Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans (QDIBX) Alternatives

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 funds that fit a different role in your portfolio.

Cheapest Alternatives to QDIBX

QDIBX charges 0.03% annually. Among mutual funds in the Intermediate Core Bond category, these options have the lowest expense ratios among QDIBX alternatives.

Symbol	Name	Expense Ratio	Inception
FMBPX	Federated Hermes Mortgage Strategy Portfolio	0.02%	Dec 20, 2007	QDIBX vs FMBPX
SSAFX	State Street Aggregate Bond Index Portfolio	0.02%	Sep 19, 2014	QDIBX vs SSAFX
QDVBX	Fisher Investments Institutional Group ESG Fixed I...	0.04%	Dec 13, 2019	QDIBX vs QDVBX
WFBIX	iShares U.S. Aggregate Bond Index Fund	0.05%	Jul 2, 1993	QDIBX vs WFBIX
TBIIX	TIAA-CREF Bond Index Fund	0.07%	Sep 14, 2009	QDIBX vs TBIIX

Best Risk-Adjusted Alternatives to QDIBX

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
PRCIX	T. Rowe Price New Income Fund	86	Aug 31, 1973	QDIBX vs PRCIX
FEDUX	Fidelity Education Income Fund	82	Mar 16, 2021	QDIBX vs FEDUX
LSSAX	Loomis Sayles Securitized Asset Fund	82	Mar 2, 2006	QDIBX vs LSSAX
BIMSX	Baird Intermediate Bond Fund	81	Sep 29, 2000	QDIBX vs BIMSX
DFXIX	DFA Diversified Fixed Income Portfolio	80	Aug 10, 2016	QDIBX vs DFXIX

Top Performing QDIBX Alternatives (YTD)

QDIBX alternatives from the Intermediate Core Bond category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
PCGTX	PACE Mortgage-Backed Securities Fixed Income Inves...	2.74%	Aug 24, 1995	QDIBX vs PCGTX
LSSAX	Loomis Sayles Securitized Asset Fund	0.55%	Mar 2, 2006	QDIBX vs LSSAX
DUTMX	Dupree Taxable Municipal Bond Fund	0.43%	Nov 1, 2010	QDIBX vs DUTMX
DFXIX	DFA Diversified Fixed Income Portfolio	0.40%	Aug 10, 2016	QDIBX vs DFXIX
TCPYX	Touchstone Impact Bond Fund	0.31%	Nov 15, 1991	QDIBX vs TCPYX

Lowest Volatility Alternatives to QDIBX

QDIBX alternatives from the Intermediate Core Bond category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
FEDUX	Fidelity Education Income Fund	2.68%	Mar 16, 2021	QDIBX vs FEDUX
BIMIX	Baird Intermediate Bond Fund Class Institutional	2.79%	Sep 29, 2000	QDIBX vs BIMIX
BIMSX	Baird Intermediate Bond Fund	2.80%	Sep 29, 2000	QDIBX vs BIMSX
DFXIX	DFA Diversified Fixed Income Portfolio	2.85%	Aug 10, 2016	QDIBX vs DFXIX
JIBEX	Johnson Institutional Intermediate Bond Fund	3.04%	Aug 31, 2000	QDIBX vs JIBEX

Lowest Drawdown Alternatives to QDIBX

QDIBX alternatives from the Intermediate Core Bond category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
DFXIX	DFA Diversified Fixed Income Portfolio	-1.69%	Aug 10, 2016	QDIBX vs DFXIX
FEDUX	Fidelity Education Income Fund	-1.72%	Mar 16, 2021	QDIBX vs FEDUX
BIMSX	Baird Intermediate Bond Fund	-1.87%	Sep 29, 2000	QDIBX vs BIMSX
CRAIX	CCM Community Impact Bond Fund	-1.98%	Aug 30, 1999	QDIBX vs CRAIX
JIBEX	Johnson Institutional Intermediate Bond Fund	-2.06%	Aug 31, 2000	QDIBX vs JIBEX

