PIMCO Dynamic Income Strategy Fund (PDX) belongs to the Tactical Allocation category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PDX
PDX charges 2.31% annually. There are 75 mutual funds in the Tactical Allocation category with lower expense ratios, going as low as 0.19%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Balanced Strategy Portfolio | 0.19% | — | Jan 1998 | PDX vs GIPIX | |
| Goldman Sachs Growth and Income Strategy Portfolio | 0.19% | — | Jan 1998 | PDX vs GOIIX | |
| PIMCO All Asset All Authority Fund | 0.21% | — | Oct 2003 | PDX vs PAUIX | |
| Columbia Thermostat Fund | 0.24% | — | Sep 2002 | PDX vs COTZX | |
| GuidePath Flexible Income Allocation Fund | 0.50% | — | Aug 2012 | PDX vs GPIFX |
Best Risk-Adjusted Alternatives to PDX
PDX has a PortfoliosLab risk / return rank of 13. There are 76 mutual funds in the Tactical Allocation category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Astor Dynamic Allocation Fund | 95 | — | Oct 2009 | PDX vs ASTIX | |
| Hussman Strategic Total Return Fund | 95 | — | Sep 2002 | PDX vs HSTRX | |
| PIMCO All Asset Fund | 95 | — | Nov 2002 | PDX vs PAAIX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 94 | — | Apr 2012 | PDX vs SIOAX | |
| PIMCO All Asset Fund Class A | 94 | — | Apr 2008 | PDX vs PASAX |
Top Performing PDX Alternatives (YTD)
PDX is at 19.01% YTD. There are 3 mutual funds in the Tactical Allocation category with higher YTD returns, going as high as 43.03%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Evolution Plus Fund | 43.03% | — | Sep 2019 | PDX vs QEVOX | |
| Donoghue Forlines Momentum Fund | 33.55% | — | Dec 2016 | PDX vs MOJOX | |
| Teberg Fund | 21.81% | — | Mar 2002 | PDX vs TEBRX | |
| Potomac Defensive Bull Fund | 18.43% | — | Jun 2020 | PDX vs CRDBX | |
| Invesco Balanced-Risk Allocation Fund | 18.19% | — | Jun 2009 | PDX vs ABRYX |
Lowest Volatility Alternatives to PDX
PDX has 13.94% 1-year volatility. There are 65 mutual funds in the Tactical Allocation category with lower 1-year volatility, going as low as 2.54%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.54% | — | Aug 2012 | PDX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 2.81% | — | Apr 2012 | PDX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.83% | — | Jul 2014 | PDX vs TTIFX | |
| OnTrack Core Fund | 4.15% | — | Jan 2013 | PDX vs OTRFX | |
| Hussman Strategic Total Return Fund | 4.31% | — | Sep 2002 | PDX vs HSTRX |
Lowest Drawdown Alternatives to PDX
PDX has a 1-year max drawdown of -15.65%. There are 76 mutual funds in the Tactical Allocation category with shallower 1-year drawdowns, going as shallow as -1.69%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | -1.69% | — | Aug 2012 | PDX vs GPIFX | |
| Goldman Sachs TacticalTiltOverlayFund | -2.11% | — | Jul 2014 | PDX vs TTIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | -2.34% | — | Apr 2012 | PDX vs SIOAX | |
| Hussman Strategic Total Return Fund | -2.48% | — | Sep 2002 | PDX vs HSTRX | |
| Astor Dynamic Allocation Fund | -2.77% | — | Oct 2009 | PDX vs ASTIX |
Other Mutual Funds from PIMCO
The 10 most viewed PIMCO mutual funds shown here include PIMIX, PTY, PONAX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| PIMCO Income Fund Institutional Class | Multisector Bonds | 52 | 0.23% | — | Mar 2007 | PDX vs PIMIX | |
| PIMCO Corporate & Income Opportunity Fund | Corporate Bonds | 1 | -2.91% | — | Dec 2002 | PDX vs PTY | |
| PIMCO Income Fund Class A | Multisector Bonds | 45 | 0.03% | — | Apr 2007 | PDX vs PONAX | |
| PIMCO Total Return Fund Institutional Class | Intermediate Core-Plus Bond | 30 | -0.45% | — | May 1987 | PDX vs PTTRX | |
| PIMCO Corporate & Income Strategy Fund | Multisector Bonds | 9 | -2.68% | — | Dec 2001 | PDX vs PCN | |
| PIMCO Income Fund Class I-2 | Multisector Bonds | 50 | 0.18% | — | Apr 2008 | PDX vs PONPX | |
| PIMCO StocksPLUS Long Duration Fund Class I | Diversified Portfolio | 28 | 4.37% | — | Aug 2007 | PDX vs PSLDX | |
| PIMCO Income Strategy Fund II | Multisector Bonds | 15 | 1.29% | — | Oct 2004 | PDX vs PFN | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) | Global Bonds | 12 | -0.58% | — | Dec 1992 | PDX vs PFORX | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-H... | Foreign Large Cap Equities | 49 | 12.84% | — | Oct 2003 | PDX vs PISIX |
Often Compared With PDX
Investors most often compare PDX with ADX, VOO, ARCC. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare PDX with Any Fund or Stock
Compare PDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PDX with funds that move differently
PIMCO Dynamic Income Strategy Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PDX.
Explore PDX Diversifiers