MainStay Short Term Bond Fund (MIXIX) belongs to the Short-Term Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MIXIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MIXIX
MIXIX charges 0.40% annually. There are 24 mutual funds in the Short-Term Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Institutional Intermediate-Term Bond Fund | 0.02% | — | Jun 2015 | MIXIX vs VIITX | |
| Vanguard Institutional Short-Term Bond Fund | 0.02% | — | Jun 2015 | MIXIX vs VISTX | |
| Schwab Short-Term Bond Index Fund | 0.06% | — | Feb 2017 | MIXIX vs SWSBX | |
| TIAA-CREF Short-Term Bond Index Fund | 0.09% | — | Aug 2015 | MIXIX vs TNSHX | |
| Vanguard Short-Term Bond Index Fund | 0.15% | — | Mar 1994 | MIXIX vs VBISX |
Best Risk-Adjusted Alternatives to MIXIX
MIXIX has a PortfoliosLab risk / return rank of 87. There are 28 mutual funds in the Short-Term Bond category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Diamond Hill Short Duration Securitized Bond Fund ... | 99 | — | Jul 2016 | MIXIX vs DHEIX | |
| GuidepathConservative Income Fund | 99 | — | Apr 2018 | MIXIX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | 99 | — | Nov 2013 | MIXIX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | — | Jul 2016 | MIXIX vs DHEAX | |
| DoubleLine Low Duration Bond Fund | 97 | — | Sep 2011 | MIXIX vs DBLSX |
Top Performing MIXIX Alternatives (YTD)
MIXIX is at 0.69% YTD. There are 77 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 10.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Absolute Return Allocation Fund | 10.27% | — | Apr 2011 | MIXIX vs GPARX | |
| Leader Short Term High Yield Bond Fund | 3.89% | — | Jul 2005 | MIXIX vs LCCMX | |
| DFA Short-Duration Real Return Portfolio | 2.57% | — | Nov 2013 | MIXIX vs DFAIX | |
| Holbrook Income Fund | 2.12% | — | Jul 2016 | MIXIX vs HOBEX | |
| BlackRock Allocation Target Shares Series A Portfo... | 1.87% | — | Sep 2015 | MIXIX vs BATAX |
Lowest Volatility Alternatives to MIXIX
MIXIX has 1.47% 1-year volatility. There are 23 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.83%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | 0.83% | — | Apr 2018 | MIXIX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.05% | — | Jul 2016 | MIXIX vs DHEIX | |
| DFA Short-Term Extended Quality Portfolio | 1.07% | — | Mar 2009 | MIXIX vs DFEQX | |
| DFA Short-Duration Real Return Portfolio | 1.10% | — | Nov 2013 | MIXIX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.11% | — | Jul 2016 | MIXIX vs DHEAX |
Lowest Drawdown Alternatives to MIXIX
MIXIX has a 1-year max drawdown of -0.87%. There are 13 mutual funds in the Short-Term Bond category with shallower 1-year drawdowns, going as shallow as -0.25%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | -0.25% | — | Apr 2018 | MIXIX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | -0.47% | — | Nov 2013 | MIXIX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | -0.50% | — | Jul 2016 | MIXIX vs DHEAX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | -0.50% | — | Jul 2016 | MIXIX vs DHEIX | |
| Holbrook Income Fund | -0.61% | — | Jul 2016 | MIXIX vs HOBEX |
Other Mutual Funds from New York Life
The 10 most viewed New York Life mutual funds shown here include MLAAX, MHCAX, MSXAX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| MainStay Winslow Large Cap Growth Fund | Large Cap Growth Equities | 11 | 6.26% | — | Jul 1995 | MIXIX vs MLAAX | |
| MainStay MacKay High Yield Corporate Bond Fund Cla... | High Yield Bonds | 85 | 1.40% | — | May 1986 | MIXIX vs MHCAX | |
| NYLI S&P 500 Index Class A | S&P 500 | 71 | 11.46% | — | Jan 2004 | MIXIX vs MSXAX | |
| MainStay S&P 500 Index Fund | Large Cap Blend Equities | 72 | 11.58% | — | Jan 1991 | MIXIX vs MSPIX | |
| MainStay Epoch Global Equity Yield Fund | Global Equities | 92 | 19.79% | — | Dec 2005 | MIXIX vs EPSYX | |
| MainStay MacKay Short Term Municipal Fund | Municipal Bonds | 80 | 1.10% | — | Jan 1991 | MIXIX vs MSTIX | |
| MainStay CBRE Real Estate Fund | REIT | 13 | 12.42% | — | Dec 1996 | MIXIX vs CRARX | |
| MainStay WMC Growth Fund | Large Cap Growth Equities | 19 | 5.78% | — | Aug 2006 | MIXIX vs KLGAX | |
| MainStay Epoch U.S. Equity Yield Fund | Large Cap Value Equities | 81 | 13.83% | — | Dec 2008 | MIXIX vs EPLCX | |
| MainStay Floating Rate Fund | Bank Loan | 61 | 0.99% | — | May 2004 | MIXIX vs MXFIX |
Often Compared With MIXIX
Investors most often compare MIXIX with MMRIX, SNSAX. These 2 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| MainStay Moderate Allocation Fund | Diversified Portfolio | 61 | 8.30% | — | Apr 2005 | MIXIX vs MMRIX | |
| SEI Asset Allocation Trust Defensive Strategy Fund | Short-Term Bond | 89 | 1.86% | — | Nov 2003 | MIXIX vs SNSAX |
Compare MIXIX with Any Fund or Stock
Compare MIXIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MIXIX with funds that move differently
MainStay Short Term Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MIXIX.
Explore MIXIX Diversifiers