PIMCO Mortgage-Backed Securities Fund (PTRIX) belongs to the Intermediate Core-Plus Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PTRIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PTRIX
PTRIX charges 0.50% annually. There are 52 mutual funds in the Intermediate Core-Plus Bond category with lower expense ratios, going as low as 0.16%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | — | Aug 2005 | PTRIX vs MCFIX | |
| State Street Income Fund | 0.20% | — | Jan 1980 | PTRIX vs SSASX | |
| Elfun Income Fund | 0.29% | — | Dec 1984 | PTRIX vs EINFX | |
| TIAA-CREF Core Bond Fund | 0.29% | — | Jul 1999 | PTRIX vs TIBDX | |
| Baird Core Plus Bond Fund | 0.30% | — | Sep 2000 | PTRIX vs BCOIX |
Best Risk-Adjusted Alternatives to PTRIX
Among 129 mutual funds in the Intermediate Core-Plus Bond category with risk / return rank data, the top risk-adjusted alternatives shown here go as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | 98 | — | Jul 2016 | PTRIX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 94 | — | Jul 2010 | PTRIX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 92 | — | Jul 2010 | PTRIX vs LCTRX | |
| MassMutual Diversified Bond Fund | 82 | — | May 1999 | PTRIX vs MDVAX | |
| GMO Multi-Sector Fixed Income Fund | 76 | — | Apr 1997 | PTRIX vs GUGAX |
Top Performing PTRIX Alternatives (YTD)
Among 129 mutual funds in the Intermediate Core-Plus Bond category with YTD return data, the top-performing alternatives shown here go as high as 2.68%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| 1290 Diversified Bond Fund | 2.68% | — | Jul 2015 | PTRIX vs TNUIX | |
| Putnam Mortgage Securities Fund | 2.64% | — | Feb 1984 | PTRIX vs PGSIX | |
| MassMutual Diversified Bond Fund | 2.47% | — | May 1999 | PTRIX vs MDVAX | |
| Nuveen Core Plus Impact Fund | 2.41% | — | Apr 2021 | PTRIX vs NPCT | |
| Holbrook Income Fund Class I | 2.22% | — | Jul 2016 | PTRIX vs HOBIX |
Lowest Volatility Alternatives to PTRIX
Among 130 mutual funds in the Intermediate Core-Plus Bond category with 1-year volatility data, the lowest-volatility alternatives shown here go as low as 1.12%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AAMA Income Fund | 1.12% | — | Jun 2017 | PTRIX vs AMFIX | |
| Archer Income Fund | 1.80% | — | Mar 2011 | PTRIX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.96% | — | Jul 2010 | PTRIX vs LCTRX | |
| Holbrook Income Fund Class I | 2.02% | — | Jul 2016 | PTRIX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 2.02% | — | Jul 2010 | PTRIX vs LCTIX |
Lowest Drawdown Alternatives to PTRIX
Among 129 mutual funds in the Intermediate Core-Plus Bond category with 1-year drawdown data, the lowest-drawdown alternatives shown here go as shallow as -0.51%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.51% | — | Jul 2016 | PTRIX vs HOBIX | |
| AAMA Income Fund | -0.74% | — | Jun 2017 | PTRIX vs AMFIX | |
| GMO Multi-Sector Fixed Income Fund | -1.16% | — | Apr 1997 | PTRIX vs GUGAX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | — | Jul 2010 | PTRIX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | -1.17% | — | Jul 2010 | PTRIX vs LCTIX |
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 | 42 | 0.72% | — | Mar 2007 | PTRIX vs PIMIX | |
| PIMCO Corporate & Income Opportunity Fund | Corporate Bonds | 1 | -3.45% | — | Dec 2002 | PTRIX vs PTY | |
| PIMCO Income Fund Class A | Multisector Bonds | 38 | 0.55% | — | Apr 2007 | PTRIX vs PONAX | |
| PIMCO Total Return Fund Institutional Class | Intermediate Core-Plus Bond | 26 | 0.30% | — | May 1987 | PTRIX vs PTTRX | |
| PIMCO Corporate & Income Strategy Fund | Multisector Bonds | 6 | -2.70% | — | Dec 2001 | PTRIX vs PCN | |
| PIMCO Income Fund Class I-2 | Total Bond Market | 41 | 0.68% | — | — | PTRIX vs PONPX | |
| PIMCO StocksPLUS Long Duration Fund Class I | Diversified Portfolio | 39 | 8.53% | — | Aug 2007 | PTRIX vs PSLDX | |
| PIMCO Income Strategy Fund II | Multisector Bonds | 7 | -3.70% | — | Oct 2004 | PTRIX vs PFN | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) | Global Bonds | 10 | 0.43% | — | Dec 1992 | PTRIX vs PFORX | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-H... | Foreign Large Cap Equities | 40 | 13.28% | — | Oct 2003 | PTRIX vs PISIX |
Often Compared With PTRIX
Investors most often compare PTRIX with FUTY, MWIGX, TGLMX. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare PTRIX with Any Fund or Stock
Compare PTRIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PTRIX with funds that move differently
PIMCO Mortgage-Backed Securities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PTRIX.
Explore PTRIX Diversifiers