Eventide Core Bond Fund (ETIRX) Alternatives
Eventide Core Bond Fund (ETIRX) 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 ETIRX. 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 ETIRX
ETIRX charges 0.58% annually. Among mutual funds in the Intermediate Core Bond category, these options have the lowest expense ratios among ETIRX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | Dec 20, 2007 | ETIRX vs FMBPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | Sep 19, 2014 | ETIRX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | Dec 13, 2019 | ETIRX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | Dec 13, 2019 | ETIRX vs QDVBX | |
| iShares U.S. Aggregate Bond Index Fund | 0.05% | Jul 2, 1993 | ETIRX vs WFBIX |
Best Risk-Adjusted Alternatives to ETIRX
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 | ETIRX vs PRCIX | |
| Fidelity Education Income Fund | 88 | Mar 16, 2021 | ETIRX vs FEDUX | |
| Loomis Sayles Securitized Asset Fund | 87 | Mar 2, 2006 | ETIRX vs LSSAX | |
| Baird Intermediate Bond Fund | 84 | Sep 29, 2000 | ETIRX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 84 | Aug 10, 2016 | ETIRX vs DFXIX |
Top Performing ETIRX Alternatives (YTD)
ETIRX 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 | ETIRX vs PCGTX | |
| Dupree Taxable Municipal Bond Fund | 0.30% | Nov 1, 2010 | ETIRX vs DUTMX | |
| DFA Diversified Fixed Income Portfolio | 0.29% | Aug 10, 2016 | ETIRX vs DFXIX | |
| Loomis Sayles Securitized Asset Fund | 0.29% | Mar 2, 2006 | ETIRX vs LSSAX | |
| Touchstone Impact Bond Fund | 0.09% | Nov 15, 1991 | ETIRX vs TCPYX |
Lowest Volatility Alternatives to ETIRX
ETIRX 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 | ETIRX vs FEDUX | |
| Baird Intermediate Bond Fund Class Institutional | 2.79% | Sep 29, 2000 | ETIRX vs BIMIX | |
| Baird Intermediate Bond Fund | 2.80% | Sep 29, 2000 | ETIRX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 2.85% | Aug 10, 2016 | ETIRX vs DFXIX | |
| Johnson Institutional Intermediate Bond Fund | 3.04% | Aug 31, 2000 | ETIRX vs JIBEX |
Lowest Drawdown Alternatives to ETIRX
ETIRX 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 | ETIRX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | Mar 16, 2021 | ETIRX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | Sep 29, 2000 | ETIRX vs BIMSX | |
| CCM Community Impact Bond Fund | -1.98% | Aug 30, 1999 | ETIRX vs CRAIX | |
| Johnson Institutional Intermediate Bond Fund | -2.06% | Aug 31, 2000 | ETIRX vs JIBEX |
Other Mutual Funds from Eventide Funds
Most popular Eventide Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Eventide Dividend Opportunities Fund | Mid Cap Blend Equities | 29 | 2.92% | Sep 29, 2017 | ETIRX vs ETIDX | |
| Eventide Gilead Fund | Mid Cap Growth Equities | 45 | -10.60% | Jul 8, 2008 | ETIRX vs ETGLX | |
| Eventide Gilead Class I | Mid Cap Growth Equities | 45 | -10.57% | — | ETIRX vs ETILX | |
| Eventide Multi-Asset Income Fund | Diversified Portfolio | 49 | 1.81% | Jul 14, 2015 | ETIRX vs ETIMX | |
| Eventide Healthcare & Life Sciences Fund | Health & Biotech Equities | 88 | -10.26% | Dec 26, 2012 | ETIRX vs ETIHX | |
| Eventide Exponential Technologies Fund | Technology Equities | 8 | -15.66% | Jun 29, 2020 | ETIRX vs ETIEX |
Often Compared With ETIRX
What investors most often compare with ETIRX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Praxis Impact Bond Fund | Intermediate Core Bond | 52 | -0.10% | May 12, 1999 | ETIRX vs MIIAX | |
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | ETIRX vs SPY | |
| Fidelity SAI Investment Grade Securitized Fund | Intermediate Core Bond | 68 | -0.05% | May 17, 2023 | ETIRX vs FSMOX | |
| Manning & Napier Credit Series | Intermediate Core Bond | 81 | -0.35% | Apr 15, 2020 | ETIRX vs MCDWX |
Compare ETIRX with Any Fund or Stock
Compare ETIRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.