PIMCO StocksPLUS Absolute Return Fund (PSPTX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PSPTX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PSPTX
PSPTX charges 0.65% annually. There are 183 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | PSPTX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | PSPTX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | PSPTX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | PSPTX vs FLCPX | |
| State Street Equity 500 Index II Portfolio | 0.02% | — | Aug 2014 | PSPTX vs SSEYX |
Best Risk-Adjusted Alternatives to PSPTX
PSPTX has a PortfoliosLab risk / return rank of 31. There are 300 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 95 | 17.20B | Dec 2004 | PSPTX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 92 | 92.00B | Nov 2001 | PSPTX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 92 | — | Nov 2004 | PSPTX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 89 | — | Feb 2004 | PSPTX vs GTLOX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 89 | — | Dec 2015 | PSPTX vs RESGX |
Top Performing PSPTX Alternatives (YTD)
PSPTX is at 7.77% YTD. There are 213 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 30.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 30.27% | 17.20B | Dec 2004 | PSPTX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.44% | 92.00B | Nov 2001 | PSPTX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 24.51% | — | Nov 2004 | PSPTX vs POSKX | |
| Integrity ESG Growth & Income Fund | 24.37% | — | Jan 1995 | PSPTX vs IGIAX | |
| Archer Multi Cap Fund | 24.19% | — | Dec 2019 | PSPTX vs ALSMX |
Lowest Volatility Alternatives to PSPTX
PSPTX has 14.03% 1-year volatility. There are 320 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.28%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | PSPTX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | PSPTX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | PSPTX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.41% | — | Jul 2012 | PSPTX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.58% | — | May 2015 | PSPTX vs FSUVX |
Lowest Drawdown Alternatives to PSPTX
PSPTX has a 1-year max drawdown of -12.70%. There are 364 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | PSPTX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | PSPTX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | PSPTX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | PSPTX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | PSPTX vs QUERX |
Other Mutual Funds from PIMCO
The 10 most viewed PIMCO mutual funds shown here include PIMIX, PTY, PONAX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| PIMCO Income Fund Institutional Class | Multisector Bonds | 40 | 0.81% | — | Mar 2007 | PSPTX vs PIMIX | |
| PIMCO Corporate & Income Opportunity Fund | Corporate Bonds | 1 | -3.95% | — | Dec 2002 | PSPTX vs PTY | |
| PIMCO Income Fund Class A | Multisector Bonds | 37 | 0.64% | — | Apr 2007 | PSPTX vs PONAX | |
| PIMCO Total Return Fund Institutional Class | Intermediate Core-Plus Bond | 26 | 0.41% | — | May 1987 | PSPTX vs PTTRX | |
| PIMCO Corporate & Income Strategy Fund | Multisector Bonds | 6 | -2.78% | — | Dec 2001 | PSPTX vs PCN | |
| PIMCO Income Fund Class I-2 | Total Bond Market | 40 | 0.77% | — | — | PSPTX vs PONPX | |
| PIMCO StocksPLUS Long Duration Fund Class I | Diversified Portfolio | 33 | 7.22% | — | Aug 2007 | PSPTX vs PSLDX | |
| PIMCO Income Strategy Fund II | Multisector Bonds | 8 | -2.70% | — | Oct 2004 | PSPTX vs PFN | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) | Global Bonds | 10 | 0.43% | — | Dec 1992 | PSPTX vs PFORX | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-H... | Foreign Large Cap Equities | 38 | 11.74% | — | Oct 2003 | PSPTX vs PISIX |
Often Compared With PSPTX
Investors most often compare PSPTX with SPY, NTSX, RSST. These 17 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare PSPTX with Any Fund or Stock
Compare PSPTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PSPTX with funds that move differently
PIMCO StocksPLUS Absolute Return Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PSPTX.
Explore PSPTX Diversifiers