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 56 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 | PTSAX vs MCFIX | |
| State Street Income Fund | 0.20% | — | Jan 1980 | PTSAX vs SSASX | |
| TIAA-CREF Core Bond Fund | 0.29% | — | Jul 1999 | PTSAX vs TIBDX | |
| Elfun Income Fund | 0.29% | — | Dec 1984 | PTSAX vs EINFX | |
| 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 28. There are 63 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 | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | 98 | — | Jul 2016 | PTSAX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 92 | — | Jul 2010 | PTSAX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 90 | — | Jul 2010 | PTSAX vs LCTRX | |
| MassMutual Diversified Bond Fund | 83 | — | May 1999 | PTSAX vs MDVAX | |
| GMO Multi-Sector Fixed Income Fund | 74 | — | Apr 1997 | PTSAX vs GUGAX |
Top Performing PTSAX Alternatives (YTD)
PTSAX is at 0.50% YTD. There are 63 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 2.89%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Mortgage Securities Fund | 2.89% | — | Feb 1984 | PTSAX vs PGSIX | |
| MassMutual Diversified Bond Fund | 2.59% | — | May 1999 | PTSAX vs MDVAX | |
| Holbrook Income Fund Class I | 2.43% | — | Jul 2016 | PTSAX vs HOBIX | |
| Ancora Income Fund | 2.39% | — | Jan 2004 | PTSAX vs AAIIX | |
| SEI Tax Exempt Trust Tax-Advantaged Income Fund | 2.21% | — | Sep 2007 | PTSAX vs SEATX |
Lowest Volatility Alternatives to PTSAX
PTSAX has 4.39% 1-year volatility. There are 112 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.04%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AAMA Income Fund | 1.04% | — | Jun 2017 | PTSAX vs AMFIX | |
| Archer Income Fund | 1.79% | — | Mar 2011 | PTSAX vs ARINX | |
| ALPS/Smith Total Return Bond Fund | 1.90% | 3.25B | Jun 2018 | PTSAX vs SMTRX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.91% | — | Jul 2010 | PTSAX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | 1.97% | — | Jul 2010 | PTSAX vs LCTIX |
Lowest Drawdown Alternatives to PTSAX
PTSAX has a 1-year max drawdown of -3.62%. There are 119 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 | PTSAX vs HOBIX | |
| AAMA Income Fund | -0.74% | — | Jun 2017 | PTSAX vs AMFIX | |
| GMO Multi-Sector Fixed Income Fund | -1.16% | — | Apr 1997 | PTSAX vs GUGAX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | — | Jul 2010 | PTSAX vs LCTRX | |
| 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, PONAX, PTTRX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| PIMCO Income Fund Institutional Class | Multisector Bonds | 45 | 1.00% | — | Mar 2007 | PTSAX vs PIMIX | |
| PIMCO Income Fund Class A | Multisector Bonds | 41 | 0.83% | — | Apr 2007 | PTSAX vs PONAX | |
| PIMCO Total Return Fund Institutional Class | Total Bond Market | 30 | 0.64% | — | — | PTSAX vs PTTRX | |
| PIMCO Corporate & Income Strategy Fund | Multisector Bonds | 3 | -4.37% | — | Dec 2001 | PTSAX vs PCN | |
| PIMCO Income Fund Class I-2 | Total Bond Market | 44 | 0.96% | — | — | PTSAX vs PONPX | |
| PIMCO StocksPLUS Long Duration Fund Class I | Diversified Portfolio | 47 | 10.35% | — | Aug 2007 | PTSAX vs PSLDX | |
| PIMCO Income Strategy Fund II | Multisector Bonds | 6 | -4.15% | — | Oct 2004 | PTSAX vs PFN | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) | Global Bonds | 9 | 0.12% | — | Dec 1992 | PTSAX vs PFORX | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-H... | Foreign Large Cap Equities | 25 | 9.70% | — | Oct 2003 | PTSAX vs PISIX | |
| PIMCO Commodity Real Return Strategy Fund | Commodities | 75 | 26.86% | — | Jun 2002 | PTSAX vs PCRIX |
Often Compared With PTSAX
Investors most often compare PTSAX with TGLMX, DVY, SPY. These 13 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare PTSAX with Any Fund or Stock
Compare PTSAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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