PTLDX Alternatives & Similar Mutual Funds

PIMCO Low Duration Fund (PTLDX) belongs to the Short-Term Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PTLDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to PTLDX

PTLDX charges 0.46% annually. There are 42 mutual funds in the Short-Term Bond category with lower expense ratios, going as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
VIITX	Vanguard Institutional Intermediate-Term Bond Fund	0.02%	—	Jun 2015	PTLDX vs VIITX
VISTX	Vanguard Institutional Short-Term Bond Fund	0.02%	—	Jun 2015	PTLDX vs VISTX
FUMBX	Fidelity Short-Term Treasury Bond Index Fund	0.03%	—	Dec 2005	PTLDX vs FUMBX
SWSBX	Schwab Short-Term Bond Index Fund	0.06%	—	Feb 2017	PTLDX vs SWSBX
TNSHX	TIAA-CREF Short-Term Bond Index Fund	0.09%	—	Aug 2015	PTLDX vs TNSHX

Best Risk-Adjusted Alternatives to PTLDX

PTLDX has a PortfoliosLab risk / return rank of 53. There are 101 mutual funds in the Short-Term Bond category with higher risk-adjusted ranks, going as high as 99.

Symbol	Name	Risk / Return Rank	AUM	Inception
GPICX	GuidepathConservative Income Fund	99	—	Apr 2018	PTLDX vs GPICX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	99	—	Jul 2016	PTLDX vs DHEIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	99	—	Jul 2016	PTLDX vs DHEAX
DFAIX	DFA Short-Duration Real Return Portfolio	98	—	Nov 2013	PTLDX vs DFAIX
BATAX	BlackRock Allocation Target Shares Series A Portfo...	98	—	Sep 2015	PTLDX vs BATAX

Top Performing PTLDX Alternatives (YTD)

PTLDX is at 0.29% YTD. There are 110 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 6.02%.

Symbol	Name	YTD Return	AUM	Inception
GPARX	GuidePath Absolute Return Allocation Fund	6.02%	—	Apr 2011	PTLDX vs GPARX
LCCMX	Leader Short Term High Yield Bond Fund	3.39%	—	Jul 2005	PTLDX vs LCCMX
DFAIX	DFA Short-Duration Real Return Portfolio	2.10%	—	Nov 2013	PTLDX vs DFAIX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	1.99%	—	Jul 2016	PTLDX vs DHEIX
BATAX	BlackRock Allocation Target Shares Series A Portfo...	1.98%	—	Sep 2015	PTLDX vs BATAX

Lowest Volatility Alternatives to PTLDX

PTLDX has 2.17% 1-year volatility. There are 86 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.79%.

Symbol	Name	Volatility 1Y	AUM	Inception
GPICX	GuidepathConservative Income Fund	0.79%	—	Apr 2018	PTLDX vs GPICX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	1.07%	—	Jul 2016	PTLDX vs DHEIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	1.11%	—	Jul 2016	PTLDX vs DHEAX
DFEQX	DFA Short-Term Extended Quality Portfolio	1.13%	—	Mar 2009	PTLDX vs DFEQX
DFAIX	DFA Short-Duration Real Return Portfolio	1.18%	—	Nov 2013	PTLDX vs DFAIX

Lowest Drawdown Alternatives to PTLDX

PTLDX has a 1-year max drawdown of -1.60%. There are 99 mutual funds in the Short-Term Bond category with shallower 1-year drawdowns, going as shallow as -0.25%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
GPICX	GuidepathConservative Income Fund	-0.25%	—	Apr 2018	PTLDX vs GPICX
DFAIX	DFA Short-Duration Real Return Portfolio	-0.47%	—	Nov 2013	PTLDX vs DFAIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	-0.50%	—	Jul 2016	PTLDX vs DHEAX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	-0.50%	—	Jul 2016	PTLDX vs DHEIX
HOBEX	Holbrook Income Fund	-0.61%	—	Jul 2016	PTLDX vs HOBEX

