PIMCO Low Duration Income Fund Class A (PFIAX) belongs to the Short-Term Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PFIAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PFIAX
PFIAX charges 0.93% annually. There are 119 mutual funds in the Short-Term Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Institutional Short-Term Bond Fund | 0.02% | — | Jun 2015 | PFIAX vs VISTX | |
| Vanguard Institutional Intermediate-Term Bond Fund | 0.02% | — | Jun 2015 | PFIAX vs VIITX | |
| Fidelity Short-Term Treasury Bond Index Fund | 0.03% | — | Dec 2005 | PFIAX vs FUMBX | |
| Schwab Short-Term Bond Index Fund | 0.06% | — | Feb 2017 | PFIAX vs SWSBX | |
| TIAA-CREF Short-Term Bond Index Fund | 0.09% | — | Aug 2015 | PFIAX vs TNSHX |
Best Risk-Adjusted Alternatives to PFIAX
PFIAX has a PortfoliosLab risk / return rank of 81. There are 57 mutual funds in the Short-Term Bond category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Two-Year Fixed Income Portfolio | 100 | — | Jun 1996 | PFIAX vs DFCFX | |
| GuidepathConservative Income Fund | 99 | — | Apr 2018 | PFIAX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 99 | — | Jul 2016 | PFIAX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | — | Jul 2016 | PFIAX vs DHEAX | |
| Destinations Low Duration Fixed Income Fund | 98 | — | Mar 2017 | PFIAX vs DLDFX |
Top Performing PFIAX Alternatives (YTD)
PFIAX is at 0.68% YTD. There are 56 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 9.23%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Absolute Return Allocation Fund | 9.23% | — | Apr 2011 | PFIAX vs GPARX | |
| Leader Short Term High Yield Bond Fund | 4.03% | — | Jul 2005 | PFIAX vs LCCMX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 2.24% | — | Jul 2016 | PFIAX vs DHEIX | |
| DFA Short-Duration Real Return Portfolio | 2.19% | — | Nov 2013 | PFIAX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 2.09% | — | Jul 2016 | PFIAX vs DHEAX |
Lowest Volatility Alternatives to PFIAX
PFIAX has 2.68% 1-year volatility. There are 116 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.71%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Two-Year Fixed Income Portfolio | 0.71% | — | Jun 1996 | PFIAX vs DFCFX | |
| GuidepathConservative Income Fund | 0.79% | — | Apr 2018 | PFIAX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.08% | — | Jul 2016 | PFIAX vs DHEIX | |
| DFA Short-Term Extended Quality Portfolio | 1.12% | — | Mar 2009 | PFIAX vs DFEQX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.12% | — | Jul 2016 | PFIAX vs DHEAX |
Lowest Drawdown Alternatives to PFIAX
PFIAX has a 1-year max drawdown of -2.16%. There are 119 mutual funds in the Short-Term Bond category with shallower 1-year drawdowns, going as shallow as -0.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Two-Year Fixed Income Portfolio | -0.21% | — | Jun 1996 | PFIAX vs DFCFX | |
| GuidepathConservative Income Fund | -0.25% | — | Apr 2018 | PFIAX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | -0.47% | — | Nov 2013 | PFIAX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | -0.50% | — | Jul 2016 | PFIAX vs DHEAX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | -0.50% | — | Jul 2016 | PFIAX vs DHEIX |
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 | 36 | -0.33% | — | Mar 2007 | PFIAX vs PIMIX | |
| PIMCO Corporate & Income Opportunity Fund | Corporate Bonds | 2 | -3.07% | — | Dec 2002 | PFIAX vs PTY | |
| PIMCO Income Fund Class A | Multisector Bonds | 32 | -0.53% | — | Apr 2007 | PFIAX vs PONAX | |
| PIMCO Total Return Fund Institutional Class | Intermediate Core-Plus Bond | 24 | -0.80% | — | May 1987 | PFIAX vs PTTRX | |
| PIMCO Corporate & Income Strategy Fund | Multisector Bonds | 8 | -2.68% | — | Dec 2001 | PFIAX vs PCN | |
| PIMCO Income Fund Class I-2 | Multisector Bonds | 35 | -0.38% | — | Apr 2008 | PFIAX vs PONPX | |
| PIMCO StocksPLUS Long Duration Fund Class I | Diversified Portfolio | 25 | 3.90% | — | Aug 2007 | PFIAX vs PSLDX | |
| PIMCO Income Strategy Fund II | Multisector Bonds | 12 | 0.86% | — | Oct 2004 | PFIAX vs PFN | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) | Global Bonds | 7 | -0.99% | — | Dec 1992 | PFIAX vs PFORX | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-H... | Foreign Large Cap Equities | 39 | 11.96% | — | Oct 2003 | PFIAX vs PISIX |
Compare PFIAX with Any Fund or Stock
Compare PFIAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PFIAX with funds that move differently
PIMCO Low Duration Income Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PFIAX.
Explore PFIAX Diversifiers