PFIIX Alternatives & Similar Mutual Funds

PIMCO Low Duration Income Fund (PFIIX) 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 PFIIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to PFIIX

PFIIX charges 0.50% annually. There are 53 mutual funds in the Short-Term Bond category with lower expense ratios, going as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
VISTX	Vanguard Institutional Short-Term Bond Fund	0.02%	—	Jun 2015	PFIIX vs VISTX
VIITX	Vanguard Institutional Intermediate-Term Bond Fund	0.02%	—	Jun 2015	PFIIX vs VIITX
FUMBX	Fidelity Short-Term Treasury Bond Index Fund	0.03%	—	Dec 2005	PFIIX vs FUMBX
SWSBX	Schwab Short-Term Bond Index Fund	0.06%	—	Feb 2017	PFIIX vs SWSBX
TNSHX	TIAA-CREF Short-Term Bond Index Fund	0.09%	—	Aug 2015	PFIIX vs TNSHX

Best Risk-Adjusted Alternatives to PFIIX

PFIIX has a PortfoliosLab risk / return rank of 85. There are 27 mutual funds in the Short-Term Bond category with higher risk-adjusted ranks, going as high as 99.

Symbol	Name	Risk / Return Rank	AUM	Inception
GPICX	GuidepathConservative Income Fund	99	—	Apr 2018	PFIIX vs GPICX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	99	—	Jul 2016	PFIIX vs DHEIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	99	—	Jul 2016	PFIIX vs DHEAX
DFAIX	DFA Short-Duration Real Return Portfolio	98	—	Nov 2013	PFIIX vs DFAIX
BATAX	BlackRock Allocation Target Shares Series A Portfo...	97	—	Sep 2015	PFIIX vs BATAX

Top Performing PFIIX Alternatives (YTD)

PFIIX is at 1.34% YTD. There are 14 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 8.20%.

Symbol	Name	YTD Return	AUM	Inception
GPARX	GuidePath Absolute Return Allocation Fund	8.20%	—	Apr 2011	PFIIX vs GPARX
LCCMX	Leader Short Term High Yield Bond Fund	4.01%	—	Jul 2005	PFIIX vs LCCMX
DFAIX	DFA Short-Duration Real Return Portfolio	2.10%	—	Nov 2013	PFIIX vs DFAIX
HOBEX	Holbrook Income Fund	1.91%	—	Jul 2016	PFIIX vs HOBEX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	1.88%	—	Jul 2016	PFIIX vs DHEIX

Lowest Volatility Alternatives to PFIIX

PFIIX has 2.78% 1-year volatility. There are 119 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.80%.

Symbol	Name	Volatility 1Y	AUM	Inception
GPICX	GuidepathConservative Income Fund	0.80%	—	Apr 2018	PFIIX vs GPICX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	1.07%	—	Jul 2016	PFIIX vs DHEIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	1.12%	—	Jul 2016	PFIIX vs DHEAX
DFEQX	DFA Short-Term Extended Quality Portfolio	1.13%	—	Mar 2009	PFIIX vs DFEQX
DLSNX	DoubleLine Low Duration Bond Fund Class N	1.19%	—	Sep 2011	PFIIX vs DLSNX

Lowest Drawdown Alternatives to PFIIX

PFIIX 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 -0.25%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
GPICX	GuidepathConservative Income Fund	-0.25%	—	Apr 2018	PFIIX vs GPICX
DFAIX	DFA Short-Duration Real Return Portfolio	-0.47%	—	Nov 2013	PFIIX vs DFAIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	-0.50%	—	Jul 2016	PFIIX vs DHEAX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	-0.50%	—	Jul 2016	PFIIX vs DHEIX
HOBEX	Holbrook Income Fund	-0.61%	—	Jul 2016	PFIIX vs HOBEX

