Morgan Stanley U.S. Government Securities Trust (USGDX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to USGDX
USGDX charges 0.52% annually. Among mutual funds in the Intermediate Core Bond category, these options have the lowest expense ratios among USGDX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | Dec 20, 2007 | USGDX vs FMBPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | Sep 19, 2014 | USGDX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | Dec 13, 2019 | USGDX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | Dec 13, 2019 | USGDX vs QDVBX | |
| iShares U.S. Aggregate Bond Index Fund | 0.05% | Jul 2, 1993 | USGDX vs WFBIX |
Best Risk-Adjusted Alternatives to USGDX
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 | USGDX vs PRCIX | |
| Fidelity Education Income Fund | 88 | Mar 16, 2021 | USGDX vs FEDUX | |
| Loomis Sayles Securitized Asset Fund | 87 | Mar 2, 2006 | USGDX vs LSSAX | |
| Baird Intermediate Bond Fund | 84 | Sep 29, 2000 | USGDX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 84 | Aug 10, 2016 | USGDX vs DFXIX |
Top Performing USGDX Alternatives (YTD)
USGDX 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 | USGDX vs PCGTX | |
| Dupree Taxable Municipal Bond Fund | 0.30% | Nov 1, 2010 | USGDX vs DUTMX | |
| DFA Diversified Fixed Income Portfolio | 0.29% | Aug 10, 2016 | USGDX vs DFXIX | |
| Loomis Sayles Securitized Asset Fund | 0.29% | Mar 2, 2006 | USGDX vs LSSAX | |
| Touchstone Impact Bond Fund | 0.09% | Nov 15, 1991 | USGDX vs TCPYX |
Lowest Volatility Alternatives to USGDX
USGDX 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 | USGDX vs FEDUX | |
| Baird Intermediate Bond Fund Class Institutional | 2.79% | Sep 29, 2000 | USGDX vs BIMIX | |
| Baird Intermediate Bond Fund | 2.80% | Sep 29, 2000 | USGDX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 2.85% | Aug 10, 2016 | USGDX vs DFXIX | |
| Johnson Institutional Intermediate Bond Fund | 3.04% | Aug 31, 2000 | USGDX vs JIBEX |
Lowest Drawdown Alternatives to USGDX
USGDX 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 | USGDX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | Mar 16, 2021 | USGDX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | Sep 29, 2000 | USGDX vs BIMSX | |
| CCM Community Impact Bond Fund | -1.98% | Aug 30, 1999 | USGDX vs CRAIX | |
| Johnson Institutional Intermediate Bond Fund | -2.06% | Aug 31, 2000 | USGDX vs JIBEX |
Other Mutual Funds from Morgan Stanley
Most popular Morgan Stanley mutual funds on PortfoliosLab, across asset classes.
Often Compared With USGDX
What investors most often compare with USGDX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| SPDR Gold Shares | Gold, Precious Metals | 87 | 8.57% | Nov 18, 2004 | USGDX vs GLD | |
| Liberty Gold Corp. | 96 | 40.96% | — | USGDX vs LGD.TO | ||
| Fidelity SAI Investment Grade Securitized Fund | Intermediate Core Bond | 68 | -0.05% | May 17, 2023 | USGDX vs FSMOX | |
| Manning & Napier Credit Series | Intermediate Core Bond | 81 | -0.35% | Apr 15, 2020 | USGDX vs MCDWX |
Compare USGDX with Any Fund or Stock
Compare USGDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.