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 a closer substitute for your current allocation.
Cheapest Alternatives to BIMSX
BIMSX charges 0.55% annually. There are 62 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 | BIMSX vs FMBPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | — | Sep 2014 | BIMSX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | — | Dec 2019 | BIMSX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | — | Dec 2019 | BIMSX vs QDVBX | |
| iShares U.S. Aggregate Bond Index Fund | 0.05% | — | Jul 1993 | BIMSX vs WFBIX |
Best Risk-Adjusted Alternatives to BIMSX
BIMSX has a PortfoliosLab risk / return rank of 27. There are 11 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 59.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Loomis Sayles Securitized Asset Fund | 59 | — | Mar 2006 | BIMSX vs LSSAX | |
| Hartford Schroders Tax-Aware Bond Fund | 52 | — | Oct 2011 | BIMSX vs STWTX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | 49 | — | Aug 1995 | BIMSX vs PCGTX | |
| Manning & Napier Credit Series | 39 | — | Apr 2020 | BIMSX vs MCDWX | |
| Fidelity SAI Investment Grade Securitized Fund | 34 | — | May 2023 | BIMSX vs FSMOX |
Top Performing BIMSX Alternatives (YTD)
BIMSX is at -0.01% YTD. There are 61 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 2.92%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 2.92% | — | Aug 1995 | BIMSX vs PCGTX | |
| Loomis Sayles Securitized Asset Fund | 1.24% | — | Mar 2006 | BIMSX vs LSSAX | |
| Hartford Schroders Tax-Aware Bond Fund | 1.18% | — | Oct 2011 | BIMSX vs STWTX | |
| Dupree Taxable Municipal Bond Fund | 1.01% | — | Nov 2010 | BIMSX vs DUTMX | |
| DFA Diversified Fixed Income Portfolio | 0.73% | — | Aug 2016 | BIMSX vs DFXIX |
Lowest Volatility Alternatives to BIMSX
BIMSX has 2.50% 1-year volatility. There is 1 mutual fund in the Intermediate Core Bond category with lower 1-year volatility, going as low as 2.49%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Baird Intermediate Bond Fund Class Institutional | 2.49% | — | Sep 2000 | BIMSX vs BIMIX | |
| Fidelity Education Income Fund | 2.50% | — | Mar 2021 | BIMSX vs FEDUX | |
| DFA Diversified Fixed Income Portfolio | 2.61% | — | Aug 2016 | BIMSX vs DFXIX | |
| Johnson Institutional Intermediate Bond Fund | 2.75% | — | Aug 2000 | BIMSX vs JIBEX | |
| Fidelity Intermediate Bond Fund | 2.80% | — | May 1975 | BIMSX vs FTHRX |
Lowest Drawdown Alternatives to BIMSX
BIMSX has a 1-year max drawdown of -1.87%. There are 2 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 | BIMSX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | — | Mar 2021 | BIMSX vs FEDUX | |
| Baird Intermediate Bond Fund Class Institutional | -2.07% | — | Sep 2000 | BIMSX vs BIMIX | |
| Fidelity Intermediate Bond Fund | -2.11% | — | May 1975 | BIMSX vs FTHRX | |
| CCM Community Impact Bond Fund | -2.15% | — | Aug 1999 | BIMSX vs CRAIX |
Other Mutual Funds from Baird
The 10 most viewed Baird mutual funds shown here include BCOIX, BAGIX, BCOSX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Baird Core Plus Bond Fund | Intermediate Core-Plus Bond | 26 | 0.44% | — | Sep 2000 | BIMSX vs BCOIX | |
| Baird Aggregate Bond Fund Class I | Total Bond Market | 22 | 0.32% | — | Sep 2000 | BIMSX vs BAGIX | |
| Baird Core Plus Bond Fund | Intermediate Core-Plus Bond | 23 | 0.32% | — | Sep 2000 | BIMSX vs BCOSX | |
| Baird Strategic Municipal Bond Fund | Municipal Bonds | 86 | 1.68% | — | Nov 2019 | BIMSX vs BSNSX | |
| Baird Aggregate Bond Fund | Intermediate Core Bond | 19 | 0.21% | — | Sep 2000 | BIMSX vs BAGSX | |
| Baird Short-Term Bond Fund Institutional Class | Short-Term Bond | 91 | 0.73% | — | Aug 2004 | BIMSX vs BSBIX | |
| Baird Ultra Short Bond Fund | Ultrashort Bond | 100 | 1.61% | — | Dec 2013 | BIMSX vs BUBSX | |
| Baird Ultra Short Bond Fund Institutional Class | Ultrashort Bond | 100 | 1.37% | — | Dec 2013 | BIMSX vs BUBIX | |
| Baird Mid Cap Growth Fund | Mid Cap Growth Equities | 3 | 6.33% | — | Dec 2000 | BIMSX vs BMDSX | |
| Baird Municipal Bond Fund | Municipal Bonds | 74 | 1.55% | — | Nov 2019 | BIMSX vs BMQSX |
Often Compared With BIMSX
Investors most often compare BIMSX with WOBDX, VCIT, DFUSX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare BIMSX with Any Fund or Stock
Compare BIMSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BIMSX with funds that move differently
Baird Intermediate Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BIMSX.
Explore BIMSX Diversifiers