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 11 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 | MPHQX vs MCFIX | |
| State Street Income Fund | 0.20% | — | Jan 1980 | MPHQX vs SSASX | |
| Elfun Income Fund | 0.29% | — | Dec 1984 | MPHQX vs EINFX | |
| TIAA-CREF Core Bond Fund | 0.29% | — | Jul 1999 | MPHQX vs TIBDX | |
| Baird Core Plus Bond Fund | 0.30% | — | Sep 2000 | MPHQX vs BCOIX |
Best Risk-Adjusted Alternatives to MPHQX
MPHQX has a PortfoliosLab risk / return rank of 22. There are 91 mutual funds in the Intermediate Core-Plus Bond category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | 98 | — | Jul 2016 | MPHQX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 95 | — | Jul 2010 | MPHQX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 94 | — | Jul 2010 | MPHQX vs LCTRX | |
| MassMutual Diversified Bond Fund | 83 | — | May 1999 | MPHQX vs MDVAX | |
| GMO Multi-Sector Fixed Income Fund | 76 | — | Apr 1997 | MPHQX vs GUGAX |
Top Performing MPHQX Alternatives (YTD)
MPHQX is at 0.96% YTD. There are 19 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 3.04%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| 1290 Diversified Bond Fund | 3.04% | — | Jul 2015 | MPHQX vs TNUIX | |
| Putnam Mortgage Securities Fund | 2.76% | — | Feb 1984 | MPHQX vs PGSIX | |
| MassMutual Diversified Bond Fund | 2.59% | — | May 1999 | MPHQX vs MDVAX | |
| SEI Tax Exempt Trust Tax-Advantaged Income Fund | 2.33% | — | Sep 2007 | MPHQX vs SEATX | |
| Holbrook Income Fund Class I | 2.22% | — | Jul 2016 | MPHQX vs HOBIX |
Lowest Volatility Alternatives to MPHQX
MPHQX has 4.62% 1-year volatility. There are 124 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.11%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AAMA Income Fund | 1.11% | — | Jun 2017 | MPHQX vs AMFIX | |
| Archer Income Fund | 1.80% | — | Mar 2011 | MPHQX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.95% | — | Jul 2010 | MPHQX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | 2.01% | — | Jul 2010 | MPHQX vs LCTIX | |
| Holbrook Income Fund Class I | 2.02% | — | Jul 2016 | MPHQX vs HOBIX |
Lowest Drawdown Alternatives to MPHQX
MPHQX has a 1-year max drawdown of -4.28%. There are 125 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 | MPHQX vs HOBIX | |
| AAMA Income Fund | -0.74% | — | Jun 2017 | MPHQX vs AMFIX | |
| GMO Multi-Sector Fixed Income Fund | -1.16% | — | Apr 1997 | MPHQX vs GUGAX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | — | Jul 2010 | MPHQX vs LCTRX | |
| 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 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 34 | 12.06% | — | Sep 2021 | MPHQX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 66 | 10.17% | — | Jul 1993 | MPHQX vs WFSPX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 95 | 12.96% | — | Dec 2012 | MPHQX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 67 | 12.50% | — | May 2011 | MPHQX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 76 | 12.03% | — | Dec 1991 | MPHQX vs FASGX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 31 | 2.24% | — | Aug 2005 | MPHQX vs BDJ | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 60 | 11.24% | — | Jul 2010 | MPHQX vs ASFYX | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 66 | 43.57% | — | Apr 2000 | MPHQX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 79 | 7.59% | — | Oct 2007 | MPHQX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 75 | 14.24% | — | Sep 1999 | MPHQX vs FAMRX |
Often Compared With MPHQX
Investors most often compare MPHQX with AGG, VLGSX, MWTRX. These 14 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare MPHQX with Any Fund or Stock
Compare MPHQX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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