2000 | BIMSX vs BMDSX | |
| Baird Municipal Bond Fund | Municipal Bonds | 55 | -0.64% | Nov 14, 2019 | BIMSX vs BMQSX | |
| Baird Core Intermediate Municipal Bond Fund | Municipal Bonds | 76 | -0.17% | Aug 30, 2015 | BIMSX vs BMNSX |
Often Compared With BIMSX
What investors most often compare with BIMSX, based on PortfoliosLab usage data.
Compare BIMSX with Any Fund or Stock
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