BlackRock US Mortgage Portfolio (MSUMX) Alternatives
BlackRock US Mortgage Portfolio (MSUMX) belongs to the Multisector Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MSUMX. 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 MSUMX
MSUMX charges 0.45% annually. Among mutual funds in the Multisector Bonds category, these options have the lowest expense ratios among MSUMX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Doubleline Selective Credit Fund | 0.05% | Aug 3, 2014 | MSUMX vs DBSCX | |
| Vanguard Multi-Sector Income Bond Fund Admiral Sha... | 0.30% | Oct 12, 2021 | MSUMX vs VMSAX | |
| JPMorgan Income Fund | 0.40% | Jun 1, 2014 | MSUMX vs JMSIX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 0.40% | Jul 28, 2016 | MSUMX vs BWDTX | |
| Mercer Opportunistic Fixed Income Fund | 0.44% | Aug 20, 2013 | MSUMX vs MOFIX |
Best Risk-Adjusted Alternatives to MSUMX
Among mutual funds in the Multisector Bonds 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 | |
|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | 99 | Nov 1, 2015 | MSUMX vs NWXHX | |
| CrossingBridge Low Duration High Yield Fund | 98 | Jan 30, 2018 | MSUMX vs CBLDX | |
| Nationwide Strategic Income A | 98 | Nov 2, 2015 | MSUMX vs NWXEX | |
| Easterly Income Opportunities Fund | 98 | Aug 20, 2018 | MSUMX vs JSVIX | |
| Doubleline Selective Credit Fund | 98 | Aug 3, 2014 | MSUMX vs DBSCX |
Top Performing MSUMX Alternatives (YTD)
MSUMX alternatives from the Multisector Bonds category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Conquer Risk Managed Volatility Fund | 1.11% | Jun 30, 2020 | MSUMX vs CRMVX | |
| Rational Special Situations Income Fund | 1.01% | Jul 16, 2019 | MSUMX vs RFXIX | |
| Doubleline Selective Credit Fund | 0.84% | Aug 3, 2014 | MSUMX vs DBSCX | |
| Nationwide Amundi Strategic Income Fund | 0.76% | Nov 1, 2015 | MSUMX vs NWXHX | |
| Axonic Strategic Income Fund | 0.69% | Dec 29, 2019 | MSUMX vs AXSIX |
Lowest Volatility Alternatives to MSUMX
MSUMX alternatives from the Multisector Bonds category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| CrossingBridge Low Duration High Yield Fund | 1.45% | Jan 30, 2018 | MSUMX vs CBLDX | |
| Rational Special Situations Income Fund | 1.56% | Jul 16, 2019 | MSUMX vs RFXIX | |
| Muzinich Low Duration Fund | 1.57% | Jun 29, 2016 | MSUMX vs MZLSX | |
| Nationwide Strategic Income A | 1.60% | Nov 2, 2015 | MSUMX vs NWXEX | |
| Nationwide Amundi Strategic Income Fund | 1.62% | Nov 1, 2015 | MSUMX vs NWXHX |
Lowest Drawdown Alternatives to MSUMX
MSUMX alternatives from the Multisector Bonds category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| CrossingBridge Low Duration High Yield Fund | -0.93% | Jan 30, 2018 | MSUMX vs CBLDX | |
| Rational Special Situations Income Fund | -0.94% | Jul 16, 2019 | MSUMX vs RFXIX | |
| Nationwide Strategic Income A | -1.20% | Nov 2, 2015 | MSUMX vs NWXEX | |
| Axonic Strategic Income Fund | -1.22% | Dec 29, 2019 | MSUMX vs AXSIX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | -1.22% | Jul 28, 2016 | MSUMX vs BWDTX |
Other Mutual Funds from BlackRock
Most popular BlackRock mutual funds on PortfoliosLab, across asset classes.
Often Compared With MSUMX
What investors most often compare with MSUMX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| CrossingBridge Responsible Credit Fund | Multisector Bonds | 81 | 0.44% | Jun 29, 2021 | MSUMX vs CBRDX | |
| Eaton Vance Strategic Income Fund Class I | Multisector Bonds | 98 | 0.53% | Apr 3, 2009 | MSUMX vs ESIIX |
Compare MSUMX with Any Fund or Stock
Compare MSUMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.