MSBOX

Active

Corporate Bond Portfolio

Category: US Bond (5,386 funds)

Expense Ratio

1.75%

Annual Cost per $10K

$175.00

30-Year Fee Drag per $10K

$29,707

at 7% annual return

Fund Type

Mutual Fund

Active

Trailing 12-Month

+4.77%

Asset Allocation

US Bond

72%

Intl Bond

25%

Cash

Fee Comparison

MSBOX

1.75%

US Bond average

0.76%

US Bond cheapest

ABIMX

0.00%

Index benchmark

0.03%

130% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of December 2025 · Updated quarterly

+22.37%3Y

Compare to

Fee Impact Calculator

Investment

Years

Annual Return

MSBOX at 1.75%$232,078

At index rates (0.03%)$377,424

Zero fees (theoretical)$380,613

Total fee drag$148,535

Cost vs index fund−$145,347

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of December 2025

Ticker	Name	ER	1yr	3yr	5yr
MSBOX	Corporate Bond Portfolio	1.75%	+4.77%	+6.96%	-0.59%
PIINX	PIMCO Income Fund	1.08%	+9.19%	+8.66%	+4.05%
PGCAX	PIMCO Investment Grade Credit Bond Fund	1.34%	+6.46%	+7.54%	+0.46%
DTBRX	PGIM Total Return Bond Fund	0.75%	+6.16%	+6.55%	+0.03%
PTRAX	PIMCO Total Return Fund	0.76%	+6.87%	+6.36%	+0.01%
LSYAX	Lord Abbett Short Duration High Yield Fund	1.05%	+7.43%	+9.63%	+6.24%
LDLVX	Lord Abbett Short Duration Income Fund	0.32%	+5.74%	+4.94%	+2.70%
MLMRX	MFS Limited Maturity Fund	1.33%	+5.36%	+5.60%	+2.12%
IHIFX	Macquarie High Income Fund	1.13%	+5.56%	+9.37%	+2.38%
APDFX	Artisan High Income Fund	0.80%	+9.10%	+10.47%	+6.90%
LBNOX	LORD ABBETT BOND DEBENTURE FUND INC	0.62%	+7.98%	+7.63%	+3.40%
AMFNX	Virtus AlphaSimplex Managed Futures Strategy Fund	1.33%	-9.05%	—	—
PSFAX	PIMCO Short-Term Fund	0.73%	+4.88%	+5.59%	+2.99%
BCOSX	Baird Core Plus Bond Fund	0.55%	+5.41%	+6.17%	+0.14%
MINT	PIMCO Enhanced Short Maturity Active Exchange-Traded Fund	0.36%	+4.91%	+5.73%	+3.01%
JDYRX	PGIM High Yield Fund	0.74%	+8.73%	+8.45%	+4.68%
STYAX	Allspring Core Plus Bond Fund	0.67%	+3.30%	+3.50%	+2.07%
CMBKX	American Funds Multi-Sector Income Fund	0.70%	+7.28%	+9.22%	+3.57%
PHYAX	PIMCO High Yield Fund	0.85%	+7.83%	+9.11%	+4.47%
VFSTX	VANGUARD SHORT-TERM INVESTMENT-GRADE FUND	0.07%	+6.38%	+6.33%	+2.19%
BSBSX	Baird Short-Term Bond Fund	0.55%	+5.23%	+5.38%	+2.09%
ABNDX	Bond Fund of America	1.04%	+5.29%	+4.96%	-0.25%
IIBAX	VOYA INTERMEDIATE BOND FUND	1.43%	+5.27%	+6.06%	-0.11%
HYSAX	PGIM Short Duration High Yield Income Fund	1.00%	+7.50%	+8.02%	+5.38%
PTCIX	PIMCO Long-Term Credit Bond Fund$1M min	1.51%	+4.91%	+7.93%	-1.74%
LSBNX	Loomis Sayles Bond Fund	0.60%	+8.25%	+8.62%	+3.60%
