Investment Test Drive

MSTIX MainStay Tax Advantaged Shrt Term Bd I

2 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Fund MSTIX MainStay Tax Advantaged Shrt Term Bd I SRBRX Federated Short-Interm Ttl Ret Bd R6 SCLDX Scout Low Duration Bond  
100% 85% 87%
Annual Fees
(0.55% Exp. Ratio)
(0.35% Exp. Ratio)
(0.40% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.94% annual return
$15,084.15 $16,021.25 $15,781.83
Est. savings over 30 yrs +$937.10 +$697.68
As of 9/30/16
1 YR RETURN 1.36%
3 YR 0.99%
5 YR 0.96%
10 YR 2.45%
1 YR RETURN 3.05%
3 YR 1.86%
5 YR 1.96%
10 YR 4.25%
1 YR RETURN 1.74%
3 YR 1.43%
5 YR --
10 YR --
The investment seeks after tax total return. The fund normally invests at least 80% of its net assets in an actively managed, diversified portfolio of tax-exempt and taxable debt securities, including securities with special features which have price volatility characteristics similar to debt securities. Normally it will invest at least 50% of its total assets in tax-exempt municipal securities. The fund invests in investment grade securities. It will have a dollar-weighted average maturity of three years or less. The Subadvisor may invest in mortgage dollar rolls and to-be-announced ("TBA") securities transactions.
The investment seeks total return. The fund's overall investment strategy is to invest in a portfolio consisting primarily of U.S. Treasury securities, U.S. government agency securities, (including mortgage-backed securities issued or guaranteed by U.S. government agencies or instrumentalities), mortgage-backed securities (MBS), asset-backed securities and investment-grade corporate securities. It will invest at least 80% of its net assets plus the amount of any borrowing for investment purposes in fixed-income securities. The fund may invest its assets in securities of other investment companies, including the securities of affiliated money market funds.
The investment seeks a high level of total return consistent with the preservation of capital. Under normal circumstances, the fund invests at least 80% of its net assets in fixed income instruments. The fixed income instruments in which the fund may invest can be of varying maturities and include bonds, debt securities, mortgage- and asset-backed securities (including to-be-announced securities) and other similar instruments issued by various U.S. and non-U.S. public- or private-sector entities.

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!