Madison Core Bond Fund (MBOAX) Alternatives
Madison Core Bond Fund (MBOAX) 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 MBOAX. 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 MBOAX
MBOAX charges 0.85% annually. Among mutual funds in the Intermediate Core Bond category, these options have the lowest expense ratios among MBOAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | Dec 20, 2007 | MBOAX vs FMBPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | Sep 19, 2014 | MBOAX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | Dec 13, 2019 | MBOAX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | Dec 13, 2019 | MBOAX vs QDVBX | |
| iShares U.S. Aggregate Bond Index Fund | 0.05% | Jul 2, 1993 | MBOAX vs WFBIX |
Best Risk-Adjusted Alternatives to MBOAX
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 | MBOAX vs PRCIX | |
| Fidelity Education Income Fund | 88 | Mar 16, 2021 | MBOAX vs FEDUX | |
| Loomis Sayles Securitized Asset Fund | 87 | Mar 2, 2006 | MBOAX vs LSSAX | |
| Baird Intermediate Bond Fund | 84 | Sep 29, 2000 | MBOAX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 84 | Aug 10, 2016 | MBOAX vs DFXIX |
Top Performing MBOAX Alternatives (YTD)
MBOAX 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 | MBOAX vs PCGTX | |
| Dupree Taxable Municipal Bond Fund | 0.30% | Nov 1, 2010 | MBOAX vs DUTMX | |
| DFA Diversified Fixed Income Portfolio | 0.29% | Aug 10, 2016 | MBOAX vs DFXIX | |
| Loomis Sayles Securitized Asset Fund | 0.29% | Mar 2, 2006 | MBOAX vs LSSAX | |
| Touchstone Impact Bond Fund | 0.09% | Nov 15, 1991 | MBOAX vs TCPYX |
Lowest Volatility Alternatives to MBOAX
MBOAX 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 | MBOAX vs FEDUX | |
| Baird Intermediate Bond Fund Class Institutional | 2.79% | Sep 29, 2000 | MBOAX vs BIMIX | |
| Baird Intermediate Bond Fund | 2.80% | Sep 29, 2000 | MBOAX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 2.85% | Aug 10, 2016 | MBOAX vs DFXIX | |
| Johnson Institutional Intermediate Bond Fund | 3.04% | Aug 31, 2000 | MBOAX vs JIBEX |
Lowest Drawdown Alternatives to MBOAX
MBOAX 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 | MBOAX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | Mar 16, 2021 | MBOAX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | Sep 29, 2000 | MBOAX vs BIMSX | |
| CCM Community Impact Bond Fund | -1.98% | Aug 30, 1999 | MBOAX vs CRAIX | |
| Johnson Institutional Intermediate Bond Fund | -2.06% | Aug 31, 2000 | MBOAX vs JIBEX |
Other Mutual Funds from Madison Funds
Most popular Madison Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Madison Aggressive Allocation Fund | Diversified Portfolio | 31 | -3.24% | Jun 29, 2006 | MBOAX vs MAGSX | |
| Madison Mid Cap Fund | Mid Cap Blend Equities | 5 | -6.46% | Jul 21, 1983 | MBOAX vs GTSGX | |
| Madison Investors Fund | Large Cap Blend Equities | 5 | -5.07% | Nov 1, 1978 | MBOAX vs MINVX | |
| Madison Covered Call & Equity Income Fund | Derivative Income | 50 | 4.35% | Oct 29, 2009 | MBOAX vs MENYX | |
| Madison Small Cap Fund | Small Cap Blend Equities | 4 | -2.62% | Dec 16, 1996 | MBOAX vs BVAOX | |
| Madison Dividend Income Fund | Large Cap Value Equities | 34 | 4.89% | Dec 18, 1986 | MBOAX vs BHBFX | |
| Madison Moderate Allocation Fund | Diversified Portfolio | 34 | -2.67% | Jun 29, 2006 | MBOAX vs MMDAX | |
| Madison Tax-Free National Fund | Municipal Bonds | 56 | -0.51% | Dec 29, 1982 | MBOAX vs GTFHX | |
| Madison Conservative Allocation Fund | Diversified Portfolio | 46 | -1.76% | Jun 29, 2006 | MBOAX vs MCNAX | |
| Madison Diversified Income Fund | Diversified Portfolio | 55 | 1.38% | Dec 28, 1997 | MBOAX vs MBLAX |
Often Compared With MBOAX
What investors most often compare with MBOAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Madison High Quality Bond Fund | Short-Term Bond | 84 | -0.09% | May 1, 2000 | MBOAX vs MIIBX | |
| Columbia Bond Fund | Intermediate Core Bond | 73 | 0.03% | Jan 9, 1986 | MBOAX vs UMMGX |
Compare MBOAX with Any Fund or Stock
Compare MBOAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.