PGIM Total Return Bond R6 (PTRQX) 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 PTRQX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PTRQX
PTRQX charges 0.39% annually. There are 14 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 | PTRQX vs MCFIX | |
| State Street Income Fund | 0.20% | — | Jan 1980 | PTRQX vs SSASX | |
| TIAA-CREF Core Bond Fund | 0.29% | — | Jul 1999 | PTRQX vs TIBDX | |
| Elfun Income Fund | 0.29% | — | Dec 1984 | PTRQX vs EINFX | |
| Baird Core Plus Bond Fund | 0.30% | — | Sep 2000 | PTRQX vs BCOIX |
Best Risk-Adjusted Alternatives to PTRQX
PTRQX has a PortfoliosLab risk / return rank of 32. There are 41 mutual funds in the Intermediate Core-Plus Bond category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | 99 | — | Jul 2016 | PTRQX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 95 | — | Jul 2010 | PTRQX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 94 | — | Jul 2010 | PTRQX vs LCTRX | |
| MassMutual Diversified Bond Fund | 89 | — | May 1999 | PTRQX vs MDVAX | |
| GMO Multi-Sector Fixed Income Fund | 88 | — | Apr 1997 | PTRQX vs GUGAX |
Top Performing PTRQX Alternatives (YTD)
PTRQX is at 0.39% YTD. There are 41 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 3.62%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| 1290 Diversified Bond Fund | 3.62% | — | Jul 2015 | PTRQX vs TNUIX | |
| Putnam Mortgage Securities Fund | 2.94% | — | Feb 1984 | PTRQX vs PGSIX | |
| Nuveen Core Plus Impact Fund | 2.92% | — | Apr 2021 | PTRQX vs NPCT | |
| MassMutual Diversified Bond Fund | 2.81% | — | May 1999 | PTRQX vs MDVAX | |
| Holbrook Income Fund Class I | 2.65% | — | Jul 2016 | PTRQX vs HOBIX |
Lowest Volatility Alternatives to PTRQX
PTRQX has 4.14% 1-year volatility. There are 108 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.16%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AAMA Income Fund | 1.16% | — | Jun 2017 | PTRQX vs AMFIX | |
| Archer Income Fund | 1.82% | — | Mar 2011 | PTRQX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.95% | — | Jul 2010 | PTRQX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | 2.01% | — | Jul 2010 | PTRQX vs LCTIX | |
| Holbrook Income Fund Class I | 2.04% | — | Jul 2016 | PTRQX vs HOBIX |
Lowest Drawdown Alternatives to PTRQX
PTRQX has a 1-year max drawdown of -3.08%. There are 86 mutual funds in the Intermediate Core-Plus Bond category with shallower 1-year drawdowns, going as shallow as -0.51%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.51% | — | Jul 2016 | PTRQX vs HOBIX | |
| AAMA Income Fund | -0.74% | — | Jun 2017 | PTRQX vs AMFIX | |
| GMO Multi-Sector Fixed Income Fund | -1.00% | — | Apr 1997 | PTRQX vs GUGAX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | — | Jul 2010 | PTRQX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | -1.17% | — | Jul 2010 | PTRQX vs LCTIX |
Other Mutual Funds from PGIM
The 10 most viewed PGIM mutual funds shown here include PJFAX, PHYQX, PDBZX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| PGIM Jennison Growth Fund | Large Cap Growth Equities | 13 | 7.19% | — | Nov 1995 | PTRQX vs PJFAX | |
| PGIM High Yield Fund Class R6 | High Yield Bonds | 74 | 2.01% | — | Oct 2011 | PTRQX vs PHYQX | |
| PGIM Total Return Bond Fund Class Z | Intermediate Core-Plus Bond | 30 | 0.34% | — | Jan 1997 | PTRQX vs PDBZX | |
| PGIM Short Duration Multi-Sector Bond Fund | Short-Term Bond | 61 | 1.30% | — | Dec 2013 | PTRQX vs SDMZX | |
| PGIM Floating Rate Income Fund | Bank Loan | 96 | 2.82% | — | Mar 2011 | PTRQX vs FRFZX | |
| PGIM 60/40 Allocation Fund | Diversified Portfolio | 82 | 7.75% | — | Sep 2017 | PTRQX vs PALDX | |
| PGIM High Yield Fund | High Yield Bonds | 73 | 1.83% | — | Jan 1990 | PTRQX vs PBHAX | |
| PGIM Short Duration High Yield Income Fund | High Yield Bonds | 75 | 1.66% | — | Oct 2012 | PTRQX vs HYSZX | |
| PGIM Jennison International Opportunities Fund | Foreign Large Cap Equities | 7 | 7.10% | — | Jun 2012 | PTRQX vs PWJZX | |
| PGIM Jennison Small Company Fund | Small Cap Growth Equities | 64 | 15.46% | — | Jan 1990 | PTRQX vs PGOAX |
Often Compared With PTRQX
Investors most often compare PTRQX with FXNAX, VBTIX, VBTLX. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare PTRQX with Any Fund or Stock
Compare PTRQX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PTRQX with funds that move differently
PGIM Total Return Bond R6 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PTRQX.
Explore PTRQX Diversifiers