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 84 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 | |
| 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 | |
| Vanguard Short-Term Bond Index Fund | 0.15% | — | Mar 1994 | PIMSX vs VBISX |
Best Risk-Adjusted Alternatives to PIMSX
PIMSX has a PortfoliosLab risk / return rank of 78. There are 48 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 | PIMSX vs DHEIX | |
| GuidepathConservative Income Fund | 99 | — | Apr 2018 | PIMSX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | 99 | — | Nov 2013 | PIMSX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | — | Jul 2016 | PIMSX vs DHEAX | |
| DoubleLine Low Duration Bond Fund | 97 | — | Sep 2011 | PIMSX vs DBLSX |
Top Performing PIMSX Alternatives (YTD)
PIMSX is at 1.47% YTD. There are 11 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 | PIMSX vs GPARX | |
| Leader Short Term High Yield Bond Fund | 3.89% | — | Jul 2005 | PIMSX vs LCCMX | |
| DFA Short-Duration Real Return Portfolio | 2.57% | — | Nov 2013 | PIMSX vs DFAIX | |
| Holbrook Income Fund | 2.12% | — | Jul 2016 | PIMSX vs HOBEX | |
| BlackRock Allocation Target Shares Series A Portfo... | 1.87% | — | Sep 2015 | PIMSX vs BATAX |
Lowest Volatility Alternatives to PIMSX
PIMSX has 2.47% 1-year volatility. There are 111 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 | PIMSX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.05% | — | Jul 2016 | PIMSX vs DHEIX | |
| DFA Short-Term Extended Quality Portfolio | 1.07% | — | Mar 2009 | PIMSX vs DFEQX | |
| DFA Short-Duration Real Return Portfolio | 1.10% | — | Nov 2013 | PIMSX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.11% | — | Jul 2016 | PIMSX vs DHEAX |
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 | 36 | 30.26% | — | Oct 2019 | PIMSX vs AIO | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 97 | 2.69% | — | Feb 2006 | PIMSX vs SAMBX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 1 | -6.56% | — | Mar 2018 | PIMSX vs VKSIX | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 4 | 3.17% | — | Oct 1996 | PIMSX vs PKSFX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 7 | 7.63% | — | Oct 1995 | PIMSX vs PSTAX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 2 | -1.15% | — | Jun 2009 | PIMSX vs VIMCX | |
| The Merger Fund | Event Driven | 97 | 0.99% | — | Jan 1989 | PIMSX vs MERFX | |
| Virtus Duff & Phelps Real Estate Securities Fund | REIT | 12 | 11.63% | — | Mar 1995 | PIMSX vs PHRAX | |
| Virtus Tactical Allocation Fund | Diversified Portfolio | 5 | 1.80% | — | Sep 1940 | PIMSX vs NAINX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 0 | -8.50% | — | Jun 2006 | PIMSX vs PXSGX |
Often Compared With PIMSX
Investors most often compare PIMSX with PBSMX, PIFZX, SDMZX. These 11 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| PGIM Short-Term Corporate Bond Fund | Short-Term Bond | 55 | 0.50% | — | Sep 1989 | PIMSX vs PBSMX | |
| PGIM Short-Term Corporate Bond Fund Class Z | Short-Term Bond | 58 | 0.70% | — | Dec 1996 | PIMSX vs PIFZX | |
| PGIM Short Duration Multi-Sector Bond Fund | Short-Term Bond | 64 | 1.15% | — | Dec 2013 | PIMSX vs SDMZX | |
| Vanguard Short-Term Corporate Bond ETF | Corporate Bonds | 74 | 0.64% | 49.50B | Nov 2009 | PIMSX vs VCSH | |
| Virtus Silvant Large-Cap Growth Stock Fund | Large Cap Growth Equities | 27 | 6.35% | — | Jun 1992 | PIMSX vs STCIX | |
| CM Advisors Fixed Income Fund | Short-Term Bond | 71 | 0.90% | — | Mar 2006 | PIMSX vs CMFIX | |
| Destinations Low Duration Fixed Income Fund | Short-Term Bond | 94 | 1.61% | — | Mar 2017 | PIMSX vs DLDFX | |
| DFA Two-Year Fixed Income Portfolio | Short-Term Bond | 66 | 1.52% | — | Jun 1996 | PIMSX vs DFCFX | |
| Sextant Short Term Bond Fund | Short-Term Bond | — | — | — | Sep 1995 | PIMSX vs STBFX | |
| T. Rowe Price Short Duration Income Fund | Short-Term Bond | 96 | 0.90% | — | Dec 2020 | PIMSX vs TSDLX | |
| SEI Asset Allocation Trust Defensive Strategy Fund | Short-Term Bond | 89 | 1.86% | — | Nov 2003 | PIMSX vs SNSAX |
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