NMKBX Alternatives & Similar Mutual Funds

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 a closer substitute for your current allocation.

Cheapest Alternatives to NMKBX

NMKBX charges 0.28% annually. There are 23 mutual funds in the Intermediate Core Bond category with lower expense ratios, going as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
FMBPX	Federated Hermes Mortgage Strategy Portfolio	0.02%	—	Dec 2007	NMKBX vs FMBPX
SSAFX	State Street Aggregate Bond Index Portfolio	0.02%	—	Sep 2014	NMKBX vs SSAFX
QDIBX	Fisher Investments Institutional Group Fixed Incom...	0.03%	—	Dec 2019	NMKBX vs QDIBX
QDVBX	Fisher Investments Institutional Group ESG Fixed I...	0.04%	—	Dec 2019	NMKBX vs QDVBX
WFBIX	iShares U.S. Aggregate Bond Index Fund	0.05%	—	Jul 1993	NMKBX vs WFBIX

Best Risk-Adjusted Alternatives to NMKBX

NMKBX has a PortfoliosLab risk / return rank of 23. There are 20 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 59.

Symbol	Name	Risk / Return Rank	AUM	Inception
LSSAX	Loomis Sayles Securitized Asset Fund	59	—	Mar 2006	NMKBX vs LSSAX
STWTX	Hartford Schroders Tax-Aware Bond Fund	52	—	Oct 2011	NMKBX vs STWTX
PCGTX	PACE Mortgage-Backed Securities Fixed Income Inves...	49	—	Aug 1995	NMKBX vs PCGTX
MCDWX	Manning & Napier Credit Series	39	—	Apr 2020	NMKBX vs MCDWX
FSMOX	Fidelity SAI Investment Grade Securitized Fund	34	—	May 2023	NMKBX vs FSMOX

Top Performing NMKBX Alternatives (YTD)

NMKBX is at 0.38% YTD. There are 18 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 2.92%.

Symbol	Name	YTD Return	AUM	Inception
PCGTX	PACE Mortgage-Backed Securities Fixed Income Inves...	2.92%	—	Aug 1995	NMKBX vs PCGTX
LSSAX	Loomis Sayles Securitized Asset Fund	1.24%	—	Mar 2006	NMKBX vs LSSAX
STWTX	Hartford Schroders Tax-Aware Bond Fund	1.18%	—	Oct 2011	NMKBX vs STWTX
DUTMX	Dupree Taxable Municipal Bond Fund	1.01%	—	Nov 2010	NMKBX vs DUTMX
DFXIX	DFA Diversified Fixed Income Portfolio	0.73%	—	Aug 2016	NMKBX vs DFXIX

Lowest Volatility Alternatives to NMKBX

NMKBX has 3.75% 1-year volatility. There are 23 mutual funds in the Intermediate Core Bond category with lower 1-year volatility, going as low as 2.49%.

Symbol	Name	Volatility 1Y	AUM	Inception
BIMIX	Baird Intermediate Bond Fund Class Institutional	2.49%	—	Sep 2000	NMKBX vs BIMIX
BIMSX	Baird Intermediate Bond Fund	2.50%	—	Sep 2000	NMKBX vs BIMSX
FEDUX	Fidelity Education Income Fund	2.50%	—	Mar 2021	NMKBX vs FEDUX
DFXIX	DFA Diversified Fixed Income Portfolio	2.61%	—	Aug 2016	NMKBX vs DFXIX
JIBEX	Johnson Institutional Intermediate Bond Fund	2.75%	—	Aug 2000	NMKBX vs JIBEX

Lowest Drawdown Alternatives to NMKBX

NMKBX has a 1-year max drawdown of -2.69%. There are 16 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
DFXIX	DFA Diversified Fixed Income Portfolio	-1.69%	—	Aug 2016	NMKBX vs DFXIX
FEDUX	Fidelity Education Income Fund	-1.72%	—	Mar 2021	NMKBX vs FEDUX
BIMSX	Baird Intermediate Bond Fund	-1.87%	—	Sep 2000	NMKBX vs BIMSX
BIMIX	Baird Intermediate Bond Fund Class Institutional	-2.07%	—	Sep 2000	NMKBX vs BIMIX
FTHRX	Fidelity Intermediate Bond Fund	-2.11%	—	May 1975	NMKBX vs FTHRX

