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 a closer substitute for your current allocation.
Cheapest Alternatives to PLIIX
PLIIX charges 0.55% annually. There are 62 mutual funds in the Intermediate Core-Plus Bond category with lower expense ratios, going as low as 0.16%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | — | Aug 2005 | PLIIX vs MCFIX | |
| State Street Income Fund | 0.20% | — | Jan 1980 | PLIIX vs SSASX | |
| TIAA-CREF Core Bond Fund | 0.29% | — | Jul 1999 | PLIIX vs TIBDX | |
| Elfun Income Fund | 0.29% | — | Dec 1984 | PLIIX vs EINFX | |
| Baird Core Plus Bond Fund | 0.30% | — | Sep 2000 | PLIIX vs BCOIX |
Best Risk-Adjusted Alternatives to PLIIX
PLIIX has a PortfoliosLab risk / return rank of 34. There are 25 mutual funds in the Intermediate Core-Plus Bond category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | 98 | — | Jul 2016 | PLIIX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 92 | — | Jul 2010 | PLIIX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 90 | — | Jul 2010 | PLIIX vs LCTRX | |
| MassMutual Diversified Bond Fund | 83 | — | May 1999 | PLIIX vs MDVAX | |
| GMO Multi-Sector Fixed Income Fund | 74 | — | Apr 1997 | PLIIX vs GUGAX |
Top Performing PLIIX Alternatives (YTD)
PLIIX is at 0.50% YTD. There are 62 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 2.89%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Mortgage Securities Fund | 2.89% | — | Feb 1984 | PLIIX vs PGSIX | |
| MassMutual Diversified Bond Fund | 2.59% | — | May 1999 | PLIIX vs MDVAX | |
| Holbrook Income Fund Class I | 2.43% | — | Jul 2016 | PLIIX vs HOBIX | |
| Ancora Income Fund | 2.39% | — | Jan 2004 | PLIIX vs AAIIX | |
| SEI Tax Exempt Trust Tax-Advantaged Income Fund | 2.21% | — | Sep 2007 | PLIIX vs SEATX |
Lowest Volatility Alternatives to PLIIX
PLIIX has 3.66% 1-year volatility. There are 24 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.04%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AAMA Income Fund | 1.04% | — | Jun 2017 | PLIIX vs AMFIX | |
| Archer Income Fund | 1.79% | — | Mar 2011 | PLIIX vs ARINX | |
| ALPS/Smith Total Return Bond Fund | 1.90% | 3.25B | Jun 2018 | PLIIX vs SMTRX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.91% | — | Jul 2010 | PLIIX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | 1.97% | — | Jul 2010 | PLIIX vs LCTIX |
Lowest Drawdown Alternatives to PLIIX
PLIIX has a 1-year max drawdown of -2.54%. There are 15 mutual funds in the Intermediate Core-Plus Bond category with shallower 1-year drawdowns, going as shallow as -0.51%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.51% | — | Jul 2016 | PLIIX vs HOBIX | |
| AAMA Income Fund | -0.74% | — | Jun 2017 | PLIIX vs AMFIX | |
| GMO Multi-Sector Fixed Income Fund | -1.16% | — | Apr 1997 | PLIIX vs GUGAX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | — | Jul 2010 | PLIIX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | -1.17% | — | Jul 2010 | PLIIX vs LCTIX |
Other Mutual Funds from Pacific Funds Series Trust
The 10 most viewed Pacific Funds Series Trust mutual funds shown here include PLFRX, PLSDX, PODAX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Pacific Funds Floating Rate Income | Bank Loan | 82 | 1.32% | — | Jun 2011 | PLIIX vs PLFRX | |
| Pacific Funds Short Duration Income | Short-Term Bond | 93 | 0.79% | — | Dec 2011 | PLIIX vs PLSDX | |
| Pacific Funds Portfolio Optimization Growth | Diversified Portfolio | 62 | 10.11% | — | Dec 2003 | PLIIX vs PODAX | |
| Pacific Funds Portfolio Optimization Aggressive-Gr... | Diversified Portfolio | 62 | 11.67% | — | Dec 2003 | PLIIX vs POEAX | |
| Pacific Funds Portfolio Optimization Moderate-Cons... | Diversified Portfolio | 62 | 5.55% | — | Dec 2003 | PLIIX vs POBAX | |
| Pacific Funds Portfolio Optimization Moderate | Diversified Portfolio | 62 | 7.88% | — | Dec 2003 | PLIIX vs POCAX | |
| Pacific Funds Portfolio Optimization Conservative | Diversified Portfolio | 61 | 3.57% | — | Dec 2003 | PLIIX vs POAAX | |
| Pacific Funds High Income | High Yield Bonds | 75 | 1.63% | — | Dec 2011 | PLIIX vs PLHIX | |
| Pacific Funds Strategic Income | Multisector Bonds | 71 | 1.18% | — | Dec 2011 | PLIIX vs PLSRX | |
| Pacific Funds Ultra Short Income | Ultrashort Bond | 99 | 1.46% | — | Jun 2019 | PLIIX vs PLUIX |
Often Compared With PLIIX
Investors most often compare PLIIX with DGRO, IUSB, EVTR. These 11 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare PLIIX with Any Fund or Stock
Compare PLIIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PLIIX with funds that move differently
Pacific Funds Core Income alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PLIIX.
Explore PLIIX Diversifiers