Virtus Seix Core Bond Fund (STGIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to STGIX
STGIX charges 0.64% annually. Among mutual funds in the Intermediate Core Bond category, these options have the lowest expense ratios among STGIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | Dec 20, 2007 | STGIX vs FMBPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | Sep 19, 2014 | STGIX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | Dec 13, 2019 | STGIX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | Dec 13, 2019 | STGIX vs QDVBX | |
| iShares U.S. Aggregate Bond Index Fund | 0.05% | Jul 2, 1993 | STGIX vs WFBIX |
Best Risk-Adjusted Alternatives to STGIX
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 | |
|---|---|---|---|---|
| T. Rowe Price New Income Fund | 89 | Aug 31, 1973 | STGIX vs PRCIX | |
| Fidelity Education Income Fund | 88 | Mar 16, 2021 | STGIX vs FEDUX | |
| Loomis Sayles Securitized Asset Fund | 87 | Mar 2, 2006 | STGIX vs LSSAX | |
| Baird Intermediate Bond Fund | 84 | Sep 29, 2000 | STGIX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 84 | Aug 10, 2016 | STGIX vs DFXIX |
Top Performing STGIX Alternatives (YTD)
STGIX alternatives from the Intermediate Core Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 2.45% | Aug 24, 1995 | STGIX vs PCGTX | |
| Dupree Taxable Municipal Bond Fund | 0.30% | Nov 1, 2010 | STGIX vs DUTMX | |
| DFA Diversified Fixed Income Portfolio | 0.29% | Aug 10, 2016 | STGIX vs DFXIX | |
| Loomis Sayles Securitized Asset Fund | 0.29% | Mar 2, 2006 | STGIX vs LSSAX | |
| Touchstone Impact Bond Fund | 0.09% | Nov 15, 1991 | STGIX vs TCPYX |
Lowest Volatility Alternatives to STGIX
STGIX alternatives from the Intermediate Core Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Fidelity Education Income Fund | 2.69% | Mar 16, 2021 | STGIX vs FEDUX | |
| Baird Intermediate Bond Fund Class Institutional | 2.79% | Sep 29, 2000 | STGIX vs BIMIX | |
| Baird Intermediate Bond Fund | 2.80% | Sep 29, 2000 | STGIX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 2.85% | Aug 10, 2016 | STGIX vs DFXIX | |
| Johnson Institutional Intermediate Bond Fund | 3.04% | Aug 31, 2000 | STGIX vs JIBEX |
Lowest Drawdown Alternatives to STGIX
STGIX alternatives from the Intermediate Core Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DFA Diversified Fixed Income Portfolio | -1.69% | Aug 10, 2016 | STGIX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | Mar 16, 2021 | STGIX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | Sep 29, 2000 | STGIX vs BIMSX | |
| CCM Community Impact Bond Fund | -1.98% | Aug 30, 1999 | STGIX vs CRAIX | |
| Johnson Institutional Intermediate Bond Fund | -2.06% | Aug 31, 2000 | STGIX vs JIBEX |
Other Mutual Funds from Virtus
Most popular Virtus mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Virtus Artificial Intelligence & Technology Opport... | Technology Equities | 38 | 0.42% | Oct 29, 2019 | STGIX vs AIO | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 8 | -0.51% | Oct 18, 1996 | STGIX vs PKSFX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 1 | -8.94% | Mar 7, 2018 | STGIX vs VKSIX | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 94 | -0.19% | Feb 28, 2006 | STGIX vs SAMBX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 4 | -6.62% | Jun 22, 2009 | STGIX vs VIMCX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 0 | -12.20% | Jun 28, 2006 | STGIX vs PXSGX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 3 | -16.13% | Oct 16, 1995 | STGIX vs PSTAX | |
| The Merger Fund | Event Driven | 99 | 0.46% | Jan 30, 1989 | STGIX vs MERFX | |
| Virtus Silvant Large-Cap Growth Stock Fund | Large Cap Growth Equities | 23 | -14.37% | Jun 9, 1992 | STGIX vs STCIX | |
| Virtus Duff & Phelps Real Estate Securities Fund | REIT | 11 | 2.88% | Mar 1, 1995 | STGIX vs PHRAX |
Often Compared With STGIX
What investors most often compare with STGIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| BlackRock Floating Rate Loan ETF | Bank Loan | 63 | -0.73% | Oct 4, 2022 | STGIX vs BRLN | |
| Fidelity SAI Investment Grade Securitized Fund | Intermediate Core Bond | 68 | -0.05% | May 17, 2023 | STGIX vs FSMOX | |
| Columbia Bond Fund | Intermediate Core Bond | 73 | 0.03% | Jan 9, 1986 | STGIX vs UMMGX | |
| Manning & Napier Credit Series | Intermediate Core Bond | 81 | -0.35% | Apr 15, 2020 | STGIX vs MCDWX |
Compare STGIX with Any Fund or Stock
Compare STGIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.