PIMCO Income Strategy Fund II (PFN) belongs to the Multisector Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PFN. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PFN
PFN charges 1.74% annually. There are 80 mutual funds in the Multisector Bonds category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Doubleline Selective Credit Fund | 0.05% | — | Aug 2014 | PFN vs DBSCX | |
| Vanguard Multi-Sector Income Bond Fund Admiral Sha... | 0.30% | — | Oct 2021 | PFN vs VMSAX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 0.40% | — | Jul 2016 | PFN vs BWDTX | |
| JPMorgan Income Fund | 0.40% | — | Jun 2014 | PFN vs JMSIX | |
| Mercer Opportunistic Fixed Income Fund | 0.44% | — | Aug 2013 | PFN vs MOFIX |
Best Risk-Adjusted Alternatives to PFN
PFN has a PortfoliosLab risk / return rank of 6. There are 82 mutual funds in the Multisector Bonds category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | 99 | — | Nov 2015 | PFN vs NWXHX | |
| Nationwide Strategic Income A | 99 | — | Nov 2015 | PFN vs NWXEX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 98 | — | Jul 2016 | PFN vs BWDTX | |
| CrossingBridge Low Duration High Yield Fund | 97 | — | Jan 2018 | PFN vs CBLDX | |
| Intrepid Income Fund | 97 | — | Jul 2007 | PFN vs ICMUX |
Top Performing PFN Alternatives (YTD)
PFN is at -4.15% YTD. There are 87 mutual funds in the Multisector Bonds category with higher YTD returns, going as high as 4.22%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| abrdn Income Credit Strategies Fund | 4.22% | — | Jan 2011 | PFN vs ACP | |
| Saba Capital Income & Opportunities Fund | 3.83% | — | Dec 1987 | PFN vs BRW | |
| BrandywineGLOBAL - Flexible Bond Fund | 2.82% | — | May 2016 | PFN vs LFLIX | |
| Intrepid Income Fund | 2.43% | — | Jul 2007 | PFN vs ICMUX | |
| Nationwide Amundi Strategic Income Fund | 2.29% | — | Nov 2015 | PFN vs NWXHX |
Lowest Volatility Alternatives to PFN
PFN has 10.05% 1-year volatility. There are 84 mutual funds in the Multisector Bonds category with lower 1-year volatility, going as low as 1.16%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | 1.16% | — | Nov 2015 | PFN vs NWXHX | |
| Nationwide Strategic Income A | 1.21% | — | Nov 2015 | PFN vs NWXEX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 1.29% | — | Jul 2016 | PFN vs BWDTX | |
| CrossingBridge Low Duration High Yield Fund | 1.39% | — | Jan 2018 | PFN vs CBLDX | |
| Rational Special Situations Income Fund | 1.41% | — | Jul 2019 | PFN vs RFXIX |
Lowest Drawdown Alternatives to PFN
PFN has a 1-year max drawdown of -10.77%. There are 85 mutual funds in the Multisector Bonds category with shallower 1-year drawdowns, going as shallow as -0.41%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | -0.41% | — | Nov 2015 | PFN vs NWXHX | |
| Nationwide Strategic Income A | -0.43% | — | Nov 2015 | PFN vs NWXEX | |
| Rational Special Situations Income Fund | -0.72% | — | Jul 2019 | PFN vs RFXIX | |
| CrossingBridge Low Duration High Yield Fund | -0.73% | — | Jan 2018 | PFN vs CBLDX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | -1.00% | — | Jul 2016 | PFN vs BWDTX |
Other Mutual Funds from PIMCO
The 10 most viewed PIMCO mutual funds shown here include PIMIX, PONAX, PTTRX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| PIMCO Income Fund Institutional Class | Total Bond Market | 45 | 1.00% | — | Mar 2007 | PFN vs PIMIX | |
| PIMCO Income Fund Class A | Multisector Bonds | 41 | 0.83% | — | Apr 2007 | PFN vs PONAX | |
| PIMCO Total Return Fund Institutional Class | Total Bond Market | 30 | 0.64% | — | — | PFN vs PTTRX | |
| PIMCO Corporate & Income Strategy Fund | Multisector Bonds | 3 | -4.37% | — | Dec 2001 | PFN vs PCN | |
| PIMCO Income Fund Class I-2 | Total Bond Market | 44 | 0.96% | — | — | PFN vs PONPX | |
| PIMCO StocksPLUS Long Duration Fund Class I | Diversified Portfolio | 47 | 10.35% | — | Aug 2007 | PFN vs PSLDX | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) | Global Bonds | 9 | 0.12% | — | Dec 1992 | PFN vs PFORX | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-H... | Foreign Large Cap Equities | 25 | 9.70% | — | Oct 2003 | PFN vs PISIX | |
| PIMCO Commodity Real Return Strategy Fund | Commodities | 75 | 26.86% | — | Jun 2002 | PFN vs PCRIX | |
| PIMCO RAE US Small Fund | Small Cap Value Equities | 67 | 19.26% | — | Jun 2015 | PFN vs PMJIX |
Often Compared With PFN
Investors most often compare PFN with PDI, PHK, PTY. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare PFN with Any Fund or Stock
Compare PFN with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PFN with funds that move differently
PIMCO Income Strategy Fund II alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PFN.
Explore PFN Diversifiers