Pacific Funds Core Income (PLIIX) Alternatives
Pacific Funds Core Income (PLIIX) belongs to the Intermediate Core-Plus Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PLIIX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to PLIIX
PLIIX charges 0.55% annually. Among mutual funds in the Intermediate Core-Plus Bond category, these options have the lowest expense ratios among PLIIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | Aug 15, 2005 | PLIIX vs MCFIX | |
| State Street Income Fund | 0.20% | Jan 2, 1980 | PLIIX vs SSASX | |
| Elfun Income Fund | 0.29% | Dec 31, 1984 | PLIIX vs EINFX | |
| TIAA-CREF Core Bond Fund | 0.29% | Jul 1, 1999 | PLIIX vs TIBDX | |
| Baird Core Plus Bond Fund | 0.30% | Sep 29, 2000 | PLIIX vs BCOIX |
Best Risk-Adjusted Alternatives to PLIIX
Among mutual funds in the Intermediate Core-Plus Bond category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Holbrook Income Fund Class I | 99 | Jul 6, 2016 | PLIIX vs HOBIX | |
| AAMA Income Fund | 98 | Jun 30, 2017 | PLIIX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 94 | Jul 30, 2010 | PLIIX vs LCTRX | |
| Archer Income Fund | 87 | Mar 11, 2011 | PLIIX vs ARINX | |
| MassMutual Diversified Bond Fund | 80 | May 3, 1999 | PLIIX vs MDVAX |
Top Performing PLIIX Alternatives (YTD)
PLIIX alternatives from the Intermediate Core-Plus Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Nuveen Core Plus Impact Fund | 3.03% | Apr 28, 2021 | PLIIX vs NPCT | |
| GMO Multi-Sector Fixed Income Fund | 0.96% | Apr 30, 1997 | PLIIX vs GUGAX | |
| Putnam Mortgage Securities Fund | 0.88% | Feb 8, 1984 | PLIIX vs PGSIX | |
| Holbrook Income Fund Class I | 0.82% | Jul 6, 2016 | PLIIX vs HOBIX | |
| TCW Total Return Bond Fund | 0.57% | Jun 17, 1993 | PLIIX vs TGLMX |
Lowest Volatility Alternatives to PLIIX
PLIIX alternatives from the Intermediate Core-Plus Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| AAMA Income Fund | 0.98% | Jun 30, 2017 | PLIIX vs AMFIX | |
| Archer Income Fund | 1.85% | Mar 11, 2011 | PLIIX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.90% | Jul 30, 2010 | PLIIX vs LCTRX | |
| Holbrook Income Fund Class I | 2.09% | Jul 6, 2016 | PLIIX vs HOBIX | |
| TIAA-CREF Green Bond Fund | 3.36% | Nov 16, 2018 | PLIIX vs TGRNX |
Lowest Drawdown Alternatives to PLIIX
PLIIX alternatives from the Intermediate Core-Plus Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.72% | Jul 6, 2016 | PLIIX vs HOBIX | |
| AAMA Income Fund | -0.74% | Jun 30, 2017 | PLIIX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | Jul 30, 2010 | PLIIX vs LCTRX | |
| Archer Income Fund | -1.63% | Mar 11, 2011 | PLIIX vs ARINX | |
| Metropolitan West Investment Grade Credit Fund | -2.35% | Jun 29, 2018 | PLIIX vs MWIGX |
Other Mutual Funds from Pacific Funds Series Trust
Most popular Pacific Funds Series Trust mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Pacific Funds Floating Rate Income | Bank Loan | 93 | -1.34% | Jun 29, 2011 | PLIIX vs PLFRX | |
| Pacific Funds Short Duration Income | Short-Term Bond | 98 | 0.07% | Dec 19, 2011 | PLIIX vs PLSDX | |
| Pacific Funds Portfolio Optimization Moderate | Diversified Portfolio | 49 | -3.86% | Dec 30, 2003 | PLIIX vs POCAX | |
| Pacific Funds Portfolio Optimization Growth | Diversified Portfolio | 47 | -3.98% | Dec 30, 2003 | PLIIX vs PODAX | |
| Pacific Funds Portfolio Optimization Aggressive-Gr... | Diversified Portfolio | 48 | -4.48% | Dec 30, 2003 | PLIIX vs POEAX | |
| Pacific Funds Portfolio Optimization Moderate-Cons... | Diversified Portfolio | 58 | -2.60% | Dec 30, 2003 | PLIIX vs POBAX | |
| Pacific Funds Ultra Short Income | Ultrashort Bond | 99 | 0.42% | Jun 28, 2019 | PLIIX vs PLUIX | |
| Pacific Funds High Income | High Yield Bonds | 87 | -0.95% | Dec 19, 2011 | PLIIX vs PLHIX | |
| Pacific Funds Strategic Income | Multisector Bonds | 92 | -0.86% | Dec 18, 2011 | PLIIX vs PLSRX | |
| Pacific Funds Portfolio Optimization Conservative | Diversified Portfolio | 68 | -1.64% | Dec 30, 2003 | PLIIX vs POAAX |
Often Compared With PLIIX
What investors most often compare with PLIIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| iShares Core Dividend Growth ETF | Large Cap Growth Equities, Dividend | 69 | 1.57% | Jun 10, 2014 | PLIIX vs DGRO | |
| iShares Core Universal USD Bond ETF | Intermediate Core-Plus Bond | 66 | -0.07% | Jun 10, 2014 | PLIIX vs IUSB | |
| Eaton Vance Total Return Bond ETF | Intermediate Core-Plus Bond | 69 | -0.31% | Nov 14, 1984 | PLIIX vs EVTR | |
| Ancora Income Fund | Intermediate Core-Plus Bond | 21 | -0.31% | Jan 5, 2004 | PLIIX vs AAIIX | |
| Brandes Core Plus Fixed Income Fund | Intermediate Core-Plus Bond | 53 | -0.55% | Dec 28, 2007 | PLIIX vs BCPIX | |
| VY BrandywineGLOBAL - Bond Portfolio | Intermediate Core-Plus Bond | 68 | 0.21% | Feb 20, 2015 | PLIIX vs VGSBX |
Compare PLIIX with Any Fund or Stock
Compare PLIIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.