Virtus Seix Core Bond Fund (STGIX) 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 STGIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to STGIX
STGIX charges 0.64% annually. There are 79 mutual funds in the Intermediate Core Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Bond Market Index Fund Institutiona... | 0.02% | 398.10B | Feb 2010 | STGIX vs VBMPX | |
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | — | Dec 2007 | STGIX vs FMBPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | — | Sep 2014 | STGIX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | — | Dec 2019 | STGIX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | — | Dec 2019 | STGIX vs QDVBX |
Best Risk-Adjusted Alternatives to STGIX
STGIX has a PortfoliosLab risk / return rank of 15. There are 60 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 58.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard California Intermediate-Term Tax-Exempt F... | 58 | 19.40B | Mar 1994 | STGIX vs VCAIX | |
| Hartford Schroders Tax-Aware Bond Fund | 56 | — | Oct 2011 | STGIX vs STWTX | |
| Loomis Sayles Securitized Asset Fund | 48 | — | Mar 2006 | STGIX vs LSSAX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | 42 | — | Aug 1995 | STGIX vs PCGTX | |
| Manning & Napier Credit Series | 39 | — | Apr 2020 | STGIX vs MCDWX |
Top Performing STGIX Alternatives (YTD)
STGIX is at -0.99% YTD. There are 73 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 1.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 1.44% | — | Aug 1995 | STGIX vs PCGTX | |
| DFA Diversified Fixed Income Portfolio | 0.44% | — | Aug 2016 | STGIX vs DFXIX | |
| Loomis Sayles Securitized Asset Fund | 0.42% | — | Mar 2006 | STGIX vs LSSAX | |
| Manning & Napier Credit Series | 0.35% | — | Apr 2020 | STGIX vs MCDWX | |
| Fidelity Education Income Fund | 0.04% | — | Mar 2021 | STGIX vs FEDUX |
Lowest Volatility Alternatives to STGIX
STGIX has 3.77% 1-year volatility. There are 34 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 | STGIX vs VCAIX | |
| Fidelity Education Income Fund | 2.44% | — | Mar 2021 | STGIX vs FEDUX | |
| Baird Intermediate Bond Fund Class Institutional | 2.48% | — | Sep 2000 | STGIX vs BIMIX | |
| Baird Intermediate Bond Fund | 2.49% | — | Sep 2000 | STGIX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 2.62% | — | Aug 2016 | STGIX vs DFXIX |
Lowest Drawdown Alternatives to STGIX
STGIX has a 1-year max drawdown of -3.12%. There are 83 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 | STGIX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | — | Mar 2021 | STGIX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | — | Sep 2000 | STGIX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | -2.08% | — | Sep 2000 | STGIX vs BIMIX | |
| Fidelity Intermediate Bond Fund | -2.11% | — | May 1975 | STGIX vs FTHRX |
Other Mutual Funds from Virtus
The 10 most viewed Virtus mutual funds shown here include ASFYX, AIO, SAMBX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Virtus AlphaSimplex Managed Futures Strategy Fund ... | Systematic Trend | 67 | 10.47% | — | Jul 2010 | STGIX vs ASFYX | |
| Virtus Artificial Intelligence & Technology Opport... | Artificial Intelligence, Technology Equities | 25 | 22.73% | — | Oct 2019 | STGIX vs AIO | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 97 | 2.89% | — | Feb 2006 | STGIX vs SAMBX | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 8 | 7.13% | — | Oct 1996 | STGIX vs PKSFX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 1 | -4.34% | — | Mar 2018 | STGIX vs VKSIX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 5 | 1.26% | — | Oct 1995 | STGIX vs PSTAX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 4 | 0.96% | — | Jun 2009 | STGIX vs VIMCX | |
| Virtus Stone Harbor Emerging Markets Income Fund | Emerging Markets Bonds | 37 | 13.59% | — | Dec 2010 | STGIX vs EDF | |
| The Merger Fund | Event Driven | 97 | 1.74% | — | Jan 1989 | STGIX vs MERFX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 1 | -1.56% | — | Jun 2006 | STGIX vs PXSGX |
Often Compared With STGIX
Investors most often compare STGIX with BRLN, STCIX, FSMOX. These 18 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare STGIX with Any Fund or Stock
Compare STGIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair STGIX with funds that move differently
Virtus Seix Core Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to STGIX.
Explore STGIX Diversifiers