PIMCO Mortgage-Backed Securities Fund (PTRIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to PTRIX
PTRIX charges 0.50% annually. Among mutual funds in the Intermediate Core-Plus Bond category, these options have the lowest expense ratios among PTRIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | Aug 15, 2005 | PTRIX vs MCFIX | |
| State Street Income Fund | 0.20% | Jan 2, 1980 | PTRIX vs SSASX | |
| Elfun Income Fund | 0.29% | Dec 31, 1984 | PTRIX vs EINFX | |
| TIAA-CREF Core Bond Fund | 0.29% | Jul 1, 1999 | PTRIX vs TIBDX | |
| Baird Core Plus Bond Fund | 0.30% | Sep 29, 2000 | PTRIX vs BCOIX |
Best Risk-Adjusted Alternatives to PTRIX
Among mutual funds in the Intermediate Core-Plus Bond 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 | |
|---|---|---|---|---|
| Holbrook Income Fund Class I | 99 | Jul 6, 2016 | PTRIX vs HOBIX | |
| AAMA Income Fund | 98 | Jun 30, 2017 | PTRIX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 94 | Jul 30, 2010 | PTRIX vs LCTRX | |
| Archer Income Fund | 87 | Mar 11, 2011 | PTRIX vs ARINX | |
| MassMutual Diversified Bond Fund | 80 | May 3, 1999 | PTRIX vs MDVAX |
Top Performing PTRIX Alternatives (YTD)
PTRIX alternatives from the Intermediate Core-Plus Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Nuveen Core Plus Impact Fund | 3.03% | Apr 28, 2021 | PTRIX vs NPCT | |
| GMO Multi-Sector Fixed Income Fund | 0.96% | Apr 30, 1997 | PTRIX vs GUGAX | |
| Putnam Mortgage Securities Fund | 0.88% | Feb 8, 1984 | PTRIX vs PGSIX | |
| Holbrook Income Fund Class I | 0.82% | Jul 6, 2016 | PTRIX vs HOBIX | |
| TCW Total Return Bond Fund | 0.57% | Jun 17, 1993 | PTRIX vs TGLMX |
Lowest Volatility Alternatives to PTRIX
PTRIX alternatives from the Intermediate Core-Plus Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| AAMA Income Fund | 0.98% | Jun 30, 2017 | PTRIX vs AMFIX | |
| Archer Income Fund | 1.85% | Mar 11, 2011 | PTRIX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.90% | Jul 30, 2010 | PTRIX vs LCTRX | |
| Holbrook Income Fund Class I | 2.09% | Jul 6, 2016 | PTRIX vs HOBIX | |
| TIAA-CREF Green Bond Fund | 3.36% | Nov 16, 2018 | PTRIX vs TGRNX |
Lowest Drawdown Alternatives to PTRIX
PTRIX alternatives from the Intermediate Core-Plus Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.72% | Jul 6, 2016 | PTRIX vs HOBIX | |
| AAMA Income Fund | -0.74% | Jun 30, 2017 | PTRIX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | Jul 30, 2010 | PTRIX vs LCTRX | |
| Archer Income Fund | -1.63% | Mar 11, 2011 | PTRIX vs ARINX | |
| Metropolitan West Investment Grade Credit Fund | -2.35% | Jun 29, 2018 | PTRIX vs MWIGX |
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 | PTRIX vs PIMIX | |
| PIMCO Income Fund Class A | Multisector Bonds | 78 | -1.42% | Apr 2, 2007 | PTRIX vs PONAX | |
| PIMCO Total Return Fund Institutional Class | Total Bond Market | 53 | -1.02% | — | PTRIX vs PTTRX | |
| PIMCO Corporate & Income Strategy Fund | Multisector Bonds | 3 | -4.21% | Dec 20, 2001 | PTRIX vs PCN | |
| PIMCO Income Fund Class I-2 | Total Bond Market | 80 | -1.37% | — | PTRIX vs PONPX | |
| PIMCO StocksPLUS Long Duration Fund Class I | Diversified Portfolio, Actively Managed | 10 | -9.19% | Aug 31, 2007 | PTRIX vs PSLDX | |
| PIMCO Income Strategy Fund II | Multisector Bonds | 11 | -5.40% | Oct 27, 2004 | PTRIX vs PFN | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) | Global Bonds | 24 | -2.23% | Dec 1, 1992 | PTRIX vs PFORX | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-H... | Foreign Large Cap Equities | 24 | -0.85% | Oct 31, 2003 | PTRIX vs PISIX | |
| PIMCO RAE US Small Fund | Small Cap Value Equities | 28 | -0.95% | Jun 5, 2015 | PTRIX vs PMJIX |
Often Compared With PTRIX
What investors most often compare with PTRIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity MSCI Utilities Index ETF | Utilities Equities | 70 | 7.67% | Oct 21, 2013 | PTRIX vs FUTY | |
| Brandes Core Plus Fixed Income Fund | Intermediate Core-Plus Bond | 53 | -0.55% | Dec 28, 2007 | PTRIX vs BCPIX | |
| Carillon Reams Core Plus Bond Fund | Intermediate Core-Plus Bond | 75 | 0.14% | Nov 25, 1996 | PTRIX vs SCPZX | |
| VY BrandywineGLOBAL - Bond Portfolio | Intermediate Core-Plus Bond | 68 | 0.21% | Feb 20, 2015 | PTRIX vs VGSBX |
Compare PTRIX with Any Fund or Stock
Compare PTRIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.