Virtus Newfleet Multi-Sector S/T Bd I (PIMSX) 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 PIMSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PIMSX
PIMSX charges 0.65% annually. There are 85 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 | PIMSX vs VIITX | |
| Vanguard Institutional Short-Term Bond Fund | 0.02% | — | Jun 2015 | PIMSX vs VISTX | |
| Fidelity Short-Term Treasury Bond Index Fund | 0.03% | — | Dec 2005 | PIMSX vs FUMBX | |
| Schwab Short-Term Bond Index Fund | 0.06% | — | Feb 2017 | PIMSX vs SWSBX | |
| TIAA-CREF Short-Term Bond Index Fund | 0.09% | — | Aug 2015 | PIMSX vs TNSHX |
Best Risk-Adjusted Alternatives to PIMSX
PIMSX has a PortfoliosLab risk / return rank of 79. There are 45 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 | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | 99 | — | Apr 2018 | PIMSX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 99 | — | Jul 2016 | PIMSX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | — | Jul 2016 | PIMSX vs DHEAX | |
| DFA Short-Duration Real Return Portfolio | 98 | — | Nov 2013 | PIMSX vs DFAIX | |
| DoubleLine Low Duration Bond Fund | 97 | — | Sep 2011 | PIMSX vs DBLSX |
Top Performing PIMSX Alternatives (YTD)
PIMSX is at 1.25% YTD. There are 15 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 6.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Absolute Return Allocation Fund | 6.95% | — | Apr 2011 | PIMSX vs GPARX | |
| Leader Short Term High Yield Bond Fund | 3.76% | — | Jul 2005 | PIMSX vs LCCMX | |
| DFA Short-Duration Real Return Portfolio | 2.10% | — | Nov 2013 | PIMSX vs DFAIX | |
| Holbrook Income Fund | 1.91% | — | Jul 2016 | PIMSX vs HOBEX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.88% | — | Jul 2016 | PIMSX vs DHEIX |
Lowest Volatility Alternatives to PIMSX
PIMSX has 2.45% 1-year volatility. There are 109 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.79%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | 0.79% | — | Apr 2018 | PIMSX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.07% | — | Jul 2016 | PIMSX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.12% | — | Jul 2016 | PIMSX vs DHEAX | |
| DFA Short-Term Extended Quality Portfolio | 1.13% | — | Mar 2009 | PIMSX vs DFEQX | |
| DFA Short-Duration Real Return Portfolio | 1.18% | — | Nov 2013 | PIMSX vs DFAIX |
Lowest Drawdown Alternatives to PIMSX
PIMSX has a 1-year max drawdown of -1.30%. There are 63 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 | PIMSX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | -0.47% | — | Nov 2013 | PIMSX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | -0.50% | — | Jul 2016 | PIMSX vs DHEAX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | -0.50% | — | Jul 2016 | PIMSX vs DHEIX | |
| Holbrook Income Fund | -0.61% | — | Jul 2016 | PIMSX vs HOBEX |
Other Mutual Funds from Virtus
The 10 most viewed Virtus mutual funds shown here include AIO, SAMBX, VKSIX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Virtus Artificial Intelligence & Technology Opport... | Technology Equities | 43 | 32.28% | — | Oct 2019 | PIMSX vs AIO | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 97 | 2.29% | — | Feb 2006 | PIMSX vs SAMBX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 1 | -8.01% | — | Mar 2018 | PIMSX vs VKSIX | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 6 | 5.88% | — | Oct 1996 | PIMSX vs PKSFX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 5 | 2.38% | — | Oct 1995 | PIMSX vs PSTAX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 2 | -1.53% | — | Jun 2009 | PIMSX vs VIMCX | |
| The Merger Fund | Event Driven | 97 | 1.39% | — | Jan 1989 | PIMSX vs MERFX | |
| Virtus Tactical Allocation Fund | Diversified Portfolio | 4 | -0.25% | — | Sep 1940 | PIMSX vs NAINX | |
| Virtus Duff & Phelps Real Estate Securities Fund | REIT | 23 | 17.09% | — | Mar 1995 | PIMSX vs PHRAX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 0 | -8.03% | — | Jun 2006 | PIMSX vs PXSGX |
Often Compared With PIMSX
Investors most often compare PIMSX with PBSMX, PIFZX, SDMZX. These 13 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare PIMSX with Any Fund or Stock
Compare PIMSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PIMSX with funds that move differently
Virtus Newfleet Multi-Sector S/T Bd I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PIMSX.
Explore PIMSX Diversifiers