PIMCO Global StocksPLUS & Income Fund (PGP) belongs to the Global Allocation category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PGP. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PGP
Among 83 mutual funds in the Global Allocation category with expense-ratio data, the lowest-cost alternatives shown here go as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Global Advantage and Premium Opportunity Fund | 0.01% | — | Oct 2005 | PGP vs IGA | |
| Highland Global Allocation Fund | 0.02% | — | Jan 1998 | PGP vs HGLB | |
| Lazard Global Total Return and Income Fund | 0.02% | — | Apr 2004 | PGP vs LGI | |
| GMO Implementation Fund | 0.02% | — | Feb 2012 | PGP vs GIMFX | |
| Dimensional Multi-Asset Fund | 0.04% | — | Dec 2009 | PGP vs DMO |
Best Risk-Adjusted Alternatives to PGP
PGP has a PortfoliosLab risk / return rank of 22. There are 78 mutual funds in the Global Allocation category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Thornburg Investment Income Builder Fund | 98 | — | Dec 2002 | PGP vs TIBAX | |
| Hartford Real Asset Fund | 97 | — | May 2010 | PGP vs HRLYX | |
| GMO Benchmark-Free Fund | 96 | — | Jun 2011 | PGP vs GBFFX | |
| GMO Implementation Fund | 95 | — | Feb 2012 | PGP vs GIMFX | |
| GMO Benchmark-Free Allocation Fund | 95 | — | Jul 2003 | PGP vs GBMFX |
Top Performing PGP Alternatives (YTD)
PGP is at -1.33% YTD. There are 83 mutual funds in the Global Allocation category with higher YTD returns, going as high as 25.76%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Calamos Global Total Return Fund | 25.76% | — | Oct 2005 | PGP vs CGO | |
| Calamos Global Dynamic Income Fund | 25.48% | — | Jun 2007 | PGP vs CHW | |
| Calamos Global Opportunities Fund | 19.22% | — | Sep 1996 | PGP vs CVLOX | |
| Allspring Absolute Return Fund | 18.69% | — | Feb 2012 | PGP vs WARAX | |
| Thornburg Investment Income Builder Fund | 17.92% | — | Dec 2002 | PGP vs TIBAX |
Lowest Volatility Alternatives to PGP
PGP has 12.67% 1-year volatility. There are 77 mutual funds in the Global Allocation category with lower 1-year volatility, going as low as 2.98%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Principal Diversified Select Real Asset Fund | 2.98% | — | Jul 2019 | PGP vs PDSYX | |
| PFG BNY Mellon Diversifier Strategy Fund | 4.27% | — | Dec 2017 | PGP vs PFADX | |
| LoCorr Macro Strategies Fund Class I | 5.58% | — | Mar 2011 | PGP vs LFMIX | |
| Pioneer Multi-Asset Income Fund | 5.66% | — | Dec 2011 | PGP vs PMFYX | |
| Nuveen Real Asset Income Fund | 5.77% | — | Sep 2011 | PGP vs NRIIX |
Lowest Drawdown Alternatives to PGP
PGP has a 1-year max drawdown of -13.05%. There are 78 mutual funds in the Global Allocation category with shallower 1-year drawdowns, going as shallow as -1.98%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Principal Diversified Select Real Asset Fund | -1.98% | — | Jul 2019 | PGP vs PDSYX | |
| LoCorr Macro Strategies Fund Class I | -2.60% | — | Mar 2011 | PGP vs LFMIX | |
| Hartford Real Asset Fund | -3.18% | — | May 2010 | PGP vs HRLYX | |
| PFG BNY Mellon Diversifier Strategy Fund | -3.63% | — | Dec 2017 | PGP vs PFADX | |
| Wilmington Real Asset Fund | -3.74% | — | Jun 2003 | PGP vs WMRIX |
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 | PGP vs PIMIX | |
| PIMCO Income Fund Class A | Multisector Bonds | 41 | 0.83% | — | Apr 2007 | PGP vs PONAX | |
| PIMCO Total Return Fund Institutional Class | Total Bond Market | 30 | 0.64% | — | — | PGP vs PTTRX | |
| PIMCO Corporate & Income Strategy Fund | Multisector Bonds | 3 | -4.37% | — | Dec 2001 | PGP vs PCN | |
| PIMCO Income Fund Class I-2 | Total Bond Market | 44 | 0.96% | — | — | PGP vs PONPX | |
| PIMCO StocksPLUS Long Duration Fund Class I | Diversified Portfolio | 47 | 10.35% | — | Aug 2007 | PGP vs PSLDX | |
| PIMCO Income Strategy Fund II | Multisector Bonds | 6 | -4.15% | — | Oct 2004 | PGP vs PFN | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) | Global Bonds | 9 | 0.12% | — | Dec 1992 | PGP vs PFORX | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-H... | Foreign Large Cap Equities | 25 | 9.70% | — | Oct 2003 | PGP vs PISIX | |
| PIMCO Commodity Real Return Strategy Fund | Commodities | 75 | 26.86% | — | Jun 2002 | PGP vs PCRIX |
Often Compared With PGP
Investors most often compare PGP with PSPTX, SPY, PHK. These 7 comparison targets span 4 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| PIMCO StocksPLUS Absolute Return Fund | Large Cap Blend Equities | 42 | 11.02% | — | Jun 2002 | PGP vs PSPTX | |
| State Street SPDR S&P 500 ETF | S&P 500 | 70 | 10.91% | 781.00B | Jan 1993 | PGP vs SPY | |
| PIMCO High Income Fund | 57 | -1.99% | — | — | PGP vs PHK | ||
| Cohen & Steers Real Assets Fund Inc | Global Allocation | 45 | 13.81% | — | Jan 2012 | PGP vs RAPZX | |
| Vanguard Total Stock Market ETF | Large Cap Blend Equities | 68 | 11.20% | 2.20T | May 2001 | PGP vs VTI | |
| Lazard Real Assets Portfolio | Global Allocation | 76 | 12.25% | — | Dec 2016 | PGP vs RALIX | |
| PIMCO RAE US Small Fund | Small Cap Value Equities | 67 | 19.26% | — | Jun 2015 | PGP vs PMJIX |
Compare PGP with Any Fund or Stock
Compare PGP with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PGP with funds that move differently
PIMCO Global StocksPLUS & Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PGP.
Explore PGP Diversifiers