PACE Strategic Fixed Income Investments (PCSIX) belongs to the Intermediate Core-Plus Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PCSIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PCSIX
PCSIX charges 0.66% annually. There are 81 mutual funds in the Intermediate Core-Plus Bond category with lower expense ratios, going as low as 0.16%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | — | Aug 2005 | PCSIX vs MCFIX | |
| State Street Income Fund | 0.20% | — | Jan 1980 | PCSIX vs SSASX | |
| TIAA-CREF Core Bond Fund | 0.29% | — | Jul 1999 | PCSIX vs TIBDX | |
| Elfun Income Fund | 0.29% | — | Dec 1984 | PCSIX vs EINFX | |
| Brandes Core Plus Fixed Income Fund | 0.30% | — | Dec 2007 | PCSIX vs BCPIX |
Best Risk-Adjusted Alternatives to PCSIX
PCSIX has a PortfoliosLab risk / return rank of 29. There are 25 mutual funds in the Intermediate Core-Plus Bond category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | 99 | — | Jul 2016 | PCSIX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 96 | — | Jul 2010 | PCSIX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 95 | — | Jul 2010 | PCSIX vs LCTRX | |
| MassMutual Diversified Bond Fund | 86 | — | May 1999 | PCSIX vs MDVAX | |
| GMO Multi-Sector Fixed Income Fund | 83 | — | Apr 1997 | PCSIX vs GUGAX |
Top Performing PCSIX Alternatives (YTD)
PCSIX is at 0.48% YTD. There are 30 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 3.62%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| 1290 Diversified Bond Fund | 3.62% | — | Jul 2015 | PCSIX vs TNUIX | |
| Nuveen Core Plus Impact Fund | 3.14% | — | Apr 2021 | PCSIX vs NPCT | |
| MassMutual Diversified Bond Fund | 2.93% | — | May 1999 | PCSIX vs MDVAX | |
| Putnam Mortgage Securities Fund | 2.68% | — | Feb 1984 | PCSIX vs PGSIX | |
| SEI Tax Exempt Trust Tax-Advantaged Income Fund | 2.56% | — | Sep 2007 | PCSIX vs SEATX |
Lowest Volatility Alternatives to PCSIX
PCSIX has 3.74% 1-year volatility. There are 44 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.14%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AAMA Income Fund | 1.14% | — | Jun 2017 | PCSIX vs AMFIX | |
| Archer Income Fund | 1.81% | — | Mar 2011 | PCSIX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.94% | — | Jul 2010 | PCSIX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | 2.00% | — | Jul 2010 | PCSIX vs LCTIX | |
| Holbrook Income Fund Class I | 2.04% | — | Jul 2016 | PCSIX vs HOBIX |
Lowest Drawdown Alternatives to PCSIX
PCSIX has a 1-year max drawdown of -2.57%. There are 16 mutual funds in the Intermediate Core-Plus Bond category with shallower 1-year drawdowns, going as shallow as -0.51%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.51% | — | Jul 2016 | PCSIX vs HOBIX | |
| AAMA Income Fund | -0.74% | — | Jun 2017 | PCSIX vs AMFIX | |
| GMO Multi-Sector Fixed Income Fund | -1.00% | — | Apr 1997 | PCSIX vs GUGAX | |
| Leader Capital High Quality Income Fund Institutio... | -1.17% | — | Jul 2010 | PCSIX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | — | Jul 2010 | PCSIX vs LCTRX |
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 | |
|---|---|---|---|---|---|---|---|
| UBS Emerging Markets Equity Opportunity Fund | Emerging Markets Diversified | 86 | 23.76% | — | May 2018 | PCSIX vs EMPTX | |
| UBS US Quality Growth At Reasonable Price Fund | Large Cap Growth Equities | 10 | 2.46% | — | Jul 2020 | PCSIX vs QGRPX | |
| UBS Multi Income Bond Fund | Intermediate Core-Plus Bond | 39 | 1.29% | — | Dec 1972 | PCSIX vs UTBPX | |
| PACE Small/Medium Co Value Equity Investments | Small Cap Value Equities | 47 | 17.39% | — | Aug 1995 | PCSIX vs PCSVX | |
| UBS US Dividend Ruler Fund | Large Cap Value Equities | 48 | 10.78% | — | Jul 2020 | PCSIX vs DVRUX | |
| UBS U.S. Allocation Fund | Diversified Portfolio | 59 | 7.57% | — | May 1993 | PCSIX vs PWTYX | |
| PACE Municipal Fixed Income Investments | Municipal Bonds | 75 | 1.28% | — | Aug 1995 | PCSIX vs PCMNX | |
| UBS Ultra Short Income Fund | Ultrashort Bond | — | — | — | May 2018 | PCSIX vs USIAX | |
| UBS Global Allocation Fund | Global Allocation | 69 | 7.99% | — | Aug 1992 | PCSIX vs BPGLX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | Intermediate Core Bond | 55 | 2.72% | — | Aug 1995 | PCSIX vs PCGTX |
Often Compared With PCSIX
Investors most often compare PCSIX with ASML, BNUEX, PCLCX. These 16 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare PCSIX with Any Fund or Stock
Compare PCSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PCSIX with funds that move differently
PACE Strategic Fixed Income Investments alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PCSIX.
Explore PCSIX Diversifiers