Pacific Funds Short Duration Income (PLSDX) 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 PLSDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PLSDX
PLSDX charges 0.45% annually. There are 38 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 Short-Term Bond Fund | 0.02% | — | Jun 2015 | PLSDX vs VISTX | |
| Vanguard Institutional Intermediate-Term Bond Fund | 0.02% | — | Jun 2015 | PLSDX vs VIITX | |
| Schwab Short-Term Bond Index Fund | 0.06% | — | Feb 2017 | PLSDX vs SWSBX | |
| TIAA-CREF Short-Term Bond Index Fund | 0.09% | — | Aug 2015 | PLSDX vs TNSHX | |
| Vanguard Short-Term Bond Index Fund | 0.15% | — | Mar 1994 | PLSDX vs VBISX |
Best Risk-Adjusted Alternatives to PLSDX
PLSDX has a PortfoliosLab risk / return rank of 93. There are 15 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 | PLSDX vs DHEIX | |
| GuidepathConservative Income Fund | 99 | — | Apr 2018 | PLSDX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | 99 | — | Nov 2013 | PLSDX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | — | Jul 2016 | PLSDX vs DHEAX | |
| DoubleLine Low Duration Bond Fund | 97 | — | Sep 2011 | PLSDX vs DBLSX |
Top Performing PLSDX Alternatives (YTD)
PLSDX is at 0.79% YTD. There are 64 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 9.96%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Absolute Return Allocation Fund | 9.96% | — | Apr 2011 | PLSDX vs GPARX | |
| Leader Short Term High Yield Bond Fund | 3.89% | — | Jul 2005 | PLSDX vs LCCMX | |
| DFA Short-Duration Real Return Portfolio | 2.57% | — | Nov 2013 | PLSDX vs DFAIX | |
| Holbrook Income Fund | 2.12% | — | Jul 2016 | PLSDX vs HOBEX | |
| BlackRock Allocation Target Shares Series A Portfo... | 1.98% | — | Sep 2015 | PLSDX vs BATAX |
Lowest Volatility Alternatives to PLSDX
PLSDX has 1.40% 1-year volatility. There are 19 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 | PLSDX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.05% | — | Jul 2016 | PLSDX vs DHEIX | |
| DFA Short-Term Extended Quality Portfolio | 1.07% | — | Mar 2009 | PLSDX vs DFEQX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.11% | — | Jul 2016 | PLSDX vs DHEAX | |
| DFA Short-Duration Real Return Portfolio | 1.11% | — | Nov 2013 | PLSDX vs DFAIX |
Lowest Drawdown Alternatives to PLSDX
PLSDX has a 1-year max drawdown of -0.97%. There are 19 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 | PLSDX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | -0.47% | — | Nov 2013 | PLSDX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | -0.50% | — | Jul 2016 | PLSDX vs DHEAX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | -0.50% | — | Jul 2016 | PLSDX vs DHEIX | |
| Holbrook Income Fund | -0.61% | — | Jul 2016 | PLSDX vs HOBEX |
Other Mutual Funds from Pacific Funds Series Trust
The 10 most viewed Pacific Funds Series Trust mutual funds shown here include PLFRX, PODAX, POEAX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Pacific Funds Floating Rate Income | Bank Loan | 84 | 1.32% | — | Jun 2011 | PLSDX vs PLFRX | |
| Pacific Funds Portfolio Optimization Growth | Diversified Portfolio | 63 | 9.81% | — | Dec 2003 | PLSDX vs PODAX | |
| Pacific Funds Portfolio Optimization Aggressive-Gr... | Diversified Portfolio | 62 | 11.26% | — | Dec 2003 | PLSDX vs POEAX | |
| Pacific Funds Core Income | Intermediate Core-Plus Bond | 31 | 0.50% | — | Dec 2010 | PLSDX vs PLIIX | |
| Pacific Funds Portfolio Optimization Moderate-Cons... | Diversified Portfolio | 62 | 5.37% | — | Dec 2003 | PLSDX vs POBAX | |
| Pacific Funds Portfolio Optimization Moderate | Diversified Portfolio | 62 | 7.64% | — | Dec 2003 | PLSDX vs POCAX | |
| Pacific Funds Portfolio Optimization Conservative | Diversified Portfolio | 59 | 3.38% | — | Dec 2003 | PLSDX vs POAAX | |
| Pacific Funds High Income | High Yield Bonds | 75 | 1.63% | — | Dec 2011 | PLSDX vs PLHIX | |
| Pacific Funds Strategic Income | Multisector Bonds | 72 | 1.18% | — | Dec 2011 | PLSDX vs PLSRX | |
| Pacific Funds Ultra Short Income | Ultrashort Bond | 99 | 1.46% | — | Jun 2019 | PLSDX vs PLUIX |
Often Compared With PLSDX
Investors most often compare PLSDX with RSSB, NTSX, DLDFX. These 9 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Return Stacked Global Stocks & Bonds ETF | Global Allocation | 56 | 10.92% | 395.45M | Dec 2023 | PLSDX vs RSSB | |
| WisdomTree U.S. Efficient Core Fund | Diversified Portfolio | 65 | 9.77% | 1.34B | Aug 2018 | PLSDX vs NTSX | |
| Destinations Low Duration Fixed Income Fund | Short-Term Bond | 95 | 1.61% | — | Mar 2017 | PLSDX vs DLDFX | |
| DoubleLine Low Duration Bond Fund Class N | Short-Term Bond | 97 | 0.96% | — | Sep 2011 | PLSDX vs DLSNX | |
| CM Advisors Fixed Income Fund | Short-Term Bond | 65 | 0.11% | — | Mar 2006 | PLSDX vs CMFIX | |
| T. Rowe Price Short Duration Income Fund | Short-Term Bond | 97 | 1.30% | — | Dec 2020 | PLSDX vs TSDLX | |
| DFA Two-Year Fixed Income Portfolio | Short-Term Bond | 67 | 1.52% | — | Jun 1996 | PLSDX vs DFCFX | |
| Sextant Short Term Bond Fund | Short-Term Bond | — | — | — | Sep 1995 | PLSDX vs STBFX | |
| SEI Asset Allocation Trust Defensive Strategy Fund | Short-Term Bond | 89 | 1.86% | — | Nov 2003 | PLSDX vs SNSAX |
Compare PLSDX with Any Fund or Stock
Compare PLSDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PLSDX with funds that move differently
Pacific Funds Short Duration Income alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PLSDX.
Explore PLSDX Diversifiers