PIMCO StocksPLUS Long Duration Fund Class I (PSLDX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to PSLDX
PSLDX charges 0.61% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among PSLDX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | PSLDX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | PSLDX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | PSLDX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | PSLDX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | PSLDX vs BWBIX |
Best Risk-Adjusted Alternatives to PSLDX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | PSLDX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | PSLDX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | PSLDX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | PSLDX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | PSLDX vs PMAIX |
Top Performing PSLDX Alternatives (YTD)
PSLDX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | PSLDX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | PSLDX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | PSLDX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | PSLDX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | PSLDX vs CONWX |
Lowest Volatility Alternatives to PSLDX
PSLDX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | PSLDX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | PSLDX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | PSLDX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | PSLDX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | PSLDX vs SICIX |
Lowest Drawdown Alternatives to PSLDX
PSLDX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | PSLDX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | PSLDX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | PSLDX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | PSLDX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | PSLDX vs SICIX |
Other Mutual Funds from PIMCO
Most popular PIMCO mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| PIMCO Income Fund Institutional Class | Total Bond Market | 81 | -1.36% | Mar 30, 2007 | PSLDX vs PIMIX | |
| PIMCO Income Fund Class A | Multisector Bonds | 78 | -1.42% | Apr 2, 2007 | PSLDX vs PONAX | |
| PIMCO Total Return Fund Institutional Class | Total Bond Market | 53 | -1.02% | — | PSLDX vs PTTRX | |
| PIMCO Corporate & Income Strategy Fund | Multisector Bonds | 3 | -4.21% | Dec 20, 2001 | PSLDX vs PCN | |
| PIMCO Income Fund Class I-2 | Total Bond Market | 80 | -1.37% | — | PSLDX vs PONPX | |
| PIMCO Income Strategy Fund II | Multisector Bonds | 11 | -5.40% | Oct 27, 2004 | PSLDX vs PFN | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) | Global Bonds | 24 | -2.23% | Dec 1, 1992 | PSLDX vs PFORX | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-H... | Foreign Large Cap Equities | 24 | -0.85% | Oct 31, 2003 | PSLDX vs PISIX | |
| PIMCO RAE US Small Fund | Small Cap Value Equities | 28 | -0.95% | Jun 5, 2015 | PSLDX vs PMJIX | |
| PIMCO Diversified Income Fund | Multisector Bonds | 84 | -1.80% | Jul 30, 2003 | PSLDX vs PDIIX |
Often Compared With PSLDX
What investors most often compare with PSLDX, 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.