MFS Total Return Bond Fund (MRBIX) Alternatives
MFS Total Return Bond Fund (MRBIX) 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 MRBIX. 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 MRBIX
MRBIX charges 0.45% annually. Among mutual funds in the Intermediate Core-Plus Bond category, these options have the lowest expense ratios among MRBIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | Aug 15, 2005 | MRBIX vs MCFIX | |
| State Street Income Fund | 0.20% | Jan 2, 1980 | MRBIX vs SSASX | |
| Elfun Income Fund | 0.29% | Dec 31, 1984 | MRBIX vs EINFX | |
| TIAA-CREF Core Bond Fund | 0.29% | Jul 1, 1999 | MRBIX vs TIBDX | |
| Baird Core Plus Bond Fund | 0.30% | Sep 29, 2000 | MRBIX vs BCOIX |
Best Risk-Adjusted Alternatives to MRBIX
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 | MRBIX vs HOBIX | |
| AAMA Income Fund | 98 | Jun 30, 2017 | MRBIX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 94 | Jul 30, 2010 | MRBIX vs LCTRX | |
| Archer Income Fund | 87 | Mar 11, 2011 | MRBIX vs ARINX | |
| MassMutual Diversified Bond Fund | 80 | May 3, 1999 | MRBIX vs MDVAX |
Top Performing MRBIX Alternatives (YTD)
MRBIX 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 | MRBIX vs NPCT | |
| GMO Multi-Sector Fixed Income Fund | 0.96% | Apr 30, 1997 | MRBIX vs GUGAX | |
| Putnam Mortgage Securities Fund | 0.88% | Feb 8, 1984 | MRBIX vs PGSIX | |
| Holbrook Income Fund Class I | 0.82% | Jul 6, 2016 | MRBIX vs HOBIX | |
| TCW Total Return Bond Fund | 0.57% | Jun 17, 1993 | MRBIX vs TGLMX |
Lowest Volatility Alternatives to MRBIX
MRBIX 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 | MRBIX vs AMFIX | |
| Archer Income Fund | 1.85% | Mar 11, 2011 | MRBIX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.90% | Jul 30, 2010 | MRBIX vs LCTRX | |
| Holbrook Income Fund Class I | 2.09% | Jul 6, 2016 | MRBIX vs HOBIX | |
| TIAA-CREF Green Bond Fund | 3.36% | Nov 16, 2018 | MRBIX vs TGRNX |
Lowest Drawdown Alternatives to MRBIX
MRBIX 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 | MRBIX vs HOBIX | |
| AAMA Income Fund | -0.74% | Jun 30, 2017 | MRBIX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | Jul 30, 2010 | MRBIX vs LCTRX | |
| Archer Income Fund | -1.63% | Mar 11, 2011 | MRBIX vs ARINX | |
| Metropolitan West Investment Grade Credit Fund | -2.35% | Jun 29, 2018 | MRBIX 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 | MRBIX vs MIEIX | |
| MFS Value Fund | Large Cap Value Equities | 29 | -0.52% | May 1, 2006 | MRBIX vs MEIKX | |
| MFS International Diversification Fund | Foreign Large Cap Equities | 62 | -2.70% | Sep 30, 2004 | MRBIX vs MDIJX | |
| MFS Massachusetts Investors Growth Stock Fund | Large Cap Growth Equities | 8 | -11.94% | Jan 1, 1935 | MRBIX vs MIGFX | |
| MFS Value Fund Class I | Large Cap Value Equities | 28 | -0.56% | Feb 1, 1996 | MRBIX vs MEIIX | |
| MFS Growth R6 | Large Cap Growth Equities | 12 | -13.60% | Jun 1, 2012 | MRBIX vs MFEKX | |
| MFS International Intrinsic Value Fund Class I | Large Cap Growth Equities, Foreign Large Cap Equities | 59 | -3.26% | — | MRBIX vs MINIX | |
| MFS Growth I | Large Cap Growth Equities | 12 | -13.62% | Jul 10, 1997 | MRBIX vs MFEIX | |
| MFS Massachusetts Investors Trust | Large Cap Blend Equities | 25 | -6.58% | Jul 15, 1924 | MRBIX vs MITTX | |
| MFS Value Fund | Large Cap Value Equities | 27 | -0.62% | Jan 2, 1996 | MRBIX vs MEIAX |
Often Compared With MRBIX
What investors most often compare with MRBIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Advisor Strategic Income Fund Class I | Total Bond Market | 93 | -0.90% | Jul 3, 1995 | MRBIX vs FSRIX | |
| JPMorgan Core Bond Fund | Intermediate Core Bond | 57 | -0.08% | May 31, 1991 | MRBIX vs WOBDX | |
| BlackRock Income Fund | Multisector Bonds | 89 | -1.60% | Feb 25, 2010 | MRBIX vs BMSIX | |
| Lord Abbett Short Duration Income Fund | Total Bond Market | 93 | -0.47% | Oct 19, 2004 | MRBIX vs LLDYX | |
| Vanguard Total Bond Market ETF | Total Bond Market | 59 | 0.05% | Apr 3, 2007 | MRBIX vs BND | |
| VY BrandywineGLOBAL - Bond Portfolio | Intermediate Core-Plus Bond | 68 | 0.21% | Feb 20, 2015 | MRBIX vs VGSBX | |
| Brandes Core Plus Fixed Income Fund | Intermediate Core-Plus Bond | 53 | -0.55% | Dec 28, 2007 | MRBIX vs BCPIX | |
| Ancora Income Fund | Intermediate Core-Plus Bond | 21 | -0.31% | Jan 5, 2004 | MRBIX vs AAIIX |
Compare MRBIX with Any Fund or Stock
Compare MRBIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.