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 59 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 | USGDX vs FMBPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | — | Sep 2014 | USGDX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | — | Dec 2019 | USGDX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | — | Dec 2019 | USGDX vs QDVBX | |
| iShares U.S. Aggregate Bond Index Fund | 0.05% | — | Jul 1993 | USGDX vs WFBIX |
Best Risk-Adjusted Alternatives to USGDX
USGDX has a PortfoliosLab risk / return rank of 10. There are 103 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 63.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Hartford Schroders Tax-Aware Bond Fund | 63 | — | Oct 2011 | USGDX vs STWTX | |
| Loomis Sayles Securitized Asset Fund | 52 | — | Mar 2006 | USGDX vs LSSAX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | 48 | — | Aug 1995 | USGDX vs PCGTX | |
| Manning & Napier Credit Series | 45 | — | Apr 2020 | USGDX vs MCDWX | |
| DFA Diversified Fixed Income Portfolio | 39 | — | Aug 2016 | USGDX vs DFXIX |
Top Performing USGDX Alternatives (YTD)
USGDX is at -3.02% YTD. There are 107 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 2.23%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 2.23% | — | Aug 1995 | USGDX vs PCGTX | |
| Hartford Schroders Tax-Aware Bond Fund | 0.98% | — | Oct 2011 | USGDX vs STWTX | |
| Loomis Sayles Securitized Asset Fund | 0.81% | — | Mar 2006 | USGDX vs LSSAX | |
| DFA Diversified Fixed Income Portfolio | 0.66% | — | Aug 2016 | USGDX vs DFXIX | |
| Manning & Napier Credit Series | 0.45% | — | Apr 2020 | USGDX vs MCDWX |
Lowest Volatility Alternatives to USGDX
USGDX has 8.71% 1-year volatility. There are 107 mutual funds in the Intermediate Core Bond category with lower 1-year volatility, going as low as 2.48%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Education Income Fund | 2.48% | — | Mar 2021 | USGDX vs FEDUX | |
| Baird Intermediate Bond Fund | 2.49% | — | Sep 2000 | USGDX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | 2.51% | — | Sep 2000 | USGDX vs BIMIX | |
| DFA Diversified Fixed Income Portfolio | 2.64% | — | Aug 2016 | USGDX vs DFXIX | |
| Johnson Institutional Intermediate Bond Fund | 2.74% | — | Aug 2000 | USGDX vs JIBEX |
Lowest Drawdown Alternatives to USGDX
USGDX has a 1-year max drawdown of -7.88%. There are 107 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 | USGDX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | — | Mar 2021 | USGDX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | — | Sep 2000 | USGDX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | -2.07% | — | Sep 2000 | USGDX vs BIMIX | |
| 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, CPOAX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Morgan Stanley Growth Portfolio Class I | Large Cap Growth Equities | 4 | -5.26% | — | Apr 1991 | USGDX vs MSEQX | |
| Morgan Stanley Institutional Fund Trust Discovery ... | Mid Cap Growth Equities | 3 | 1.02% | — | Mar 1990 | USGDX vs MACGX | |
| Morgan Stanley Insight A | Large Cap Growth Equities | 4 | -1.62% | — | Jan 2002 | USGDX vs CPOAX | |
| Morgan Stanley Emerging Markets Domestic Fund | Emerging Markets Bonds | 40 | 15.59% | — | Apr 2007 | USGDX vs EDD | |
| Morgan Stanley Institutional Fund Trust Discovery ... | Mid Cap Growth Equities | 3 | 1.18% | — | Mar 1990 | USGDX vs MPEGX | |
| Morgan Stanley Growth Portfolio | Large Cap Growth Equities | 4 | -5.79% | — | Apr 2017 | USGDX vs MEGIX | |
| Morgan Stanley Insight Fund | Large Cap Growth Equities | 4 | -1.49% | — | Jul 1997 | USGDX vs CPODX | |
| Morgan Stanley Global Fixed Income Opportunities F... | Multisector Bonds | — | — | — | Jul 1997 | USGDX vs DINDX | |
| Morgan Stanley Institutional Growth Portfolio | Large Cap Growth Equities | 4 | -5.39% | — | Apr 1991 | USGDX vs MSEGX | |
| 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, FSMOX, TRLVX. These 18 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare USGDX with Any Fund or Stock
Compare USGDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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