PIMCO Inflation Response Multi-Asset Fund Institutional (PIRMX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PIRMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PIRMX
PIRMX charges 1.91% annually. There are 526 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | PIRMX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | PIRMX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | PIRMX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | PIRMX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | PIRMX vs BWBIX |
Best Risk-Adjusted Alternatives to PIRMX
PIRMX has a PortfoliosLab risk / return rank of 91. There are 27 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | PIRMX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | PIRMX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | PIRMX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | PIRMX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | PIRMX vs FSRRX |
Top Performing PIRMX Alternatives (YTD)
PIRMX is at 6.43% YTD. There are 262 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.12% | — | Jan 1998 | PIRMX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | PIRMX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | PIRMX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | PIRMX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | PIRMX vs BRUFX |
Lowest Volatility Alternatives to PIRMX
PIRMX has 6.07% 1-year volatility. There are 101 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | PIRMX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | PIRMX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | PIRMX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | PIRMX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | PIRMX vs CSTAX |
Lowest Drawdown Alternatives to PIRMX
PIRMX has a 1-year max drawdown of -3.87%. There are 42 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | PIRMX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | PIRMX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | PIRMX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | PIRMX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | PIRMX vs CSTAX |
Other Mutual Funds from PIMCO
The 10 most viewed PIMCO mutual funds shown here include PIMIX, PTY, PONAX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| PIMCO Income Fund Institutional Class | Multisector Bonds | 52 | 0.23% | — | Mar 2007 | PIRMX vs PIMIX | |
| PIMCO Corporate & Income Opportunity Fund | Corporate Bonds | 1 | -2.91% | — | Dec 2002 | PIRMX vs PTY | |
| PIMCO Income Fund Class A | Multisector Bonds | 45 | 0.03% | — | Apr 2007 | PIRMX vs PONAX | |
| PIMCO Total Return Fund Institutional Class | Intermediate Core-Plus Bond | 30 | -0.45% | — | May 1987 | PIRMX vs PTTRX | |
| PIMCO Corporate & Income Strategy Fund | Multisector Bonds | 9 | -2.68% | — | Dec 2001 | PIRMX vs PCN | |
| PIMCO Income Fund Class I-2 | Multisector Bonds | 50 | 0.18% | — | Apr 2008 | PIRMX vs PONPX | |
| PIMCO StocksPLUS Long Duration Fund Class I | Diversified Portfolio | 28 | 4.37% | — | Aug 2007 | PIRMX vs PSLDX | |
| PIMCO Income Strategy Fund II | Multisector Bonds | 15 | 1.29% | — | Oct 2004 | PIRMX vs PFN | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) | Global Bonds | 12 | -0.58% | — | Dec 1992 | PIRMX vs PFORX | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-H... | Foreign Large Cap Equities | 49 | 12.84% | — | Oct 2003 | PIRMX vs PISIX |
Often Compared With PIRMX
Investors most often compare PIRMX with BMAR, FIQDX, VSMV. These 20 comparison targets span 18 categories, based on PortfoliosLab usage data.
Compare PIRMX with Any Fund or Stock
Compare PIRMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PIRMX with funds that move differently
PIMCO Inflation Response Multi-Asset Fund Institutional alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PIRMX.
Explore PIRMX Diversifiers