PIMCO Low Duration II Fund (PLDTX) 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 PLDTX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PLDTX
PLDTX charges 0.50% annually. There are 53 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 | PLDTX vs VIITX | |
| Vanguard Institutional Short-Term Bond Fund | 0.02% | — | Jun 2015 | PLDTX vs VISTX | |
| Fidelity Short-Term Treasury Bond Index Fund | 0.03% | — | Dec 2005 | PLDTX vs FUMBX | |
| Schwab Short-Term Bond Index Fund | 0.06% | — | Feb 2017 | PLDTX vs SWSBX | |
| TIAA-CREF Short-Term Bond Index Fund | 0.09% | — | Aug 2015 | PLDTX vs TNSHX |
Best Risk-Adjusted Alternatives to PLDTX
PLDTX has a PortfoliosLab risk / return rank of 48. There are 100 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 | PLDTX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 99 | — | Jul 2016 | PLDTX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | — | Jul 2016 | PLDTX vs DHEAX | |
| DFA Short-Duration Real Return Portfolio | 98 | — | Nov 2013 | PLDTX vs DFAIX | |
| DoubleLine Low Duration Bond Fund | 97 | — | Sep 2011 | PLDTX vs DBLSX |
Top Performing PLDTX Alternatives (YTD)
PLDTX is at 0.01% YTD. There are 118 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 | PLDTX vs GPARX | |
| Leader Short Term High Yield Bond Fund | 3.76% | — | Jul 2005 | PLDTX vs LCCMX | |
| DFA Short-Duration Real Return Portfolio | 2.10% | — | Nov 2013 | PLDTX vs DFAIX | |
| Holbrook Income Fund | 1.91% | — | Jul 2016 | PLDTX vs HOBEX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.88% | — | Jul 2016 | PLDTX vs DHEIX |
Lowest Volatility Alternatives to PLDTX
PLDTX has 2.08% 1-year volatility. There are 73 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 | PLDTX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.07% | — | Jul 2016 | PLDTX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.12% | — | Jul 2016 | PLDTX vs DHEAX | |
| DFA Short-Term Extended Quality Portfolio | 1.13% | — | Mar 2009 | PLDTX vs DFEQX | |
| DFA Short-Duration Real Return Portfolio | 1.18% | — | Nov 2013 | PLDTX vs DFAIX |
Lowest Drawdown Alternatives to PLDTX
PLDTX has a 1-year max drawdown of -1.49%. There are 85 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 | PLDTX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | -0.47% | — | Nov 2013 | PLDTX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | -0.50% | — | Jul 2016 | PLDTX vs DHEAX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | -0.50% | — | Jul 2016 | PLDTX vs DHEIX | |
| Holbrook Income Fund | -0.61% | — | Jul 2016 | PLDTX vs HOBEX |
Other Mutual Funds from PIMCO
The 10 most viewed PIMCO mutual funds shown here include PIMIX, PTY, PONAX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| PIMCO Income Fund Institutional Class | Multisector Bonds | 40 | 0.81% | — | Mar 2007 | PLDTX vs PIMIX | |
| PIMCO Corporate & Income Opportunity Fund | Corporate Bonds | 1 | -3.95% | — | Dec 2002 | PLDTX vs PTY | |
| PIMCO Income Fund Class A | Multisector Bonds | 37 | 0.64% | — | Apr 2007 | PLDTX vs PONAX | |
| PIMCO Total Return Fund Institutional Class | Intermediate Core-Plus Bond | 26 | 0.41% | — | May 1987 | PLDTX vs PTTRX | |
| PIMCO Corporate & Income Strategy Fund | Multisector Bonds | 6 | -2.78% | — | Dec 2001 | PLDTX vs PCN | |
| PIMCO Income Fund Class I-2 | Total Bond Market | 40 | 0.77% | — | — | PLDTX vs PONPX | |
| PIMCO StocksPLUS Long Duration Fund Class I | Diversified Portfolio | 33 | 7.22% | — | Aug 2007 | PLDTX vs PSLDX | |
| PIMCO Income Strategy Fund II | Multisector Bonds | 8 | -2.70% | — | Oct 2004 | PLDTX vs PFN | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) | Global Bonds | 10 | 0.43% | — | Dec 1992 | PLDTX vs PFORX | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-H... | Foreign Large Cap Equities | 38 | 11.74% | — | Oct 2003 | PLDTX vs PISIX |
Often Compared With PLDTX
Investors most often compare PLDTX with GSSRX, DLDFX, DFCFX. These 10 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Goldman Sachs Short Duration Bond Fund | Short-Term Bond | 68 | 0.62% | — | Feb 2012 | PLDTX vs GSSRX | |
| Destinations Low Duration Fixed Income Fund | Short-Term Bond | 95 | 1.61% | — | Mar 2017 | PLDTX vs DLDFX | |
| DFA Two-Year Fixed Income Portfolio | Short-Term Bond | 67 | 1.62% | — | Jun 1996 | PLDTX vs DFCFX | |
| Sextant Short Term Bond Fund | Short-Term Bond | — | — | — | Sep 1995 | PLDTX vs STBFX | |
| Vanguard Short-Term Bond Index Fund | Short-Term Bond | 30 | -0.03% | — | Mar 1994 | PLDTX vs VBISX | |
| PIMCO RAE US Small Fund | Small Cap Value Equities | 67 | 18.23% | — | Jun 2015 | PLDTX vs PMJIX | |
| SEI Asset Allocation Trust Defensive Strategy Fund | Short-Term Bond | 85 | 1.56% | — | Nov 2003 | PLDTX vs SNSAX | |
| PIMCO Commodity Real Return Strategy Fund | Commodities | 28 | 14.49% | — | Jun 2002 | PLDTX vs PCRIX | |
| T. Rowe Price Short Duration Income Fund | Short-Term Bond | 87 | 0.69% | — | Dec 2020 | PLDTX vs TSDLX | |
| BlackRock Allocation Target Shares Series A Portfo... | Short-Term Bond | 97 | 1.87% | — | Sep 2015 | PLDTX vs BATAX |
Compare PLDTX with Any Fund or Stock
Compare PLDTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PLDTX with funds that move differently
PIMCO Low Duration II Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PLDTX.
Explore PLDTX Diversifiers