MPHQX Alternatives & Similar Mutual Funds

BlackRock Total Return Fund Class K (MPHQX) 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 MPHQX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to MPHQX

MPHQX charges 0.37% annually. There are 12 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
MCFIX	Mercer Core Fixed Income Fund	0.16%	—	Aug 2005	MPHQX vs MCFIX
SSASX	State Street Income Fund	0.20%	—	Jan 1980	MPHQX vs SSASX
EINFX	Elfun Income Fund	0.29%	—	Dec 1984	MPHQX vs EINFX
TIBDX	TIAA-CREF Core Bond Fund	0.29%	—	Jul 1999	MPHQX vs TIBDX
BCPIX	Brandes Core Plus Fixed Income Fund	0.30%	—	Dec 2007	MPHQX vs BCPIX

Best Risk-Adjusted Alternatives to MPHQX

MPHQX has a PortfoliosLab risk / return rank of 19. There are 95 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
HOBIX	Holbrook Income Fund Class I	99	—	Jul 2016	MPHQX vs HOBIX
LCTIX	Leader Capital High Quality Income Fund Institutio...	92	—	Jul 2010	MPHQX vs LCTIX
GUGAX	GMO Multi-Sector Fixed Income Fund	90	—	Apr 1997	MPHQX vs GUGAX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	89	—	Jul 2010	MPHQX vs LCTRX
MDVAX	MassMutual Diversified Bond Fund	86	—	May 1999	MPHQX vs MDVAX

Top Performing MPHQX Alternatives (YTD)

MPHQX is at -0.40% YTD. There are 52 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 3.01%.

Symbol	Name	YTD Return	AUM	Inception
TNUIX	1290 Diversified Bond Fund	3.01%	—	Jul 2015	MPHQX vs TNUIX
HOBIX	Holbrook Income Fund Class I	2.33%	—	Jul 2016	MPHQX vs HOBIX
MDVAX	MassMutual Diversified Bond Fund	2.33%	—	May 1999	MPHQX vs MDVAX
PGSIX	Putnam Mortgage Securities Fund	2.29%	—	Feb 1984	MPHQX vs PGSIX
NPCT	Nuveen Core Plus Impact Fund	1.77%	—	Apr 2021	MPHQX vs NPCT

Lowest Volatility Alternatives to MPHQX

MPHQX has 4.60% 1-year volatility. There are 127 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.17%.

Symbol	Name	Volatility 1Y	AUM	Inception
AMFIX	AAMA Income Fund	1.17%	—	Jun 2017	MPHQX vs AMFIX
ARINX	Archer Income Fund	1.82%	—	Mar 2011	MPHQX vs ARINX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	2.04%	—	Jul 2010	MPHQX vs LCTRX
HOBIX	Holbrook Income Fund Class I	2.05%	—	Jul 2016	MPHQX vs HOBIX
LCTIX	Leader Capital High Quality Income Fund Institutio...	2.10%	—	Jul 2010	MPHQX vs LCTIX

Lowest Drawdown Alternatives to MPHQX

MPHQX has a 1-year max drawdown of -4.28%. There are 129 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
HOBIX	Holbrook Income Fund Class I	-0.51%	—	Jul 2016	MPHQX vs HOBIX
AMFIX	AAMA Income Fund	-0.74%	—	Jun 2017	MPHQX vs AMFIX
GUGAX	GMO Multi-Sector Fixed Income Fund	-1.00%	—	Apr 1997	MPHQX vs GUGAX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	-1.17%	—	Jul 2010	MPHQX vs LCTRX
LCTIX	Leader Capital High Quality Income Fund Institutio...	-1.17%	—	Jul 2010	MPHQX vs LCTIX

