BlackRock Total Return Fund (MFHQX) 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 MFHQX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MFHQX
MFHQX charges 1.45% annually. There are 122 mutual funds in the Intermediate Core-Plus Bond category with lower expense ratios, going as low as 0.16%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | — | Aug 2005 | MFHQX vs MCFIX | |
| State Street Income Fund | 0.20% | — | Jan 1980 | MFHQX vs SSASX | |
| TIAA-CREF Core Bond Fund | 0.29% | — | Jul 1999 | MFHQX vs TIBDX | |
| Elfun Income Fund | 0.29% | — | Dec 1984 | MFHQX vs EINFX | |
| Baird Core Plus Bond Fund | 0.30% | — | Sep 2000 | MFHQX vs BCOIX |
Best Risk-Adjusted Alternatives to MFHQX
MFHQX has a PortfoliosLab risk / return rank of 16. There are 124 mutual funds in the Intermediate Core-Plus Bond category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | 99 | — | Jul 2016 | MFHQX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 95 | — | Jul 2010 | MFHQX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 94 | — | Jul 2010 | MFHQX vs LCTRX | |
| MassMutual Diversified Bond Fund | 89 | — | May 1999 | MFHQX vs MDVAX | |
| GMO Multi-Sector Fixed Income Fund | 88 | — | Apr 1997 | MFHQX vs GUGAX |
Top Performing MFHQX Alternatives (YTD)
MFHQX is at -0.12% YTD. There are 109 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 3.62%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| 1290 Diversified Bond Fund | 3.62% | — | Jul 2015 | MFHQX vs TNUIX | |
| Putnam Mortgage Securities Fund | 2.94% | — | Feb 1984 | MFHQX vs PGSIX | |
| Nuveen Core Plus Impact Fund | 2.92% | — | Apr 2021 | MFHQX vs NPCT | |
| MassMutual Diversified Bond Fund | 2.81% | — | May 1999 | MFHQX vs MDVAX | |
| Holbrook Income Fund Class I | 2.65% | — | Jul 2016 | MFHQX vs HOBIX |
Lowest Volatility Alternatives to MFHQX
MFHQX has 4.55% 1-year volatility. There are 121 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.16%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AAMA Income Fund | 1.16% | — | Jun 2017 | MFHQX vs AMFIX | |
| Archer Income Fund | 1.82% | — | Mar 2011 | MFHQX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.95% | — | Jul 2010 | MFHQX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | 2.01% | — | Jul 2010 | MFHQX vs LCTIX | |
| Holbrook Income Fund Class I | 2.04% | — | Jul 2016 | MFHQX vs HOBIX |
Lowest Drawdown Alternatives to MFHQX
MFHQX has a 1-year max drawdown of -4.31%. There are 127 mutual funds in the Intermediate Core-Plus Bond category with shallower 1-year drawdowns, going as shallow as -0.51%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.51% | — | Jul 2016 | MFHQX vs HOBIX | |
| AAMA Income Fund | -0.74% | — | Jun 2017 | MFHQX vs AMFIX | |
| GMO Multi-Sector Fixed Income Fund | -1.00% | — | Apr 1997 | MFHQX vs GUGAX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | — | Jul 2010 | MFHQX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | -1.17% | — | Jul 2010 | MFHQX vs LCTIX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 40 | 14.87% | — | Sep 2021 | MFHQX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 68 | 11.30% | — | Jul 1993 | MFHQX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 96 | 11.80% | — | Dec 2012 | MFHQX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 68 | 12.25% | — | May 2011 | MFHQX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.70% | — | Dec 1991 | MFHQX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 55 | 9.82% | — | Jul 2010 | MFHQX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 43 | 6.43% | — | Aug 2005 | MFHQX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 41 | 31.15% | — | Apr 2000 | MFHQX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 80 | 7.36% | — | Oct 2007 | MFHQX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 76 | 13.91% | — | Sep 1999 | MFHQX vs FAMRX |
Often Compared With MFHQX
Investors most often compare MFHQX with VIITX, ^TNX, WFBIX. These 20 comparison targets span 14 categories, based on PortfoliosLab usage data.
Compare MFHQX with Any Fund or Stock
Compare MFHQX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MFHQX with funds that move differently
BlackRock Total Return Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MFHQX.
Explore MFHQX Diversifiers