Mercer Opportunistic Fixed Income Fund (MOFIX) Alternatives
Mercer Opportunistic Fixed Income Fund (MOFIX) belongs to the Multisector Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MOFIX. 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 MOFIX
MOFIX charges 0.44% annually. Among mutual funds in the Multisector Bonds category, these options have the lowest expense ratios among MOFIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Doubleline Selective Credit Fund | 0.05% | Aug 3, 2014 | MOFIX vs DBSCX | |
| Vanguard Multi-Sector Income Bond Fund Admiral Sha... | 0.30% | Oct 12, 2021 | MOFIX vs VMSAX | |
| JPMorgan Income Fund | 0.40% | Jun 1, 2014 | MOFIX vs JMSIX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 0.40% | Jul 28, 2016 | MOFIX vs BWDTX | |
| Vanguard Multi-Sector Income Bond Inv | 0.45% | Oct 14, 2021 | MOFIX vs VMSIX |
Best Risk-Adjusted Alternatives to MOFIX
Among mutual funds in the Multisector Bonds 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 | |
|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | 99 | Nov 1, 2015 | MOFIX vs NWXHX | |
| CrossingBridge Low Duration High Yield Fund | 98 | Jan 30, 2018 | MOFIX vs CBLDX | |
| Nationwide Strategic Income A | 98 | Nov 2, 2015 | MOFIX vs NWXEX | |
| Easterly Income Opportunities Fund | 98 | Aug 20, 2018 | MOFIX vs JSVIX | |
| Doubleline Selective Credit Fund | 98 | Aug 3, 2014 | MOFIX vs DBSCX |
Top Performing MOFIX Alternatives (YTD)
MOFIX alternatives from the Multisector Bonds category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Conquer Risk Managed Volatility Fund | 1.11% | Jun 30, 2020 | MOFIX vs CRMVX | |
| Rational Special Situations Income Fund | 1.01% | Jul 16, 2019 | MOFIX vs RFXIX | |
| Doubleline Selective Credit Fund | 0.84% | Aug 3, 2014 | MOFIX vs DBSCX | |
| Nationwide Amundi Strategic Income Fund | 0.76% | Nov 1, 2015 | MOFIX vs NWXHX | |
| Axonic Strategic Income Fund | 0.69% | Dec 29, 2019 | MOFIX vs AXSIX |
Lowest Volatility Alternatives to MOFIX
MOFIX alternatives from the Multisector Bonds category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| CrossingBridge Low Duration High Yield Fund | 1.45% | Jan 30, 2018 | MOFIX vs CBLDX | |
| Rational Special Situations Income Fund | 1.56% | Jul 16, 2019 | MOFIX vs RFXIX | |
| Muzinich Low Duration Fund | 1.57% | Jun 29, 2016 | MOFIX vs MZLSX | |
| Nationwide Strategic Income A | 1.60% | Nov 2, 2015 | MOFIX vs NWXEX | |
| Nationwide Amundi Strategic Income Fund | 1.62% | Nov 1, 2015 | MOFIX vs NWXHX |
Lowest Drawdown Alternatives to MOFIX
MOFIX alternatives from the Multisector Bonds category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| CrossingBridge Low Duration High Yield Fund | -0.93% | Jan 30, 2018 | MOFIX vs CBLDX | |
| Rational Special Situations Income Fund | -0.94% | Jul 16, 2019 | MOFIX vs RFXIX | |
| Nationwide Strategic Income A | -1.20% | Nov 2, 2015 | MOFIX vs NWXEX | |
| Axonic Strategic Income Fund | -1.22% | Dec 29, 2019 | MOFIX vs AXSIX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | -1.22% | Jul 28, 2016 | MOFIX vs BWDTX |
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 | MOFIX vs MSCGX | |
| Mercer Non-US Core Equity Fund | Foreign Large Cap Equities | 78 | -1.72% | Aug 17, 2006 | MOFIX vs MNCEX | |
| Mercer Core Fixed Income Fund | Intermediate Core-Plus Bond | 41 | -1.10% | Aug 15, 2005 | MOFIX vs MCFIX | |
| Mercer Emerging Markets Equity Fund | Emerging Markets Diversified | 83 | 1.98% | Apr 30, 2012 | MOFIX vs MEMQX |
Often Compared With MOFIX
What investors most often compare with MOFIX, based on PortfoliosLab usage data.
Compare MOFIX with Any Fund or Stock
Compare MOFIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.