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 73 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 | 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 | |
| iShares U.S. Aggregate Bond Index Fund | 0.05% | — | Jul 1993 | STGIX vs WFBIX |
Best Risk-Adjusted Alternatives to STGIX
STGIX has a PortfoliosLab risk / return rank of 18. There are 93 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 | |
|---|---|---|---|---|---|
| Loomis Sayles Securitized Asset Fund | 65 | — | Mar 2006 | STGIX vs LSSAX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | 55 | — | Aug 1995 | STGIX vs PCGTX | |
| Hartford Schroders Tax-Aware Bond Fund | 49 | — | Oct 2011 | STGIX vs STWTX | |
| Manning & Napier Credit Series | 44 | — | Apr 2020 | STGIX vs MCDWX | |
| DFA Diversified Fixed Income Portfolio | 42 | — | Aug 2016 | STGIX vs DFXIX |
Top Performing STGIX Alternatives (YTD)
STGIX is at 0.15% YTD. There are 75 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 3.02%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 3.02% | — | Aug 1995 | STGIX vs PCGTX | |
| Loomis Sayles Securitized Asset Fund | 1.24% | — | Mar 2006 | STGIX vs LSSAX | |
| Hartford Schroders Tax-Aware Bond Fund | 1.07% | — | Oct 2011 | STGIX vs STWTX | |
| Fidelity SAI Investment Grade Securitized Fund | 0.98% | — | May 2023 | STGIX vs FSMOX | |
| DFA Diversified Fixed Income Portfolio | 0.94% | — | Aug 2016 | STGIX vs DFXIX |
Lowest Volatility Alternatives to STGIX
STGIX has 3.85% 1-year volatility. There are 26 mutual funds in the Intermediate Core Bond category with lower 1-year volatility, going as low as 2.47%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Education Income Fund | 2.47% | — | Mar 2021 | STGIX vs FEDUX | |
| Baird Intermediate Bond Fund Class Institutional | 2.49% | — | Sep 2000 | STGIX vs BIMIX | |
| Baird Intermediate Bond Fund | 2.53% | — | Sep 2000 | STGIX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 2.61% | — | Aug 2016 | STGIX vs DFXIX | |
| Johnson Institutional Intermediate Bond Fund | 2.73% | — | Aug 2000 | STGIX vs JIBEX |
Lowest Drawdown Alternatives to STGIX
STGIX has a 1-year max drawdown of -3.12%. There are 78 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 | -2.07% | — | Sep 2000 | STGIX vs BIMIX | |
| CCM Community Impact Bond Fund | -2.15% | — | Aug 1999 | STGIX vs CRAIX |
Other Mutual Funds from Virtus
The 10 most viewed Virtus mutual funds shown here include AIO, SAMBX, VKSIX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Virtus Artificial Intelligence & Technology Opport... | Technology Equities | 36 | 30.26% | — | Oct 2019 | STGIX vs AIO | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 97 | 2.69% | — | Feb 2006 | STGIX vs SAMBX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 1 | -6.56% | — | Mar 2018 | STGIX vs VKSIX | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 4 | 3.17% | — | Oct 1996 | STGIX vs PKSFX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 7 | 7.63% | — | Oct 1995 | STGIX vs PSTAX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 2 | -1.15% | — | Jun 2009 | STGIX vs VIMCX | |
| The Merger Fund | Event Driven | 97 | 0.99% | — | Jan 1989 | STGIX vs MERFX | |
| Virtus Duff & Phelps Real Estate Securities Fund | REIT | 12 | 11.63% | — | Mar 1995 | STGIX vs PHRAX | |
| Virtus Tactical Allocation Fund | Diversified Portfolio | 5 | 1.80% | — | Sep 1940 | STGIX vs NAINX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 0 | -8.50% | — | Jun 2006 | STGIX vs PXSGX |
Often Compared With STGIX
Investors most often compare STGIX with BRLN, STCIX, UMMGX. These 13 comparison targets span 3 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