PIMCO RealPath Blend 2035 Fund (PDGZX) belongs to the Target Retirement Date category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PDGZX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PDGZX
PDGZX charges 0.05% annually. There are 38 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | PDGZX vs PTDIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | PDGZX vs PMTIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | PDGZX vs FCQTX | |
| John Hancock Funds Multi-Index 2045 Lifetime Portf... | 0.01% | — | Nov 2013 | PDGZX vs JRLVX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | PDGZX vs LTFIX |
Best Risk-Adjusted Alternatives to PDGZX
PDGZX has a PortfoliosLab risk / return rank of 75. There are 85 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 89 | — | Dec 2019 | PDGZX vs PADLX | |
| State Street Target Retirement Fund | 88 | — | Sep 2014 | PDGZX vs SSFNX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | PDGZX vs PDAHX | |
| State Street Target Retirement 2025 Fund | 85 | — | Sep 2014 | PDGZX vs SSBRX | |
| Dimensional 2060 Target Date Retirement Income Fun... | 83 | — | Nov 2015 | PDGZX vs DRILX |
Top Performing PDGZX Alternatives (YTD)
PDGZX is at 9.17% YTD. There are 338 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 14.17%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Flex Freedom Blend 2060 Fund | 14.17% | — | Jun 2017 | PDGZX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 14.11% | — | Jun 2019 | PDGZX vs FDFPX | |
| Fidelity Flex Freedom Blend 2055 Fund | 14.07% | — | Jun 2017 | PDGZX vs FQLSX | |
| Fidelity Freedom Blend 2055 Fund Class K6 | 14.04% | — | Aug 2018 | PDGZX vs FHDDX | |
| Fidelity Freedom Blend 2065 Fund Class K6 | 14.03% | — | Jun 2019 | PDGZX vs FFBQX |
Lowest Volatility Alternatives to PDGZX
PDGZX has 8.55% 1-year volatility. There are 272 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.33% | — | Nov 2015 | PDGZX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 3.98% | — | Oct 2009 | PDGZX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.01% | — | Oct 2009 | PDGZX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | 4.14% | — | Aug 2019 | PDGZX vs FRQHX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.15% | — | Aug 2007 | PDGZX vs FRQAX |
Lowest Drawdown Alternatives to PDGZX
PDGZX has a 1-year max drawdown of -7.00%. There are 298 mutual funds in the Target Retirement Date category with shallower 1-year drawdowns, going as shallow as -2.61%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.61% | — | Nov 2015 | PDGZX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | PDGZX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | PDGZX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | PDGZX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K | -3.42% | — | Aug 2019 | PDGZX vs FRKMX |
Other Mutual Funds from PIMCO
The 10 most viewed PIMCO mutual funds shown here include PIMIX, PONAX, PTTRX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| PIMCO Income Fund Institutional Class | Total Bond Market | 45 | 1.00% | — | Mar 2007 | PDGZX vs PIMIX | |
| PIMCO Income Fund Class A | Multisector Bonds | 41 | 0.83% | — | Apr 2007 | PDGZX vs PONAX | |
| PIMCO Total Return Fund Institutional Class | Total Bond Market | 30 | 0.64% | — | — | PDGZX vs PTTRX | |
| PIMCO Corporate & Income Strategy Fund | Multisector Bonds | 3 | -4.37% | — | Dec 2001 | PDGZX vs PCN | |
| PIMCO Income Fund Class I-2 | Total Bond Market | 44 | 0.96% | — | — | PDGZX vs PONPX | |
| PIMCO StocksPLUS Long Duration Fund Class I | Diversified Portfolio | 47 | 10.35% | — | Aug 2007 | PDGZX vs PSLDX | |
| PIMCO Income Strategy Fund II | Multisector Bonds | 6 | -4.15% | — | Oct 2004 | PDGZX vs PFN | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) | Global Bonds | 9 | 0.12% | — | Dec 1992 | PDGZX vs PFORX | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-H... | Foreign Large Cap Equities | 25 | 9.70% | — | Oct 2003 | PDGZX vs PISIX | |
| PIMCO Commodity Real Return Strategy Fund | Commodities | 75 | 26.86% | — | Jun 2002 | PDGZX vs PCRIX |
Often Compared With PDGZX
Investors most often compare PDGZX with PRQZX, RLBGX, VTTHX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare PDGZX with Any Fund or Stock
Compare PDGZX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PDGZX with funds that move differently
PIMCO RealPath Blend 2035 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PDGZX.
Explore PDGZX Diversifiers