USGDX Alternatives & Similar Mutual Funds

Morgan Stanley U.S. Government Securities Trust (USGDX) 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 USGDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to USGDX

USGDX charges 0.52% annually. There are 62 mutual funds in the Intermediate Core Bond category with lower expense ratios, going as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
VBMPX	Vanguard Total Bond Market Index Fund Institutiona...	0.02%	398.10B	Feb 2010	USGDX vs VBMPX
FMBPX	Federated Hermes Mortgage Strategy Portfolio	0.02%	—	Dec 2007	USGDX vs FMBPX
SSAFX	State Street Aggregate Bond Index Portfolio	0.02%	—	Sep 2014	USGDX vs SSAFX
QDIBX	Fisher Investments Institutional Group Fixed Incom...	0.03%	—	Dec 2019	USGDX vs QDIBX
QDVBX	Fisher Investments Institutional Group ESG Fixed I...	0.04%	—	Dec 2019	USGDX vs QDVBX

Best Risk-Adjusted Alternatives to USGDX

USGDX has a PortfoliosLab risk / return rank of 6. There are 106 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
VCAIX	Vanguard California Intermediate-Term Tax-Exempt F...	58	19.40B	Mar 1994	USGDX vs VCAIX
STWTX	Hartford Schroders Tax-Aware Bond Fund	56	—	Oct 2011	USGDX vs STWTX
LSSAX	Loomis Sayles Securitized Asset Fund	48	—	Mar 2006	USGDX vs LSSAX
PCGTX	PACE Mortgage-Backed Securities Fixed Income Inves...	42	—	Aug 1995	USGDX vs PCGTX
MCDWX	Manning & Napier Credit Series	39	—	Apr 2020	USGDX vs MCDWX

Top Performing USGDX Alternatives (YTD)

USGDX is at -4.71% YTD. There are 110 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 1.44%.

Symbol	Name	YTD Return	AUM	Inception
PCGTX	PACE Mortgage-Backed Securities Fixed Income Inves...	1.44%	—	Aug 1995	USGDX vs PCGTX
DFXIX	DFA Diversified Fixed Income Portfolio	0.44%	—	Aug 2016	USGDX vs DFXIX
LSSAX	Loomis Sayles Securitized Asset Fund	0.42%	—	Mar 2006	USGDX vs LSSAX
MCDWX	Manning & Napier Credit Series	0.35%	—	Apr 2020	USGDX vs MCDWX
FEDUX	Fidelity Education Income Fund	0.04%	—	Mar 2021	USGDX vs FEDUX

Lowest Volatility Alternatives to USGDX

USGDX has 8.65% 1-year volatility. There are 110 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
VCAIX	Vanguard California Intermediate-Term Tax-Exempt F...	2.36%	19.40B	Mar 1994	USGDX vs VCAIX
FEDUX	Fidelity Education Income Fund	2.44%	—	Mar 2021	USGDX vs FEDUX
BIMIX	Baird Intermediate Bond Fund Class Institutional	2.48%	—	Sep 2000	USGDX vs BIMIX
BIMSX	Baird Intermediate Bond Fund	2.49%	—	Sep 2000	USGDX vs BIMSX
DFXIX	DFA Diversified Fixed Income Portfolio	2.62%	—	Aug 2016	USGDX vs DFXIX

Lowest Drawdown Alternatives to USGDX

USGDX has a 1-year max drawdown of -8.00%. There are 110 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
DFXIX	DFA Diversified Fixed Income Portfolio	-1.69%	—	Aug 2016	USGDX vs DFXIX
FEDUX	Fidelity Education Income Fund	-1.72%	—	Mar 2021	USGDX vs FEDUX
BIMSX	Baird Intermediate Bond Fund	-1.87%	—	Sep 2000	USGDX vs BIMSX
BIMIX	Baird Intermediate Bond Fund Class Institutional	-2.08%	—	Sep 2000	USGDX vs BIMIX
FTHRX	Fidelity Intermediate Bond Fund	-2.11%	—	May 1975	USGDX vs FTHRX

