AMG GW&K Core Bond ESG Fund (MBDFX) 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 MBDFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MBDFX
MBDFX charges 0.56% annually. There are 69 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 | MBDFX vs FMBPX | |
| Vanguard Total Bond Market Index Fund Institutiona... | 0.02% | 398.10B | Feb 2010 | MBDFX vs VBMPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | — | Sep 2014 | MBDFX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | — | Dec 2019 | MBDFX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | — | Dec 2019 | MBDFX vs QDVBX |
Best Risk-Adjusted Alternatives to MBDFX
MBDFX has a PortfoliosLab risk / return rank of 13. There are 98 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 | MBDFX vs VCAIX | |
| Hartford Schroders Tax-Aware Bond Fund | 64 | — | Oct 2011 | MBDFX vs STWTX | |
| Loomis Sayles Securitized Asset Fund | 64 | — | Mar 2006 | MBDFX vs LSSAX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | 58 | — | Aug 1995 | MBDFX vs PCGTX | |
| Manning & Napier Credit Series | 50 | — | Apr 2020 | MBDFX vs MCDWX |
Top Performing MBDFX Alternatives (YTD)
MBDFX is at -1.16% YTD. There are 103 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 | MBDFX vs PCGTX | |
| Loomis Sayles Securitized Asset Fund | 0.81% | — | Mar 2006 | MBDFX vs LSSAX | |
| DFA Diversified Fixed Income Portfolio | 0.66% | — | Aug 2016 | MBDFX vs DFXIX | |
| Manning & Napier Credit Series | 0.57% | — | Apr 2020 | MBDFX vs MCDWX | |
| Fidelity SAI Investment Grade Securitized Fund | 0.15% | — | May 2023 | MBDFX vs FSMOX |
Lowest Volatility Alternatives to MBDFX
MBDFX has 3.85% 1-year volatility. There are 52 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 | MBDFX vs VCAIX | |
| Fidelity Education Income Fund | 2.45% | — | Mar 2021 | MBDFX vs FEDUX | |
| Baird Intermediate Bond Fund | 2.49% | — | Sep 2000 | MBDFX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | 2.49% | — | Sep 2000 | MBDFX vs BIMIX | |
| DFA Diversified Fixed Income Portfolio | 2.62% | — | Aug 2016 | MBDFX vs DFXIX |
Lowest Drawdown Alternatives to MBDFX
MBDFX has a 1-year max drawdown of -3.25%. There are 92 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 | MBDFX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | — | Mar 2021 | MBDFX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | — | Sep 2000 | MBDFX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | -2.08% | — | Sep 2000 | MBDFX vs BIMIX | |
| Fidelity Intermediate Bond Fund | -2.11% | — | May 1975 | MBDFX vs FTHRX |
Other Mutual Funds from AMG
The 10 most viewed AMG mutual funds shown here include YAFFX, YACKX, YFSIX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| AMG Yacktman Focused Fund | Large Cap Value Equities | 89 | 24.36% | — | May 1997 | MBDFX vs YAFFX | |
| AMG Yacktman Fund | Large Cap Value Equities | 91 | 17.47% | — | Jul 1992 | MBDFX vs YACKX | |
| AMG Yacktman Global Fund | Global Equities | 29 | 24.97% | — | Jan 2017 | MBDFX vs YFSIX | |
| AMG Veritas Global Real Return Fund | Large Cap Growth Equities | 5 | -1.30% | — | Jan 1991 | MBDFX vs BLUEX | |
| AMG River Road Small-Mid Cap Value Fund | Small Cap Value Equities | 13 | 10.49% | — | Mar 2007 | MBDFX vs ARSMX | |
| AMG TimesSquare Mid Cap Growth Fund | Mid Cap Growth Equities | 2 | 4.53% | — | Mar 2005 | MBDFX vs TMDIX | |
| AMG River Road Small Cap Value Fund | Small Cap Value Equities | 5 | 9.41% | — | Jun 2005 | MBDFX vs ARSVX | |
| AMG River Road Large Cap Value Select Fund | Large Cap Blend Equities | 2 | 0.15% | — | Aug 1992 | MBDFX vs MEQFX | |
| AMG GW&K Small Cap Value Fund | Small Cap Blend Equities | 45 | 23.61% | — | Apr 1987 | MBDFX vs SKSEX | |
| AMG Boston Common Global Impact Fund | Large Cap Growth Equities | 54 | 10.64% | — | Dec 1985 | MBDFX vs BRWIX |
Often Compared With MBDFX
Investors most often compare MBDFX with MSSCX, VBTLX, ARDEX. These 20 comparison targets span 15 categories, based on PortfoliosLab usage data.
Compare MBDFX with Any Fund or Stock
Compare MBDFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MBDFX with funds that move differently
AMG GW&K Core Bond ESG Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MBDFX.
Explore MBDFX Diversifiers