PIMCO RealPath Blend 2050 Fund (PPQZX) belongs to the Target Retirement Date category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PPQZX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PPQZX
PPQZX charges 0.06% annually. There are 55 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | PPQZX vs LTFIX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | PPQZX vs LTRIX | |
| Principal LifeTime 2025 Fund | 0.01% | — | Feb 2008 | PPQZX vs LTSTX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | PPQZX vs PPLIX | |
| Principal LifeTime 2020 Fund | 0.01% | — | Feb 2001 | PPQZX vs PLWIX |
Best Risk-Adjusted Alternatives to PPQZX
PPQZX has a PortfoliosLab risk / return rank of 70. There are 138 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Target Retirement Fund | 86 | — | Sep 2014 | PPQZX vs SSFNX | |
| USAA Target Retirement Income Fund | 85 | — | Jul 2008 | PPQZX vs URINX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | PPQZX vs PDAHX | |
| Putnam Retirement Advantage Maturity Fund | 84 | — | Dec 2019 | PPQZX vs PADLX | |
| USAA Target Retirement 2030 Fund | 84 | — | Jul 2008 | PPQZX vs URTRX |
Top Performing PPQZX Alternatives (YTD)
PPQZX is at 10.28% YTD. There are 187 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 13.54%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| USAA Target Retirement 2060 Fund | 13.54% | — | Jul 2013 | PPQZX vs URSIX | |
| USAA Target Retirement 2050 Fund | 13.05% | — | Jul 2008 | PPQZX vs URFFX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.35% | — | Jun 2017 | PPQZX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.26% | — | Jun 2019 | PPQZX vs FDFPX | |
| Fidelity Flex Freedom Blend 2055 Fund | 12.26% | — | Jun 2017 | PPQZX vs FQLSX |
Lowest Volatility Alternatives to PPQZX
PPQZX has 12.06% 1-year volatility. There are 385 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.51%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.51% | — | Nov 2015 | PPQZX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.44% | — | Oct 2009 | PPQZX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.47% | — | Oct 2009 | PPQZX vs FFGZX | |
| MFS Lifetime Income Fund | 4.51% | — | Sep 2005 | PPQZX vs MLLIX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.52% | — | Nov 2015 | PPQZX vs DRIQX |
Lowest Drawdown Alternatives to PPQZX
PPQZX has a 1-year max drawdown of -8.74%. There are 420 mutual funds in the Target Retirement Date category with shallower 1-year drawdowns, going as shallow as -2.61%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.61% | — | Nov 2015 | PPQZX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | PPQZX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | PPQZX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | PPQZX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | PPQZX vs PRMYX |
Other Mutual Funds from PIMCO
The 10 most viewed PIMCO mutual funds shown here include PIMIX, PTY, PONAX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| PIMCO Income Fund Institutional Class | Multisector Bonds | 52 | 0.23% | — | Mar 2007 | PPQZX vs PIMIX | |
| PIMCO Corporate & Income Opportunity Fund | Corporate Bonds | 1 | -2.91% | — | Dec 2002 | PPQZX vs PTY | |
| PIMCO Income Fund Class A | Multisector Bonds | 45 | 0.03% | — | Apr 2007 | PPQZX vs PONAX | |
| PIMCO Total Return Fund Institutional Class | Intermediate Core-Plus Bond | 30 | -0.45% | — | May 1987 | PPQZX vs PTTRX | |
| PIMCO Corporate & Income Strategy Fund | Multisector Bonds | 9 | -2.68% | — | Dec 2001 | PPQZX vs PCN | |
| PIMCO Income Fund Class I-2 | Multisector Bonds | 50 | 0.18% | — | Apr 2008 | PPQZX vs PONPX | |
| PIMCO StocksPLUS Long Duration Fund Class I | Diversified Portfolio | 28 | 4.37% | — | Aug 2007 | PPQZX vs PSLDX | |
| PIMCO Income Strategy Fund II | Multisector Bonds | 15 | 1.29% | — | Oct 2004 | PPQZX vs PFN | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) | Global Bonds | 12 | -0.58% | — | Dec 1992 | PPQZX vs PFORX | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-H... | Foreign Large Cap Equities | 49 | 12.84% | — | Oct 2003 | PPQZX vs PISIX |
Often Compared With PPQZX
Investors most often compare PPQZX with VFIFX, FXAIX, SPY. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare PPQZX with Any Fund or Stock
Compare PPQZX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PPQZX with funds that move differently
PIMCO RealPath Blend 2050 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PPQZX.
Explore PPQZX Diversifiers