Mercer Core Fixed Income Fund (MCFIX) Alternatives
Mercer Core Fixed Income Fund (MCFIX) belongs to the Intermediate Core-Plus Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MCFIX. 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 MCFIX
MCFIX charges 0.16% annually. Among mutual funds in the Intermediate Core-Plus Bond category, these options have the lowest expense ratios among MCFIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| State Street Income Fund | 0.20% | Jan 2, 1980 | MCFIX vs SSASX | |
| Elfun Income Fund | 0.29% | Dec 31, 1984 | MCFIX vs EINFX | |
| TIAA-CREF Core Bond Fund | 0.29% | Jul 1, 1999 | MCFIX vs TIBDX | |
| Baird Core Plus Bond Fund | 0.30% | Sep 29, 2000 | MCFIX vs BCOIX | |
| Brandes Core Plus Fixed Income Fund | 0.30% | Dec 28, 2007 | MCFIX vs BCPIX |
Best Risk-Adjusted Alternatives to MCFIX
Among mutual funds in the Intermediate Core-Plus 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 | |
|---|---|---|---|---|
| Holbrook Income Fund Class I | 99 | Jul 6, 2016 | MCFIX vs HOBIX | |
| AAMA Income Fund | 98 | Jun 30, 2017 | MCFIX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 94 | Jul 30, 2010 | MCFIX vs LCTRX | |
| Archer Income Fund | 87 | Mar 11, 2011 | MCFIX vs ARINX | |
| MassMutual Diversified Bond Fund | 80 | May 3, 1999 | MCFIX vs MDVAX |
Top Performing MCFIX Alternatives (YTD)
MCFIX alternatives from the Intermediate Core-Plus Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Nuveen Core Plus Impact Fund | 3.03% | Apr 28, 2021 | MCFIX vs NPCT | |
| GMO Multi-Sector Fixed Income Fund | 0.96% | Apr 30, 1997 | MCFIX vs GUGAX | |
| Putnam Mortgage Securities Fund | 0.88% | Feb 8, 1984 | MCFIX vs PGSIX | |
| Holbrook Income Fund Class I | 0.82% | Jul 6, 2016 | MCFIX vs HOBIX | |
| TCW Total Return Bond Fund | 0.57% | Jun 17, 1993 | MCFIX vs TGLMX |
Lowest Volatility Alternatives to MCFIX
MCFIX alternatives from the Intermediate Core-Plus Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| AAMA Income Fund | 0.98% | Jun 30, 2017 | MCFIX vs AMFIX | |
| Archer Income Fund | 1.85% | Mar 11, 2011 | MCFIX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.90% | Jul 30, 2010 | MCFIX vs LCTRX | |
| Holbrook Income Fund Class I | 2.09% | Jul 6, 2016 | MCFIX vs HOBIX | |
| TIAA-CREF Green Bond Fund | 3.36% | Nov 16, 2018 | MCFIX vs TGRNX |
Lowest Drawdown Alternatives to MCFIX
MCFIX alternatives from the Intermediate Core-Plus Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.72% | Jul 6, 2016 | MCFIX vs HOBIX | |
| AAMA Income Fund | -0.74% | Jun 30, 2017 | MCFIX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | Jul 30, 2010 | MCFIX vs LCTRX | |
| Archer Income Fund | -1.63% | Mar 11, 2011 | MCFIX vs ARINX | |
| Metropolitan West Investment Grade Credit Fund | -2.35% | Jun 29, 2018 | MCFIX vs MWIGX |
Other Mutual Funds from Mercer Funds
Most popular Mercer Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Mercer US Small/Mid Cap Equity Fund | Small Cap Blend Equities | 15 | -1.53% | Aug 15, 2005 | MCFIX vs MSCGX | |
| Mercer Non-US Core Equity Fund | Foreign Large Cap Equities | 78 | -1.72% | Aug 17, 2006 | MCFIX vs MNCEX | |
| Mercer Opportunistic Fixed Income Fund | Multisector Bonds | 45 | -2.95% | Aug 20, 2013 | MCFIX vs MOFIX | |
| Mercer Emerging Markets Equity Fund | Emerging Markets Diversified | 83 | 1.98% | Apr 30, 2012 | MCFIX vs MEMQX |
Often Compared With MCFIX
What investors most often compare with MCFIX, based on PortfoliosLab usage data.
Compare MCFIX with Any Fund or Stock
Compare MCFIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.