PCIFX Alternatives & Similar Mutual Funds

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 74 mutual funds in the Intermediate Core Bond category with lower expense ratios, going as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
FMBPX	Federated Hermes Mortgage Strategy Portfolio	0.02%	—	Dec 2007	PCIFX vs FMBPX
SSAFX	State Street Aggregate Bond Index Portfolio	0.02%	—	Sep 2014	PCIFX vs SSAFX
QDIBX	Fisher Investments Institutional Group Fixed Incom...	0.03%	—	Dec 2019	PCIFX vs QDIBX
QDVBX	Fisher Investments Institutional Group ESG Fixed I...	0.04%	—	Dec 2019	PCIFX vs QDVBX
WFBIX	iShares U.S. Aggregate Bond Index Fund	0.05%	—	Jul 1993	PCIFX vs WFBIX

Best Risk-Adjusted Alternatives to PCIFX

PCIFX has a PortfoliosLab risk / return rank of 37. There are 5 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 64.

Symbol	Name	Risk / Return Rank	AUM	Inception
LSSAX	Loomis Sayles Securitized Asset Fund	64	—	Mar 2006	PCIFX vs LSSAX
PCGTX	PACE Mortgage-Backed Securities Fixed Income Inves...	54	—	Aug 1995	PCIFX vs PCGTX
STWTX	Hartford Schroders Tax-Aware Bond Fund	53	—	Oct 2011	PCIFX vs STWTX
MCDWX	Manning & Napier Credit Series	44	—	Apr 2020	PCIFX vs MCDWX
DFXIX	DFA Diversified Fixed Income Portfolio	39	—	Aug 2016	PCIFX vs DFXIX

Top Performing PCIFX Alternatives (YTD)

PCIFX is at 0.94% YTD. There are 5 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 3.21%.

Symbol	Name	YTD Return	AUM	Inception
PCGTX	PACE Mortgage-Backed Securities Fixed Income Inves...	3.21%	—	Aug 1995	PCIFX vs PCGTX
DUTMX	Dupree Taxable Municipal Bond Fund	1.56%	—	Nov 2010	PCIFX vs DUTMX
LSSAX	Loomis Sayles Securitized Asset Fund	1.49%	—	Mar 2006	PCIFX vs LSSAX
STWTX	Hartford Schroders Tax-Aware Bond Fund	1.28%	—	Oct 2011	PCIFX vs STWTX
MCBDX	MassMutual Core Bond Fund	0.96%	—	Sep 1994	PCIFX vs MCBDX

Lowest Volatility Alternatives to PCIFX

PCIFX has 3.77% 1-year volatility. There are 29 mutual funds in the Intermediate Core Bond category with lower 1-year volatility, going as low as 2.49%.

Symbol	Name	Volatility 1Y	AUM	Inception
BIMIX	Baird Intermediate Bond Fund Class Institutional	2.49%	—	Sep 2000	PCIFX vs BIMIX
BIMSX	Baird Intermediate Bond Fund	2.50%	—	Sep 2000	PCIFX vs BIMSX
FEDUX	Fidelity Education Income Fund	2.50%	—	Mar 2021	PCIFX vs FEDUX
DFXIX	DFA Diversified Fixed Income Portfolio	2.59%	—	Aug 2016	PCIFX vs DFXIX
JIBEX	Johnson Institutional Intermediate Bond Fund	2.74%	—	Aug 2000	PCIFX vs JIBEX

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
DFXIX	DFA Diversified Fixed Income Portfolio	-1.69%	—	Aug 2016	PCIFX vs DFXIX
FEDUX	Fidelity Education Income Fund	-1.72%	—	Mar 2021	PCIFX vs FEDUX
BIMSX	Baird Intermediate Bond Fund	-1.87%	—	Sep 2000	PCIFX vs BIMSX
BIMIX	Baird Intermediate Bond Fund Class Institutional	-2.07%	—	Sep 2000	PCIFX vs BIMIX
FTHRX	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, UTBPX and span 10 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
EMPTX	UBS Emerging Markets Equity Opportunity Fund	Emerging Markets Diversified	92	30.13%	—	May 2018	PCIFX vs EMPTX
QGRPX	UBS US Quality Growth At Reasonable Price Fund	Large Cap Growth Equities	12	1.12%	—	Jul 2020	PCIFX vs QGRPX
UTBPX	UBS Multi Income Bond Fund	Intermediate Core-Plus Bond	43	1.61%	—	Dec 1972	PCIFX vs UTBPX
DVRUX	UBS US Dividend Ruler Fund	Large Cap Value Equities	56	10.25%	—	Jul 2020	PCIFX vs DVRUX
PCMNX	PACE Municipal Fixed Income Investments	Municipal Bonds	74	1.44%	—	Aug 1995	PCIFX vs PCMNX
PWTYX	UBS U.S. Allocation Fund	Diversified Portfolio	65	7.59%	—	May 1993	PCIFX vs PWTYX
PASIX	PACE Alternative Strategies Investments	Multistrategy	49	3.74%	—	Apr 2006	PCIFX vs PASIX
BPGLX	UBS Global Allocation Fund	Global Allocation	71	8.35%	—	Aug 1992	PCIFX vs BPGLX
USIAX	UBS Ultra Short Income Fund	Ultrashort Bond	—	—	—	May 2018	PCIFX vs USIAX
PCSVX	PACE Small/Medium Co Value Equity Investments	Small Cap Value Equities	55	15.72%	—	Aug 1995	PCIFX vs PCSVX

