MassMutual Core Bond Fund (MCBDX) 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 MCBDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MCBDX
MCBDX 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 | |
|---|---|---|---|---|---|
| Vanguard Total Bond Market Index Fund Institutiona... | 0.02% | 398.10B | Feb 2010 | MCBDX vs VBMPX | |
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | — | Dec 2007 | MCBDX vs FMBPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | — | Sep 2014 | MCBDX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | — | Dec 2019 | MCBDX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | — | Dec 2019 | MCBDX vs QDVBX |
Best Risk-Adjusted Alternatives to MCBDX
MCBDX has a PortfoliosLab risk / return rank of 24. There are 10 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 | |
|---|---|---|---|---|---|
| Vanguard California Intermediate-Term Tax-Exempt F... | 58 | 19.40B | Mar 1994 | MCBDX vs VCAIX | |
| Hartford Schroders Tax-Aware Bond Fund | 56 | — | Oct 2011 | MCBDX vs STWTX | |
| Loomis Sayles Securitized Asset Fund | 48 | — | Mar 2006 | MCBDX vs LSSAX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | 42 | — | Aug 1995 | MCBDX vs PCGTX | |
| Manning & Napier Credit Series | 39 | — | Apr 2020 | MCBDX vs MCDWX |
Top Performing MCBDX Alternatives (YTD)
MCBDX is at -0.29% YTD. There are 9 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 1.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 1.44% | — | Aug 1995 | MCBDX vs PCGTX | |
| DFA Diversified Fixed Income Portfolio | 0.44% | — | Aug 2016 | MCBDX vs DFXIX | |
| Loomis Sayles Securitized Asset Fund | 0.42% | — | Mar 2006 | MCBDX vs LSSAX | |
| Manning & Napier Credit Series | 0.35% | — | Apr 2020 | MCBDX vs MCDWX | |
| Fidelity Education Income Fund | 0.04% | — | Mar 2021 | MCBDX vs FEDUX |
Lowest Volatility Alternatives to MCBDX
MCBDX has 3.76% 1-year volatility. There are 31 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 | |
|---|---|---|---|---|---|
| Vanguard California Intermediate-Term Tax-Exempt F... | 2.36% | 19.40B | Mar 1994 | MCBDX vs VCAIX | |
| Fidelity Education Income Fund | 2.44% | — | Mar 2021 | MCBDX vs FEDUX | |
| Baird Intermediate Bond Fund Class Institutional | 2.48% | — | Sep 2000 | MCBDX vs BIMIX | |
| Baird Intermediate Bond Fund | 2.49% | — | Sep 2000 | MCBDX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 2.62% | — | Aug 2016 | MCBDX vs DFXIX |
Lowest Drawdown Alternatives to MCBDX
MCBDX has a 1-year max drawdown of -2.87%. There are 30 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 | MCBDX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | — | Mar 2021 | MCBDX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | — | Sep 2000 | MCBDX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | -2.08% | — | Sep 2000 | MCBDX vs BIMIX | |
| Fidelity Intermediate Bond Fund | -2.11% | — | May 1975 | MCBDX vs FTHRX |
Other Mutual Funds from MassMutual
The 10 most viewed MassMutual mutual funds shown here include MOGAX, MIEYX, MEFAX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| MassMutual 60/40 Allocation Fund | Diversified Portfolio | — | — | — | Jun 2011 | MCBDX vs MOGAX | |
| MM S&P 500 Index Fund | S&P 500 | 54 | 9.81% | — | Feb 1998 | MCBDX vs MIEYX | |
| MassMutual Mid Cap Growth Fund | Mid Cap Growth Equities | 9 | 3.71% | — | May 2000 | MCBDX vs MEFAX | |
| MassMutual Diversified Value Fund | Large Cap Value Equities | 92 | 16.11% | — | Oct 2004 | MCBDX vs MDDAX | |
| MassMutual Diversified Bond Fund | Intermediate Core-Plus Bond | 82 | 2.33% | — | May 1999 | MCBDX vs MDVAX | |
| MassMutual Short Duration Bond Fund | Short-Term Bond | 88 | 1.00% | — | Sep 1994 | MCBDX vs MSTDX | |
| MassMutual Global Fund | Global Equities | 13 | 3.17% | — | Dec 2004 | MCBDX vs MGFAX | |
| MassMutual Blue Chip Growth Fund | Large Cap Growth Equities | 5 | -2.80% | — | May 2001 | MCBDX vs MBCSX | |
| MassMutual High Yield Fund | High Yield Bonds | 65 | 1.86% | — | Sep 2000 | MCBDX vs DLHYX | |
| MassMutual Overseas Fund | Foreign Large Cap Equities | 31 | 7.37% | — | Apr 2001 | MCBDX vs MOSAX |
Often Compared With MCBDX
Investors most often compare MCBDX with TDIV, DLBMX, FSMOX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare MCBDX with Any Fund or Stock
Compare MCBDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MCBDX with funds that move differently
MassMutual Core Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MCBDX.
Explore MCBDX Diversifiers