PIMCO RealPath Blend 2030 Fund (PBPNX) belongs to the Target Retirement Date category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PBPNX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PBPNX
PBPNX charges 0.04% annually. There are 24 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | PBPNX vs PLTZX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | PBPNX vs LTFIX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | PBPNX vs LTRIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | PBPNX vs PMTIX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | PBPNX vs LTIUX |
Best Risk-Adjusted Alternatives to PBPNX
PBPNX has a PortfoliosLab risk / return rank of 71. There are 178 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 89 | — | Dec 2019 | PBPNX vs PADLX | |
| State Street Target Retirement Fund | 87 | — | Sep 2014 | PBPNX vs SSFNX | |
| Prudential Day One Income Fund | 86 | — | Dec 2016 | PBPNX vs PDAHX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | PBPNX vs FRAMX | |
| Dimensional Retirement Income Fund | 85 | — | Nov 2015 | PBPNX vs TDIFX |
Top Performing PBPNX Alternatives (YTD)
PBPNX is at 7.00% YTD. There are 439 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 1,644,791.35%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | PBPNX vs FRAMX | |
| Fidelity Freedom 2060 Fund Class K6 | 13.86% | — | Aug 2014 | PBPNX vs FVTKX | |
| Fidelity Flex Freedom Blend 2060 Fund | 13.84% | — | Jun 2017 | PBPNX vs FWLSX | |
| Fidelity Freedom 2055 Fund Class K6 | 13.83% | — | Jun 2011 | PBPNX vs FCTKX | |
| Fidelity Freedom 2065 Fund Class K6 | 13.82% | — | Jun 2019 | PBPNX vs FFSZX |
Lowest Volatility Alternatives to PBPNX
PBPNX has 8.10% 1-year volatility. There are 202 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.51%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.51% | — | Nov 2015 | PBPNX vs TDIFX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | PBPNX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | PBPNX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.33% | — | Aug 2007 | PBPNX vs FRQAX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.38% | — | Oct 2009 | PBPNX vs FIKFX |
Lowest Drawdown Alternatives to PBPNX
PBPNX has a 1-year max drawdown of -6.35%. There are 220 mutual funds in the Target Retirement Date category with shallower 1-year drawdowns, going as shallow as -2.61%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.61% | — | Nov 2015 | PBPNX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | PBPNX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | PBPNX vs FFGZX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | -3.43% | — | Aug 2007 | PBPNX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | -3.44% | — | Aug 2007 | PBPNX vs FRIMX |
Other Mutual Funds from PIMCO
The 10 most viewed PIMCO mutual funds shown here include PIMIX, PTY, PONAX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| PIMCO Income Fund Institutional Class | Multisector Bonds | 59 | 0.98% | — | Mar 2007 | PBPNX vs PIMIX | |
| PIMCO Corporate & Income Opportunity Fund | Corporate Bonds | 2 | -1.50% | — | Dec 2002 | PBPNX vs PTY | |
| PIMCO Income Fund Class A | Multisector Bonds | 53 | 0.78% | — | Apr 2007 | PBPNX vs PONAX | |
| PIMCO Total Return Fund Institutional Class | Intermediate Core-Plus Bond | 36 | 0.47% | — | May 1987 | PBPNX vs PTTRX | |
| PIMCO Corporate & Income Strategy Fund | Multisector Bonds | 8 | -1.68% | — | Dec 2001 | PBPNX vs PCN | |
| PIMCO Income Fund Class I-2 | Multisector Bonds | 57 | 0.93% | — | Apr 2008 | PBPNX vs PONPX | |
| PIMCO StocksPLUS Long Duration Fund Class I | Diversified Portfolio | 40 | 8.23% | — | Aug 2007 | PBPNX vs PSLDX | |
| PIMCO Income Strategy Fund II | Multisector Bonds | 16 | 2.44% | — | Oct 2004 | PBPNX vs PFN | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) | Global Bonds | 11 | -0.06% | — | Dec 1992 | PBPNX vs PFORX | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-H... | Foreign Large Cap Equities | 44 | 13.06% | — | Oct 2003 | PBPNX vs PISIX |
Often Compared With PBPNX
Investors most often compare PBPNX with FHATX, PMJIX, FTLSX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare PBPNX with Any Fund or Stock
Compare PBPNX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PBPNX with funds that move differently
PIMCO RealPath Blend 2030 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PBPNX.
Explore PBPNX Diversifiers