Principal Diversified Select Real Asset Fund (PDSYX) 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 PDSYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PDSYX
PDSYX charges 1.20% annually. There are 59 mutual funds in the Global Allocation category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Implementation Fund | 0.02% | — | Feb 2012 | PDSYX vs GIMFX | |
| Goldman Sachs Growth Strategy Portfolio | 0.19% | — | Jan 1998 | PDSYX vs GGSIX | |
| Voya Global Perspectives Portfolio | 0.20% | — | Apr 2013 | PDSYX vs IPIRX | |
| MH Elite Select Portfolio of Funds Fund | 0.21% | — | Apr 2006 | PDSYX vs MHESX | |
| Janus Henderson Global Allocation Fund - Moderate | 0.25% | — | Dec 2005 | PDSYX vs JNSMX |
Best Risk-Adjusted Alternatives to PDSYX
PDSYX has a PortfoliosLab risk / return rank of 95. There are 2 mutual funds in the Global Allocation category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Thornburg Investment Income Builder Fund | 97 | — | Dec 2002 | PDSYX vs TIBAX | |
| GMO Benchmark-Free Fund | 95 | — | Jun 2011 | PDSYX vs GBFFX | |
| GMO Implementation Fund | 94 | — | Feb 2012 | PDSYX vs GIMFX | |
| GMO Benchmark-Free Allocation Fund | 94 | — | Jul 2003 | PDSYX vs GBMFX | |
| PIMCO Global Core Asset Allocation Fund | 93 | — | Oct 2008 | PDSYX vs PGAIX |
Top Performing PDSYX Alternatives (YTD)
PDSYX is at 4.93% YTD. There are 72 mutual funds in the Global Allocation category with higher YTD returns, going as high as 22.73%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Calamos Global Dynamic Income Fund | 22.73% | — | Jun 2007 | PDSYX vs CHW | |
| Calamos Global Total Return Fund | 21.26% | — | Oct 2005 | PDSYX vs CGO | |
| Calamos Global Opportunities Fund | 16.09% | — | Sep 1996 | PDSYX vs CVLOX | |
| Thornburg Investment Income Builder Fund | 16.05% | — | Dec 2002 | PDSYX vs TIBAX | |
| Leuthold Global Fund | 13.98% | — | Apr 2008 | PDSYX vs GLBIX |
Lowest Volatility Alternatives to PDSYX
PDSYX has 3.03% 1-year volatility. No mutual funds in the Global Allocation category have lower 1-year volatility; the lowest-volatility alternatives shown here go as low as 4.43%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| PFG BNY Mellon Diversifier Strategy Fund | 4.43% | — | Dec 2017 | PDSYX vs PFADX | |
| LoCorr Macro Strategies Fund Class I | 5.68% | — | Mar 2011 | PDSYX vs LFMIX | |
| Nuveen Real Asset Income Fund | 5.88% | — | Sep 2011 | PDSYX vs NRIIX | |
| Pioneer Multi-Asset Income Fund | 5.93% | — | Dec 2011 | PDSYX vs PMFYX | |
| MH Elite Income Fund of Funds | 6.23% | — | Aug 2011 | PDSYX vs MHEIX |
Lowest Drawdown Alternatives to PDSYX
PDSYX has a 1-year max drawdown of -1.98%. No mutual funds in the Global Allocation category have shallower 1-year drawdowns; the lowest-drawdown alternatives shown here go as shallow as -2.60%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| LoCorr Macro Strategies Fund Class I | -2.60% | — | Mar 2011 | PDSYX vs LFMIX | |
| PFG BNY Mellon Diversifier Strategy Fund | -3.63% | — | Dec 2017 | PDSYX vs PFADX | |
| Pioneer Multi-Asset Income Fund | -4.08% | — | Dec 2011 | PDSYX vs PMFYX | |
| Morningstar Global Income Fund | -4.38% | — | Nov 2018 | PDSYX vs MSTGX | |
| MH Elite Income Fund of Funds | -4.54% | — | Aug 2011 | PDSYX vs MHEIX |
Other Mutual Funds from Principal Funds
The 5 most viewed Principal Funds mutual funds shown here include PLSAX, PMAQX, PGDIX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Principal LargeCap S&P 500 Index Fund Class A | S&P 500 | 63 | 11.19% | — | Feb 2001 | PDSYX vs PLSAX | |
| Principal MidCap R6 | Mid Cap Growth Equities | 1 | -4.15% | — | Nov 2016 | PDSYX vs PMAQX | |
| Principal Diversified Income Fund | Multisector Bonds | 12 | -0.27% | — | Dec 2008 | PDSYX vs PGDIX | |
| Principal LifeTime Hybrid 2030 Fund R-6 | Target Retirement Date | 64 | 6.61% | — | Sep 2014 | PDSYX vs PLZTX | |
| Principal Government & High Quality Bond Fund | Government Bonds | 20 | -0.04% | — | May 1984 | PDSYX vs CMPGX |
Often Compared With PDSYX
Investors most often compare PDSYX with CIBFX, CENTX, TRXAX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare PDSYX with Any Fund or Stock
Compare PDSYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PDSYX with funds that move differently
Principal Diversified Select Real Asset Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PDSYX.
Explore PDSYX Diversifiers