Investment Test Drive

MCFFX FDP BlackRock Franklin Temp TtlRet Inv C

3 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
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Fund MCFFX FDP BlackRock Franklin Temp TtlRet Inv C LSBRX Loomis Sayles Bond Retail NSTTX Neuberger Berman Strategic Income Tr  
100% 86% 85%
Annual Fees
(1.50% Exp. Ratio)
(0.89% Exp. Ratio)
(0.99% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.21% annual return
$12,235.48 $14,725.10 $14,285.84
Est. savings over 30 yrs +$2,489.62 +$2,050.36
As of 11/30/16
1 YR RETURN 1.14%
3 YR 1.29%
5 YR 2.24%
10 YR 3.48%
1 YR RETURN 5.39%
3 YR 1.65%
5 YR 5.02%
10 YR 5.46%
1 YR RETURN 4.27%
3 YR 2.52%
5 YR 4.17%
10 YR 5.61%
The investment seeks high current income, consistent with preservation of capital; capital appreciation over the long-term is a secondary objective. Under normal market conditions, the fund invests at least 80% of its assets in investment grade debt securities and investments, including government and corporate debt securities, mortgage- and asset-backed securities, investment grade corporate loans, municipal securities and futures with reference securities that are investment grade.
The investment seeks high total investment return through a combination of current income and capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets (plus any borrowings made for investment purposes) in fixed-income securities. It will normally invest at least 55% of its net assets in investment-grade fixed-income securities. The fund may also invest up to 35% of its assets in below investment-grade fixed-income securities (commonly known as "junk bonds") and up to 20% of its assets in equity securities, such as common stocks and preferred stocks (with up to 10% of its assets in common stocks).
The investment seeks high current income with a secondary objective of long-term capital appreciation. To pursue its goal, the fund invests primarily in a diversified mix of fixed rate and floating rate debt securities. The fund's investments may include securities issued by domestic and foreign governments, corporate entities, and trust structures. The fund may invest in a broad array of securities, including: securities issued or guaranteed as to principal or interest by the U.S. government or any of its agencies or instrumentalities; corporate bonds; commercial paper; mortgage-backed securities and other asset-backed securities; and loans.

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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.


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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