Pacific Funds Strategic Income (PLSRX) belongs to the Multisector Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PLSRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PLSRX
PLSRX charges 0.64% annually. There are 20 mutual funds in the Multisector Bonds category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Doubleline Selective Credit Fund | 0.05% | — | Aug 2014 | PLSRX vs DBSCX | |
| Vanguard Multi-Sector Income Bond Fund Admiral Sha... | 0.30% | — | Oct 2021 | PLSRX vs VMSAX | |
| JPMorgan Income Fund | 0.40% | — | Jun 2014 | PLSRX vs JMSIX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 0.40% | — | Jul 2016 | PLSRX vs BWDTX | |
| Mercer Opportunistic Fixed Income Fund | 0.44% | — | Aug 2013 | PLSRX vs MOFIX |
Best Risk-Adjusted Alternatives to PLSRX
PLSRX has a PortfoliosLab risk / return rank of 67. There are 26 mutual funds in the Multisector Bonds category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | 99 | — | Nov 2015 | PLSRX vs NWXHX | |
| Nationwide Strategic Income A | 99 | — | Nov 2015 | PLSRX vs NWXEX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 98 | — | Jul 2016 | PLSRX vs BWDTX | |
| Rational Special Situations Income Fund | 98 | — | Jul 2019 | PLSRX vs RFXIX | |
| CrossingBridge Low Duration High Yield Fund | 97 | — | Jan 2018 | PLSRX vs CBLDX |
Top Performing PLSRX Alternatives (YTD)
PLSRX is at 1.28% YTD. There are 35 mutual funds in the Multisector Bonds category with higher YTD returns, going as high as 4.02%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| abrdn Income Credit Strategies Fund | 4.02% | — | Jan 2011 | PLSRX vs ACP | |
| BrandywineGLOBAL - Flexible Bond Fund | 3.03% | — | May 2016 | PLSRX vs LFLIX | |
| Eaton Vance Strategic Income Fund Class I | 2.49% | — | Jan 1998 | PLSRX vs ETSIX | |
| Eaton Vance Strategic Income Fund Class I | 2.48% | — | Apr 2009 | PLSRX vs ESIIX | |
| Nationwide Amundi Strategic Income Fund | 2.37% | — | Nov 2015 | PLSRX vs NWXHX |
Lowest Volatility Alternatives to PLSRX
PLSRX has 2.68% 1-year volatility. There are 22 mutual funds in the Multisector Bonds category with lower 1-year volatility, going as low as 1.19%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | 1.19% | — | Nov 2015 | PLSRX vs NWXHX | |
| Nationwide Strategic Income A | 1.22% | — | Nov 2015 | PLSRX vs NWXEX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 1.30% | — | Jul 2016 | PLSRX vs BWDTX | |
| CrossingBridge Low Duration High Yield Fund | 1.40% | — | Jan 2018 | PLSRX vs CBLDX | |
| Rational Special Situations Income Fund | 1.40% | — | Jul 2019 | PLSRX vs RFXIX |
Lowest Drawdown Alternatives to PLSRX
PLSRX has a 1-year max drawdown of -2.14%. There are 19 mutual funds in the Multisector Bonds category with shallower 1-year drawdowns, going as shallow as -0.41%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | -0.41% | — | Nov 2015 | PLSRX vs NWXHX | |
| Nationwide Strategic Income A | -0.43% | — | Nov 2015 | PLSRX vs NWXEX | |
| Rational Special Situations Income Fund | -0.72% | — | Jul 2019 | PLSRX vs RFXIX | |
| CrossingBridge Low Duration High Yield Fund | -0.73% | — | Jan 2018 | PLSRX vs CBLDX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | -1.00% | — | Jul 2016 | PLSRX vs BWDTX |
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 | 0.99% | — | Jun 2011 | PLSRX vs PLFRX | |
| Pacific Funds Short Duration Income | Short-Term Bond | 92 | 0.79% | — | Dec 2011 | PLSRX vs PLSDX | |
| Pacific Funds Portfolio Optimization Growth | Diversified Portfolio | 58 | 9.73% | — | Dec 2003 | PLSRX vs PODAX | |
| Pacific Funds Portfolio Optimization Aggressive-Gr... | Diversified Portfolio | 58 | 11.26% | — | Dec 2003 | PLSRX vs POEAX | |
| Pacific Funds Core Income | Intermediate Core-Plus Bond | 32 | 0.71% | — | Dec 2010 | PLSRX vs PLIIX | |
| Pacific Funds Portfolio Optimization Moderate-Cons... | Diversified Portfolio | 57 | 5.37% | — | Dec 2003 | PLSRX vs POBAX | |
| Pacific Funds Portfolio Optimization Moderate | Diversified Portfolio | 55 | 7.39% | — | Dec 2003 | PLSRX vs POCAX | |
| Pacific Funds Portfolio Optimization Conservative | Diversified Portfolio | 56 | 3.48% | — | Dec 2003 | PLSRX vs POAAX | |
| Pacific Funds High Income | High Yield Bonds | 71 | 1.74% | — | Dec 2011 | PLSRX vs PLHIX | |
| Pacific Funds Ultra Short Income | Ultrashort Bond | 99 | 1.46% | — | Jun 2019 | PLSRX vs PLUIX |
Often Compared With PLSRX
Investors most often compare PLSRX with PIMIX, ANGLX, ADVNX. These 14 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare PLSRX with Any Fund or Stock
Compare PLSRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PLSRX with funds that move differently
Pacific Funds Strategic Income alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PLSRX.
Explore PLSRX Diversifiers