Pacific Funds Ultra Short Income (PLUIX) belongs to the Ultrashort Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PLUIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PLUIX
PLUIX charges 0.32% annually. There are 27 mutual funds in the Ultrashort Bond category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Conservative Microshort Fund | 0.05% | — | Feb 2021 | PLUIX vs FHCOX | |
| DFA One Year Fixed Income Portfolio | 0.13% | — | Jul 1983 | PLUIX vs DFIHX | |
| Baird Ultra Short Bond Fund Institutional Class | 0.15% | — | Dec 2013 | PLUIX vs BUBIX | |
| Six Circles Tax Aware Ultra Short Duration Fund | 0.15% | — | Jul 2018 | PLUIX vs CUTAX | |
| DFA Two-Year Government Portfolio | 0.17% | — | Jun 1996 | PLUIX vs DFYGX |
Best Risk-Adjusted Alternatives to PLUIX
PLUIX has a PortfoliosLab risk / return rank of 99. There are 11 mutual funds in the Ultrashort Bond category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Navigator Ultra Short Term Bond Fund | 100 | — | Mar 2019 | PLUIX vs NUSIX | |
| Baird Ultra Short Bond Fund | 100 | — | Dec 2013 | PLUIX vs BUBSX | |
| Baird Ultra Short Bond Fund Institutional Class | 100 | — | Dec 2013 | PLUIX vs BUBIX | |
| PIMCO Short Asset Investment Fund | 100 | — | May 2012 | PLUIX vs PAIPX | |
| SEI Institutional Investments Trust Opportunistic ... | 100 | — | Dec 2006 | PLUIX vs ENIAX |
Top Performing PLUIX Alternatives (YTD)
PLUIX is at 1.46% YTD. There are 24 mutual funds in the Ultrashort Bond category with higher YTD returns, going as high as 2.15%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Semper Short Duration Fund | 2.15% | — | Dec 2010 | PLUIX vs SEMRX | |
| PIMCO Short Term Fund | 1.92% | — | Oct 1987 | PLUIX vs PTSHX | |
| PIMCO Short Asset Investment Fund | 1.80% | — | May 2012 | PLUIX vs PAIPX | |
| Pioneer Multi-Asset Ultrashort Income Fund | 1.73% | — | Apr 2011 | PLUIX vs MYFRX | |
| T. Rowe Price Ultra Short-Term Bond Fund Class I | 1.64% | — | Jul 2017 | PLUIX vs TRSTX |
Lowest Volatility Alternatives to PLUIX
PLUIX has 1.29% 1-year volatility. There are 26 mutual funds in the Ultrashort Bond category with lower 1-year volatility, going as low as 0.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Tactical Multi-Purpose Fund | 0.56% | — | Mar 2017 | PLUIX vs TMPFX | |
| Baird Ultra Short Bond Fund | 0.62% | — | Dec 2013 | PLUIX vs BUBSX | |
| Navigator Ultra Short Term Bond Fund | 0.63% | — | Mar 2019 | PLUIX vs NUSIX | |
| Permanent Portfolio Short-Term Treasury Portfolio | 0.68% | — | Sep 1987 | PLUIX vs PRTBX | |
| Baird Ultra Short Bond Fund Institutional Class | 0.70% | — | Dec 2013 | PLUIX vs BUBIX |
Lowest Drawdown Alternatives to PLUIX
PLUIX has a 1-year max drawdown of -0.30%. There are 17 mutual funds in the Ultrashort Bond category with shallower 1-year drawdowns, going as shallow as 0.00%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Tactical Multi-Purpose Fund | 0.00% | — | Mar 2017 | PLUIX vs TMPFX | |
| U.S. Global Investors U.S. Government Ultra-Short ... | 0.00% | — | Dec 2013 | PLUIX vs UGSDX | |
| Fidelity Series Treasury Bill Index Fund | -0.10% | — | Aug 2018 | PLUIX vs FHQFX | |
| Morgan Stanley Institutional Fund Trust Ultra-Shor... | -0.10% | — | Apr 2016 | PLUIX vs MUIIX | |
| Navigator Ultra Short Term Bond Fund | -0.10% | — | Mar 2019 | PLUIX vs NUSIX |
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 | PLUIX vs PLFRX | |
| Pacific Funds Short Duration Income | Short-Term Bond | 93 | 0.79% | — | Dec 2011 | PLUIX vs PLSDX | |
| Pacific Funds Portfolio Optimization Growth | Diversified Portfolio | 62 | 10.11% | — | Dec 2003 | PLUIX vs PODAX | |
| Pacific Funds Portfolio Optimization Aggressive-Gr... | Diversified Portfolio | 62 | 11.67% | — | Dec 2003 | PLUIX vs POEAX | |
| Pacific Funds Core Income | Intermediate Core-Plus Bond | 34 | 0.50% | — | Dec 2010 | PLUIX vs PLIIX | |
| Pacific Funds Portfolio Optimization Moderate-Cons... | Diversified Portfolio | 62 | 5.55% | — | Dec 2003 | PLUIX vs POBAX | |
| Pacific Funds Portfolio Optimization Moderate | Diversified Portfolio | 62 | 7.88% | — | Dec 2003 | PLUIX vs POCAX | |
| Pacific Funds Portfolio Optimization Conservative | Diversified Portfolio | 61 | 3.57% | — | Dec 2003 | PLUIX vs POAAX | |
| Pacific Funds High Income | High Yield Bonds | 75 | 1.63% | — | Dec 2011 | PLUIX vs PLHIX | |
| Pacific Funds Strategic Income | Multisector Bonds | 71 | 1.18% | — | Dec 2011 | PLUIX vs PLSRX |
Often Compared With PLUIX
Investors most often compare PLUIX with CBUDX, NUSFX, BUSIX. These 6 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| CrossingBridge Ultra-Short Duration Fund | Ultrashort Bond | 99 | 1.54% | — | Jun 2021 | PLUIX vs CBUDX | |
| Northern Ultra-Short Fixed Income Fund | Ultrashort Bond | 98 | 1.24% | — | Jun 2009 | PLUIX vs NUSFX | |
| Sterling Capital Ultra Short Bond Fund | Ultrashort Bond | — | — | — | Nov 2012 | PLUIX vs BUSIX | |
| T. Rowe Price Ultra Short-Term Bond Fund | Ultrashort Bond | 99 | 1.59% | — | Dec 2012 | PLUIX vs TRBUX | |
| Eaton Vance Short Duration Government Income Fund | Ultrashort Bond | 70 | 1.21% | — | Sep 2002 | PLUIX vs EALDX | |
| Touchstone Ultra Short Duration Fixed Income Fund | Ultrashort Bond | 98 | 1.59% | — | Mar 1994 | PLUIX vs TSDOX |
Compare PLUIX with Any Fund or Stock
Compare PLUIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PLUIX with funds that move differently
Pacific Funds Ultra Short Income alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PLUIX.
Explore PLUIX Diversifiers