VPVTRDV	PIMCO Total Return Portfolio	0.79%	+6.71%	+6.40%	-0.03%
LHYOX	Lord Abbett High Yield Fund	0.63%	+7.34%	+8.03%	+4.37%
VWEAX	VANGUARD HIGH-YIELD CORPORATE FUND	0.22%	+8.45%	+9.43%	+4.79%
PSTQX	PGIM Short-Term Corporate Bond Fund	0.38%	+6.24%	+6.71%	+2.40%
FBKWX	Fidelity Total Bond Fund	0.75%	+3.99%	+4.27%	+0.57%
ACPSX	Invesco Core Plus Bond Fund	0.79%	+3.33%	+3.97%	-0.10%
LCBPX	Western Asset Corporate Bond Fund	1.19%	+5.99%	+6.78%	-0.02%
PFRIX	PGIM Floating Rate Income Fund	0.80%	+7.48%	+9.03%	+6.96%
MAFRX	Victory Pioneer Multi-Asset Ultrashort Income Fund	0.58%	—	—	—
IGSB	iShares 1-5 Year Investment Grade Corporate Bond ETF	0.04%	+5.84%	+5.44%	+2.21%
BAGSX	Baird Aggregate Bond Fund	0.55%	+5.24%	+5.74%	-0.32%
LAUVX	Lord Abbett Income Fund	0.45%	+4.21%	+5.21%	+1.33%
DCPAX	BNY Mellon Core Plus Fund	1.45%	+6.27%	+6.42%	+0.48%
MRBBX	MFS Total Return Bond Fund	0.60%	+5.35%	+5.64%	-0.40%
OAFIX	Optimum Fixed Income Fund	1.79%	+5.45%	+5.53%	-0.51%
BGHAX	BrandywineGLOBAL - HIGH YIELD FUND	0.89%	+6.64%	+10.53%	—
PGBAX	Diversified Income Fund	1.06%	+6.66%	+7.47%	+4.53%
FIHAX	Federated Hermes Institutional High Yield Bond Fund	0.75%	+7.20%	—	—
NERNX	Loomis Sayles Core Plus Bond Fund	0.39%	+5.79%	+5.96%	+0.19%
MFIWX	MFS Income Fund	0.40%	+6.71%	+7.13%	+1.25%
VUBFX	VANGUARD ULTRA-SHORT-TERM BOND FUND	0.20%	+5.03%	+5.34%	+2.94%
WAPSX	Western Asset Core Plus Bond Fund	0.42%	+5.71%	+5.73%	-1.36%
VFICX	VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND	0.20%	+8.23%	+8.13%	+1.09%
IIBPX	VOYA INTERMEDIATE BOND PORTFOLIO	0.79%	+5.25%	+6.07%	-0.22%
JMTNX	Janus Henderson Multi-Sector Income Fund	0.88%	+9.02%	+9.06%	+3.67%
AHIYX	Invesco High Yield Fund	1.01%	+6.80%	+7.85%	+4.46%
JSDUX	JPMorgan Short Duration Bond Fund	0.28%	+5.14%	+4.80%	+2.32%
FGQMX	Fidelity High Income Fund	1.85%	-7.28%	-25.13%	-31.57%
PLSTX	Aristotle Strategic Income Fund	0.94%	+6.71%	—	—
CRSAX	Credit Suisse Commodity Return Strategy Fund	0.80%	+13.57%	+2.42%	+11.50%
GIBRX	Guggenheim Total Return Bond Fund	0.49%	+6.52%	+7.11%	+0.66%
FDIAX	Fidelity Advisor Limited Term Bond Fund	0.60%	-10.96%	-20.61%	-24.84%
JSDCX	JPMorgan Short Duration Core Plus Fund	0.39%	+5.14%	+4.63%	+1.61%
MXLMX	Empower Multi-Sector Bond Fund	0.90%	+7.36%	+7.14%	+2.23%
VCOBX	VANGUARD CORE BOND FUND	0.10%	+5.80%	+5.84%	-0.01%
TSBBX	Nuveen Core Impact Bond Fund	0.51%	+5.12%	+5.57%	-0.29%
STRKX	Victory Pioneer Strategic Income Fund	0.59%	—	—	—
LGBNX	Loomis Sayles Investment Grade Bond Fund	0.44%	+5.36%	+6.49%	+1.57%
