MassMutual Core Bond Fund (MCBDX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to MCBDX
MCBDX charges 0.52% annually. Among mutual funds in the Intermediate Core Bond category, these options have the lowest expense ratios among MCBDX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | Dec 20, 2007 | MCBDX vs FMBPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | Sep 19, 2014 | MCBDX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | Dec 13, 2019 | MCBDX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | Dec 13, 2019 | MCBDX vs QDVBX | |
| iShares U.S. Aggregate Bond Index Fund | 0.05% | Jul 2, 1993 | MCBDX vs WFBIX |
Best Risk-Adjusted Alternatives to MCBDX
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 | MCBDX vs PRCIX | |
| Fidelity Education Income Fund | 88 | Mar 16, 2021 | MCBDX vs FEDUX | |
| Loomis Sayles Securitized Asset Fund | 87 | Mar 2, 2006 | MCBDX vs LSSAX | |
| Baird Intermediate Bond Fund | 84 | Sep 29, 2000 | MCBDX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 84 | Aug 10, 2016 | MCBDX vs DFXIX |
Top Performing MCBDX Alternatives (YTD)
MCBDX 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 | MCBDX vs PCGTX | |
| Dupree Taxable Municipal Bond Fund | 0.30% | Nov 1, 2010 | MCBDX vs DUTMX | |
| DFA Diversified Fixed Income Portfolio | 0.29% | Aug 10, 2016 | MCBDX vs DFXIX | |
| Loomis Sayles Securitized Asset Fund | 0.29% | Mar 2, 2006 | MCBDX vs LSSAX | |
| Touchstone Impact Bond Fund | 0.09% | Nov 15, 1991 | MCBDX vs TCPYX |
Lowest Volatility Alternatives to MCBDX
MCBDX 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 | MCBDX vs FEDUX | |
| Baird Intermediate Bond Fund Class Institutional | 2.79% | Sep 29, 2000 | MCBDX vs BIMIX | |
| Baird Intermediate Bond Fund | 2.80% | Sep 29, 2000 | MCBDX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 2.85% | Aug 10, 2016 | MCBDX vs DFXIX | |
| Johnson Institutional Intermediate Bond Fund | 3.04% | Aug 31, 2000 | MCBDX vs JIBEX |
Lowest Drawdown Alternatives to MCBDX
MCBDX 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 | MCBDX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | Mar 16, 2021 | MCBDX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | Sep 29, 2000 | MCBDX vs BIMSX | |
| CCM Community Impact Bond Fund | -1.98% | Aug 30, 1999 | MCBDX vs CRAIX | |
| Johnson Institutional Intermediate Bond Fund | -2.06% | Aug 31, 2000 | MCBDX vs JIBEX |
Other Mutual Funds from MassMutual
Most popular MassMutual mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| MassMutual 60/40 Allocation Fund | Diversified Portfolio | — | — | Jun 19, 2011 | MCBDX vs MOGAX | |
| MM S&P 500 Index Fund | S&P 500 | 42 | -7.16% | Feb 27, 1998 | MCBDX vs MIEYX | |
| MassMutual Diversified Value Fund | Large Cap Value Equities | 54 | 1.32% | Oct 15, 2004 | MCBDX vs MDDAX | |
| MassMutual Blue Chip Growth Fund | Large Cap Growth Equities | 16 | -14.78% | May 31, 2001 | MCBDX vs MBCSX | |
| MassMutual Mid Cap Growth Fund | Mid Cap Growth Equities | 12 | -6.22% | May 31, 2000 | MCBDX vs MEFAX | |
| MassMutual High Yield Fund | High Yield Bonds | 87 | -1.25% | Sep 5, 2000 | MCBDX vs DLHYX | |
| MassMutual Short Duration Bond Fund | Short-Term Bond | 97 | -0.18% | Sep 30, 1994 | MCBDX vs MSTDX | |
| MassMutual Small Cap Opportunities Fund | Small Cap Blend Equities | 17 | -4.32% | Jul 17, 1998 | MCBDX vs DLBMX | |
| MassMutual Global Fund | Global Equities | 9 | -13.50% | Dec 30, 2004 | MCBDX vs MGFAX | |
| MassMutual Overseas Fund | Foreign Large Cap Equities | 17 | -7.37% | Apr 30, 2001 | MCBDX vs MOSAX |
Often Compared With MCBDX
What investors most often compare with MCBDX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| First Trust NASDAQ Technology Dividend Index Fund | Technology Equities, Dividend | 77 | -2.96% | Aug 14, 2012 | MCBDX vs TDIV | |
| MassMutual Diversified Bond Fund | Intermediate Core-Plus Bond | 80 | -0.45% | May 3, 1999 | MCBDX vs MDVAX | |
| Fidelity SAI Investment Grade Securitized Fund | Intermediate Core Bond | 68 | -0.05% | May 17, 2023 | MCBDX vs FSMOX | |
| MassMutual Small Cap Growth Equity Fund | Small Cap Growth Equities | 47 | -1.89% | May 3, 1999 | MCBDX vs MMGEX | |
| Columbia Bond Fund | Intermediate Core Bond | 73 | 0.03% | Jan 9, 1986 | MCBDX vs UMMGX | |
| Manning & Napier Credit Series | Intermediate Core Bond | 81 | -0.35% | Apr 15, 2020 | MCBDX vs MCDWX |
Compare MCBDX with Any Fund or Stock
Compare MCBDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.