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 67 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 | |
| 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 | |
| iShares U.S. Aggregate Bond Index Fund | 0.05% | — | Jul 1993 | MBDFX vs WFBIX |
Best Risk-Adjusted Alternatives to MBDFX
MBDFX has a PortfoliosLab risk / return rank of 15. There are 95 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 62.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Loomis Sayles Securitized Asset Fund | 62 | — | Mar 2006 | MBDFX vs LSSAX | |
| Hartford Schroders Tax-Aware Bond Fund | 61 | — | Oct 2011 | MBDFX vs STWTX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | 57 | — | Aug 1995 | MBDFX vs PCGTX | |
| Manning & Napier Credit Series | 42 | — | Apr 2020 | MBDFX vs MCDWX | |
| DFA Diversified Fixed Income Portfolio | 41 | — | Aug 2016 | MBDFX vs DFXIX |
Top Performing MBDFX Alternatives (YTD)
MBDFX is at -0.29% YTD. There are 95 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 | MBDFX vs PCGTX | |
| Loomis Sayles Securitized Asset Fund | 1.33% | — | Mar 2006 | MBDFX vs LSSAX | |
| Hartford Schroders Tax-Aware Bond Fund | 1.08% | — | Oct 2011 | MBDFX vs STWTX | |
| DFA Diversified Fixed Income Portfolio | 0.88% | — | Aug 2016 | MBDFX vs DFXIX | |
| Fidelity SAI Investment Grade Securitized Fund | 0.86% | — | May 2023 | MBDFX vs FSMOX |
Lowest Volatility Alternatives to MBDFX
MBDFX has 3.86% 1-year volatility. There are 47 mutual funds in the Intermediate Core Bond category with lower 1-year volatility, going as low as 2.46%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Education Income Fund | 2.46% | — | Mar 2021 | MBDFX vs FEDUX | |
| Baird Intermediate Bond Fund | 2.49% | — | Sep 2000 | MBDFX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | 2.50% | — | Sep 2000 | MBDFX vs BIMIX | |
| DFA Diversified Fixed Income Portfolio | 2.64% | — | Aug 2016 | MBDFX vs DFXIX | |
| Fidelity Intermediate Bond Fund | 2.75% | — | May 1975 | MBDFX vs FTHRX |
Lowest Drawdown Alternatives to MBDFX
MBDFX has a 1-year max drawdown of -3.25%. There are 90 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 | -2.07% | — | 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 YACKX, YAFFX, YFSIX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| AMG Yacktman Fund | Large Cap Value Equities | 86 | 15.35% | — | Jul 1992 | MBDFX vs YACKX | |
| AMG Yacktman Focused Fund | Large Cap Value Equities | 86 | 22.70% | — | May 1997 | MBDFX vs YAFFX | |
| AMG Yacktman Global Fund | Large Cap Blend Equities | 18 | 21.26% | — | Jan 2017 | MBDFX vs YFSIX | |
| AMG Veritas Global Real Return Fund | Large Cap Growth Equities | 1 | -4.49% | — | Jan 1991 | MBDFX vs BLUEX | |
| AMG River Road Small-Mid Cap Value Fund | Small Cap Value Equities | 5 | 6.93% | — | Mar 2007 | MBDFX vs ARSMX | |
| AMG River Road Small Cap Value Fund | Small Cap Value Equities | 2 | 7.32% | — | Jun 2005 | MBDFX vs ARSVX | |
| AMG TimesSquare Mid Cap Growth Fund | Mid Cap Growth Equities | 3 | 8.52% | — | Mar 2005 | MBDFX vs TMDIX | |
| AMG River Road Large Cap Value Select Fund | Large Cap Blend Equities | 1 | -2.14% | — | Aug 1992 | MBDFX vs MEQFX | |
| AMG GW&K Small Cap Value Fund | Small Cap Blend Equities | 32 | 23.79% | — | Apr 1987 | MBDFX vs SKSEX | |
| AMG Boston Common Global Impact Fund | Large Cap Growth Equities | 53 | 12.85% | — | 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