Other Mutual Funds from North Square

The 7 most viewed North Square mutual funds shown here include ORDNX, ADVGX, ORILX and span 7 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ORDNX	North Square Preferred and Income Securities Fund	Large Cap Blend Equities	68	1.57%	—	Jun 2013	NMKBX vs ORDNX
ADVGX	North Square Advisory Research Small Cap Value Fun...	Large Cap Value Equities	37	17.70%	—	Nov 2009	NMKBX vs ADVGX
ORILX	North Square Multi Strategy Fund	Diversified Portfolio	53	8.50%	—	Feb 1999	NMKBX vs ORILX
ORIGX	North Square Spectrum Alpha Fund	Small Cap Growth Equities	70	20.06%	—	Jan 1994	NMKBX vs ORIGX
ORSIX	North Square Dynamic Small Cap Fund	Small Cap Blend Equities	77	21.30%	—	Sep 2015	NMKBX vs ORSIX
ADVNX	North Square Strategic Income Fund	Multisector Bonds	44	1.34%	—	Dec 2012	NMKBX vs ADVNX
NSIVX	North Square Altrinsic International Equity Fund	Foreign Large Cap Equities	25	5.59%	—	Dec 2020	NMKBX vs NSIVX

Often Compared With NMKBX

Investors most often compare NMKBX with TAIBX, BFMCX, CFBNX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
TAIBX	PGIM Core Bond Fund	Intermediate Core Bond	18	0.13%	—	Jan 1993	NMKBX vs TAIBX
BFMCX	BlackRock Core Bond Portfolio	Intermediate Core Bond	16	-0.06%	—	Dec 1992	NMKBX vs BFMCX
CFBNX	Commerce Bond Fund	Intermediate Core Bond	20	0.13%	—	Dec 1994	NMKBX vs CFBNX
PNIIX	Principal Bond Market Index Fund	Intermediate Core Bond	20	0.35%	—	Dec 2009	NMKBX vs PNIIX
PQCNX	PGIM Core Conservative Bond Fund	Intermediate Core Bond	18	0.13%	—	Nov 2016	NMKBX vs PQCNX
CLDAX	Calvert Core Bond Fund	Intermediate Core Bond	15	-0.36%	—	Dec 2004	NMKBX vs CLDAX
SBI	Western Asset Intermediate Muni Fund Inc.	Intermediate Core Bond	44	5.17%	—	—	NMKBX vs SBI
JIGMX	John Hancock Investment Grade Bond Fund Class R4	Intermediate Core Bond	18	-0.09%	—	Apr 2015	NMKBX vs JIGMX
SCCIX	Carillon Reams Core Bond Fund	Intermediate Core Bond	22	0.50%	—	Feb 2001	NMKBX vs SCCIX
MBDFX	AMG GW&K Core Bond ESG Fund	Intermediate Core Bond	15	-0.16%	—	Apr 1993	NMKBX vs MBDFX
EXCRX	Manning & Napier Core Bond Series	Intermediate Core Bond	16	0.33%	—	Apr 2005	NMKBX vs EXCRX
PTUIX	PIMCO Total Return Fund IV	Intermediate Core Bond	23	0.16%	—	May 2011	NMKBX vs PTUIX
WMBDX	WesMark Government Bond Fund	Intermediate Core Bond	14	-0.15%	—	Apr 1998	NMKBX vs WMBDX
JCBUX	JPMorgan Core Bond Fund Class R6	Intermediate Core Bond	20	0.32%	—	Feb 2005	NMKBX vs JCBUX
BIBTX	Sterling Capital Total Return Bond Fund	Intermediate Core Bond	18	0.00%	—	Dec 1999	NMKBX vs BIBTX
MCBDX	MassMutual Core Bond Fund	Intermediate Core Bond	33	0.63%	—	Sep 1994	NMKBX vs MCBDX
BCRIX	BlackRock Advantage CoreAlpha Bond Fund	Intermediate Core Bond	20	-0.07%	—	Feb 2011	NMKBX vs BCRIX
OPIGX	Invesco Core Bond Fund	Intermediate Core Bond	10	-0.75%	—	Apr 1988	NMKBX vs OPIGX
NWJJX	Nationwide Loomis Core Bond Fund	Intermediate Core Bond	17	0.13%	—	Feb 1984	NMKBX vs NWJJX
ABNDX	American Funds The Bond Fund of America	Intermediate Core Bond	14	-0.35%	—	May 1974	NMKBX vs ABNDX

Compare NMKBX with Any Fund or Stock

Compare NMKBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Pair NMKBX with funds that move differently

North Square McKee Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NMKBX.

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North Square McKee Bond Fund (NMKBX) Alternatives