Other Mutual Funds from T. Rowe Price

Most popular T. Rowe Price mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
TRBCX	T. Rowe Price Blue Chip Growth Fund	Large Cap Growth Equities	27	-11.24%	Jun 30, 1993	QDIBX vs TRBCX
PRWCX	T. Rowe Price Capital Appreciation Fund	Diversified Portfolio	83	-3.22%	Jun 30, 1986	QDIBX vs PRWCX
PRDGX	T. Rowe Price Dividend Growth Fund, Inc.	Large Cap Blend Equities, Dividend	40	-0.55%	Dec 30, 1992	QDIBX vs PRDGX
PRWAX	T. Rowe Price All-Cap Opportunities Fund	Large Cap Growth Equities	54	-9.59%	Sep 30, 1985	QDIBX vs PRWAX
PRCOX	T. Rowe Price U.S. Equity Research Fund	Large Cap Blend Equities	53	-4.40%	Nov 30, 1994	QDIBX vs PRCOX
PREIX	T. Rowe Price Equity Index 500 Fund	Large Cap Blend Equities	65	-4.39%	Mar 30, 1990	QDIBX vs PREIX
TBCIX	T. Rowe Price Blue Chip Growth Fund I Class	Large Cap Growth Equities	29	-11.20%	—	QDIBX vs TBCIX
TRLGX	T. Rowe Price Large-Cap Growth Fund	Large Cap Growth Equities	21	-11.46%	Oct 31, 2001	QDIBX vs TRLGX
PRSCX	T. Rowe Price Science And Technology Fund	Technology Equities	71	-7.22%	Sep 29, 1987	QDIBX vs PRSCX
PRNHX	T. Rowe Price New Horizons Fund	Mid Cap Growth Equities	28	-1.22%	Jun 3, 1960	QDIBX vs PRNHX

Often Compared With QDIBX

What investors most often compare with QDIBX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
IGM	iShares Expanded Tech Sector ETF	Technology Equities	68	-6.83%	Mar 13, 2001	QDIBX vs IGM
PFF	iShares Preferred and Income Securities ETF	Preferred Stock/Convertible Bonds	32	-0.76%	Mar 30, 2007	QDIBX vs PFF
APBDX	Cavanal Hill Bond Fund	Intermediate Core Bond	31	-0.44%	Sep 28, 1990	QDIBX vs APBDX
NCRLX	Neuberger Berman Core Bond Fund	Intermediate Core Bond	45	-0.38%	Sep 29, 1995	QDIBX vs NCRLX
AVIGX	Avantis Core Fixed Income Fund	Intermediate Core Bond	43	-0.58%	Feb 23, 2021	QDIBX vs AVIGX
ABNDX	American Funds The Bond Fund of America	Intermediate Core Bond	38	-0.59%	May 28, 1974	QDIBX vs ABNDX
BCRIX	BlackRock Advantage CoreAlpha Bond Fund	Intermediate Core Bond	37	-0.51%	Feb 28, 2011	QDIBX vs BCRIX
TRLVX	SEI Institutional Managed Trust Core Fixed Income ...	Intermediate Core Bond	33	-0.45%	May 4, 1987	QDIBX vs TRLVX
BBTBX	Bridge Builder Core Bond Fund	Intermediate Core Bond	39	-0.65%	Oct 28, 2013	QDIBX vs BBTBX
DSFIX	DFA Social Fixed Income Portfolio	Intermediate Core Bond	45	-0.12%	Apr 5, 2016	QDIBX vs DSFIX
UMMGX	Columbia Bond Fund	Intermediate Core Bond	65	0.03%	Jan 9, 1986	QDIBX vs UMMGX
NOBOX	Northern Bond Index Fund	Intermediate Core Bond	47	-0.03%	Feb 27, 2007	QDIBX vs NOBOX
PYTRX	Putnam Fixed Income Absolute Return Fund	Intermediate Core Bond	44	-0.26%	Dec 22, 2008	QDIBX vs PYTRX
BFFAX	American Funds The Bond Fund of America Class F-3	Intermediate Core Bond	43	-0.53%	May 28, 1974	QDIBX vs BFFAX
CFBNX	Commerce Bond Fund	Intermediate Core Bond	39	-0.35%	Dec 12, 1994	QDIBX vs CFBNX
MBDFX	AMG GW&K Core Bond ESG Fund	Intermediate Core Bond	39	-0.71%	Apr 30, 1993	QDIBX vs MBDFX
GBIAX	Nationwide Bond Index Fund	Intermediate Core Bond	30	-0.40%	Dec 29, 1999	QDIBX vs GBIAX
MCBDX	MassMutual Core Bond Fund	Intermediate Core Bond	49	-0.59%	Sep 30, 1994	QDIBX vs MCBDX
KCCIX	Knights of Columbus Core Bond Fund	Intermediate Core Bond	27	-1.02%	Feb 27, 2015	QDIBX vs KCCIX
ABNFX	American Funds The Bond Fund of America® Class F-2	Intermediate Core Bond	43	-0.55%	Aug 4, 2008	QDIBX vs ABNFX

Compare QDIBX with Any Fund or Stock

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

Symbol name

Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans

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