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 | |
|---|---|---|---|---|---|
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | PPQZX vs FCQTX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | PPQZX vs LTFIX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | PPQZX vs LTRIX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | PPQZX vs PTDIX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | PPQZX vs JIEHX |
Best Risk-Adjusted Alternatives to PPQZX
PPQZX has a PortfoliosLab risk / return rank of 74. There are 131 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 87.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 87 | — | Dec 2019 | PPQZX vs PADLX | |
| Fidelity Managed Retirement 2020 Fund | 84 | — | Dec 2007 | PPQZX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 84 | — | Aug 2019 | PPQZX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 84 | — | Aug 2007 | PPQZX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 84 | — | Aug 2019 | PPQZX vs FRHMX |
Top Performing PPQZX Alternatives (YTD)
PPQZX is at 11.53% YTD. There are 183 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 15,640,638.04%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement Income Fund Class K | 15,640,638.04% | — | Aug 2019 | PPQZX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | PPQZX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | PPQZX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | PPQZX vs FIRVX | |
| Fidelity Freedom 2060 Fund Class K6 | 14.76% | — | Aug 2014 | PPQZX vs FVTKX |
Lowest Volatility Alternatives to PPQZX
PPQZX has 11.63% 1-year volatility. There are 402 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.58%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.58% | — | Nov 2015 | PPQZX vs TDIFX | |
| MFS Lifetime 2025 Fund | 4.18% | — | Nov 2012 | PPQZX vs LTTIX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.31% | — | Oct 2009 | PPQZX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.32% | — | Oct 2009 | PPQZX vs FFGZX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.36% | — | Aug 2007 | PPQZX vs FRIMX |
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, PTY, PONAX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| PIMCO Income Fund Institutional Class | Multisector Bonds | 42 | 0.72% | — | Mar 2007 | PPQZX vs PIMIX | |
| PIMCO Corporate & Income Opportunity Fund | Corporate Bonds | 1 | -3.45% | — | Dec 2002 | PPQZX vs PTY | |
| PIMCO Income Fund Class A | Multisector Bonds | 38 | 0.55% | — | Apr 2007 | PPQZX vs PONAX | |
| PIMCO Total Return Fund Institutional Class | Intermediate Core-Plus Bond | 26 | 0.30% | — | May 1987 | PPQZX vs PTTRX | |
| PIMCO Corporate & Income Strategy Fund | Multisector Bonds | 6 | -2.70% | — | Dec 2001 | PPQZX vs PCN | |
| PIMCO Income Fund Class I-2 | Total Bond Market | 41 | 0.68% | — | — | PPQZX vs PONPX | |
| PIMCO StocksPLUS Long Duration Fund Class I | Diversified Portfolio | 39 | 8.53% | — | Aug 2007 | PPQZX vs PSLDX | |
| PIMCO Income Strategy Fund II | Multisector Bonds | 7 | -3.70% | — | Oct 2004 | PPQZX vs PFN | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) | Global Bonds | 10 | 0.43% | — | Dec 1992 | PPQZX vs PFORX | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-H... | Foreign Large Cap Equities | 40 | 13.28% | — | 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