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 a closer substitute for your current allocation.
Cheapest Alternatives to ETIRX
ETIRX charges 0.58% annually. There are 73 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 | ETIRX vs FMBPX | |
| Vanguard Total Bond Market Index Fund Institutiona... | 0.02% | 398.10B | Feb 2010 | ETIRX vs VBMPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | — | Sep 2014 | ETIRX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | — | Dec 2019 | ETIRX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | — | Dec 2019 | ETIRX vs QDVBX |
Best Risk-Adjusted Alternatives to ETIRX
ETIRX has a PortfoliosLab risk / return rank of 23. There are 22 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 65.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard California Intermediate-Term Tax-Exempt F... | 65 | 19.40B | Mar 1994 | ETIRX vs VCAIX | |
| Hartford Schroders Tax-Aware Bond Fund | 64 | — | Oct 2011 | ETIRX vs STWTX | |
| Loomis Sayles Securitized Asset Fund | 64 | — | Mar 2006 | ETIRX vs LSSAX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | 58 | — | Aug 1995 | ETIRX vs PCGTX | |
| Manning & Napier Credit Series | 50 | — | Apr 2020 | ETIRX vs MCDWX |
Top Performing ETIRX Alternatives (YTD)
ETIRX is at -0.53% YTD. There are 40 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 2.13%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 2.13% | — | Aug 1995 | ETIRX vs PCGTX | |
| Loomis Sayles Securitized Asset Fund | 0.81% | — | Mar 2006 | ETIRX vs LSSAX | |
| DFA Diversified Fixed Income Portfolio | 0.66% | — | Aug 2016 | ETIRX vs DFXIX | |
| Manning & Napier Credit Series | 0.57% | — | Apr 2020 | ETIRX vs MCDWX | |
| Fidelity Education Income Fund | 0.15% | — | Mar 2021 | ETIRX vs FEDUX |
Lowest Volatility Alternatives to ETIRX
ETIRX has 3.71% 1-year volatility. There are 27 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 | ETIRX vs VCAIX | |
| Fidelity Education Income Fund | 2.45% | — | Mar 2021 | ETIRX vs FEDUX | |
| Baird Intermediate Bond Fund Class Institutional | 2.49% | — | Sep 2000 | ETIRX vs BIMIX | |
| Baird Intermediate Bond Fund | 2.49% | — | Sep 2000 | ETIRX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 2.62% | — | Aug 2016 | ETIRX vs DFXIX |
Lowest Drawdown Alternatives to ETIRX
ETIRX has a 1-year max drawdown of -2.87%. There are 30 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 | ETIRX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | — | Mar 2021 | ETIRX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | — | Sep 2000 | ETIRX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | -2.08% | — | Sep 2000 | ETIRX vs BIMIX | |
| Fidelity Intermediate Bond Fund | -2.11% | — | May 1975 | ETIRX vs FTHRX |
Other Mutual Funds from Eventide
The 6 most viewed Eventide mutual funds shown here include ETGLX, ETIDX, ETIHX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Eventide Gilead Fund | Mid Cap Growth Equities | 51 | 11.61% | — | Jul 2008 | ETIRX vs ETGLX | |
| Eventide Dividend Opportunities Fund | Mid Cap Blend Equities | 40 | 14.61% | — | Sep 2017 | ETIRX vs ETIDX | |
| Eventide Healthcare & Life Sciences Fund | Health & Biotech Equities | 89 | 9.00% | — | Dec 2012 | ETIRX vs ETIHX | |
| Eventide Gilead Class I | Mid Cap Growth Equities | 50 | 11.73% | — | — | ETIRX vs ETILX | |
| Eventide Multi-Asset Income Fund | Diversified Portfolio | 44 | 7.99% | — | Jul 2015 | ETIRX vs ETIMX | |
| Eventide Exponential Technologies Fund | Technology Equities | 22 | 14.02% | — | Jun 2020 | ETIRX vs ETIEX |
Often Compared With ETIRX
Investors most often compare ETIRX with MIIAX, DUTMX, FSMOX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare ETIRX with Any Fund or Stock
Compare ETIRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ETIRX with funds that move differently
Eventide Core Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ETIRX.
Explore ETIRX Diversifiers