Investment Test Drive

MCZRX MassMutual Premier Core Bond R4

15 lower fee alternatives found

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  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund MCZRX MassMutual Premier Core Bond R4 PBDIX T. Rowe Price U.S. Bond Enhanced Index NOCBX Northern Core Bond  
Similarity
?
100% 92% 92%
Annual Fees
?
$88.81
(0.87% Exp. Ratio)
$30.62
(0.30% Exp. Ratio)
$43.90
(0.43% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.08% annual return
$14,278.81 $16,958.74 $16,307.75
Est. savings over 30 yrs +$2,679.93 +$2,028.94
Return
As of 11/30/16
1 YR RETURN 1.34%
3 YR 2.13%
5 YR 2.39%
10 YR 4.22%
1 YR RETURN 2.04%
3 YR 2.72%
5 YR 2.44%
10 YR 4.27%
1 YR RETURN 1.66%
3 YR 2.59%
5 YR 2.83%
10 YR 4.46%
Description
The investment seeks to achieve a high total rate of return consistent with prudent investment risk and the preservation of capital by investing primarily in a diversified portfolio of investment grade fixed income securities. The fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in investment grade fixed income securities. It may invest up to 10% of its total assets in below investment grade debt securities. The fund's portfolio dollar-weighted average duration generally to match (within 10%) the average duration of the Barclays U.S. Aggregate Bond Index.
The investment seeks to provide a total return that matches or incrementally exceeds the performance of the U.S. investment-grade bond market. The fund's overall investment strategy is to match or incrementally exceed the performance of the U.S. investment-grade bond market. Under normal conditions, it will invest at least 80% of its net assets (including any borrowings for investment purposes) in bonds that are held in its benchmark index. The fund's holdings will normally include U.S. government and agency obligations, mortgage- and asset-backed securities, corporate bonds, and U.S. dollar-denominated securities of foreign issuers.
The investment seeks to maximize total return (capital appreciation and income) consistent with reasonable risk. The fund will seek capital appreciation and current income in the advisor's attempt to maximize total return. It will invest, under normal circumstances, at least 80% of its net assets in bonds and other fixed-income securities. The fund invests primarily in the investment grade debt obligations of domestic issuers. It also may invest to a limited extent in U.S. dollar denominated investment grade obligations of foreign issuers.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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