Principal Diversified Income Fund (PGDIX) Alternatives
Principal Diversified Income Fund (PGDIX) 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 PGDIX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to PGDIX
PGDIX charges 0.68% annually. Among mutual funds in the Multisector Bonds category, these options have the lowest expense ratios among PGDIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Doubleline Selective Credit Fund | 0.05% | Aug 3, 2014 | PGDIX vs DBSCX | |
| Vanguard Multi-Sector Income Bond Fund Admiral Sha... | 0.30% | Oct 12, 2021 | PGDIX vs VMSAX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 0.40% | Jul 28, 2016 | PGDIX vs BWDTX | |
| JPMorgan Income Fund | 0.40% | Jun 1, 2014 | PGDIX vs JMSIX | |
| Mercer Opportunistic Fixed Income Fund | 0.44% | Aug 20, 2013 | PGDIX vs MOFIX |
Best Risk-Adjusted Alternatives to PGDIX
Among mutual funds in the Multisector Bonds category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | 99 | Nov 1, 2015 | PGDIX vs NWXHX | |
| CrossingBridge Low Duration High Yield Fund | 98 | Jan 30, 2018 | PGDIX vs CBLDX | |
| Nationwide Strategic Income A | 98 | Nov 2, 2015 | PGDIX vs NWXEX | |
| Easterly Income Opportunities Fund | 98 | Aug 20, 2018 | PGDIX vs JSVIX | |
| Doubleline Selective Credit Fund | 98 | Aug 3, 2014 | PGDIX vs DBSCX |
Top Performing PGDIX Alternatives (YTD)
PGDIX alternatives from the Multisector Bonds category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Conquer Risk Managed Volatility Fund | 1.11% | Jun 30, 2020 | PGDIX vs CRMVX | |
| Rational Special Situations Income Fund | 1.01% | Jul 16, 2019 | PGDIX vs RFXIX | |
| Doubleline Selective Credit Fund | 0.84% | Aug 3, 2014 | PGDIX vs DBSCX | |
| Nationwide Amundi Strategic Income Fund | 0.76% | Nov 1, 2015 | PGDIX vs NWXHX | |
| Nationwide Strategic Income A | 0.69% | Nov 2, 2015 | PGDIX vs NWXEX |
Lowest Volatility Alternatives to PGDIX
PGDIX alternatives from the Multisector Bonds category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| CrossingBridge Low Duration High Yield Fund | 1.45% | Jan 30, 2018 | PGDIX vs CBLDX | |
| Rational Special Situations Income Fund | 1.56% | Jul 16, 2019 | PGDIX vs RFXIX | |
| Muzinich Low Duration Fund | 1.57% | Jun 29, 2016 | PGDIX vs MZLSX | |
| Nationwide Strategic Income A | 1.60% | Nov 2, 2015 | PGDIX vs NWXEX | |
| Nationwide Amundi Strategic Income Fund | 1.62% | Nov 1, 2015 | PGDIX vs NWXHX |
Lowest Drawdown Alternatives to PGDIX
PGDIX alternatives from the Multisector Bonds category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| CrossingBridge Low Duration High Yield Fund | -0.93% | Jan 30, 2018 | PGDIX vs CBLDX | |
| Rational Special Situations Income Fund | -0.94% | Jul 16, 2019 | PGDIX vs RFXIX | |
| Nationwide Strategic Income A | -1.20% | Nov 2, 2015 | PGDIX vs NWXEX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | -1.22% | Jul 28, 2016 | PGDIX vs BWDTX | |
| Axonic Strategic Income Fund | -1.22% | Dec 29, 2019 | PGDIX vs AXSIX |
Other Mutual Funds from Principal Funds
Most popular Principal Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Principal LargeCap S&P 500 Index Fund Class A | S&P 500 | 45 | -7.11% | Feb 2, 2001 | PGDIX vs PLSAX | |
| Principal MidCap R6 | Mid Cap Growth Equities | 1 | -12.93% | Nov 22, 2016 | PGDIX vs PMAQX | |
| Principal LifeTime Hybrid 2030 Fund R-6 | Target Retirement Date | 65 | -2.64% | Sep 30, 2014 | PGDIX vs PLZTX | |
| Principal Government & High Quality Bond Fund | Government Bonds | 49 | -0.30% | May 3, 1984 | PGDIX vs CMPGX | |
| Principal Diversified Select Real Asset Fund | Global Allocation | 86 | 3.24% | Jul 2, 2019 | PGDIX vs PDSYX |
Often Compared With PGDIX
What investors most often compare with PGDIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity NASDAQ Composite Index Tracking Stock | Large Cap Growth Equities | 72 | -6.77% | Sep 25, 2003 | PGDIX vs ONEQ | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 45 | -6.77% | — | PGDIX vs FSKAX | |
| Vanguard Value ETF | Large Cap Value Equities | 67 | 3.30% | Jan 26, 2004 | PGDIX vs VTV | |
| CrossingBridge Responsible Credit Fund | Multisector Bonds | 81 | 0.44% | Jun 29, 2021 | PGDIX vs CBRDX | |
| Eaton Vance Strategic Income Fund Class I | Multisector Bonds | 97 | 0.45% | Jan 23, 1998 | PGDIX vs ETSIX | |
| Angel Oak Multi-Strategy Income Fund | Multisector Bonds | 97 | 0.41% | Jun 27, 2011 | PGDIX vs ANGLX | |
| Eaton Vance Strategic Income Fund Class I | Multisector Bonds | 98 | 0.53% | Apr 3, 2009 | PGDIX vs ESIIX |
Compare PGDIX with Any Fund or Stock
Compare PGDIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.