PIMCO StocksPLUS Long Duration Fund Class I (PSLDX) 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 PSLDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PSLDX
PSLDX charges 0.61% annually. There are 243 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 | PSLDX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | PSLDX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | PSLDX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | PSLDX vs VBAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | PSLDX vs BWBIX |
Best Risk-Adjusted Alternatives to PSLDX
PSLDX has a PortfoliosLab risk / return rank of 28. There are 486 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 | PSLDX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | PSLDX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | PSLDX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | PSLDX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | PSLDX vs FSRRX |
Top Performing PSLDX Alternatives (YTD)
PSLDX is at 4.37% YTD. There are 405 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.12% | — | Jan 1998 | PSLDX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | PSLDX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | PSLDX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | PSLDX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | PSLDX vs BRUFX |
Lowest Volatility Alternatives to PSLDX
PSLDX has 17.44% 1-year volatility. There are 533 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 | PSLDX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | PSLDX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | PSLDX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | PSLDX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | PSLDX vs CSTAX |
Lowest Drawdown Alternatives to PSLDX
PSLDX has a 1-year max drawdown of -13.70%. There are 532 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 | PSLDX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | PSLDX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | PSLDX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | PSLDX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | PSLDX 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 | 52 | 0.23% | — | Mar 2007 | PSLDX vs PIMIX | |
| PIMCO Corporate & Income Opportunity Fund | Corporate Bonds | 1 | -2.91% | — | Dec 2002 | PSLDX vs PTY | |
| PIMCO Income Fund Class A | Multisector Bonds | 45 | 0.03% | — | Apr 2007 | PSLDX vs PONAX | |
| PIMCO Total Return Fund Institutional Class | Intermediate Core-Plus Bond | 30 | -0.45% | — | May 1987 | PSLDX vs PTTRX | |
| PIMCO Corporate & Income Strategy Fund | Multisector Bonds | 9 | -2.68% | — | Dec 2001 | PSLDX vs PCN | |
| PIMCO Income Fund Class I-2 | Multisector Bonds | 50 | 0.18% | — | Apr 2008 | PSLDX vs PONPX | |
| PIMCO Income Strategy Fund II | Multisector Bonds | 15 | 1.29% | — | Oct 2004 | PSLDX vs PFN | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) | Global Bonds | 12 | -0.58% | — | Dec 1992 | PSLDX vs PFORX | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-H... | Foreign Large Cap Equities | 49 | 12.84% | — | Oct 2003 | PSLDX vs PISIX | |
| PIMCO All Asset Fund | Tactical Allocation | 95 | 9.59% | — | Nov 2002 | PSLDX vs PAAIX |
Often Compared With PSLDX
Investors most often compare PSLDX with SPY, PSTKX, VOO. These 20 comparison targets span 15 categories, based on PortfoliosLab usage data.
Compare PSLDX with Any Fund or Stock
Compare PSLDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PSLDX with funds that move differently
PIMCO StocksPLUS Long Duration Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PSLDX.
Explore PSLDX Diversifiers