Other Mutual Funds from PIMCO

The 10 most viewed PIMCO mutual funds shown here include PIMIX, PTY, PONAX and span 7 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
PIMIX	PIMCO Income Fund Institutional Class	Multisector Bonds	42	0.72%	—	Mar 2007	PFIIX vs PIMIX
PTY	PIMCO Corporate & Income Opportunity Fund	Corporate Bonds	1	-3.45%	—	Dec 2002	PFIIX vs PTY
PONAX	PIMCO Income Fund Class A	Multisector Bonds	38	0.55%	—	Apr 2007	PFIIX vs PONAX
PTTRX	PIMCO Total Return Fund Institutional Class	Intermediate Core-Plus Bond	26	0.30%	—	May 1987	PFIIX vs PTTRX
PCN	PIMCO Corporate & Income Strategy Fund	Multisector Bonds	6	-2.70%	—	Dec 2001	PFIIX vs PCN
PONPX	PIMCO Income Fund Class I-2	Total Bond Market	41	0.68%	—	—	PFIIX vs PONPX
PSLDX	PIMCO StocksPLUS Long Duration Fund Class I	Diversified Portfolio	39	8.53%	—	Aug 2007	PFIIX vs PSLDX
PFN	PIMCO Income Strategy Fund II	Multisector Bonds	7	-3.70%	—	Oct 2004	PFIIX vs PFN
PFORX	PIMCO International Bond Fund (U.S. Dollar-Hedged)	Global Bonds	10	0.43%	—	Dec 1992	PFIIX vs PFORX
PISIX	PIMCO StocksPLUS International Fund (U.S. Dollar-H...	Foreign Large Cap Equities	40	13.28%	—	Oct 2003	PFIIX vs PISIX

Often Compared With PFIIX

Investors most often compare PFIIX with BND, LAGVX, GSSRX. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
BND	Vanguard Total Bond Market ETF	Total Bond Market	32	0.49%	394.40B	Apr 2007	PFIIX vs BND
LAGVX	Lord Abbett Income Fund	Corporate Bonds	23	0.15%	—	Jan 1982	PFIIX vs LAGVX
GSSRX	Goldman Sachs Short Duration Bond Fund	Short-Term Bond	70	0.62%	—	Feb 2012	PFIIX vs GSSRX
HSDAX	Hartford Short Duration Fund	Short-Term Bond	76	0.61%	—	Oct 2002	PFIIX vs HSDAX
BUFF	Innovator Laddered Allocation Power Buffer ETF	Defined Outcome	85	4.91%	869.51M	Oct 2016	PFIIX vs BUFF
VTAPX	Vanguard Short-Term Inflation-Protected Securities...	Inflation-Protected Bonds	84	1.33%	70.50B	Oct 2012	PFIIX vs VTAPX
PFMIX	PIMCO Municipal Bond Fund	Municipal Bonds	73	1.87%	—	Dec 1997	PFIIX vs PFMIX
PMZIX	PIMCO Mortgage Opportunities and Bond Fund	Nontraditional Bonds	39	0.39%	—	Oct 2012	PFIIX vs PMZIX
USFR	WisdomTree Floating Rate Treasury Fund	Government Bonds, Ultrashort Bond	100	1.82%	17.46B	Feb 2014	PFIIX vs USFR
BIL	SPDR Bloomberg 1-3 Month T-Bill ETF	Government Bonds, Ultrashort Bond	100	1.67%	46.54B	May 2007	PFIIX vs BIL
VCSH	Vanguard Short-Term Corporate Bond ETF	Corporate Bonds	70	0.72%	50.50B	Nov 2009	PFIIX vs VCSH
PSTQX	PGIM Short-Term Corporate Bond Fund - Class R6	Short-Term Bond	53	0.36%	—	Mar 2012	PFIIX vs PSTQX
PDSZX	PGIM Short Duration Muni Fund	Municipal Bonds	78	1.37%	—	May 2014	PFIIX vs PDSZX
ECSIX	Eaton Vance Short Duration Strategic Income Fund	Multisector Bonds	86	1.92%	—	May 1994	PFIIX vs ECSIX
PIGIX	PIMCO Investment Grade Credit Bond Fund	Corporate Bonds	19	0.17%	—	Apr 2000	PFIIX vs PIGIX
HILAX	Hartford International Value Fund Class A	Foreign Large Cap Equities	63	11.18%	—	May 2010	PFIIX vs HILAX
GILHX	Guggenheim Limited Duration Fund	Short-Term Bond	86	0.69%	—	Dec 2013	PFIIX vs GILHX
GTEYX	Gateway Fund Class Y Shares	Options Trading	70	4.50%	—	—	PFIIX vs GTEYX
LALDX	Lord Abbett Short Duration Income Fund	Short-Term Bond	61	0.44%	—	Nov 1993	PFIIX vs LALDX
SCHZ	Schwab U.S. Aggregate Bond ETF	Total Bond Market	32	0.47%	10.56B	Jul 2011	PFIIX vs SCHZ

Compare PFIIX with Any Fund or Stock

Compare PFIIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Diversifiers

Pair PFIIX with funds that move differently

PIMCO Low Duration Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PFIIX.

Explore PFIIX Diversifiers

PIMCO Low Duration Income Fund (PFIIX) Alternatives