PIMCO RealPath Blend 2060 Fund (PRBMX) 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 PRBMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PRBMX
PRBMX 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 2060 Fund | 0.01% | — | Feb 2013 | PRBMX vs PLTZX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | PRBMX vs LTIUX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | PRBMX vs JIEHX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | PRBMX vs FCQTX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | PRBMX vs PMTIX |
Best Risk-Adjusted Alternatives to PRBMX
PRBMX has a PortfoliosLab risk / return rank of 77. There are 65 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 | |
|---|---|---|---|---|---|
| State Street Target Retirement Fund | 87 | — | Sep 2014 | PRBMX vs SSFNX | |
| USAA Target Retirement 2040 Fund | 86 | — | Jul 2008 | PRBMX vs URFRX | |
| USAA Target Retirement Income Fund | 86 | — | Jul 2008 | PRBMX vs URINX | |
| USAA Target Retirement 2050 Fund | 86 | — | Jul 2008 | PRBMX vs URFFX | |
| State Street Target Retirement 2025 Fund | 86 | — | Sep 2014 | PRBMX vs SSBRX |
Top Performing PRBMX Alternatives (YTD)
PRBMX is at 12.31% YTD. There are 131 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 14.49%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| USAA Target Retirement 2060 Fund | 14.49% | — | Jul 2013 | PRBMX vs URSIX | |
| Fidelity Flex Freedom Blend 2060 Fund | 14.31% | — | Jun 2017 | PRBMX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 14.25% | — | Jun 2019 | PRBMX vs FDFPX | |
| Fidelity Freedom 2065 Fund Class K6 | 14.22% | — | Jun 2019 | PRBMX vs FFSZX | |
| Fidelity Freedom 2060 Fund Class K6 | 14.22% | — | Aug 2014 | PRBMX vs FVTKX |
Lowest Volatility Alternatives to PRBMX
PRBMX has 12.54% 1-year volatility. There are 408 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.50%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.50% | — | Nov 2015 | PRBMX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.45% | — | Oct 2009 | PRBMX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.47% | — | Oct 2009 | PRBMX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.51% | — | Nov 2015 | PRBMX vs DRIQX | |
| MFS Lifetime Income Fund | 4.52% | — | Sep 2005 | PRBMX vs MLLIX |
Lowest Drawdown Alternatives to PRBMX
PRBMX has a 1-year max drawdown of -8.95%. There are 452 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 | PRBMX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | PRBMX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | PRBMX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | PRBMX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | PRBMX 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 | 30 | 0.32% | — | Mar 2007 | PRBMX vs PIMIX | |
| PIMCO Corporate & Income Opportunity Fund | Corporate Bonds | 1 | -2.49% | — | Dec 2002 | PRBMX vs PTY | |
| PIMCO Income Fund Class A | Multisector Bonds | 27 | 0.12% | — | Apr 2007 | PRBMX vs PONAX | |
| PIMCO Total Return Fund Institutional Class | Intermediate Core-Plus Bond | 17 | -0.45% | — | May 1987 | PRBMX vs PTTRX | |
| PIMCO Corporate & Income Strategy Fund | Multisector Bonds | 6 | -2.43% | — | Dec 2001 | PRBMX vs PCN | |
| PIMCO Income Fund Class I-2 | Multisector Bonds | 29 | 0.27% | — | Apr 2008 | PRBMX vs PONPX | |
| PIMCO StocksPLUS Long Duration Fund Class I | Diversified Portfolio | 30 | 6.57% | — | Aug 2007 | PRBMX vs PSLDX | |
| PIMCO Income Strategy Fund II | Multisector Bonds | 11 | 1.15% | — | Oct 2004 | PRBMX vs PFN | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) | Global Bonds | 8 | -0.37% | — | Dec 1992 | PRBMX vs PFORX | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-H... | Foreign Large Cap Equities | 51 | 13.71% | — | Oct 2003 | PRBMX vs PISIX |
Often Compared With PRBMX
Investors most often compare PRBMX with FXAIX, PHYQX, JRLLX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare PRBMX with Any Fund or Stock
Compare PRBMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PRBMX with funds that move differently
PIMCO RealPath Blend 2060 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PRBMX.
Explore PRBMX Diversifiers