Other Mutual Funds from Morgan Stanley

The 10 most viewed Morgan Stanley mutual funds shown here include MSEQX, MACGX, EDD and span 5 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
MSEQX	Morgan Stanley Growth Portfolio Class I	Large Cap Growth Equities	2	-10.25%	—	Apr 1991	USGDX vs MSEQX
MACGX	Morgan Stanley Institutional Fund Trust Discovery ...	Mid Cap Growth Equities	2	-2.11%	—	Mar 1990	USGDX vs MACGX
EDD	Morgan Stanley Emerging Markets Domestic Fund	Emerging Markets Bonds	53	15.39%	—	Apr 2007	USGDX vs EDD
CPOAX	Morgan Stanley Insight A	Large Cap Growth Equities	2	-7.80%	—	Jan 2002	USGDX vs CPOAX
MPEGX	Morgan Stanley Institutional Fund Trust Discovery ...	Mid Cap Growth Equities	2	-1.99%	—	Mar 1990	USGDX vs MPEGX
MEGIX	Morgan Stanley Growth Portfolio	Large Cap Growth Equities	2	-10.79%	—	Apr 2017	USGDX vs MEGIX
CPODX	Morgan Stanley Insight Fund	Large Cap Growth Equities	2	-7.64%	—	Jul 1997	USGDX vs CPODX
DINDX	Morgan Stanley Global Fixed Income Opportunities F...	Multisector Bonds	—	—	—	Jul 1997	USGDX vs DINDX
MSEGX	Morgan Stanley Institutional Growth Portfolio	Large Cap Growth Equities	2	-10.37%	—	Apr 1991	USGDX vs MSEGX
MUIIX	Morgan Stanley Institutional Fund Trust Ultra-Shor...	Ultrashort Bond	100	1.78%	—	Apr 2016	USGDX vs MUIIX

Often Compared With USGDX

Investors most often compare USGDX with GLD, TRLVX, FSMOX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
GLD	SPDR Gold Shares	Gold, Precious Metals	28	-6.21%	130.32B	Nov 2004	USGDX vs GLD
TRLVX	SEI Institutional Managed Trust Core Fixed Income ...	Intermediate Core Bond	10	-1.32%	—	May 1987	USGDX vs TRLVX
FSMOX	Fidelity SAI Investment Grade Securitized Fund	Intermediate Core Bond, Investment Grade Bonds	29	-0.26%	—	May 2023	USGDX vs FSMOX
DUTMX	Dupree Taxable Municipal Bond Fund	Intermediate Core Bond	11	-0.94%	—	Nov 2010	USGDX vs DUTMX
PRCIX	T. Rowe Price New Income Fund	Intermediate Core Bond	22	-0.94%	—	Aug 1973	USGDX vs PRCIX
PCIFX	PACE Intermediate Fixed Income Investments	Intermediate Core Bond	20	-0.64%	—	Aug 1995	USGDX vs PCIFX
WOBDX	JPMorgan Core Bond Fund	Intermediate Core Bond	16	-0.61%	—	May 1991	USGDX vs WOBDX
JIBEX	Johnson Institutional Intermediate Bond Fund	Intermediate Core Bond	20	-0.59%	—	Aug 2000	USGDX vs JIBEX
WFBIX	iShares U.S. Aggregate Bond Index Fund	Intermediate Core Bond	14	-0.91%	—	Jul 1993	USGDX vs WFBIX
MGKQX	Morgan Stanley Global Permanence Portfolio	Global Equities	1	-0.25%	—	Apr 2019	USGDX vs MGKQX
CRAIX	CCM Community Impact Bond Fund	Intermediate Core Bond	21	-0.64%	—	Aug 1999	USGDX vs CRAIX
SCOAX	SEI Institutional Investments Trust Core Fixed Inc...	Intermediate Core Bond	14	-1.06%	—	Jun 1996	USGDX vs SCOAX
PNIIX	Principal Bond Market Index Fund	Intermediate Core Bond	16	-0.59%	—	Dec 2009	USGDX vs PNIIX
TCPYX	Touchstone Impact Bond Fund	Intermediate Core Bond	17	-0.49%	—	Nov 1991	USGDX vs TCPYX
LGD.TO	Liberty Gold Corp.		97	62.65%	—	—	USGDX vs LGD.TO
MCBDX	MassMutual Core Bond Fund	Intermediate Core Bond	24	-0.29%	—	Sep 1994	USGDX vs MCBDX
OWFIX	Old Westbury Fixed Income Fund	Intermediate Core Bond	19	-0.41%	—	Mar 1998	USGDX vs OWFIX
KCCIX	Knights of Columbus Core Bond Fund	Intermediate Core Bond	19	-0.28%	—	Feb 2015	USGDX vs KCCIX
SCCIX	Carillon Reams Core Bond Fund	Intermediate Core Bond	19	-0.45%	—	Feb 2001	USGDX vs SCCIX
DSFIX	DFA Social Fixed Income Portfolio	Intermediate Core Bond	15	-0.49%	—	Apr 2016	USGDX vs DSFIX

Compare USGDX with Any Fund or Stock

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

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Diversifiers

Pair USGDX with funds that move differently

Morgan Stanley U.S. Government Securities Trust alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to USGDX.

Explore USGDX Diversifiers

Morgan Stanley U.S. Government Securities Trust (USGDX) Alternatives