EIBRX	Eaton Vance Income Fund of Boston	0.66%	+7.89%	+9.49%	+5.83%
LWSIX	Western Asset Income Fund	0.94%	+7.35%	+7.98%	+2.45%
PHYBX	Putnam High Yield Fund	1.28%	+10.70%	+1.06%	+2.85%
TSFBX	American Funds Strategic Bond Fund	0.75%	+5.81%	+4.08%	-0.71%
CCHIX	High Yield Fund	0.51%	+5.27%	+8.21%	+4.33%
LUBOX	Lord Abbett Ultra Short Bond Fund	0.24%	+5.33%	+5.48%	+3.17%
GIOSX	Guggenheim Macro Opportunities Fund	0.93%	+7.29%	+9.00%	+4.47%
GGMPX	Goldman Sachs High Yield Fund	0.98%	+7.96%	+9.55%	+4.57%
FZOLX	Fidelity SAI Low Duration Bond Fund	0.20%	+5.04%	+5.18%	—
BCAAX	BrandywineGLOBAL - CORPORATE CREDIT FUND	1.19%	+6.52%	+9.73%	—
MBRRX	MFS Corporate Bond Fund	0.51%	+6.08%	+7.43%	+0.03%
NHFIX	High Yield Fixed Income Fund	0.61%	+8.70%	+10.38%	+5.91%
SDMAX	PGIM Short Duration Multi-Sector Bond Fund	0.62%	+5.92%	+6.50%	+2.71%
USIG	iShares Broad USD Investment Grade Corporate Bond ETF	0.04%	+4.26%	+4.89%	+0.19%
FTAHX	American High Income Trust	0.38%	+8.49%	+10.49%	+7.03%
GDIAX	Goldman Sachs Short Duration Bond Fund	1.11%	+5.90%	+5.76%	+1.95%
JCPPX	JPMorgan Core Plus Bond Fund	1.14%	+3.47%	+3.44%	-0.03%
AFRFX	Invesco Floating Rate ESG Fund	0.72%	+6.67%	+7.92%	+6.47%
ARMGX	Western Asset Ultra-Short Income Fund	1.45%	+4.39%	+4.81%	+2.51%
PIPAX	PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged)	1.57%	+21.78%	+19.50%	+15.68%
IGIB	iShares 5-10 Year Investment Grade Corporate Bond ETF	0.04%	+5.91%	+6.01%	+0.90%
SSTHX	Allspring Short-Term High Income Fund	0.82%	+5.75%	+6.57%	+3.90%
LFROX	Lord Abbett Floating Rate Fund	0.54%	+6.93%	+8.70%	+6.88%
LWHIX	Western Asset Short Duration High Income Fund	0.97%	+7.04%	+8.43%	+5.29%
BUBSX	Baird Ultra Short Bond Fund	0.40%	+4.66%	+5.21%	+3.07%
HYG	iShares iBoxx $ High Yield Corporate Bond ETF	0.49%	+8.21%	+8.86%	+4.39%
ICIRX	Invesco Conservative Income Fund	0.46%	+5.03%	+5.14%	+2.97%
TRZOX	T. Rowe Price Short-Term Bond Fund, Inc.	0.31%	+5.66%	+4.95%	—
TSRSX	Thornburg Strategic Income Fund	0.53%	+6.59%	+7.11%	+3.54%
NRSIX	Neuberger Berman Strategic Income Fund	0.51%	+9.22%	+9.46%	+4.29%
FHRRX	Franklin High Income Fund	0.50%	+9.11%	+10.91%	+7.16%
MHYSX	NYLI MacKay High Yield Corporate Bond Fund	0.56%	+6.61%	+8.80%	+5.29%
TAIBX	PGIM Core Bond Fund	0.96%	+6.47%	+6.40%	+0.02%
CCBFX	Capital Group Central Corporate Bond Fund	—	+3.73%	+4.53%	—
PULS	PGIM Ultra Short Bond ETF	0.15%	+5.27%	+5.70%	+3.62%
TAAQX	Transamerica Short-Term Bond	0.42%	+5.66%	—	—
MCSRX	MFS Commodity Strategy Fund	0.82%	+16.62%	+4.32%	+12.44%

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