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 83 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 | |
| Baird Core Plus Bond Fund | 0.30% | — | Sep 2000 | PCSIX vs BCOIX |
Best Risk-Adjusted Alternatives to PCSIX
PCSIX has a PortfoliosLab risk / return rank of 24. There are 45 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... | 92 | — | Jul 2010 | PCSIX vs LCTIX | |
| GMO Multi-Sector Fixed Income Fund | 90 | — | Apr 1997 | PCSIX vs GUGAX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 89 | — | Jul 2010 | PCSIX vs LCTRX | |
| MassMutual Diversified Bond Fund | 86 | — | May 1999 | PCSIX vs MDVAX |
Top Performing PCSIX Alternatives (YTD)
PCSIX is at -0.46% YTD. There are 60 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 3.01%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| 1290 Diversified Bond Fund | 3.01% | — | Jul 2015 | PCSIX vs TNUIX | |
| Holbrook Income Fund Class I | 2.33% | — | Jul 2016 | PCSIX vs HOBIX | |
| MassMutual Diversified Bond Fund | 2.33% | — | May 1999 | PCSIX vs MDVAX | |
| Putnam Mortgage Securities Fund | 2.29% | — | Feb 1984 | PCSIX vs PGSIX | |
| Nuveen Core Plus Impact Fund | 1.77% | — | Apr 2021 | PCSIX vs NPCT |
Lowest Volatility Alternatives to PCSIX
PCSIX has 3.67% 1-year volatility. There are 35 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.17%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AAMA Income Fund | 1.17% | — | Jun 2017 | PCSIX vs AMFIX | |
| Archer Income Fund | 1.82% | — | Mar 2011 | PCSIX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 2.04% | — | Jul 2010 | PCSIX vs LCTRX | |
| Holbrook Income Fund Class I | 2.05% | — | Jul 2016 | PCSIX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 2.10% | — | Jul 2010 | PCSIX vs LCTIX |
Lowest Drawdown Alternatives to PCSIX
PCSIX has a 1-year max drawdown of -2.57%. There are 18 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 Floating Rate Fund Inv... | -1.17% | — | Jul 2010 | PCSIX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | -1.17% | — | Jul 2010 | PCSIX vs LCTIX |
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 | PCSIX vs EMPTX | |
| UBS US Quality Growth At Reasonable Price Fund | Quality Factor, Large Cap Growth Equities | 8 | -0.43% | — | Jul 2020 | PCSIX vs QGRPX | |
| UBS US Dividend Ruler Fund | Large Cap Value Equities | 57 | 10.95% | — | Jul 2020 | PCSIX vs DVRUX | |
| UBS Multi Income Bond Fund | Intermediate Core-Plus Bond | 32 | 0.12% | — | Dec 1972 | PCSIX vs UTBPX | |
| PACE Small/Medium Co Value Equity Investments | Small Cap Value Equities | 74 | 19.06% | — | Aug 1995 | PCSIX vs PCSVX | |
| PACE Municipal Fixed Income Investments | Municipal Bonds | 66 | -0.20% | — | Aug 1995 | PCSIX vs PCMNX | |
| UBS U.S. Allocation Fund | Diversified Portfolio | 55 | 6.12% | — | May 1993 | PCSIX vs PWTYX | |
| UBS Global Allocation Fund | Global Allocation | 68 | 6.81% | — | Aug 1992 | PCSIX vs BPGLX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | Intermediate Core Bond | 58 | 2.13% | — | Aug 1995 | PCSIX vs PCGTX | |
| PACE Alternative Strategies Investments | Multistrategy | 43 | 2.56% | — | Apr 2006 | PCSIX vs PASIX |
Often Compared With PCSIX
Investors most often compare PCSIX with ASML, BNUEX, PCEMX. These 17 comparison targets span 9 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