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 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 | |
|---|---|---|---|---|---|
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | PRQZX vs PLTZX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | PRQZX vs LTFIX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | PRQZX vs JIEHX | |
| Principal LifeTime 2025 Fund | 0.01% | — | Feb 2008 | PRQZX vs LTSTX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | PRQZX vs LTRIX |
Best Risk-Adjusted Alternatives to PRQZX
PRQZX has a PortfoliosLab risk / return rank of 76. There are 69 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 | PRQZX vs PADLX | |
| State Street Target Retirement Fund | 88 | — | Sep 2014 | PRQZX vs SSFNX | |
| Dimensional 2065 Target Date Retirement Income Fun... | 86 | — | Jan 2020 | PRQZX vs DTDRX | |
| Dimensional 2060 Target Date Retirement Income Fun... | 86 | — | Nov 2015 | PRQZX vs DRILX | |
| Prudential Day One Income Fund | 86 | — | Dec 2016 | PRQZX vs PDAHX |
Top Performing PRQZX Alternatives (YTD)
PRQZX is at 12.30% YTD. There are 91 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 13.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock LifePath Dynamic 2060 Fund | 13.44% | — | May 2017 | PRQZX vs LPDIX | |
| Fidelity Flex Freedom Blend 2060 Fund | 13.43% | — | Jun 2017 | PRQZX vs FWLSX | |
| BlackRock LifePath Dynamic 2055 Fund | 13.41% | — | Jun 2010 | PRQZX vs LPVIX | |
| Fidelity Flex Freedom Blend 2055 Fund | 13.34% | — | Jun 2017 | PRQZX vs FQLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 13.32% | — | Jun 2019 | PRQZX vs FDFPX |
Lowest Volatility Alternatives to PRQZX
PRQZX has 11.29% 1-year volatility. There are 425 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.34%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.34% | — | Nov 2015 | PRQZX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 3.99% | — | Oct 2009 | PRQZX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.02% | — | Oct 2009 | PRQZX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | 4.15% | — | Aug 2019 | PRQZX vs FRQHX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.15% | — | Aug 2007 | PRQZX vs FRIMX |
Lowest Drawdown Alternatives to PRQZX
PRQZX has a 1-year max drawdown of -8.91%. There are 464 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 Income Fund Investor Class | -3.32% | — | Oct 2009 | PRQZX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | PRQZX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | PRQZX vs FRQHX | |
| Fidelity Managed Retirement 2010 Fund Class K | -3.42% | — | Aug 2019 | PRQZX vs FRQKX |
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 | 0.81% | — | Mar 2007 | PRQZX vs PIMIX | |
| PIMCO Income Fund Class A | Multisector Bonds | 41 | 0.64% | — | Apr 2007 | PRQZX vs PONAX | |
| PIMCO Total Return Fund Institutional Class | Total Bond Market | 29 | 0.53% | — | — | PRQZX vs PTTRX | |
| PIMCO Corporate & Income Strategy Fund | Multisector Bonds | 4 | -3.47% | — | Dec 2001 | PRQZX vs PCN | |
| PIMCO Income Fund Class I-2 | Total Bond Market | 44 | 0.77% | — | — | PRQZX vs PONPX | |
| PIMCO StocksPLUS Long Duration Fund Class I | Diversified Portfolio | 45 | 10.00% | — | Aug 2007 | PRQZX vs PSLDX | |
| PIMCO Income Strategy Fund II | Multisector Bonds | 7 | -3.03% | — | Oct 2004 | PRQZX vs PFN | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) | Global Bonds | 9 | -0.18% | — | Dec 1992 | PRQZX vs PFORX | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-H... | Foreign Large Cap Equities | 21 | 8.96% | — | Oct 2003 | PRQZX vs PISIX | |
| PIMCO Commodity Real Return Strategy Fund | Commodities | 78 | 26.38% | — | Jun 2002 | PRQZX vs PCRIX |
Often Compared With PRQZX
Investors most often compare PRQZX with PDGZX, VFIAX, URINX. These 20 comparison targets span 4 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