North Square McKee Bond Fund (NMKBX) Alternatives
North Square McKee Bond Fund (NMKBX) 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 NMKBX. 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 NMKBX
NMKBX charges 0.28% annually. Among mutual funds in the Intermediate Core Bond category, these options have the lowest expense ratios among NMKBX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | Dec 20, 2007 | NMKBX vs FMBPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | Sep 19, 2014 | NMKBX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | Dec 13, 2019 | NMKBX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | Dec 13, 2019 | NMKBX vs QDVBX | |
| iShares U.S. Aggregate Bond Index Fund | 0.05% | Jul 2, 1993 | NMKBX vs WFBIX |
Best Risk-Adjusted Alternatives to NMKBX
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 | NMKBX vs PRCIX | |
| Fidelity Education Income Fund | 88 | Mar 16, 2021 | NMKBX vs FEDUX | |
| Loomis Sayles Securitized Asset Fund | 87 | Mar 2, 2006 | NMKBX vs LSSAX | |
| Baird Intermediate Bond Fund | 84 | Sep 29, 2000 | NMKBX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 84 | Aug 10, 2016 | NMKBX vs DFXIX |
Top Performing NMKBX Alternatives (YTD)
NMKBX 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 | NMKBX vs PCGTX | |
| Dupree Taxable Municipal Bond Fund | 0.30% | Nov 1, 2010 | NMKBX vs DUTMX | |
| DFA Diversified Fixed Income Portfolio | 0.29% | Aug 10, 2016 | NMKBX vs DFXIX | |
| Loomis Sayles Securitized Asset Fund | 0.29% | Mar 2, 2006 | NMKBX vs LSSAX | |
| Touchstone Impact Bond Fund | 0.09% | Nov 15, 1991 | NMKBX vs TCPYX |
Lowest Volatility Alternatives to NMKBX
NMKBX 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 | NMKBX vs FEDUX | |
| Baird Intermediate Bond Fund Class Institutional | 2.79% | Sep 29, 2000 | NMKBX vs BIMIX | |
| Baird Intermediate Bond Fund | 2.80% | Sep 29, 2000 | NMKBX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 2.85% | Aug 10, 2016 | NMKBX vs DFXIX | |
| Johnson Institutional Intermediate Bond Fund | 3.04% | Aug 31, 2000 | NMKBX vs JIBEX |
Lowest Drawdown Alternatives to NMKBX
NMKBX 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 | NMKBX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | Mar 16, 2021 | NMKBX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | Sep 29, 2000 | NMKBX vs BIMSX | |
| CCM Community Impact Bond Fund | -1.98% | Aug 30, 1999 | NMKBX vs CRAIX | |
| Johnson Institutional Intermediate Bond Fund | -2.06% | Aug 31, 2000 | NMKBX vs JIBEX |
Other Mutual Funds from North Square
Most popular North Square mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | Large Cap Blend Equities | 81 | -1.20% | Jun 28, 2013 | NMKBX vs ORDNX | |
| North Square Spectrum Alpha Fund | Small Cap Growth Equities | 33 | -2.43% | Jan 3, 1994 | NMKBX vs ORIGX | |
| North Square Advisory Research Small Cap Value Fun... | Large Cap Value Equities | 21 | -3.78% | Nov 16, 2009 | NMKBX vs ADVGX | |
| North Square Multi Strategy Fund | Diversified Portfolio | 34 | -3.49% | Feb 28, 1999 | NMKBX vs ORILX | |
| North Square Dynamic Small Cap Fund | Small Cap Blend Equities | 39 | -1.98% | Sep 30, 2015 | NMKBX vs ORSIX | |
| North Square Strategic Income Fund | Multisector Bonds | 93 | 0.41% | Dec 30, 2012 | NMKBX vs ADVNX | |
| North Square Altrinsic International Equity Fund | Foreign Large Cap Equities | 29 | -3.34% | Dec 3, 2020 | NMKBX vs NSIVX |
Often Compared With NMKBX
What investors most often compare with NMKBX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Columbia Bond Fund | Intermediate Core Bond | 73 | 0.03% | Jan 9, 1986 | NMKBX vs UMMGX |
Compare NMKBX with Any Fund or Stock
Compare NMKBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.