PIMCO Total Return ESG Fund (PTSAX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to PTSAX
PTSAX charges 0.51% annually. Among mutual funds in the Intermediate Core-Plus Bond category, these options have the lowest expense ratios among PTSAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | Aug 15, 2005 | PTSAX vs MCFIX | |
| State Street Income Fund | 0.20% | Jan 2, 1980 | PTSAX vs SSASX | |
| Elfun Income Fund | 0.29% | Dec 31, 1984 | PTSAX vs EINFX | |
| TIAA-CREF Core Bond Fund | 0.29% | Jul 1, 1999 | PTSAX vs TIBDX | |
| Baird Core Plus Bond Fund | 0.30% | Sep 29, 2000 | PTSAX vs BCOIX |
Best Risk-Adjusted Alternatives to PTSAX
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 | PTSAX vs HOBIX | |
| AAMA Income Fund | 98 | Jun 30, 2017 | PTSAX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 94 | Jul 30, 2010 | PTSAX vs LCTRX | |
| Archer Income Fund | 87 | Mar 11, 2011 | PTSAX vs ARINX | |
| MassMutual Diversified Bond Fund | 80 | May 3, 1999 | PTSAX vs MDVAX |
Top Performing PTSAX Alternatives (YTD)
PTSAX 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 | PTSAX vs NPCT | |
| GMO Multi-Sector Fixed Income Fund | 0.96% | Apr 30, 1997 | PTSAX vs GUGAX | |
| Putnam Mortgage Securities Fund | 0.88% | Feb 8, 1984 | PTSAX vs PGSIX | |
| Holbrook Income Fund Class I | 0.82% | Jul 6, 2016 | PTSAX vs HOBIX | |
| TCW Total Return Bond Fund | 0.57% | Jun 17, 1993 | PTSAX vs TGLMX |
Lowest Volatility Alternatives to PTSAX
PTSAX 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 | PTSAX vs AMFIX | |
| Archer Income Fund | 1.85% | Mar 11, 2011 | PTSAX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.90% | Jul 30, 2010 | PTSAX vs LCTRX | |
| Holbrook Income Fund Class I | 2.09% | Jul 6, 2016 | PTSAX vs HOBIX | |
| TIAA-CREF Green Bond Fund | 3.36% | Nov 16, 2018 | PTSAX vs TGRNX |
Lowest Drawdown Alternatives to PTSAX
PTSAX 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 | PTSAX vs HOBIX | |
| AAMA Income Fund | -0.74% | Jun 30, 2017 | PTSAX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | Jul 30, 2010 | PTSAX vs LCTRX | |
| Archer Income Fund | -1.63% | Mar 11, 2011 | PTSAX vs ARINX | |
| Metropolitan West Investment Grade Credit Fund | -2.35% | Jun 29, 2018 | PTSAX 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 | PTSAX vs PIMIX | |
| PIMCO Income Fund Class A | Multisector Bonds | 78 | -1.42% | Apr 2, 2007 | PTSAX vs PONAX | |
| PIMCO Total Return Fund Institutional Class | Total Bond Market | 53 | -1.02% | — | PTSAX vs PTTRX | |
| PIMCO Corporate & Income Strategy Fund | Multisector Bonds | 3 | -4.21% | Dec 20, 2001 | PTSAX vs PCN | |
| PIMCO Income Fund Class I-2 | Total Bond Market | 80 | -1.37% | — | PTSAX vs PONPX | |
| PIMCO StocksPLUS Long Duration Fund Class I | Diversified Portfolio, Actively Managed | 10 | -9.19% | Aug 31, 2007 | PTSAX vs PSLDX | |
| PIMCO Income Strategy Fund II | Multisector Bonds | 11 | -5.40% | Oct 27, 2004 | PTSAX vs PFN | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) | Global Bonds | 24 | -2.23% | Dec 1, 1992 | PTSAX vs PFORX | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-H... | Foreign Large Cap Equities | 24 | -0.85% | Oct 31, 2003 | PTSAX vs PISIX | |
| PIMCO RAE US Small Fund | Small Cap Value Equities | 28 | -0.95% | Jun 5, 2015 | PTSAX vs PMJIX |
Often Compared With PTSAX
What investors most often compare with PTSAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| iShares Select Dividend ETF | Large Cap Value Equities, Dividend | 65 | 8.10% | Nov 3, 2003 | PTSAX vs DVY | |
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | PTSAX vs SPY | |
| Schwab U.S. Dividend Equity ETF | Dividend | 52 | 12.79% | Oct 20, 2011 | PTSAX vs SCHD | |
| Fidelity Intermediate Bond Fund | Total Bond Market | 80 | -0.49% | May 23, 1975 | PTSAX vs FTHRX | |
| VY BrandywineGLOBAL - Bond Portfolio | Intermediate Core-Plus Bond | 68 | 0.21% | Feb 20, 2015 | PTSAX vs VGSBX | |
| Ancora Income Fund | Intermediate Core-Plus Bond | 21 | -0.31% | Jan 5, 2004 | PTSAX vs AAIIX | |
| Brandes Core Plus Fixed Income Fund | Intermediate Core-Plus Bond | 53 | -0.55% | Dec 28, 2007 | PTSAX vs BCPIX |
Compare PTSAX with Any Fund or Stock
Compare PTSAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.