PIMCO RealPath Blend Income Fund (PBRNX) 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 PBRNX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PBRNX
PBRNX charges 0.03% annually. There are 17 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| John Hancock Funds Multi-Index 2055 Lifetime Portf... | 0.01% | — | Mar 2014 | PBRNX vs JLKYX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | PBRNX vs PMTIX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | PBRNX vs PPLIX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | PBRNX vs PTDIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | PBRNX vs FCQTX |
Best Risk-Adjusted Alternatives to PBRNX
PBRNX has a PortfoliosLab risk / return rank of 62. There are 429 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 87.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Target Retirement Fund | 87 | — | Sep 2014 | PBRNX vs SSFNX | |
| USAA Target Retirement 2040 Fund | 86 | — | Jul 2008 | PBRNX vs URFRX | |
| USAA Target Retirement 2050 Fund | 86 | — | Jul 2008 | PBRNX vs URFFX | |
| USAA Target Retirement Income Fund | 86 | — | Jul 2008 | PBRNX vs URINX | |
| State Street Target Retirement 2025 Fund | 86 | — | Sep 2014 | PBRNX vs SSBRX |
Top Performing PBRNX Alternatives (YTD)
PBRNX is at 5.57% YTD. There are 523 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 14.49%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| USAA Target Retirement 2060 Fund | 14.49% | — | Jul 2013 | PBRNX vs URSIX | |
| Fidelity Flex Freedom Blend 2060 Fund | 14.31% | — | Jun 2017 | PBRNX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 14.25% | — | Jun 2019 | PBRNX vs FDFPX | |
| Fidelity Freedom 2065 Fund Class K6 | 14.22% | — | Jun 2019 | PBRNX vs FFSZX | |
| Fidelity Freedom 2060 Fund Class K6 | 14.22% | — | Aug 2014 | PBRNX vs FVTKX |
Lowest Volatility Alternatives to PBRNX
PBRNX has 7.11% 1-year volatility. There are 141 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.50%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.50% | — | Nov 2015 | PBRNX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.45% | — | Oct 2009 | PBRNX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.47% | — | Oct 2009 | PBRNX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.51% | — | Nov 2015 | PBRNX vs DRIQX | |
| MFS Lifetime Income Fund | 4.52% | — | Sep 2005 | PBRNX vs MLLIX |
Lowest Drawdown Alternatives to PBRNX
PBRNX has a 1-year max drawdown of -5.66%. There are 173 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 | PBRNX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | PBRNX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | PBRNX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | PBRNX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | PBRNX vs PRMYX |
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 | 30 | 0.32% | — | Mar 2007 | PBRNX vs PIMIX | |
| PIMCO Corporate & Income Opportunity Fund | Corporate Bonds | 1 | -2.49% | — | Dec 2002 | PBRNX vs PTY | |
| PIMCO Income Fund Class A | Multisector Bonds | 27 | 0.12% | — | Apr 2007 | PBRNX vs PONAX | |
| PIMCO Total Return Fund Institutional Class | Intermediate Core-Plus Bond | 17 | -0.45% | — | May 1987 | PBRNX vs PTTRX | |
| PIMCO Corporate & Income Strategy Fund | Multisector Bonds | 6 | -2.43% | — | Dec 2001 | PBRNX vs PCN | |
| PIMCO Income Fund Class I-2 | Multisector Bonds | 29 | 0.27% | — | Apr 2008 | PBRNX vs PONPX | |
| PIMCO StocksPLUS Long Duration Fund Class I | Diversified Portfolio | 30 | 6.57% | — | Aug 2007 | PBRNX vs PSLDX | |
| PIMCO Income Strategy Fund II | Multisector Bonds | 11 | 1.15% | — | Oct 2004 | PBRNX vs PFN | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) | Global Bonds | 8 | -0.37% | — | Dec 1992 | PBRNX vs PFORX | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-H... | Foreign Large Cap Equities | 51 | 13.71% | — | Oct 2003 | PBRNX vs PISIX |
Often Compared With PBRNX
Investors most often compare PBRNX with TBLAX, TRRAX, SCHD. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare PBRNX with Any Fund or Stock
Compare PBRNX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PBRNX with funds that move differently
PIMCO RealPath Blend Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PBRNX.
Explore PBRNX Diversifiers