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 21 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 | |
| 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 | |
| iShares U.S. Aggregate Bond Index Fund | 0.05% | — | Jul 1993 | JIBFX vs WFBIX |
Best Risk-Adjusted Alternatives to JIBFX
JIBFX has a PortfoliosLab risk / return rank of 19. There are 42 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 59.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Loomis Sayles Securitized Asset Fund | 59 | — | Mar 2006 | JIBFX vs LSSAX | |
| Hartford Schroders Tax-Aware Bond Fund | 52 | — | Oct 2011 | JIBFX vs STWTX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | 49 | — | Aug 1995 | JIBFX vs PCGTX | |
| Manning & Napier Credit Series | 39 | — | Apr 2020 | JIBFX vs MCDWX | |
| Fidelity SAI Investment Grade Securitized Fund | 34 | — | May 2023 | JIBFX vs FSMOX |
Top Performing JIBFX Alternatives (YTD)
JIBFX is at 0.19% YTD. There are 32 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 2.92%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 2.92% | — | Aug 1995 | JIBFX vs PCGTX | |
| Loomis Sayles Securitized Asset Fund | 1.24% | — | Mar 2006 | JIBFX vs LSSAX | |
| Hartford Schroders Tax-Aware Bond Fund | 1.18% | — | Oct 2011 | JIBFX vs STWTX | |
| Dupree Taxable Municipal Bond Fund | 1.01% | — | Nov 2010 | JIBFX vs DUTMX | |
| DFA Diversified Fixed Income Portfolio | 0.73% | — | Aug 2016 | JIBFX vs DFXIX |
Lowest Volatility Alternatives to JIBFX
JIBFX has 3.99% 1-year volatility. There are 66 mutual funds in the Intermediate Core Bond category with lower 1-year volatility, going as low as 2.49%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Baird Intermediate Bond Fund Class Institutional | 2.49% | — | Sep 2000 | JIBFX vs BIMIX | |
| Baird Intermediate Bond Fund | 2.50% | — | Sep 2000 | JIBFX vs BIMSX | |
| Fidelity Education Income Fund | 2.50% | — | Mar 2021 | JIBFX vs FEDUX | |
| DFA Diversified Fixed Income Portfolio | 2.61% | — | Aug 2016 | JIBFX vs DFXIX | |
| Johnson Institutional Intermediate Bond Fund | 2.75% | — | Aug 2000 | JIBFX vs JIBEX |
Lowest Drawdown Alternatives to JIBFX
JIBFX has a 1-year max drawdown of -3.11%. There are 79 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 | -2.07% | — | Sep 2000 | JIBFX vs BIMIX | |
| Fidelity Intermediate Bond Fund | -2.11% | — | May 1975 | JIBFX vs FTHRX |
Other Mutual Funds from Johnson Mutual Funds
The 5 most viewed Johnson Mutual Funds mutual funds shown here include JEQIX, JOPPX, JENHX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Johnson Equity Income Fund | Large Cap Blend Equities | 19 | 0.91% | — | Dec 2005 | JIBFX vs JEQIX | |
| Johnson Opportunity Fund | Mid Cap Blend Equities | 19 | 7.14% | — | May 1994 | JIBFX vs JOPPX | |
| Johnson Enhanced Return Fund | Large Cap Blend Equities | 54 | 8.26% | — | Dec 2005 | JIBFX vs JENHX | |
| Johnson Municipal Income Fund | Municipal Bonds | 59 | 1.30% | — | May 1994 | JIBFX vs JMUNX | |
| Johnson Institutional Short Duration Bond Fund | Short-Term Bond | 68 | 0.25% | — | Aug 2000 | JIBFX vs JIBDX |
Often Compared With JIBFX
Investors most often compare JIBFX with SPY, TCPYX, PRCIX. These 12 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