AMG GW&K Core Bond ESG Fund (MBDFX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to MBDFX
MBDFX charges 0.56% annually. Among mutual funds in the Intermediate Core Bond category, these options have the lowest expense ratios among MBDFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | Dec 20, 2007 | MBDFX vs FMBPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | Sep 19, 2014 | MBDFX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | Dec 13, 2019 | MBDFX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | Dec 13, 2019 | MBDFX vs QDVBX | |
| iShares U.S. Aggregate Bond Index Fund | 0.05% | Jul 2, 1993 | MBDFX vs WFBIX |
Best Risk-Adjusted Alternatives to MBDFX
Among mutual funds in the Intermediate Core Bond category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| T. Rowe Price New Income Fund | 89 | Aug 31, 1973 | MBDFX vs PRCIX | |
| Fidelity Education Income Fund | 88 | Mar 16, 2021 | MBDFX vs FEDUX | |
| Loomis Sayles Securitized Asset Fund | 87 | Mar 2, 2006 | MBDFX vs LSSAX | |
| Baird Intermediate Bond Fund | 84 | Sep 29, 2000 | MBDFX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 84 | Aug 10, 2016 | MBDFX vs DFXIX |
Top Performing MBDFX Alternatives (YTD)
MBDFX alternatives from the Intermediate Core Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 2.45% | Aug 24, 1995 | MBDFX vs PCGTX | |
| Dupree Taxable Municipal Bond Fund | 0.30% | Nov 1, 2010 | MBDFX vs DUTMX | |
| DFA Diversified Fixed Income Portfolio | 0.29% | Aug 10, 2016 | MBDFX vs DFXIX | |
| Loomis Sayles Securitized Asset Fund | 0.29% | Mar 2, 2006 | MBDFX vs LSSAX | |
| Touchstone Impact Bond Fund | 0.09% | Nov 15, 1991 | MBDFX vs TCPYX |
Lowest Volatility Alternatives to MBDFX
MBDFX alternatives from the Intermediate Core Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Fidelity Education Income Fund | 2.69% | Mar 16, 2021 | MBDFX vs FEDUX | |
| Baird Intermediate Bond Fund Class Institutional | 2.79% | Sep 29, 2000 | MBDFX vs BIMIX | |
| Baird Intermediate Bond Fund | 2.80% | Sep 29, 2000 | MBDFX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 2.85% | Aug 10, 2016 | MBDFX vs DFXIX | |
| Johnson Institutional Intermediate Bond Fund | 3.04% | Aug 31, 2000 | MBDFX vs JIBEX |
Lowest Drawdown Alternatives to MBDFX
MBDFX alternatives from the Intermediate Core Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DFA Diversified Fixed Income Portfolio | -1.69% | Aug 10, 2016 | MBDFX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | Mar 16, 2021 | MBDFX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | Sep 29, 2000 | MBDFX vs BIMSX | |
| CCM Community Impact Bond Fund | -1.98% | Aug 30, 1999 | MBDFX vs CRAIX | |
| Johnson Institutional Intermediate Bond Fund | -2.06% | Aug 31, 2000 | MBDFX vs JIBEX |
Other Mutual Funds from AMG
Most popular AMG mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| AMG Yacktman Fund | Large Cap Value Equities | 10 | 4.19% | Jul 6, 1992 | MBDFX vs YACKX | |
| AMG Yacktman Focused Fund | Large Cap Value Equities | 21 | 8.59% | May 1, 1997 | MBDFX vs YAFFX | |
| AMG TimesSquare Mid Cap Growth Fund | Mid Cap Growth Equities | 2 | -10.97% | Mar 4, 2005 | MBDFX vs TMDIX | |
| AMG River Road Large Cap Value Select Fund | Large Cap Blend Equities | 1 | -6.16% | Aug 14, 1992 | MBDFX vs MEQFX | |
| AMG River Road Small Cap Value Fund | Small Cap Value Equities | 2 | -4.60% | Jun 28, 2005 | MBDFX vs ARSVX | |
| AMG River Road Mid Cap Value Fund | Mid Cap Value Equities | 3 | -4.28% | Sep 19, 1994 | MBDFX vs CHTTX | |
| AMG Boston Common Global Impact Fund | Large Cap Growth Equities | 70 | -3.89% | Dec 30, 1985 | MBDFX vs BRWIX | |
| SouthernSun Small Cap | Small Cap Blend Equities | 43 | 2.36% | Oct 1, 2003 | MBDFX vs SSSFX | |
| AMG GW&K Small Cap Value Fund | Small Cap Blend Equities | 11 | 1.27% | Apr 23, 1987 | MBDFX vs SKSEX | |
| AMG GW&K Municipal Bond Fund | Municipal Bonds | 56 | -1.16% | Jun 29, 2009 | MBDFX vs GWMIX |
Often Compared With MBDFX
What investors most often compare with MBDFX, 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.