MassMutual Short Duration Bond Fund (MSTDX) 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 MSTDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MSTDX
MSTDX charges 0.51% annually. There are 59 mutual funds in the Short-Term Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Institutional Short-Term Bond Fund | 0.02% | — | Jun 2015 | MSTDX vs VISTX | |
| Vanguard Institutional Intermediate-Term Bond Fund | 0.02% | — | Jun 2015 | MSTDX vs VIITX | |
| Fidelity Short-Term Treasury Bond Index Fund | 0.03% | — | Dec 2005 | MSTDX vs FUMBX | |
| Schwab Short-Term Bond Index Fund | 0.06% | — | Feb 2017 | MSTDX vs SWSBX | |
| TIAA-CREF Short-Term Bond Index Fund | 0.09% | — | Aug 2015 | MSTDX vs TNSHX |
Best Risk-Adjusted Alternatives to MSTDX
MSTDX has a PortfoliosLab risk / return rank of 88. There are 27 mutual funds in the Short-Term Bond category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | 99 | — | Apr 2018 | MSTDX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 99 | — | Jul 2016 | MSTDX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | — | Jul 2016 | MSTDX vs DHEAX | |
| DFA Short-Duration Real Return Portfolio | 98 | — | Nov 2013 | MSTDX vs DFAIX | |
| DoubleLine Low Duration Bond Fund | 97 | — | Sep 2011 | MSTDX vs DBLSX |
Top Performing MSTDX Alternatives (YTD)
MSTDX is at 0.73% YTD. There are 53 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 8.20%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Absolute Return Allocation Fund | 8.20% | — | Apr 2011 | MSTDX vs GPARX | |
| Leader Short Term High Yield Bond Fund | 3.89% | — | Jul 2005 | MSTDX vs LCCMX | |
| DFA Short-Duration Real Return Portfolio | 2.29% | — | Nov 2013 | MSTDX vs DFAIX | |
| Holbrook Income Fund | 1.91% | — | Jul 2016 | MSTDX vs HOBEX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.88% | — | Jul 2016 | MSTDX vs DHEIX |
Lowest Volatility Alternatives to MSTDX
MSTDX has 1.83% 1-year volatility. There are 38 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.79%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | 0.79% | — | Apr 2018 | MSTDX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.07% | — | Jul 2016 | MSTDX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.12% | — | Jul 2016 | MSTDX vs DHEAX | |
| DFA Short-Term Extended Quality Portfolio | 1.12% | — | Mar 2009 | MSTDX vs DFEQX | |
| DFA Short-Duration Real Return Portfolio | 1.17% | — | Nov 2013 | MSTDX vs DFAIX |
Lowest Drawdown Alternatives to MSTDX
MSTDX has a 1-year max drawdown of -1.06%. There are 26 mutual funds in the Short-Term Bond category with shallower 1-year drawdowns, going as shallow as -0.25%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | -0.25% | — | Apr 2018 | MSTDX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | -0.47% | — | Nov 2013 | MSTDX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | -0.50% | — | Jul 2016 | MSTDX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | -0.50% | — | Jul 2016 | MSTDX vs DHEAX | |
| Holbrook Income Fund | -0.61% | — | Jul 2016 | MSTDX vs HOBEX |
Other Mutual Funds from MassMutual
The 10 most viewed MassMutual mutual funds shown here include MOGAX, MIEYX, MEFAX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| MassMutual 60/40 Allocation Fund | Diversified Portfolio | — | — | — | Jun 2011 | MSTDX vs MOGAX | |
| MM S&P 500 Index Fund | S&P 500 | 63 | 9.95% | — | Feb 1998 | MSTDX vs MIEYX | |
| MassMutual Mid Cap Growth Fund | Mid Cap Growth Equities | 10 | 4.72% | — | May 2000 | MSTDX vs MEFAX | |
| MassMutual Diversified Value Fund | Large Cap Value Equities | 81 | 11.42% | — | Oct 2004 | MSTDX vs MDDAX | |
| MassMutual Core Bond Fund | Intermediate Core Bond | 37 | 0.96% | — | Sep 1994 | MSTDX vs MCBDX | |
| MassMutual Global Fund | Global Equities | 21 | 10.33% | — | Dec 2004 | MSTDX vs MGFAX | |
| MassMutual Blue Chip Growth Fund | Large Cap Growth Equities | 9 | -0.74% | — | May 2001 | MSTDX vs MBCSX | |
| MassMutual Diversified Bond Fund | Intermediate Core-Plus Bond | 83 | 2.59% | — | May 1999 | MSTDX vs MDVAX | |
| MassMutual High Yield Fund | High Yield Bonds | 80 | 2.14% | — | Sep 2000 | MSTDX vs DLHYX | |
| MassMutual Overseas Fund | Foreign Large Cap Equities | 11 | 2.34% | — | Apr 2001 | MSTDX vs MOSAX |
Often Compared With MSTDX
Investors most often compare MSTDX with FIKQX, DLBMX, MMGEX. These 12 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare MSTDX with Any Fund or Stock
Compare MSTDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MSTDX with funds that move differently
MassMutual Short Duration Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MSTDX.
Explore MSTDX Diversifiers