Morningstar Total Return Bond Fund (MSTRX) Alternatives
Morningstar Total Return Bond Fund (MSTRX) belongs to the Intermediate Core Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MSTRX. 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 MSTRX
MSTRX charges 0.55% annually. Among mutual funds in the Intermediate Core Bond category, these options have the lowest expense ratios among MSTRX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | Dec 20, 2007 | MSTRX vs FMBPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | Sep 19, 2014 | MSTRX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | Dec 13, 2019 | MSTRX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | Dec 13, 2019 | MSTRX vs QDVBX | |
| iShares U.S. Aggregate Bond Index Fund | 0.05% | Jul 2, 1993 | MSTRX vs WFBIX |
Best Risk-Adjusted Alternatives to MSTRX
Among mutual funds in the Intermediate Core 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 | |
|---|---|---|---|---|
| T. Rowe Price New Income Fund | 89 | Aug 31, 1973 | MSTRX vs PRCIX | |
| Fidelity Education Income Fund | 88 | Mar 16, 2021 | MSTRX vs FEDUX | |
| Loomis Sayles Securitized Asset Fund | 87 | Mar 2, 2006 | MSTRX vs LSSAX | |
| Baird Intermediate Bond Fund | 84 | Sep 29, 2000 | MSTRX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 84 | Aug 10, 2016 | MSTRX vs DFXIX |
Top Performing MSTRX Alternatives (YTD)
MSTRX alternatives from the Intermediate Core Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 2.45% | Aug 24, 1995 | MSTRX vs PCGTX | |
| Dupree Taxable Municipal Bond Fund | 0.30% | Nov 1, 2010 | MSTRX vs DUTMX | |
| DFA Diversified Fixed Income Portfolio | 0.29% | Aug 10, 2016 | MSTRX vs DFXIX | |
| Loomis Sayles Securitized Asset Fund | 0.29% | Mar 2, 2006 | MSTRX vs LSSAX | |
| Touchstone Impact Bond Fund | 0.09% | Nov 15, 1991 | MSTRX vs TCPYX |
Lowest Volatility Alternatives to MSTRX
MSTRX alternatives from the Intermediate Core Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Fidelity Education Income Fund | 2.69% | Mar 16, 2021 | MSTRX vs FEDUX | |
| Baird Intermediate Bond Fund Class Institutional | 2.79% | Sep 29, 2000 | MSTRX vs BIMIX | |
| Baird Intermediate Bond Fund | 2.80% | Sep 29, 2000 | MSTRX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 2.85% | Aug 10, 2016 | MSTRX vs DFXIX | |
| Johnson Institutional Intermediate Bond Fund | 3.04% | Aug 31, 2000 | MSTRX vs JIBEX |
Lowest Drawdown Alternatives to MSTRX
MSTRX alternatives from the Intermediate Core Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DFA Diversified Fixed Income Portfolio | -1.69% | Aug 10, 2016 | MSTRX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | Mar 16, 2021 | MSTRX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | Sep 29, 2000 | MSTRX vs BIMSX | |
| CCM Community Impact Bond Fund | -1.98% | Aug 30, 1999 | MSTRX vs CRAIX | |
| Johnson Institutional Intermediate Bond Fund | -2.06% | Aug 31, 2000 | MSTRX vs JIBEX |
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 | MSTRX vs MSTVX | |
| Morningstar U.S. Equity Fund | Large Cap Blend Equities | 2 | -5.94% | Nov 2, 2018 | MSTRX vs MSTQX | |
| Morningstar International Equity Fund | Foreign Large Cap Equities | 22 | -1.79% | Nov 2, 2018 | MSTRX vs MSTFX | |
| Morningstar Global Income Fund | Global Allocation | 79 | 2.70% | Nov 1, 2018 | MSTRX vs MSTGX | |
| Morningstar Global Opportunistic Equity Fund | Global Allocation | 6 | -3.92% | Nov 1, 2018 | MSTRX vs MSTSX | |
| Morningstar Municipal Bond Fund | Municipal Bonds | 24 | -0.50% | Nov 1, 2018 | MSTRX vs MSTPX | |
| Morningstar Defensive Bond Fund | Short-Term Bond | 89 | -0.20% | Nov 2, 2018 | MSTRX vs MSTBX | |
| Morningstar Multisector Bond Fund | Multisector Bonds | 73 | -2.03% | Nov 1, 2018 | MSTRX vs MSTMX |
Often Compared With MSTRX
What investors most often compare with MSTRX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| MicroStrategy Incorporated | 13 | -17.87% | — | MSTRX vs MSTR | ||
| Bitcoin | 45 | -21.95% | — | MSTRX vs BTC-USD | ||
| YieldMax™ MSTR Option Income Strategy ETF | Derivative Income | 2 | -13.58% | Feb 21, 2024 | MSTRX vs MSTY | |
| First Trust SkyBridge Crypto Industry & Digital Ec... | Technology Equities, Actively Managed, Blockchain | 13 | -22.45% | Sep 20, 2021 | MSTRX vs CRPT | |
| Columbia Bond Fund | Intermediate Core Bond | 73 | 0.03% | Jan 9, 1986 | MSTRX vs UMMGX |
Compare MSTRX with Any Fund or Stock
Compare MSTRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.