Investment Test Drive

MCFFX FDP BlackRock Franklin Temp TtlRet Inv C

2 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Fund MCFFX FDP BlackRock Franklin Temp TtlRet Inv C IIINX Thrivent Opportunity Income Plus S NSTTX Neuberger Berman Strategic Income Tr  
100% 85% 85%
Annual Fees
(1.50% Exp. Ratio)
(0.71% Exp. Ratio)
(1.15% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.09% annual return
$11,813.85 $15,013.09 $13,140.29
Est. savings over 30 yrs +$3,199.23 +$1,326.43
As of 9/30/16
1 YR RETURN 4.34%
3 YR 2.49%
5 YR 2.90%
10 YR 3.96%
1 YR RETURN 6.75%
3 YR 3.92%
5 YR 3.59%
10 YR 4.49%
1 YR RETURN 7.45%
3 YR 3.84%
5 YR 4.91%
10 YR 6.22%
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 a high level of current income, consistent with capital preservation. Under normal circumstances, the fund invests 50-100% in debt securities and 0-50% in equity securities. The debt securities in which the fund invests may be of any maturity or credit quality, including high yield, high risk bonds, notes, debentures and other debt obligations commonly known as "junk bonds." At the time of purchase, these high-yield securities are rated within or below the "BB" major rating category by S&P or the "Ba" major rating category by Moody's or are unrated but considered to be of comparable quality by the Adviser.
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.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

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.


Your Feedback has been sent successfully!