Pacific Funds Ultra Short Income (PLUIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to PLUIX
PLUIX charges 0.32% annually. Among mutual funds in the Ultrashort Bond category, these options have the lowest expense ratios among PLUIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Federated Hermes Conservative Microshort Fund | 0.05% | Feb 2, 2021 | PLUIX vs FHCOX | |
| DFA One Year Fixed Income Portfolio | 0.13% | Jul 25, 1983 | PLUIX vs DFIHX | |
| Six Circles Tax Aware Ultra Short Duration Fund | 0.15% | Jul 8, 2018 | PLUIX vs CUTAX | |
| Baird Ultra Short Bond Fund Institutional Class | 0.15% | Dec 31, 2013 | PLUIX vs BUBIX | |
| DFA Two-Year Government Portfolio | 0.17% | Jun 6, 1996 | PLUIX vs DFYGX |
Best Risk-Adjusted Alternatives to PLUIX
Among mutual funds in the Ultrashort 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 | |
|---|---|---|---|---|
| Navigator Ultra Short Term Bond Fund | 100 | Mar 21, 2019 | PLUIX vs NUSIX | |
| Baird Ultra Short Bond Fund | 100 | Dec 31, 2013 | PLUIX vs BUBSX | |
| Fidelity Series Treasury Bill Index Fund | 100 | Aug 28, 2018 | PLUIX vs FHQFX | |
| T. Rowe Price Ultra Short-Term Bond Fund | 100 | Dec 3, 2012 | PLUIX vs TRBUX | |
| Baird Ultra Short Bond Fund Institutional Class | 100 | Dec 31, 2013 | PLUIX vs BUBIX |
Top Performing PLUIX Alternatives (YTD)
PLUIX alternatives from the Ultrashort Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| DFA Two-Year Government Portfolio | 0.88% | Jun 6, 1996 | PLUIX vs DFYGX | |
| Sterling Capital Ultra Short Bond Fund | 0.83% | Nov 30, 2012 | PLUIX vs BUSIX | |
| DFA One Year Fixed Income Portfolio | 0.81% | Jul 25, 1983 | PLUIX vs DFIHX | |
| Navigator Ultra Short Term Bond Fund | 0.76% | Mar 21, 2019 | PLUIX vs NUSIX | |
| Northern Ultra-Short Fixed Income Fund | 0.75% | Jun 18, 2009 | PLUIX vs NUSFX |
Lowest Volatility Alternatives to PLUIX
PLUIX alternatives from the Ultrashort Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Tactical Multi-Purpose Fund | 0.55% | Mar 30, 2017 | PLUIX vs TMPFX | |
| Baird Ultra Short Bond Fund | 0.65% | Dec 31, 2013 | PLUIX vs BUBSX | |
| Navigator Ultra Short Term Bond Fund | 0.65% | Mar 21, 2019 | PLUIX vs NUSIX | |
| DFA One Year Fixed Income Portfolio | 0.72% | Jul 25, 1983 | PLUIX vs DFIHX | |
| Baird Ultra Short Bond Fund Institutional Class | 0.72% | Dec 31, 2013 | PLUIX vs BUBIX |
Lowest Drawdown Alternatives to PLUIX
PLUIX alternatives from the Ultrashort Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| U.S. Global Investors U.S. Government Ultra-Short ... | 0.00% | Dec 2, 2013 | PLUIX vs UGSDX | |
| Tactical Multi-Purpose Fund | 0.00% | Mar 30, 2017 | PLUIX vs TMPFX | |
| Fidelity Series Treasury Bill Index Fund | -0.10% | Aug 28, 2018 | PLUIX vs FHQFX | |
| Baird Ultra Short Bond Fund | -0.10% | Dec 31, 2013 | PLUIX vs BUBSX | |
| Navigator Ultra Short Term Bond Fund | -0.10% | Mar 21, 2019 | PLUIX vs NUSIX |
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 | PLUIX vs PLFRX | |
| Pacific Funds Short Duration Income | Short-Term Bond | 98 | 0.07% | Dec 19, 2011 | PLUIX vs PLSDX | |
| Pacific Funds Portfolio Optimization Moderate | Diversified Portfolio | 49 | -3.86% | Dec 30, 2003 | PLUIX vs POCAX | |
| Pacific Funds Core Income | Intermediate Core-Plus Bond | 67 | -0.63% | Dec 31, 2010 | PLUIX vs PLIIX | |
| Pacific Funds Portfolio Optimization Growth | Diversified Portfolio | 47 | -3.98% | Dec 30, 2003 | PLUIX vs PODAX | |
| Pacific Funds Portfolio Optimization Aggressive-Gr... | Diversified Portfolio | 48 | -4.48% | Dec 30, 2003 | PLUIX vs POEAX | |
| Pacific Funds Portfolio Optimization Moderate-Cons... | Diversified Portfolio | 58 | -2.60% | Dec 30, 2003 | PLUIX vs POBAX | |
| Pacific Funds High Income | High Yield Bonds | 87 | -0.95% | Dec 19, 2011 | PLUIX vs PLHIX | |
| Pacific Funds Strategic Income | Multisector Bonds | 92 | -0.86% | Dec 18, 2011 | PLUIX vs PLSRX | |
| Pacific Funds Portfolio Optimization Conservative | Diversified Portfolio | 68 | -1.64% | Dec 30, 2003 | PLUIX vs POAAX |
Compare PLUIX with Any Fund or Stock
Compare PLUIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.