Columbia Bond Fund (UMMGX) Alternatives
Columbia Bond Fund (UMMGX) 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 UMMGX. 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 UMMGX
UMMGX charges 0.52% annually. Among mutual funds in the Intermediate Core Bond category, these options have the lowest expense ratios among UMMGX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | Dec 20, 2007 | UMMGX vs FMBPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | Sep 19, 2014 | UMMGX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | Dec 13, 2019 | UMMGX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | Dec 13, 2019 | UMMGX vs QDVBX | |
| iShares U.S. Aggregate Bond Index Fund | 0.05% | Jul 2, 1993 | UMMGX vs WFBIX |
Best Risk-Adjusted Alternatives to UMMGX
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 | UMMGX vs PRCIX | |
| Fidelity Education Income Fund | 88 | Mar 16, 2021 | UMMGX vs FEDUX | |
| Loomis Sayles Securitized Asset Fund | 87 | Mar 2, 2006 | UMMGX vs LSSAX | |
| Baird Intermediate Bond Fund | 84 | Sep 29, 2000 | UMMGX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 84 | Aug 10, 2016 | UMMGX vs DFXIX |
Top Performing UMMGX Alternatives (YTD)
UMMGX 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 | UMMGX vs PCGTX | |
| Dupree Taxable Municipal Bond Fund | 0.30% | Nov 1, 2010 | UMMGX vs DUTMX | |
| DFA Diversified Fixed Income Portfolio | 0.29% | Aug 10, 2016 | UMMGX vs DFXIX | |
| Loomis Sayles Securitized Asset Fund | 0.29% | Mar 2, 2006 | UMMGX vs LSSAX | |
| Touchstone Impact Bond Fund | 0.09% | Nov 15, 1991 | UMMGX vs TCPYX |
Lowest Volatility Alternatives to UMMGX
UMMGX 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 | UMMGX vs FEDUX | |
| Baird Intermediate Bond Fund Class Institutional | 2.79% | Sep 29, 2000 | UMMGX vs BIMIX | |
| Baird Intermediate Bond Fund | 2.80% | Sep 29, 2000 | UMMGX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 2.85% | Aug 10, 2016 | UMMGX vs DFXIX | |
| Johnson Institutional Intermediate Bond Fund | 3.04% | Aug 31, 2000 | UMMGX vs JIBEX |
Lowest Drawdown Alternatives to UMMGX
UMMGX 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 | UMMGX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | Mar 16, 2021 | UMMGX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | Sep 29, 2000 | UMMGX vs BIMSX | |
| CCM Community Impact Bond Fund | -1.98% | Aug 30, 1999 | UMMGX vs CRAIX | |
| Johnson Institutional Intermediate Bond Fund | -2.06% | Aug 31, 2000 | UMMGX vs JIBEX |
Other Mutual Funds from Columbia
Most popular Columbia mutual funds on PortfoliosLab, across asset classes.
Often Compared With UMMGX
What investors most often compare with UMMGX, based on PortfoliosLab usage data.
Compare UMMGX with Any Fund or Stock
Compare UMMGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.