Voya Intermediate Bond Portfolio (IPIIX) belongs to the Intermediate Core-Plus Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with IPIIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to IPIIX
IPIIX charges 0.55% annually. There are 66 mutual funds in the Intermediate Core-Plus Bond category with lower expense ratios, going as low as 0.16%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | — | Aug 2005 | IPIIX vs MCFIX | |
| State Street Income Fund | 0.20% | — | Jan 1980 | IPIIX vs SSASX | |
| TIAA-CREF Core Bond Fund | 0.29% | — | Jul 1999 | IPIIX vs TIBDX | |
| Elfun Income Fund | 0.29% | — | Dec 1984 | IPIIX vs EINFX | |
| Baird Core Plus Bond Fund | 0.30% | — | Sep 2000 | IPIIX vs BCOIX |
Best Risk-Adjusted Alternatives to IPIIX
IPIIX has a PortfoliosLab risk / return rank of 16. There are 113 mutual funds in the Intermediate Core-Plus Bond category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | 99 | — | Jul 2016 | IPIIX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 92 | — | Jul 2010 | IPIIX vs LCTIX | |
| GMO Multi-Sector Fixed Income Fund | 90 | — | Apr 1997 | IPIIX vs GUGAX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 89 | — | Jul 2010 | IPIIX vs LCTRX | |
| MassMutual Diversified Bond Fund | 86 | — | May 1999 | IPIIX vs MDVAX |
Top Performing IPIIX Alternatives (YTD)
IPIIX is at -0.22% YTD. There are 34 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 3.01%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| 1290 Diversified Bond Fund | 3.01% | — | Jul 2015 | IPIIX vs TNUIX | |
| Holbrook Income Fund Class I | 2.33% | — | Jul 2016 | IPIIX vs HOBIX | |
| MassMutual Diversified Bond Fund | 2.33% | — | May 1999 | IPIIX vs MDVAX | |
| Putnam Mortgage Securities Fund | 2.29% | — | Feb 1984 | IPIIX vs PGSIX | |
| Nuveen Core Plus Impact Fund | 1.77% | — | Apr 2021 | IPIIX vs NPCT |
Lowest Volatility Alternatives to IPIIX
IPIIX has 4.62% 1-year volatility. There are 128 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.17%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AAMA Income Fund | 1.17% | — | Jun 2017 | IPIIX vs AMFIX | |
| Archer Income Fund | 1.82% | — | Mar 2011 | IPIIX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 2.04% | — | Jul 2010 | IPIIX vs LCTRX | |
| Holbrook Income Fund Class I | 2.05% | — | Jul 2016 | IPIIX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 2.10% | — | Jul 2010 | IPIIX vs LCTIX |
Lowest Drawdown Alternatives to IPIIX
IPIIX has a 1-year max drawdown of -3.04%. There are 78 mutual funds in the Intermediate Core-Plus Bond category with shallower 1-year drawdowns, going as shallow as -0.51%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.51% | — | Jul 2016 | IPIIX vs HOBIX | |
| AAMA Income Fund | -0.74% | — | Jun 2017 | IPIIX vs AMFIX | |
| GMO Multi-Sector Fixed Income Fund | -1.00% | — | Apr 1997 | IPIIX vs GUGAX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | — | Jul 2010 | IPIIX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | -1.17% | — | Jul 2010 | IPIIX vs LCTIX |
Other Mutual Funds from Voya
The 10 most viewed Voya mutual funds shown here include LEXCX, IRLNX, IEDAX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Voya Corporate Leaders Trust Fund | Large Cap Value Equities | 93 | 29.09% | — | Nov 1935 | IPIIX vs LEXCX | |
| Voya Russell Large Cap Growth Index Portfolio | Large Cap Growth Equities | 12 | -0.43% | — | May 2009 | IPIIX vs IRLNX | |
| Voya Large Cap Value Fund | Large Cap Value Equities | 57 | 11.24% | — | Dec 2007 | IPIIX vs IEDAX | |
| Voya Intermediate Bond Fund | Intermediate Core-Plus Bond | 14 | -0.71% | — | Dec 1998 | IPIIX vs IIBAX | |
| Voya Russell Large Cap Index Portfolio | Large Cap Blend Equities | 51 | 7.81% | — | Mar 2008 | IPIIX vs IIRLX | |
| Voya Emerging Markets Corporate Debt Fund | Emerging Markets Bonds | — | — | — | Aug 2012 | IPIIX vs IMCDX | |
| Atlas U.S. Tactical Income Fund | Diversified Portfolio | 33 | 0.37% | — | Sep 2015 | IPIIX vs ATLAX | |
| Voya Russell Large Cap Value Index Portfolio | Large Cap Value Equities | 96 | 19.97% | — | May 2009 | IPIIX vs IRVIX | |
| Voya International High Dividend Low Volatility Po... | Foreign Large Cap Equities, Low Volatility | 89 | 15.40% | — | Jan 2006 | IPIIX vs IFTIX | |
| Voya High Yield Portfolio | High Yield Bonds | 44 | 0.59% | — | May 2004 | IPIIX vs IPHYX |
Often Compared With IPIIX
Investors most often compare IPIIX with SMTRX, AAIIX, VYMSX. These 6 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| ALPS/Smith Total Return Bond Fund | Intermediate Core-Plus Bond | — | — | 3.25B | Jun 2018 | IPIIX vs SMTRX | |
| Ancora Income Fund | Intermediate Core-Plus Bond | 21 | 1.60% | — | Jan 2004 | IPIIX vs AAIIX | |
| Voya Mid Cap Research Enhanced Index Fund | Mid Cap Blend Equities | 58 | 17.08% | — | Feb 1998 | IPIIX vs VYMSX | |
| Brandes Core Plus Fixed Income Fund | Intermediate Core-Plus Bond | 22 | -0.53% | — | Dec 2007 | IPIIX vs BCPIX | |
| Voya U.S. Stock Index Portfolio | Large Cap Blend Equities | 43 | 9.47% | — | May 2004 | IPIIX vs INGIX | |
| SEI Tax Exempt Trust Tax-Advantaged Income Fund | Intermediate Core-Plus Bond | 65 | 1.20% | — | Sep 2007 | IPIIX vs SEATX |
Compare IPIIX with Any Fund or Stock
Compare IPIIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair IPIIX with funds that move differently
Voya Intermediate Bond Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IPIIX.
Explore IPIIX Diversifiers