Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans (QDIBX) 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 QDIBX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to QDIBX
QDIBX charges 0.03% annually. There are 3 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 | QDIBX vs FMBPX | |
| Vanguard Total Bond Market Index Fund Institutiona... | 0.02% | 398.10B | Feb 2010 | QDIBX vs VBMPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | — | Sep 2014 | QDIBX vs SSAFX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | — | Dec 2019 | QDIBX vs QDVBX | |
| iShares U.S. Aggregate Bond Index Fund | 0.05% | — | Jul 1993 | QDIBX vs WFBIX |
Best Risk-Adjusted Alternatives to QDIBX
QDIBX has a PortfoliosLab risk / return rank of 22. There are 28 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 65.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard California Intermediate-Term Tax-Exempt F... | 65 | 19.40B | Mar 1994 | QDIBX vs VCAIX | |
| Hartford Schroders Tax-Aware Bond Fund | 64 | — | Oct 2011 | QDIBX vs STWTX | |
| Loomis Sayles Securitized Asset Fund | 64 | — | Mar 2006 | QDIBX vs LSSAX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | 58 | — | Aug 1995 | QDIBX vs PCGTX | |
| Manning & Napier Credit Series | 50 | — | Apr 2020 | QDIBX vs MCDWX |
Top Performing QDIBX Alternatives (YTD)
QDIBX is at -0.45% YTD. There are 34 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 2.13%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 2.13% | — | Aug 1995 | QDIBX vs PCGTX | |
| Loomis Sayles Securitized Asset Fund | 0.81% | — | Mar 2006 | QDIBX vs LSSAX | |
| DFA Diversified Fixed Income Portfolio | 0.66% | — | Aug 2016 | QDIBX vs DFXIX | |
| Manning & Napier Credit Series | 0.57% | — | Apr 2020 | QDIBX vs MCDWX | |
| Fidelity SAI Investment Grade Securitized Fund | 0.15% | — | May 2023 | QDIBX vs FSMOX |
Lowest Volatility Alternatives to QDIBX
QDIBX has 3.67% 1-year volatility. There are 19 mutual funds in the Intermediate Core Bond category with lower 1-year volatility, going as low as 2.36%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard California Intermediate-Term Tax-Exempt F... | 2.36% | 19.40B | Mar 1994 | QDIBX vs VCAIX | |
| Fidelity Education Income Fund | 2.45% | — | Mar 2021 | QDIBX vs FEDUX | |
| Baird Intermediate Bond Fund | 2.49% | — | Sep 2000 | QDIBX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | 2.49% | — | Sep 2000 | QDIBX vs BIMIX | |
| DFA Diversified Fixed Income Portfolio | 2.62% | — | Aug 2016 | QDIBX vs DFXIX |
Lowest Drawdown Alternatives to QDIBX
QDIBX has a 1-year max drawdown of -2.97%. There are 48 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 | QDIBX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | — | Mar 2021 | QDIBX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | — | Sep 2000 | QDIBX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | -2.08% | — | Sep 2000 | QDIBX vs BIMIX | |
| Fidelity Intermediate Bond Fund | -2.11% | — | May 1975 | QDIBX vs FTHRX |
Other Mutual Funds from T. Rowe Price
The 10 most viewed T. Rowe Price mutual funds shown here include TRBCX, PRWCX, PRDGX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| T. Rowe Price Blue Chip Growth Fund | Large Cap Growth Equities | 8 | -3.32% | — | Jun 1993 | QDIBX vs TRBCX | |
| T. Rowe Price Capital Appreciation Fund | Diversified Portfolio | 43 | 5.93% | — | Jun 1986 | QDIBX vs PRWCX | |
| T. Rowe Price Dividend Growth Fund, Inc. | Large Cap Blend Equities, Dividend | 77 | 11.24% | — | Dec 1992 | QDIBX vs PRDGX | |
| T. Rowe Price U.S. Equity Research Fund | Large Cap Blend Equities | 56 | 9.19% | — | Nov 1994 | QDIBX vs PRCOX | |
| T. Rowe Price Blue Chip Growth Fund I Class | Large Cap Growth Equities | 8 | -3.25% | — | — | QDIBX vs TBCIX | |
| T. Rowe Price Equity Index 500 Fund | Large Cap Blend Equities | 62 | 9.23% | — | Mar 1990 | QDIBX vs PREIX | |
| T. Rowe Price All-Cap Opportunities Fund | Large Cap Growth Equities | 11 | -1.10% | — | Sep 1985 | QDIBX vs PRWAX | |
| T. Rowe Price Large-Cap Growth Fund | Large Cap Growth Equities | 11 | 0.26% | — | Oct 2001 | QDIBX vs TRLGX | |
| T. Rowe Price Science And Technology Fund | Technology Equities | 42 | 19.55% | — | Sep 1987 | QDIBX vs PRSCX | |
| T. Rowe Price Retirement 2035 Fund | Target Retirement Date | 34 | 8.47% | — | Feb 2004 | QDIBX vs TRRJX |
Often Compared With QDIBX
Investors most often compare QDIBX with IGM, BCRIX, BBTBX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare QDIBX with Any Fund or Stock
Compare QDIBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair QDIBX with funds that move differently
Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to QDIBX.
Explore QDIBX Diversifiers