MainStay MacKay Total Return Bond Fund (MTMIX) Alternatives
MainStay MacKay Total Return Bond Fund (MTMIX) 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 MTMIX. 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 MTMIX
MTMIX charges 0.45% annually. Among mutual funds in the Intermediate Core-Plus Bond category, these options have the lowest expense ratios among MTMIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | Aug 15, 2005 | MTMIX vs MCFIX | |
| State Street Income Fund | 0.20% | Jan 2, 1980 | MTMIX vs SSASX | |
| Elfun Income Fund | 0.29% | Dec 31, 1984 | MTMIX vs EINFX | |
| TIAA-CREF Core Bond Fund | 0.29% | Jul 1, 1999 | MTMIX vs TIBDX | |
| Baird Core Plus Bond Fund | 0.30% | Sep 29, 2000 | MTMIX vs BCOIX |
Best Risk-Adjusted Alternatives to MTMIX
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 | MTMIX vs HOBIX | |
| AAMA Income Fund | 98 | Jun 30, 2017 | MTMIX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 94 | Jul 30, 2010 | MTMIX vs LCTRX | |
| Archer Income Fund | 87 | Mar 11, 2011 | MTMIX vs ARINX | |
| MassMutual Diversified Bond Fund | 80 | May 3, 1999 | MTMIX vs MDVAX |
Top Performing MTMIX Alternatives (YTD)
MTMIX 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 | MTMIX vs NPCT | |
| GMO Multi-Sector Fixed Income Fund | 0.96% | Apr 30, 1997 | MTMIX vs GUGAX | |
| Putnam Mortgage Securities Fund | 0.88% | Feb 8, 1984 | MTMIX vs PGSIX | |
| Holbrook Income Fund Class I | 0.82% | Jul 6, 2016 | MTMIX vs HOBIX | |
| TCW Total Return Bond Fund | 0.57% | Jun 17, 1993 | MTMIX vs TGLMX |
Lowest Volatility Alternatives to MTMIX
MTMIX 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 | MTMIX vs AMFIX | |
| Archer Income Fund | 1.85% | Mar 11, 2011 | MTMIX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.90% | Jul 30, 2010 | MTMIX vs LCTRX | |
| Holbrook Income Fund Class I | 2.09% | Jul 6, 2016 | MTMIX vs HOBIX | |
| TIAA-CREF Green Bond Fund | 3.36% | Nov 16, 2018 | MTMIX vs TGRNX |
Lowest Drawdown Alternatives to MTMIX
MTMIX 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 | MTMIX vs HOBIX | |
| AAMA Income Fund | -0.74% | Jun 30, 2017 | MTMIX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | Jul 30, 2010 | MTMIX vs LCTRX | |
| Archer Income Fund | -1.63% | Mar 11, 2011 | MTMIX vs ARINX | |
| Metropolitan West Investment Grade Credit Fund | -2.35% | Jun 29, 2018 | MTMIX vs MWIGX |
Other Mutual Funds from New York Life
Most popular New York Life mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| MainStay Winslow Large Cap Growth Fund | Large Cap Growth Equities | 10 | -15.36% | Jul 3, 1995 | MTMIX vs MLAAX | |
| MainStay MacKay High Yield Corporate Bond Fund Cla... | High Yield Bonds | 80 | -0.62% | May 1, 1986 | MTMIX vs MHCAX | |
| NYLI S&P 500 Index Class A | S&P 500 | 41 | -7.16% | Jan 2, 2004 | MTMIX vs MSXAX | |
| MainStay S&P 500 Index Fund | Large Cap Blend Equities | 42 | -7.11% | Jan 2, 1991 | MTMIX vs MSPIX | |
| MainStay WMC Growth Fund | Large Cap Growth Equities | 19 | -13.45% | Aug 7, 2006 | MTMIX vs KLGAX | |
| MainStay MacKay Short Term Municipal Fund | Municipal Bonds | 91 | -0.03% | Jan 1, 1991 | MTMIX vs MSTIX | |
| MainStay Epoch U.S. Equity Yield Fund | Large Cap Value Equities | 54 | 1.68% | Dec 3, 2008 | MTMIX vs EPLCX | |
| MainStay Epoch Global Equity Yield Fund | Global Equities | 83 | 2.83% | Dec 26, 2005 | MTMIX vs EPSYX | |
| MainStay Floating Rate Fund | Bank Loan | 79 | -1.50% | May 2, 2004 | MTMIX vs MXFIX | |
| MainStay CBRE Real Estate Fund | REIT | 8 | 3.34% | Dec 31, 1996 | MTMIX vs CRARX |
Often Compared With MTMIX
What investors most often compare with MTMIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Neuberger Berman Long Short Fund | Long-Short | 22 | -3.63% | Dec 28, 2011 | MTMIX vs NLSIX | |
| Schwab U.S. Aggregate Bond ETF | Total Bond Market | 61 | 0.05% | Jul 14, 2011 | MTMIX vs SCHZ |
Compare MTMIX with Any Fund or Stock
Compare MTMIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.