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 52 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 Intermediate-Term Bond Fund | 0.02% | — | Jun 2015 | PFIIX vs VIITX | |
| Vanguard Institutional Short-Term Bond Fund | 0.02% | — | Jun 2015 | PFIIX vs VISTX | |
| Schwab Short-Term Bond Index Fund | 0.06% | — | Feb 2017 | PFIIX vs SWSBX | |
| TIAA-CREF Short-Term Bond Index Fund | 0.09% | — | Aug 2015 | PFIIX vs TNSHX | |
| Vanguard Short-Term Bond Index Fund | 0.15% | — | Mar 1994 | PFIIX vs VBISX |
Best Risk-Adjusted Alternatives to PFIIX
PFIIX has a PortfoliosLab risk / return rank of 86. There are 32 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 | |
|---|---|---|---|---|---|
| Diamond Hill Short Duration Securitized Bond Fund ... | 99 | — | Jul 2016 | PFIIX vs DHEIX | |
| GuidepathConservative Income Fund | 99 | — | Apr 2018 | PFIIX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | 99 | — | Nov 2013 | PFIIX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | — | Jul 2016 | PFIIX vs DHEAX | |
| DoubleLine Low Duration Bond Fund | 97 | — | Sep 2011 | PFIIX vs DBLSX |
Top Performing PFIIX Alternatives (YTD)
PFIIX is at 1.46% YTD. There are 13 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 10.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Absolute Return Allocation Fund | 10.27% | — | Apr 2011 | PFIIX vs GPARX | |
| Leader Short Term High Yield Bond Fund | 3.89% | — | Jul 2005 | PFIIX vs LCCMX | |
| DFA Short-Duration Real Return Portfolio | 2.57% | — | Nov 2013 | PFIIX vs DFAIX | |
| Holbrook Income Fund | 2.12% | — | Jul 2016 | PFIIX vs HOBEX | |
| BlackRock Allocation Target Shares Series A Portfo... | 1.87% | — | Sep 2015 | PFIIX vs BATAX |
Lowest Volatility Alternatives to PFIIX
PFIIX has 2.77% 1-year volatility. There are 117 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.83%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | 0.83% | — | Apr 2018 | PFIIX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.05% | — | Jul 2016 | PFIIX vs DHEIX | |
| DFA Short-Term Extended Quality Portfolio | 1.07% | — | Mar 2009 | PFIIX vs DFEQX | |
| DFA Short-Duration Real Return Portfolio | 1.10% | — | Nov 2013 | PFIIX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.11% | — | Jul 2016 | PFIIX vs DHEAX |
Lowest Drawdown Alternatives to PFIIX
PFIIX has a 1-year max drawdown of -2.16%. There are 118 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 | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | -0.25% | — | Apr 2018 | PFIIX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | -0.47% | — | Nov 2013 | PFIIX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | -0.50% | — | Jul 2016 | PFIIX vs DHEAX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | -0.50% | — | Jul 2016 | PFIIX vs DHEIX | |
| 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, PONAX, PTTRX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| PIMCO Income Fund Institutional Class | Total Bond Market | 45 | 1.00% | — | Mar 2007 | PFIIX vs PIMIX | |
| PIMCO Income Fund Class A | Multisector Bonds | 41 | 0.83% | — | Apr 2007 | PFIIX vs PONAX | |
| PIMCO Total Return Fund Institutional Class | Total Bond Market | 30 | 0.64% | — | — | PFIIX vs PTTRX | |
| PIMCO Corporate & Income Strategy Fund | Multisector Bonds | 3 | -4.37% | — | Dec 2001 | PFIIX vs PCN | |
| PIMCO Income Fund Class I-2 | Total Bond Market | 44 | 0.96% | — | — | PFIIX vs PONPX | |
| PIMCO StocksPLUS Long Duration Fund Class I | Diversified Portfolio | 47 | 10.35% | — | Aug 2007 | PFIIX vs PSLDX | |
| PIMCO Income Strategy Fund II | Multisector Bonds | 6 | -4.15% | — | Oct 2004 | PFIIX vs PFN | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) | Global Bonds | 9 | 0.12% | — | Dec 1992 | PFIIX vs PFORX | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-H... | Foreign Large Cap Equities | 25 | 9.70% | — | Oct 2003 | PFIIX vs PISIX | |
| PIMCO Commodity Real Return Strategy Fund | Commodities | 75 | 26.86% | — | Jun 2002 | PFIIX vs PCRIX |
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.
Compare PFIIX with Any Fund or Stock
Compare PFIIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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