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 62 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | PPQZX vs JIEHX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | PPQZX vs LTRIX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | PPQZX vs PPLIX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | PPQZX vs LTIUX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | PPQZX vs PLTZX |
Best Risk-Adjusted Alternatives to PPQZX
PPQZX has a PortfoliosLab risk / return rank of 75. There are 92 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 89 | — | Dec 2019 | PPQZX vs PADLX | |
| State Street Target Retirement Fund | 88 | — | Sep 2014 | PPQZX vs SSFNX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | PPQZX vs PDAHX | |
| State Street Target Retirement 2025 Fund | 85 | — | Sep 2014 | PPQZX vs SSBRX | |
| Dimensional 2060 Target Date Retirement Income Fun... | 83 | — | Nov 2015 | PPQZX vs DRILX |
Top Performing PPQZX Alternatives (YTD)
PPQZX is at 12.28% YTD. There are 153 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 14.17%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Flex Freedom Blend 2060 Fund | 14.17% | — | Jun 2017 | PPQZX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 14.11% | — | Jun 2019 | PPQZX vs FDFPX | |
| Fidelity Flex Freedom Blend 2055 Fund | 14.07% | — | Jun 2017 | PPQZX vs FQLSX | |
| Fidelity Freedom Blend 2055 Fund Class K6 | 14.04% | — | Aug 2018 | PPQZX vs FHDDX | |
| Fidelity Freedom Blend 2065 Fund Class K6 | 14.03% | — | Jun 2019 | PPQZX vs FFBQX |
Lowest Volatility Alternatives to PPQZX
PPQZX has 10.95% 1-year volatility. There are 408 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.33% | — | Nov 2015 | PPQZX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 3.98% | — | Oct 2009 | PPQZX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.01% | — | Oct 2009 | PPQZX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | 4.14% | — | Aug 2019 | PPQZX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K | 4.15% | — | Aug 2019 | PPQZX vs FRKMX |
Lowest Drawdown Alternatives to PPQZX
PPQZX has a 1-year max drawdown of -8.74%. There are 444 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 Income Fund Investor Class | -3.32% | — | Oct 2009 | PPQZX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | PPQZX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | PPQZX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K | -3.42% | — | Aug 2019 | PPQZX vs FRKMX |
Other Mutual Funds from PIMCO
The 10 most viewed PIMCO mutual funds shown here include PIMIX, PONAX, PTTRX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| PIMCO Income Fund Institutional Class | Total Bond Market | 45 | 1.00% | — | Mar 2007 | PPQZX vs PIMIX | |
| PIMCO Income Fund Class A | Multisector Bonds | 41 | 0.83% | — | Apr 2007 | PPQZX vs PONAX | |
| PIMCO Total Return Fund Institutional Class | Total Bond Market | 30 | 0.64% | — | — | PPQZX vs PTTRX | |
| PIMCO Corporate & Income Strategy Fund | Multisector Bonds | 3 | -4.37% | — | Dec 2001 | PPQZX vs PCN | |
| PIMCO Income Fund Class I-2 | Total Bond Market | 44 | 0.96% | — | — | PPQZX vs PONPX | |
| PIMCO StocksPLUS Long Duration Fund Class I | Diversified Portfolio | 47 | 10.35% | — | Aug 2007 | PPQZX vs PSLDX | |
| PIMCO Income Strategy Fund II | Multisector Bonds | 6 | -4.15% | — | Oct 2004 | PPQZX vs PFN | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) | Global Bonds | 9 | 0.12% | — | Dec 1992 | PPQZX vs PFORX | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-H... | Foreign Large Cap Equities | 25 | 9.70% | — | Oct 2003 | PPQZX vs PISIX | |
| PIMCO Commodity Real Return Strategy Fund | Commodities | 75 | 26.86% | — | Jun 2002 | PPQZX vs PCRIX |
Often Compared With PPQZX
Investors most often compare PPQZX with VFIFX, FXAIX, SPY. These 20 comparison targets span 5 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