Other Mutual Funds from BlackRock

The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 10 categories. AUM among these funds goes as high as $12B.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ECAT	BlackRock ESG Capital Allocation Term Trust	Tactical Allocation, Derivative Income, ESG	29	10.45%	—	Sep 2021	MPHQX vs ECAT
WFSPX	iShares S&P 500 Index Fund Class K	S&P 500	63	9.34%	—	Jul 1993	MPHQX vs WFSPX
BDMIX	BlackRock Global Equity Market Neutral Fund Class ...	Equity Market Neutral	97	12.04%	—	Dec 2012	MPHQX vs BDMIX
LIVIX	BlackRock LifePath Index 2055 Fund - Institutional...	Target Retirement Date	70	11.03%	—	May 2011	MPHQX vs LIVIX
BDJ	BlackRock Enhanced Equity Dividend Trust	Derivative Income	64	8.08%	—	Aug 2005	MPHQX vs BDJ
BGSAX	BlackRock Technology Opportunities Fund Investor A	Technology Equities	30	22.08%	—	May 2000	MPHQX vs BGSAX
FAMRX	Fidelity Asset Manager 85% Fund	Diversified Portfolio	74	12.22%	—	Sep 1999	MPHQX vs FAMRX
BDMAX	BlackRock Global Equity Market Neutral Fund	Equity Market Neutral	97	11.82%	—	Dec 2012	MPHQX vs BDMAX
VTMSX	Vanguard Tax-Managed Small-Cap Fund Admiral Shares	Small Cap Blend Equities	84	21.93%	11.50B	Mar 1999	MPHQX vs VTMSX
BSIIX	BlackRock Strategic Income Opportunities Fund Clas...	Total Bond Market	64	1.03%	—	Feb 2008	MPHQX vs BSIIX

Often Compared With MPHQX

Investors most often compare MPHQX with VLGSX, AGG, MWTRX. These 18 comparison targets span 12 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VLGSX	Vanguard Long-Term Treasury Index Fund Admiral Sha...	Government Bonds	5	-2.83%	15.20B	Mar 2010	MPHQX vs VLGSX
AGG	iShares Core U.S. Aggregate Bond ETF	Total Bond Market	29	-0.56%	137.11B	Sep 2003	MPHQX vs AGG
MWTRX	Metropolitan West Total Return Bond Fund	Intermediate Core-Plus Bond	17	-0.83%	—	Mar 1997	MPHQX vs MWTRX
VTCLX	Vanguard Tax-Managed Capital Appreciation Fund Adm...	Large Cap Blend Equities	62	9.27%	29.90B	Sep 1994	MPHQX vs VTCLX
NASDX	Shelton Capital Management Nasdaq-100 Index Fund D...	Large Cap Growth Equities	39	11.51%	—	Jan 2000	MPHQX vs NASDX
ASFYX	Virtus AlphaSimplex Managed Futures Strategy Fund ...	Systematic Trend	66	9.56%	—	Jul 2010	MPHQX vs ASFYX
DODIX	Dodge & Cox Income Fund	Intermediate Core-Plus Bond	25	-0.46%	—	—	MPHQX vs DODIX
AAIIX	Ancora Income Fund	Intermediate Core-Plus Bond	21	1.60%	—	Jan 2004	MPHQX vs AAIIX
BTMKX	iShares MSCI EAFE International Index Fund	Foreign Large Cap Equities	69	12.75%	—	Apr 2011	MPHQX vs BTMKX
FASGX	Fidelity Asset Manager 70% Fund	Diversified Portfolio, Actively Managed	75	10.24%	—	Dec 1991	MPHQX vs FASGX
LMSMX	Western Asset SMASh Series M Fund	Intermediate Core-Plus Bond	54	0.82%	—	Dec 2006	MPHQX vs LMSMX
SEATX	SEI Tax Exempt Trust Tax-Advantaged Income Fund	Intermediate Core-Plus Bond	65	1.20%	—	Sep 2007	MPHQX vs SEATX
VFAIX	Vanguard Financials Index Fund Admiral Shares	Financials Equities	18	5.46%	13.90B	Feb 2004	MPHQX vs VFAIX
BCOIX	Baird Core Plus Bond Fund	Intermediate Core-Plus Bond	26	-0.21%	—	Sep 2000	MPHQX vs BCOIX
VTMFX	Vanguard Tax-Managed Balanced Fund Admiral Shares	Diversified Portfolio, Municipal Bonds	72	4.40%	12.30B	Sep 1994	MPHQX vs VTMFX
PIMIX	PIMCO Income Fund Institutional Class	Multisector Bonds	52	0.23%	—	Mar 2007	MPHQX vs PIMIX
FFANX	Fidelity Asset Manager 40% Fund	Diversified Portfolio	78	6.42%	—	Oct 2007	MPHQX vs FFANX
VWIAX	Vanguard Wellesley Income Fund Admiral Shares	Diversified Portfolio	70	3.71%	47.40B	May 2001	MPHQX vs VWIAX

Compare MPHQX with Any Fund or Stock

Compare MPHQX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair MPHQX with funds that move differently

BlackRock Total Return Fund Class K alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MPHQX.

Explore MPHQX Diversifiers

BlackRock Total Return Fund Class K (MPHQX) Alternatives