PIMCO RealPath Blend 2055 Fund (PRQZX) 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 PRQZX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PRQZX
PRQZX 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 2045 Fund | 0.01% | — | Feb 2008 | PRQZX vs LTRIX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | PRQZX vs JIEHX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | PRQZX vs PPLIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | PRQZX vs FCQTX | |
| Principal LifeTime 2020 Fund | 0.01% | — | Feb 2001 | PRQZX vs PLWIX |
Best Risk-Adjusted Alternatives to PRQZX
PRQZX has a PortfoliosLab risk / return rank of 72. There are 53 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 | PRQZX vs SSFNX | |
| USAA Target Retirement Income Fund | 85 | — | Jul 2008 | PRQZX vs URINX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | PRQZX vs PDAHX | |
| State Street Target Retirement 2025 Fund | 83 | — | Sep 2014 | PRQZX vs SSBRX | |
| USAA Target Retirement 2030 Fund | 83 | — | Jul 2008 | PRQZX vs URTRX |
Top Performing PRQZX Alternatives (YTD)
PRQZX is at 11.09% YTD. There are 127 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 | PRQZX vs URSIX | |
| USAA Target Retirement 2050 Fund | 13.05% | — | Jul 2008 | PRQZX vs URFFX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.89% | — | Jun 2017 | PRQZX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.86% | — | Jun 2019 | PRQZX vs FDFPX | |
| Fidelity Flex Freedom Blend 2055 Fund | 12.80% | — | Jun 2017 | PRQZX vs FQLSX |
Lowest Volatility Alternatives to PRQZX
PRQZX has 12.39% 1-year volatility. There are 401 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 | PRQZX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.43% | — | Oct 2009 | PRQZX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.46% | — | Oct 2009 | PRQZX vs FFGZX | |
| MFS Lifetime Income Fund | 4.50% | — | Sep 2005 | PRQZX vs MLLIX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.51% | — | Nov 2015 | PRQZX vs DRIQX |
Lowest Drawdown Alternatives to PRQZX
PRQZX has a 1-year max drawdown of -8.91%. There are 440 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 | PRQZX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | PRQZX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | PRQZX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | PRQZX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | PRQZX 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 | 33 | -0.05% | — | Mar 2007 | PRQZX vs PIMIX | |
| PIMCO Corporate & Income Opportunity Fund | Corporate Bonds | 1 | -2.49% | — | Dec 2002 | PRQZX vs PTY | |
| PIMCO Income Fund Class A | Multisector Bonds | 30 | -0.25% | — | Apr 2007 | PRQZX vs PONAX | |
| PIMCO Total Return Fund Institutional Class | Intermediate Core-Plus Bond | 20 | -0.80% | — | May 1987 | PRQZX vs PTTRX | |
| PIMCO Corporate & Income Strategy Fund | Multisector Bonds | 8 | -2.18% | — | Dec 2001 | PRQZX vs PCN | |
| PIMCO Income Fund Class I-2 | Multisector Bonds | 32 | -0.10% | — | Apr 2008 | PRQZX vs PONPX | |
| PIMCO StocksPLUS Long Duration Fund Class I | Diversified Portfolio | 25 | 4.49% | — | Aug 2007 | PRQZX vs PSLDX | |
| PIMCO Income Strategy Fund II | Multisector Bonds | 13 | 1.44% | — | Oct 2004 | PRQZX vs PFN | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) | Global Bonds | 8 | -0.68% | — | Dec 1992 | PRQZX vs PFORX | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-H... | Foreign Large Cap Equities | 44 | 13.06% | — | Oct 2003 | PRQZX vs PISIX |
Often Compared With PRQZX
Investors most often compare PRQZX with PDGZX, VFIAX, LTFIX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare PRQZX with Any Fund or Stock
Compare PRQZX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PRQZX with funds that move differently
PIMCO RealPath Blend 2055 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PRQZX.
Explore PRQZX Diversifiers