PIMCO Inflation Response Multi-Asset Fund (PPRMX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PPRMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PPRMX
PPRMX charges 0.76% annually. There are 329 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | PPRMX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | PPRMX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | PPRMX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | PPRMX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | PPRMX vs VTMFX |
Best Risk-Adjusted Alternatives to PPRMX
PPRMX has a PortfoliosLab risk / return rank of 87. There are 21 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | PPRMX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | PPRMX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | PPRMX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | PPRMX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | PPRMX vs AOBLX |
Top Performing PPRMX Alternatives (YTD)
PPRMX is at 5.50% YTD. There are 358 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 33.16%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 33.16% | — | Jan 1998 | PPRMX vs EKBAX | |
| Greenspring Fund | 20.03% | — | Jun 1983 | PPRMX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 19.67% | — | Aug 1998 | PPRMX vs MHELX | |
| ICON Equity Income Fund | 17.57% | — | May 2004 | PPRMX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.15% | — | Dec 2002 | PPRMX vs TIBIX |
Lowest Volatility Alternatives to PPRMX
PPRMX has 6.05% 1-year volatility. There are 104 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | PPRMX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.83% | — | Nov 2003 | PPRMX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.86% | — | Apr 2012 | PPRMX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | PPRMX vs AVEFX | |
| American Funds College 2027 Fund | 3.09% | — | Sep 2012 | PPRMX vs CSTAX |
Lowest Drawdown Alternatives to PPRMX
PPRMX has a 1-year max drawdown of -3.79%. There are 38 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | PPRMX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | PPRMX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | PPRMX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | PPRMX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | PPRMX vs CSTAX |
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 | 50 | 1.07% | — | Mar 2007 | PPRMX vs PIMIX | |
| PIMCO Corporate & Income Opportunity Fund | Corporate Bonds | 2 | -1.00% | — | Dec 2002 | PPRMX vs PTY | |
| PIMCO Income Fund Class A | Multisector Bonds | 44 | 0.87% | — | Apr 2007 | PPRMX vs PONAX | |
| PIMCO Total Return Fund Institutional Class | Intermediate Core-Plus Bond | 28 | 0.35% | — | May 1987 | PPRMX vs PTTRX | |
| PIMCO Corporate & Income Strategy Fund | Multisector Bonds | 7 | -2.18% | — | Dec 2001 | PPRMX vs PCN | |
| PIMCO Income Fund Class I-2 | Multisector Bonds | 48 | 1.02% | — | Apr 2008 | PPRMX vs PONPX | |
| PIMCO StocksPLUS Long Duration Fund Class I | Diversified Portfolio | 34 | 8.53% | — | Aug 2007 | PPRMX vs PSLDX | |
| PIMCO Income Strategy Fund II | Multisector Bonds | 12 | 1.01% | — | Oct 2004 | PPRMX vs PFN | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) | Global Bonds | 12 | 0.24% | — | Dec 1992 | PPRMX vs PFORX | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-H... | Foreign Large Cap Equities | 41 | 12.84% | — | Oct 2003 | PPRMX vs PISIX |
Often Compared With PPRMX
Investors most often compare PPRMX with PZRMX, TIP, PRPFX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare PPRMX with Any Fund or Stock
Compare PPRMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PPRMX with funds that move differently
PIMCO Inflation Response Multi-Asset Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PPRMX.
Explore PPRMX Diversifiers