Johnson Institutional Intermediate Bond Fund (JIBEX) 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 JIBEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JIBEX
JIBEX charges 0.25% annually. There are 23 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 | JIBEX vs FMBPX | |
| Vanguard Total Bond Market Index Fund Institutiona... | 0.02% | 398.10B | Feb 2010 | JIBEX vs VBMPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | — | Sep 2014 | JIBEX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | — | Dec 2019 | JIBEX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | — | Dec 2019 | JIBEX vs QDVBX |
Best Risk-Adjusted Alternatives to JIBEX
JIBEX has a PortfoliosLab risk / return rank of 20. There are 17 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 58.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard California Intermediate-Term Tax-Exempt F... | 58 | 19.40B | Mar 1994 | JIBEX vs VCAIX | |
| Hartford Schroders Tax-Aware Bond Fund | 56 | — | Oct 2011 | JIBEX vs STWTX | |
| Loomis Sayles Securitized Asset Fund | 48 | — | Mar 2006 | JIBEX vs LSSAX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | 42 | — | Aug 1995 | JIBEX vs PCGTX | |
| Manning & Napier Credit Series | 39 | — | Apr 2020 | JIBEX vs MCDWX |
Top Performing JIBEX Alternatives (YTD)
JIBEX is at -0.59% YTD. There are 24 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 1.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 1.44% | — | Aug 1995 | JIBEX vs PCGTX | |
| DFA Diversified Fixed Income Portfolio | 0.44% | — | Aug 2016 | JIBEX vs DFXIX | |
| Loomis Sayles Securitized Asset Fund | 0.42% | — | Mar 2006 | JIBEX vs LSSAX | |
| Manning & Napier Credit Series | 0.35% | — | Apr 2020 | JIBEX vs MCDWX | |
| Fidelity Education Income Fund | 0.04% | — | Mar 2021 | JIBEX vs FEDUX |
Lowest Volatility Alternatives to JIBEX
JIBEX has 2.71% 1-year volatility. There are 5 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 | JIBEX vs VCAIX | |
| Fidelity Education Income Fund | 2.44% | — | Mar 2021 | JIBEX vs FEDUX | |
| Baird Intermediate Bond Fund Class Institutional | 2.48% | — | Sep 2000 | JIBEX vs BIMIX | |
| Baird Intermediate Bond Fund | 2.49% | — | Sep 2000 | JIBEX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 2.62% | — | Aug 2016 | JIBEX vs DFXIX |
Lowest Drawdown Alternatives to JIBEX
JIBEX has a 1-year max drawdown of -2.21%. There are 8 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 | JIBEX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | — | Mar 2021 | JIBEX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | — | Sep 2000 | JIBEX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | -2.08% | — | Sep 2000 | JIBEX vs BIMIX | |
| Fidelity Intermediate Bond Fund | -2.11% | — | May 1975 | JIBEX vs FTHRX |
Other Mutual Funds from Johnson Mutual Funds
The 6 most viewed Johnson Mutual Funds mutual funds shown here include JENHX, JEQIX, JMUNX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Johnson Enhanced Return Fund | Large Cap Blend Equities | 44 | 8.24% | — | Dec 2005 | JIBEX vs JENHX | |
| Johnson Equity Income Fund | Dividend, Large Cap Blend Equities | 37 | 6.09% | — | Dec 2005 | JIBEX vs JEQIX | |
| Johnson Municipal Income Fund | Municipal Bonds | 49 | -0.54% | — | May 1994 | JIBEX vs JMUNX | |
| Johnson Opportunity Fund | Mid Cap Blend Equities | 35 | 12.75% | — | May 1994 | JIBEX vs JOPPX | |
| Johnson Institutional Short Duration Bond Fund | Short-Term Bond | 67 | 0.18% | — | Aug 2000 | JIBEX vs JIBDX | |
| Johnson Institutional Core Bond Fund | Intermediate Core Bond | 16 | -0.79% | — | Aug 2000 | JIBEX vs JIBFX |
Often Compared With JIBEX
Investors most often compare JIBEX with AVIGX, APBDX, NCRLX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare JIBEX with Any Fund or Stock
Compare JIBEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JIBEX with funds that move differently
Johnson Institutional Intermediate Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JIBEX.
Explore JIBEX Diversifiers