PTSAX Alternatives & Similar Mutual Funds

PIMCO Total Return ESG Fund (PTSAX) 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 PTSAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to PTSAX

PTSAX charges 0.51% annually. There are 58 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
MCFIX	Mercer Core Fixed Income Fund	0.16%	—	Aug 2005	PTSAX vs MCFIX
SSASX	State Street Income Fund	0.20%	—	Jan 1980	PTSAX vs SSASX
EINFX	Elfun Income Fund	0.29%	—	Dec 1984	PTSAX vs EINFX
TIBDX	TIAA-CREF Core Bond Fund	0.29%	—	Jul 1999	PTSAX vs TIBDX
BCOIX	Baird Core Plus Bond Fund	0.30%	—	Sep 2000	PTSAX vs BCOIX

Best Risk-Adjusted Alternatives to PTSAX

PTSAX has a PortfoliosLab risk / return rank of 16. There are 61 mutual funds in the Intermediate Core-Plus Bond category with higher risk-adjusted ranks, going as high as 98.

Symbol	Name	Risk / Return Rank	AUM	Inception
HOBIX	Holbrook Income Fund Class I	98	—	Jul 2016	PTSAX vs HOBIX
LCTIX	Leader Capital High Quality Income Fund Institutio...	86	—	Jul 2010	PTSAX vs LCTIX
MDVAX	MassMutual Diversified Bond Fund	82	—	May 1999	PTSAX vs MDVAX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	80	—	Jul 2010	PTSAX vs LCTRX
GUGAX	GMO Multi-Sector Fixed Income Fund	76	—	Apr 1997	PTSAX vs GUGAX

Top Performing PTSAX Alternatives (YTD)

PTSAX is at -0.94% YTD. There are 91 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 2.50%.

Symbol	Name	YTD Return	AUM	Inception
NPCT	Nuveen Core Plus Impact Fund	2.50%	—	Apr 2021	PTSAX vs NPCT
HOBIX	Holbrook Income Fund Class I	2.33%	—	Jul 2016	PTSAX vs HOBIX
MDVAX	MassMutual Diversified Bond Fund	2.33%	—	May 1999	PTSAX vs MDVAX
AAIIX	Ancora Income Fund	2.03%	—	Jan 2004	PTSAX vs AAIIX
PGSIX	Putnam Mortgage Securities Fund	1.90%	—	Feb 1984	PTSAX vs PGSIX

Lowest Volatility Alternatives to PTSAX

PTSAX has 4.33% 1-year volatility. There are 123 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.12%.

Symbol	Name	Volatility 1Y	AUM	Inception
AMFIX	AAMA Income Fund	1.12%	—	Jun 2017	PTSAX vs AMFIX
ARINX	Archer Income Fund	1.81%	—	Mar 2011	PTSAX vs ARINX
HOBIX	Holbrook Income Fund Class I	1.98%	—	Jul 2016	PTSAX vs HOBIX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	2.00%	—	Jul 2010	PTSAX vs LCTRX
LCTIX	Leader Capital High Quality Income Fund Institutio...	2.10%	—	Jul 2010	PTSAX vs LCTIX

Lowest Drawdown Alternatives to PTSAX

PTSAX has a 1-year max drawdown of -3.63%. There are 123 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
HOBIX	Holbrook Income Fund Class I	-0.51%	—	Jul 2016	PTSAX vs HOBIX
AMFIX	AAMA Income Fund	-0.74%	—	Jun 2017	PTSAX vs AMFIX
GUGAX	GMO Multi-Sector Fixed Income Fund	-1.00%	—	Apr 1997	PTSAX vs GUGAX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	-1.17%	—	Jul 2010	PTSAX vs LCTRX
LCTIX	Leader Capital High Quality Income Fund Institutio...	-1.17%	—	Jul 2010	PTSAX vs LCTIX

