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MSPGX MassMutual Select Total Return Bond R4

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Fund MSPGX MassMutual Select Total Return Bond R4 IIBWX Voya Intermediate Bond W NOFIX Northern Fixed Income  
Similarity
?
100% 90% 95%
Annual Fees
?
$80.65
(0.79% Exp. Ratio)
$41.85
(0.41% Exp. Ratio)
$47.98
(0.47% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.08% annual return
$14,628.59 $16,406.31 $16,112.36
Est. savings over 30 yrs +$1,777.72 +$1,483.77
Return
As of 11/30/16
1 YR RETURN 2.09%
3 YR 1.78%
5 YR 3.03%
10 YR --
1 YR RETURN 3.19%
3 YR 3.50%
5 YR 4.20%
10 YR 4.64%
1 YR RETURN 2.29%
3 YR 2.81%
5 YR 3.11%
10 YR 4.20%
Description
The investment seeks maximum total return, consistent with preservation of capital and prudent investment management. Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in a diversified portfolio of investment grade fixed income securities (rated Baa3 or higher by Moody's, BBB- or higher by Standard & Poor's, BBB- or higher by Fitch, or A-2 by S&P, P-2 by Moody's, or F-2 by Fitch for short-term debt obligations, or, if unrated, determined by the fund's subadviser, Metropolitan West Asset Management, LLC, to be of comparable quality).
The investment seeks to maximize total return through income and capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets (plus borrowings for investment purposes) in a portfolio of bonds, including but not limited to corporate, government and mortgage bonds, which, at the time of purchase, are rated investment-grade (e.g., rated at least BBB- by Standard & Poor's Ratings Services or Baa3 by Moody's Investors Service, Inc.) or have an equivalent rating by a nationally recognized statistical rating organization ("NRSRO"), or are of comparable quality if unrated.
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 primarily invests in investment grade domestic debt obligations. The fund's dollar-weighted average maturity, under normal circumstances, will range between three and fifteen years.

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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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