Often Compared With PCIFX

Investors most often compare PCIFX with TAIBX, DHRAX, OWFIX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
TAIBX	PGIM Core Bond Fund	Intermediate Core Bond	21	0.47%	—	Jan 1993	PCIFX vs TAIBX
DHRAX	Diamond Hill Core Bond Fund	Intermediate Core Bond	23	0.70%	—	Jul 2016	PCIFX vs DHRAX
OWFIX	Old Westbury Fixed Income Fund	Intermediate Core Bond	21	-0.01%	—	Mar 1998	PCIFX vs OWFIX
BFMCX	BlackRock Core Bond Portfolio	Intermediate Core Bond	19	0.31%	—	Dec 1992	PCIFX vs BFMCX
MBOAX	Madison Core Bond Fund	Intermediate Core Bond	21	0.34%	—	Dec 1997	PCIFX vs MBOAX
VBIIX	Vanguard Intermediate-Term Bond Index Fund	Intermediate Core Bond	15	-0.28%	—	Mar 1994	PCIFX vs VBIIX
FTRBX	Federated Hermes Total Return Bond Fund Institutio...	Intermediate Core Bond	24	0.04%	—	Oct 1996	PCIFX vs FTRBX
GSFIX	Goldman Sachs Core Fixed Income Fund	Intermediate Core Bond	25	0.30%	—	Jan 1994	PCIFX vs GSFIX
SBI	Western Asset Intermediate Muni Fund Inc.	Intermediate Core Bond	51	5.27%	—	—	PCIFX vs SBI
CCIF	Carlyle Credit Income Fund	Intermediate Core Bond	0	-32.29%	—	Dec 2011	PCIFX vs CCIF
OPIGX	Invesco Core Bond Fund	Intermediate Core Bond	12	-0.39%	—	Apr 1988	PCIFX vs OPIGX
ABNFX	American Funds The Bond Fund of America® Class F-2	Intermediate Core Bond	19	0.10%	—	Aug 2008	PCIFX vs ABNFX
DBIRX	BNY Mellon Bond Market Index Fund	Intermediate Core Bond	19	0.25%	—	Nov 1993	PCIFX vs DBIRX
JIBFX	Johnson Institutional Core Bond Fund	Intermediate Core Bond	21	0.47%	—	Aug 2000	PCIFX vs JIBFX
USGDX	Morgan Stanley U.S. Government Securities Trust	Intermediate Core Bond	10	-1.64%	—	Jul 1997	PCIFX vs USGDX
SSFDX	State Street Aggregate Bond Index Fund	Intermediate Core Bond	24	0.62%	—	Sep 2014	PCIFX vs SSFDX
PMBIX	PIMCO Total Return II Fund	Intermediate Core Bond	19	0.06%	—	Dec 1991	PCIFX vs PMBIX
PQCNX	PGIM Core Conservative Bond Fund	Intermediate Core Bond	21	0.48%	—	Nov 2016	PCIFX vs PQCNX
SCCIX	Carillon Reams Core Bond Fund	Intermediate Core Bond	24	0.78%	—	Feb 2001	PCIFX vs SCCIX
ABNDX	American Funds The Bond Fund of America	Intermediate Core Bond	17	0.01%	—	May 1974	PCIFX vs ABNDX

Compare PCIFX with Any Fund or Stock

Compare PCIFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Diversifiers

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

PACE Intermediate Fixed Income Investments (PCIFX) Alternatives