Other Mutual Funds from PIMCO

The 10 most viewed PIMCO mutual funds shown here include PIMIX, PTY, PONAX and span 6 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
PIMIX	PIMCO Income Fund Institutional Class	Multisector Bonds	30	0.32%	—	Mar 2007	PTSAX vs PIMIX
PTY	PIMCO Corporate & Income Opportunity Fund	Corporate Bonds	1	-2.49%	—	Dec 2002	PTSAX vs PTY
PONAX	PIMCO Income Fund Class A	Multisector Bonds	27	0.12%	—	Apr 2007	PTSAX vs PONAX
PTTRX	PIMCO Total Return Fund Institutional Class	Intermediate Core-Plus Bond	17	-0.45%	—	May 1987	PTSAX vs PTTRX
PCN	PIMCO Corporate & Income Strategy Fund	Multisector Bonds	6	-2.43%	—	Dec 2001	PTSAX vs PCN
PONPX	PIMCO Income Fund Class I-2	Multisector Bonds	29	0.27%	—	Apr 2008	PTSAX vs PONPX
PSLDX	PIMCO StocksPLUS Long Duration Fund Class I	Diversified Portfolio	30	6.57%	—	Aug 2007	PTSAX vs PSLDX
PFN	PIMCO Income Strategy Fund II	Multisector Bonds	11	1.15%	—	Oct 2004	PTSAX vs PFN
PFORX	PIMCO International Bond Fund (U.S. Dollar-Hedged)	Global Bonds	8	-0.37%	—	Dec 1992	PTSAX vs PFORX
PISIX	PIMCO StocksPLUS International Fund (U.S. Dollar-H...	Foreign Large Cap Equities	51	13.71%	—	Oct 2003	PTSAX vs PISIX

Often Compared With PTSAX

Investors most often compare PTSAX with TGLMX, DVY, SPY. These 15 comparison targets span 9 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
TGLMX	TCW Total Return Bond Fund	Intermediate Core-Plus Bond	23	0.45%	—	Jun 1993	PTSAX vs TGLMX
DVY	iShares Select Dividend ETF	Large Cap Value Equities, Dividend	85	17.44%	23.47B	Nov 2003	PTSAX vs DVY
SPY	State Street SPDR S&P 500 ETF	S&P 500	72	13.71%	789.06B	Jan 1993	PTSAX vs SPY
VGSBX	VY BrandywineGLOBAL - Bond Portfolio	Intermediate Core-Plus Bond	46	0.68%	—	Feb 2015	PTSAX vs VGSBX
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	95	25.44%	104.16B	Oct 2011	PTSAX vs SCHD
TGRNX	TIAA-CREF Green Bond Fund	Intermediate Core-Plus Bond	22	-0.19%	—	Nov 2018	PTSAX vs TGRNX
FTHRX	Fidelity Intermediate Bond Fund	Intermediate Core Bond, Actively Managed	15	-0.33%	—	May 1975	PTSAX vs FTHRX
BCPIX	Brandes Core Plus Fixed Income Fund	Intermediate Core-Plus Bond	10	-0.65%	—	Dec 2007	PTSAX vs BCPIX
MWIGX	Metropolitan West Investment Grade Credit Fund	Intermediate Core-Plus Bond, Investment Grade Bonds	23	-0.45%	—	Jun 2018	PTSAX vs MWIGX
PCRIX	PIMCO Commodity Real Return Strategy Fund	Commodities	65	20.65%	—	Jun 2002	PTSAX vs PCRIX
PMJIX	PIMCO RAE US Small Fund	Small Cap Value Equities	90	21.75%	—	Jun 2015	PTSAX vs PMJIX
TNUIX	1290 Diversified Bond Fund	Intermediate Core-Plus Bond	28	1.44%	—	Jul 2015	PTSAX vs TNUIX
LMSMX	Western Asset SMASh Series M Fund	Intermediate Core-Plus Bond	44	0.43%	—	Dec 2006	PTSAX vs LMSMX
SEATX	SEI Tax Exempt Trust Tax-Advantaged Income Fund	Intermediate Core-Plus Bond	39	1.08%	—	Sep 2007	PTSAX vs SEATX
SMTRX	ALPS/Smith Total Return Bond Fund	Intermediate Core-Plus Bond	—	—	3.25B	Jun 2018	PTSAX vs SMTRX

Compare PTSAX with Any Fund or Stock

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

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Diversifiers

Pair PTSAX with funds that move differently

PIMCO Total Return ESG Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PTSAX.

Explore PTSAX Diversifiers

PIMCO Total Return ESG Fund (PTSAX) Alternatives