MFS Income Fund (MFIOX) Alternatives
MFS Income Fund (MFIOX) 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 MFIOX. 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 MFIOX
MFIOX charges 0.73% annually. Among mutual funds in the Intermediate Core-Plus Bond category, these options have the lowest expense ratios among MFIOX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | Aug 15, 2005 | MFIOX vs MCFIX | |
| State Street Income Fund | 0.20% | Jan 2, 1980 | MFIOX vs SSASX | |
| Elfun Income Fund | 0.29% | Dec 31, 1984 | MFIOX vs EINFX | |
| TIAA-CREF Core Bond Fund | 0.29% | Jul 1, 1999 | MFIOX vs TIBDX | |
| Baird Core Plus Bond Fund | 0.30% | Sep 29, 2000 | MFIOX vs BCOIX |
Best Risk-Adjusted Alternatives to MFIOX
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 | MFIOX vs HOBIX | |
| AAMA Income Fund | 98 | Jun 30, 2017 | MFIOX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 94 | Jul 30, 2010 | MFIOX vs LCTRX | |
| Archer Income Fund | 87 | Mar 11, 2011 | MFIOX vs ARINX | |
| MassMutual Diversified Bond Fund | 80 | May 3, 1999 | MFIOX vs MDVAX |
Top Performing MFIOX Alternatives (YTD)
MFIOX 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 | MFIOX vs NPCT | |
| GMO Multi-Sector Fixed Income Fund | 0.96% | Apr 30, 1997 | MFIOX vs GUGAX | |
| Putnam Mortgage Securities Fund | 0.88% | Feb 8, 1984 | MFIOX vs PGSIX | |
| Holbrook Income Fund Class I | 0.82% | Jul 6, 2016 | MFIOX vs HOBIX | |
| TCW Total Return Bond Fund | 0.57% | Jun 17, 1993 | MFIOX vs TGLMX |
Lowest Volatility Alternatives to MFIOX
MFIOX 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 | MFIOX vs AMFIX | |
| Archer Income Fund | 1.85% | Mar 11, 2011 | MFIOX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.90% | Jul 30, 2010 | MFIOX vs LCTRX | |
| Holbrook Income Fund Class I | 2.09% | Jul 6, 2016 | MFIOX vs HOBIX | |
| TIAA-CREF Green Bond Fund | 3.36% | Nov 16, 2018 | MFIOX vs TGRNX |
Lowest Drawdown Alternatives to MFIOX
MFIOX 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 | MFIOX vs HOBIX | |
| AAMA Income Fund | -0.74% | Jun 30, 2017 | MFIOX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | Jul 30, 2010 | MFIOX vs LCTRX | |
| Archer Income Fund | -1.63% | Mar 11, 2011 | MFIOX vs ARINX | |
| Metropolitan West Investment Grade Credit Fund | -2.35% | Jun 29, 2018 | MFIOX vs MWIGX |
Other Mutual Funds from MFS
Most popular MFS mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| MFS International Equity Fund Class R6 | Foreign Large Cap Equities | 17 | -6.55% | Jan 31, 1996 | MFIOX vs MIEIX | |
| MFS Value Fund | Large Cap Value Equities | 29 | -0.52% | May 1, 2006 | MFIOX vs MEIKX | |
| MFS International Diversification Fund | Foreign Large Cap Equities | 62 | -2.70% | Sep 30, 2004 | MFIOX vs MDIJX | |
| MFS Massachusetts Investors Growth Stock Fund | Large Cap Growth Equities | 8 | -11.94% | Jan 1, 1935 | MFIOX vs MIGFX | |
| MFS Value Fund Class I | Large Cap Value Equities | 28 | -0.56% | Feb 1, 1996 | MFIOX vs MEIIX | |
| MFS Growth R6 | Large Cap Growth Equities | 12 | -13.60% | Jun 1, 2012 | MFIOX vs MFEKX | |
| MFS International Intrinsic Value Fund Class I | Large Cap Growth Equities, Foreign Large Cap Equities | 59 | -3.26% | — | MFIOX vs MINIX | |
| MFS Growth I | Large Cap Growth Equities | 12 | -13.62% | Jul 10, 1997 | MFIOX vs MFEIX | |
| MFS Massachusetts Investors Trust | Large Cap Blend Equities | 25 | -6.58% | Jul 15, 1924 | MFIOX vs MITTX | |
| MFS Value Fund | Large Cap Value Equities | 27 | -0.62% | Jan 2, 1996 | MFIOX vs MEIAX |
Often Compared With MFIOX
What investors most often compare with MFIOX, based on PortfoliosLab usage data.
Compare MFIOX with Any Fund or Stock
Compare MFIOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.