Principal Diversified Real Asset Fund (PDRDX) Alternatives
Principal Diversified Real Asset Fund (PDRDX) belongs to the Global Allocation category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PDRDX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to PDRDX
PDRDX charges 0.83% annually. Among mutual funds in the Global Allocation category, these options have the lowest expense ratios among PDRDX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| GMO Implementation Fund | 0.02% | Feb 29, 2012 | PDRDX vs GIMFX | |
| Goldman Sachs Growth Strategy Portfolio | 0.19% | Jan 1, 1998 | PDRDX vs GGSIX | |
| Voya Global Perspectives Portfolio | 0.20% | Apr 30, 2013 | PDRDX vs IPIRX | |
| MH Elite Select Portfolio of Funds Fund | 0.21% | Apr 5, 2006 | PDRDX vs MHESX | |
| Janus Henderson Global Allocation Fund - Moderate | 0.25% | Dec 29, 2005 | PDRDX vs JNSMX |
Best Risk-Adjusted Alternatives to PDRDX
Among mutual funds in the Global Allocation category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Thornburg Investment Income Builder Fund | 98 | Dec 23, 2002 | PDRDX vs TIBAX | |
| Hartford Real Asset Fund | 97 | May 27, 2010 | PDRDX vs HRLYX | |
| GMO Benchmark-Free Fund | 97 | Jun 14, 2011 | PDRDX vs GBFFX | |
| GMO Benchmark-Free Allocation Fund | 96 | Jul 22, 2003 | PDRDX vs GBMFX | |
| GMO Implementation Fund | 96 | Feb 29, 2012 | PDRDX vs GIMFX |
Top Performing PDRDX Alternatives (YTD)
PDRDX alternatives from the Global Allocation category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Allspring Absolute Return Fund | 14.79% | Feb 29, 2012 | PDRDX vs WARAX | |
| Hartford Real Asset Fund | 10.68% | May 27, 2010 | PDRDX vs HRLYX | |
| Wilmington Real Asset Fund | 10.27% | Jun 30, 2003 | PDRDX vs WMRIX | |
| Cohen & Steers Real Assets Fund Inc | 10.26% | Jan 30, 2012 | PDRDX vs RAPZX | |
| DWS RREEF Real Assets Fund | 8.70% | Jul 29, 2007 | PDRDX vs AAAZX |
Lowest Volatility Alternatives to PDRDX
PDRDX alternatives from the Global Allocation category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| PFG BNY Mellon Diversifier Strategy Fund | 4.95% | Dec 10, 2017 | PDRDX vs PFADX | |
| LoCorr Macro Strategies Fund Class I | 5.78% | Mar 24, 2011 | PDRDX vs LFMIX | |
| MH Elite Income Fund of Funds | 6.46% | Aug 14, 2011 | PDRDX vs MHEIX | |
| Principal Diversified Select Real Asset Fund | 6.83% | Jul 2, 2019 | PDRDX vs PDSYX | |
| Nuveen Real Asset Income Fund | 6.94% | Sep 12, 2011 | PDRDX vs NRIIX |
Lowest Drawdown Alternatives to PDRDX
PDRDX alternatives from the Global Allocation category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| LoCorr Macro Strategies Fund Class I | -3.08% | Mar 24, 2011 | PDRDX vs LFMIX | |
| PFG BNY Mellon Diversifier Strategy Fund | -4.21% | Dec 10, 2017 | PDRDX vs PFADX | |
| MH Elite Income Fund of Funds | -4.54% | Aug 14, 2011 | PDRDX vs MHEIX | |
| Allspring Absolute Return Fund | -5.06% | Feb 29, 2012 | PDRDX vs WARAX | |
| Principal Diversified Select Real Asset Fund | -5.32% | Jul 2, 2019 | PDRDX vs PDSYX |
Other Mutual Funds from Principal
Most popular Principal mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Principal MidCap Fund Institutional Class | Mid Cap Growth Equities | 1 | -12.96% | Dec 6, 2000 | PDRDX vs PCBIX | |
| Principal LargeCap Growth Fund I | Large Cap Growth Equities | 8 | -14.91% | Dec 6, 2000 | PDRDX vs PLGIX | |
| Principal Capital Appreciation Fund | Large Cap Blend Equities | 36 | -6.68% | Nov 24, 1986 | PDRDX vs CMNWX | |
| Principal Blue Chip Fund | Large Cap Growth Equities | 3 | -15.72% | Jun 14, 2012 | PDRDX vs PBCKX | |
| Principal Global Multi-Strategy Fund | Multistrategy | 94 | 0.60% | Oct 23, 2011 | PDRDX vs PSMIX | |
| Principal SAM Strategic Growth Portfolio | Diversified Portfolio | 45 | -3.93% | Jul 24, 1996 | PDRDX vs SACAX | |
| Principal Small-MidCap Dividend Income Fund | Mid Cap Value Equities | 32 | 1.44% | Jun 6, 2011 | PDRDX vs PMDIX | |
| Principal Equity Income Fund | Large Cap Value Equities | 54 | -0.22% | May 31, 1939 | PDRDX vs PQIAX | |
| Principal LifeTime Hybrid 2055 Fund | Target Retirement Date | 57 | -4.53% | Sep 29, 2014 | PDRDX vs PLTNX | |
| Principal Global Real Estate Securities Fund | REIT | 15 | -0.73% | Sep 30, 2007 | PDRDX vs POSIX |
Often Compared With PDRDX
What investors most often compare with PDRDX, based on PortfoliosLab usage data.
Compare PDRDX with Any Fund or Stock
Compare PDRDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.