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
PIMIX	PIMCO Income Fund Institutional Class	Multisector Bonds	48	1.18%	—	Mar 2007	PTLDX vs PIMIX
PTY	PIMCO Corporate & Income Opportunity Fund	Corporate Bonds	2	-3.12%	—	Dec 2002	PTLDX vs PTY
PONAX	PIMCO Income Fund Class A	Multisector Bonds	43	1.02%	—	Apr 2007	PTLDX vs PONAX
PTTRX	PIMCO Total Return Fund Institutional Class	Intermediate Core-Plus Bond	30	0.99%	—	May 1987	PTLDX vs PTTRX
PCN	PIMCO Corporate & Income Strategy Fund	Multisector Bonds	7	-2.45%	—	Dec 2001	PTLDX vs PCN
PONPX	PIMCO Income Fund Class I-2	Total Bond Market	47	1.14%	—	—	PTLDX vs PONPX
PSLDX	PIMCO StocksPLUS Long Duration Fund Class I	Diversified Portfolio	36	8.29%	—	Aug 2007	PTLDX vs PSLDX
PFN	PIMCO Income Strategy Fund II	Multisector Bonds	9	-2.00%	—	Oct 2004	PTLDX vs PFN
PFORX	PIMCO International Bond Fund (U.S. Dollar-Hedged)	Global Bonds	12	0.64%	—	Dec 1992	PTLDX vs PFORX
PISIX	PIMCO StocksPLUS International Fund (U.S. Dollar-H...	Foreign Large Cap Equities	38	11.74%	—	Oct 2003	PTLDX vs PISIX

Often Compared With PTLDX

Investors most often compare PTLDX with GSSRX, BPRIX, PMJIX. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
GSSRX	Goldman Sachs Short Duration Bond Fund	Short-Term Bond	75	0.72%	—	Feb 2012	PTLDX vs GSSRX
BPRIX	BlackRock Inflation Protected Bond Fund	Inflation-Protected Bonds	18	0.41%	—	Jun 2004	PTLDX vs BPRIX
PMJIX	PIMCO RAE US Small Fund	Small Cap Value Equities	74	18.74%	—	Jun 2015	PTLDX vs PMJIX
DBLSX	DoubleLine Low Duration Bond Fund	Short-Term Bond	97	1.27%	—	Sep 2011	PTLDX vs DBLSX
DFCFX	DFA Two-Year Fixed Income Portfolio	Short-Term Bond	76	1.72%	—	Jun 1996	PTLDX vs DFCFX
VBISX	Vanguard Short-Term Bond Index Fund	Short-Term Bond	36	0.16%	—	Mar 1994	PTLDX vs VBISX
STBFX	Sextant Short Term Bond Fund	Short-Term Bond	—	—	—	Sep 1995	PTLDX vs STBFX
DLDFX	Destinations Low Duration Fixed Income Fund	Short-Term Bond	96	1.72%	—	Mar 2017	PTLDX vs DLDFX
RPIFX	T. Rowe Price Institutional Floating Rate Fund	Bank Loan	89	0.93%	—	Jan 2008	PTLDX vs RPIFX
PCRIX	PIMCO Commodity Real Return Strategy Fund	Commodities	32	12.48%	—	Jun 2002	PTLDX vs PCRIX
TSDLX	T. Rowe Price Short Duration Income Fund	Short-Term Bond	92	1.17%	—	Dec 2020	PTLDX vs TSDLX
SNSAX	SEI Asset Allocation Trust Defensive Strategy Fund	Short-Term Bond	88	1.66%	—	Nov 2003	PTLDX vs SNSAX
VGWAX	Vanguard Global Wellington Fund Admiral Shares	Diversified Portfolio	79	9.38%	3.20B	Nov 2017	PTLDX vs VGWAX
FPNIX	FPA New Income Fund	Short-Term Bond	35	0.18%	—	Jul 1984	PTLDX vs FPNIX
MOAT	VanEck Morningstar Wide Moat ETF	Large Cap Blend Equities	25	-1.35%	13.10B	Apr 2012	PTLDX vs MOAT
IWF	iShares Russell 1000 Growth ETF	Large Cap Growth Equities	24	-0.01%	127.91B	May 2000	PTLDX vs IWF
MADVX	BlackRock Equity Dividend Fund	Large Cap Value Equities	70	11.25%	—	Nov 1988	PTLDX vs MADVX
VWO	Vanguard FTSE Emerging Markets ETF	Emerging Markets Equities	46	9.50%	162.80B	Mar 2005	PTLDX vs VWO
AKRIX	Akre Focus Fund	Large Cap Growth Equities	—	—	—	Aug 2009	PTLDX vs AKRIX
IEFA	iShares Core MSCI EAFE ETF	Foreign Large Cap Equities	47	9.10%	187.61B	Oct 2012	PTLDX vs IEFA

Compare PTLDX with Any Fund or Stock

Compare PTLDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair PTLDX with funds that move differently

PIMCO Low Duration Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PTLDX.

Explore PTLDX Diversifiers

PIMCO Low Duration Fund (PTLDX) Alternatives