PACE Intermediate Fixed Income Investments (PCIFX) belongs to the Intermediate Core Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PCIFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PCIFX
PCIFX charges 0.61% annually. There are 76 mutual funds in the Intermediate Core Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | — | Dec 2007 | PCIFX vs FMBPX | |
| Vanguard Total Bond Market Index Fund Institutiona... | 0.02% | 398.10B | Feb 2010 | PCIFX vs VBMPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | — | Sep 2014 | PCIFX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | — | Dec 2019 | PCIFX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | — | Dec 2019 | PCIFX vs QDVBX |
Best Risk-Adjusted Alternatives to PCIFX
PCIFX has a PortfoliosLab risk / return rank of 25. There are 18 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 65.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard California Intermediate-Term Tax-Exempt F... | 65 | 19.40B | Mar 1994 | PCIFX vs VCAIX | |
| Hartford Schroders Tax-Aware Bond Fund | 64 | — | Oct 2011 | PCIFX vs STWTX | |
| Loomis Sayles Securitized Asset Fund | 64 | — | Mar 2006 | PCIFX vs LSSAX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | 58 | — | Aug 1995 | PCIFX vs PCGTX | |
| Manning & Napier Credit Series | 50 | — | Apr 2020 | PCIFX vs MCDWX |
Top Performing PCIFX Alternatives (YTD)
PCIFX is at -0.35% YTD. There are 30 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 2.13%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 2.13% | — | Aug 1995 | PCIFX vs PCGTX | |
| Loomis Sayles Securitized Asset Fund | 0.81% | — | Mar 2006 | PCIFX vs LSSAX | |
| DFA Diversified Fixed Income Portfolio | 0.66% | — | Aug 2016 | PCIFX vs DFXIX | |
| Manning & Napier Credit Series | 0.57% | — | Apr 2020 | PCIFX vs MCDWX | |
| Fidelity SAI Investment Grade Securitized Fund | 0.15% | — | May 2023 | PCIFX vs FSMOX |
Lowest Volatility Alternatives to PCIFX
PCIFX has 3.67% 1-year volatility. There are 19 mutual funds in the Intermediate Core Bond category with lower 1-year volatility, going as low as 2.36%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard California Intermediate-Term Tax-Exempt F... | 2.36% | 19.40B | Mar 1994 | PCIFX vs VCAIX | |
| Fidelity Education Income Fund | 2.45% | — | Mar 2021 | PCIFX vs FEDUX | |
| Baird Intermediate Bond Fund | 2.49% | — | Sep 2000 | PCIFX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | 2.49% | — | Sep 2000 | PCIFX vs BIMIX | |
| DFA Diversified Fixed Income Portfolio | 2.62% | — | Aug 2016 | PCIFX vs DFXIX |
Lowest Drawdown Alternatives to PCIFX
PCIFX has a 1-year max drawdown of -2.30%. There are 10 mutual funds in the Intermediate Core Bond category with shallower 1-year drawdowns, going as shallow as -1.69%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Diversified Fixed Income Portfolio | -1.69% | — | Aug 2016 | PCIFX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | — | Mar 2021 | PCIFX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | — | Sep 2000 | PCIFX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | -2.08% | — | Sep 2000 | PCIFX vs BIMIX | |
| Fidelity Intermediate Bond Fund | -2.11% | — | May 1975 | PCIFX vs FTHRX |
Other Mutual Funds from UBS
The 10 most viewed UBS mutual funds shown here include EMPTX, QGRPX, DVRUX and span 11 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| UBS Emerging Markets Equity Opportunity Fund | Emerging Markets Equities | 77 | 19.01% | — | May 2018 | PCIFX vs EMPTX | |
| UBS US Quality Growth At Reasonable Price Fund | Quality Factor, Large Cap Growth Equities | 8 | -0.43% | — | Jul 2020 | PCIFX vs QGRPX | |
| UBS US Dividend Ruler Fund | Large Cap Value Equities | 57 | 10.95% | — | Jul 2020 | PCIFX vs DVRUX | |
| UBS Multi Income Bond Fund | Intermediate Core-Plus Bond | 32 | 0.12% | — | Dec 1972 | PCIFX vs UTBPX | |
| PACE Small/Medium Co Value Equity Investments | Small Cap Value Equities | 74 | 19.06% | — | Aug 1995 | PCIFX vs PCSVX | |
| PACE Municipal Fixed Income Investments | Municipal Bonds | 66 | -0.20% | — | Aug 1995 | PCIFX vs PCMNX | |
| UBS U.S. Allocation Fund | Diversified Portfolio | 55 | 6.12% | — | May 1993 | PCIFX vs PWTYX | |
| UBS Global Allocation Fund | Global Allocation | 68 | 6.81% | — | Aug 1992 | PCIFX vs BPGLX | |
| UBS Ultra Short Income Fund | Ultrashort Bond | — | — | — | May 2018 | PCIFX vs USIAX | |
| PACE Alternative Strategies Investments | Multistrategy | 43 | 2.56% | — | Apr 2006 | PCIFX vs PASIX |
Often Compared With PCIFX
Investors most often compare PCIFX with TAIBX, VBIIX, DHRAX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare PCIFX with Any Fund or Stock
Compare PCIFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PCIFX with funds that move differently
PACE Intermediate Fixed Income Investments alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PCIFX.
Explore PCIFX Diversifiers