PGIM Total Return Bond Fund Class Z (PDBZX) 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 PDBZX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PDBZX
PDBZX charges 0.49% annually. There are 44 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 | PDBZX vs MCFIX | |
| State Street Income Fund | 0.20% | — | Jan 1980 | PDBZX vs SSASX | |
| TIAA-CREF Core Bond Fund | 0.29% | — | Jul 1999 | PDBZX vs TIBDX | |
| Elfun Income Fund | 0.29% | — | Dec 1984 | PDBZX vs EINFX | |
| Brandes Core Plus Fixed Income Fund | 0.30% | — | Dec 2007 | PDBZX vs BCPIX |
Best Risk-Adjusted Alternatives to PDBZX
PDBZX has a PortfoliosLab risk / return rank of 23. There are 60 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 | PDBZX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 96 | — | Jul 2010 | PDBZX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 95 | — | Jul 2010 | PDBZX vs LCTRX | |
| MassMutual Diversified Bond Fund | 86 | — | May 1999 | PDBZX vs MDVAX | |
| GMO Multi-Sector Fixed Income Fund | 83 | — | Apr 1997 | PDBZX vs GUGAX |
Top Performing PDBZX Alternatives (YTD)
PDBZX is at 0.34% YTD. There are 39 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 | PDBZX vs TNUIX | |
| Nuveen Core Plus Impact Fund | 3.14% | — | Apr 2021 | PDBZX vs NPCT | |
| MassMutual Diversified Bond Fund | 2.93% | — | May 1999 | PDBZX vs MDVAX | |
| Putnam Mortgage Securities Fund | 2.68% | — | Feb 1984 | PDBZX vs PGSIX | |
| SEI Tax Exempt Trust Tax-Advantaged Income Fund | 2.56% | — | Sep 2007 | PDBZX vs SEATX |
Lowest Volatility Alternatives to PDBZX
PDBZX has 4.24% 1-year volatility. There are 113 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 | PDBZX vs AMFIX | |
| Archer Income Fund | 1.81% | — | Mar 2011 | PDBZX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.94% | — | Jul 2010 | PDBZX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | 2.00% | — | Jul 2010 | PDBZX vs LCTIX | |
| Holbrook Income Fund Class I | 2.04% | — | Jul 2016 | PDBZX vs HOBIX |
Lowest Drawdown Alternatives to PDBZX
PDBZX has a 1-year max drawdown of -3.00%. There are 72 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 | PDBZX vs HOBIX | |
| AAMA Income Fund | -0.74% | — | Jun 2017 | PDBZX vs AMFIX | |
| GMO Multi-Sector Fixed Income Fund | -1.00% | — | Apr 1997 | PDBZX vs GUGAX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | — | Jul 2010 | PDBZX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | -1.17% | — | Jul 2010 | PDBZX vs LCTIX |
Other Mutual Funds from PGIM
The 10 most viewed PGIM mutual funds shown here include PJFAX, PHYQX, PTRQX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| PGIM Jennison Growth Fund | Large Cap Growth Equities | 13 | 6.84% | — | Nov 1995 | PDBZX vs PJFAX | |
| PGIM High Yield Fund Class R6 | High Yield Bonds | 71 | 2.01% | — | Oct 2011 | PDBZX vs PHYQX | |
| PGIM Total Return Bond R6 | Intermediate Core-Plus Bond | 24 | 0.31% | — | Dec 2010 | PDBZX vs PTRQX | |
| PGIM Short Duration Multi-Sector Bond Fund | Short-Term Bond | 58 | 1.18% | — | Dec 2013 | PDBZX vs SDMZX | |
| PGIM Floating Rate Income Fund | Bank Loan | 96 | 2.82% | — | Mar 2011 | PDBZX vs FRFZX | |
| PGIM 60/40 Allocation Fund | Diversified Portfolio | 78 | 7.60% | — | Sep 2017 | PDBZX vs PALDX | |
| PGIM High Yield Fund | High Yield Bonds | 67 | 1.83% | — | Jan 1990 | PDBZX vs PBHAX | |
| PGIM Short Duration High Yield Income Fund | High Yield Bonds | 69 | 1.66% | — | Oct 2012 | PDBZX vs HYSZX | |
| PGIM Jennison International Opportunities Fund | Foreign Large Cap Equities | 8 | 9.47% | — | Jun 2012 | PDBZX vs PWJZX | |
| PGIM Jennison Small Company Fund | Small Cap Growth Equities | 58 | 15.89% | — | Jan 1990 | PDBZX vs PGOAX |
Often Compared With PDBZX
Investors most often compare PDBZX with BND, FRIAX, SRBFX. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare PDBZX with Any Fund or Stock
Compare PDBZX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PDBZX with funds that move differently
PGIM Total Return Bond Fund Class Z alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PDBZX.
Explore PDBZX Diversifiers