Johnson Institutional Core Bond Fund (JIBFX) 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 JIBFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JIBFX
JIBFX 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 | JIBFX vs FMBPX | |
| Vanguard Total Bond Market Index Fund Institutiona... | 0.02% | 398.10B | Feb 2010 | JIBFX vs VBMPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | — | Sep 2014 | JIBFX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | — | Dec 2019 | JIBFX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | — | Dec 2019 | JIBFX vs QDVBX |
Best Risk-Adjusted Alternatives to JIBFX
JIBFX has a PortfoliosLab risk / return rank of 18. There are 64 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 | JIBFX vs VCAIX | |
| Hartford Schroders Tax-Aware Bond Fund | 64 | — | Oct 2011 | JIBFX vs STWTX | |
| Loomis Sayles Securitized Asset Fund | 64 | — | Mar 2006 | JIBFX vs LSSAX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | 58 | — | Aug 1995 | JIBFX vs PCGTX | |
| Manning & Napier Credit Series | 50 | — | Apr 2020 | JIBFX vs MCDWX |
Top Performing JIBFX Alternatives (YTD)
JIBFX is at -0.45% YTD. There are 34 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 | JIBFX vs PCGTX | |
| Loomis Sayles Securitized Asset Fund | 0.81% | — | Mar 2006 | JIBFX vs LSSAX | |
| DFA Diversified Fixed Income Portfolio | 0.66% | — | Aug 2016 | JIBFX vs DFXIX | |
| Manning & Napier Credit Series | 0.57% | — | Apr 2020 | JIBFX vs MCDWX | |
| Fidelity SAI Investment Grade Securitized Fund | 0.15% | — | May 2023 | JIBFX vs FSMOX |
Lowest Volatility Alternatives to JIBFX
JIBFX has 3.95% 1-year volatility. There are 73 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 | JIBFX vs VCAIX | |
| Fidelity Education Income Fund | 2.45% | — | Mar 2021 | JIBFX vs FEDUX | |
| Baird Intermediate Bond Fund | 2.49% | — | Sep 2000 | JIBFX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | 2.49% | — | Sep 2000 | JIBFX vs BIMIX | |
| DFA Diversified Fixed Income Portfolio | 2.62% | — | Aug 2016 | JIBFX vs DFXIX |
Lowest Drawdown Alternatives to JIBFX
JIBFX has a 1-year max drawdown of -3.11%. There are 80 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 | JIBFX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | — | Mar 2021 | JIBFX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | — | Sep 2000 | JIBFX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | -2.08% | — | Sep 2000 | JIBFX vs BIMIX | |
| Fidelity Intermediate Bond Fund | -2.11% | — | May 1975 | JIBFX vs FTHRX |
Other Mutual Funds from Johnson Mutual Funds
The 6 most viewed Johnson Mutual Funds mutual funds shown here include JIBEX, JENHX, JEQIX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Johnson Institutional Intermediate Bond Fund | Intermediate Core Bond | 24 | -0.46% | — | Aug 2000 | JIBFX vs JIBEX | |
| Johnson Enhanced Return Fund | Large Cap Blend Equities | 43 | 7.64% | — | Dec 2005 | JIBFX vs JENHX | |
| Johnson Equity Income Fund | Dividend, Large Cap Blend Equities | 36 | 5.67% | — | Dec 2005 | JIBFX vs JEQIX | |
| Johnson Municipal Income Fund | Municipal Bonds | 55 | -0.41% | — | May 1994 | JIBFX vs JMUNX | |
| Johnson Opportunity Fund | Mid Cap Blend Equities | 34 | 12.69% | — | May 1994 | JIBFX vs JOPPX | |
| Johnson Institutional Short Duration Bond Fund | Short-Term Bond | 70 | 0.25% | — | Aug 2000 | JIBFX vs JIBDX |
Often Compared With JIBFX
Investors most often compare JIBFX with SPY, TCPYX, PCIFX. These 14 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare JIBFX with Any Fund or Stock
Compare JIBFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JIBFX with funds that move differently
Johnson Institutional Core Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JIBFX.
Explore JIBFX Diversifiers