Morningstar Defensive Bond Fund (MSTBX) Alternatives
Morningstar Defensive Bond Fund (MSTBX) 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 MSTBX. 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 MSTBX
MSTBX charges 0.52% annually. Among mutual funds in the Short-Term Bond category, these options have the lowest expense ratios among MSTBX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Institutional Short-Term Bond Fund | 0.02% | Jun 19, 2015 | MSTBX vs VISTX | |
| Vanguard Institutional Intermediate-Term Bond Fund | 0.02% | Jun 19, 2015 | MSTBX vs VIITX | |
| Schwab Short-Term Bond Index Fund | 0.06% | Feb 23, 2017 | MSTBX vs SWSBX | |
| TIAA-CREF Short-Term Bond Index Fund | 0.09% | Aug 7, 2015 | MSTBX vs TNSHX | |
| Vanguard Short-Term Bond Index Fund | 0.15% | Mar 1, 1994 | MSTBX vs VBISX |
Best Risk-Adjusted Alternatives to MSTBX
Among mutual funds in the Short-Term 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 | |
|---|---|---|---|---|
| Diamond Hill Short Duration Securitized Bond Fund ... | 99 | Jul 5, 2016 | MSTBX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | Jul 5, 2016 | MSTBX vs DHEAX | |
| T. Rowe Price Short Duration Income Fund | 99 | Dec 7, 2020 | MSTBX vs TSDLX | |
| DFA Short-Duration Real Return Portfolio | 99 | Nov 5, 2013 | MSTBX vs DFAIX | |
| DoubleLine Low Duration Bond Fund | 99 | Sep 30, 2011 | MSTBX vs DBLSX |
Top Performing MSTBX Alternatives (YTD)
MSTBX alternatives from the Short-Term Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GuidePath Absolute Return Allocation Fund | 4.77% | Apr 29, 2011 | MSTBX vs GPARX | |
| Destinations Low Duration Fixed Income Fund | 1.24% | Mar 20, 2017 | MSTBX vs DLDFX | |
| DFA Two-Year Fixed Income Portfolio | 0.89% | Jun 6, 1996 | MSTBX vs DFCFX | |
| DFA Short-Duration Real Return Portfolio | 0.86% | Nov 5, 2013 | MSTBX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 0.82% | Jul 5, 2016 | MSTBX vs DHEIX |
Lowest Volatility Alternatives to MSTBX
MSTBX alternatives from the Short-Term Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA Short-Term Extended Quality Portfolio | 0.91% | Mar 4, 2009 | MSTBX vs DFEQX | |
| DFA Short-Duration Real Return Portfolio | 1.07% | Nov 5, 2013 | MSTBX vs DFAIX | |
| GuidepathConservative Income Fund | 1.14% | Apr 30, 2018 | MSTBX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.15% | Jul 5, 2016 | MSTBX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.19% | Jul 5, 2016 | MSTBX vs DHEAX |
Lowest Drawdown Alternatives to MSTBX
MSTBX alternatives from the Short-Term Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DFA Short-Duration Real Return Portfolio | -0.47% | Nov 5, 2013 | MSTBX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | -0.50% | Jul 5, 2016 | MSTBX vs DHEAX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | -0.50% | Jul 5, 2016 | MSTBX vs DHEIX | |
| GuidepathConservative Income Fund | -0.52% | Apr 30, 2018 | MSTBX vs GPICX | |
| Sextant Short Term Bond Fund | -0.60% | Sep 28, 1995 | MSTBX vs STBFX |
Other Mutual Funds from Morningstar
Most popular Morningstar mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Morningstar Alternatives Fund | Multistrategy | 79 | 0.56% | Nov 1, 2018 | MSTBX vs MSTVX | |
| Morningstar Total Return Bond Fund | Intermediate Core Bond | 37 | -0.89% | Nov 2, 2018 | MSTBX vs MSTRX | |
| Morningstar U.S. Equity Fund | Large Cap Blend Equities | 2 | -5.94% | Nov 2, 2018 | MSTBX vs MSTQX | |
| Morningstar International Equity Fund | Foreign Large Cap Equities | 22 | -1.79% | Nov 2, 2018 | MSTBX vs MSTFX | |
| Morningstar Global Income Fund | Global Allocation | 79 | 2.70% | Nov 1, 2018 | MSTBX vs MSTGX | |
| Morningstar Global Opportunistic Equity Fund | Global Allocation | 6 | -3.92% | Nov 1, 2018 | MSTBX vs MSTSX | |
| Morningstar Municipal Bond Fund | Municipal Bonds | 24 | -0.50% | Nov 1, 2018 | MSTBX vs MSTPX | |
| Morningstar Multisector Bond Fund | Multisector Bonds | 73 | -2.03% | Nov 1, 2018 | MSTBX vs MSTMX |
Compare MSTBX with Any Fund or Stock
Compare MSTBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.