PIMCO Total Return Fund Institutional Class (PTTRX) 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 PTTRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PTTRX
PTTRX charges 0.53% annually. There are 60 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 | PTTRX vs MCFIX | |
| State Street Income Fund | 0.20% | — | Jan 1980 | PTTRX vs SSASX | |
| TIAA-CREF Core Bond Fund | 0.29% | — | Jul 1999 | PTTRX vs TIBDX | |
| Elfun Income Fund | 0.29% | — | Dec 1984 | PTTRX vs EINFX | |
| Baird Core Plus Bond Fund | 0.30% | — | Sep 2000 | PTTRX vs BCOIX |
Best Risk-Adjusted Alternatives to PTTRX
PTTRX has a PortfoliosLab risk / return rank of 28. There are 27 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 | PTTRX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 96 | — | Jul 2010 | PTTRX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 95 | — | Jul 2010 | PTTRX vs LCTRX | |
| MassMutual Diversified Bond Fund | 86 | — | May 1999 | PTTRX vs MDVAX | |
| GMO Multi-Sector Fixed Income Fund | 83 | — | Apr 1997 | PTTRX vs GUGAX |
Top Performing PTTRX Alternatives (YTD)
PTTRX is at 0.35% YTD. There are 37 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 | PTTRX vs TNUIX | |
| Nuveen Core Plus Impact Fund | 3.14% | — | Apr 2021 | PTTRX vs NPCT | |
| MassMutual Diversified Bond Fund | 2.93% | — | May 1999 | PTTRX vs MDVAX | |
| Putnam Mortgage Securities Fund | 2.68% | — | Feb 1984 | PTTRX vs PGSIX | |
| SEI Tax Exempt Trust Tax-Advantaged Income Fund | 2.56% | — | Sep 2007 | PTTRX vs SEATX |
Lowest Volatility Alternatives to PTTRX
PTTRX has 4.57% 1-year volatility. There are 122 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.14%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AAMA Income Fund | 1.14% | — | Jun 2017 | PTTRX vs AMFIX | |
| Archer Income Fund | 1.81% | — | Mar 2011 | PTTRX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.94% | — | Jul 2010 | PTTRX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | 2.00% | — | Jul 2010 | PTTRX vs LCTIX | |
| Holbrook Income Fund Class I | 2.04% | — | Jul 2016 | PTTRX vs HOBIX |
Lowest Drawdown Alternatives to PTTRX
PTTRX has a 1-year max drawdown of -3.69%. There are 120 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 | PTTRX vs HOBIX | |
| AAMA Income Fund | -0.74% | — | Jun 2017 | PTTRX vs AMFIX | |
| GMO Multi-Sector Fixed Income Fund | -1.00% | — | Apr 1997 | PTTRX vs GUGAX | |
| Leader Capital High Quality Income Fund Institutio... | -1.17% | — | Jul 2010 | PTTRX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | — | Jul 2010 | PTTRX vs LCTRX |
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 | |
|---|---|---|---|---|---|---|---|
| PIMCO Income Fund Institutional Class | Multisector Bonds | 50 | 1.07% | — | Mar 2007 | PTTRX vs PIMIX | |
| PIMCO Corporate & Income Opportunity Fund | Corporate Bonds | 2 | -1.00% | — | Dec 2002 | PTTRX vs PTY | |
| PIMCO Income Fund Class A | Multisector Bonds | 44 | 0.87% | — | Apr 2007 | PTTRX vs PONAX | |
| PIMCO Corporate & Income Strategy Fund | Multisector Bonds | 7 | -2.18% | — | Dec 2001 | PTTRX vs PCN | |
| PIMCO Income Fund Class I-2 | Multisector Bonds | 48 | 1.02% | — | Apr 2008 | PTTRX vs PONPX | |
| PIMCO StocksPLUS Long Duration Fund Class I | Diversified Portfolio | 34 | 8.53% | — | Aug 2007 | PTTRX vs PSLDX | |
| PIMCO Income Strategy Fund II | Multisector Bonds | 12 | 1.01% | — | Oct 2004 | PTTRX vs PFN | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) | Global Bonds | 12 | 0.24% | — | Dec 1992 | PTTRX vs PFORX | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-H... | Foreign Large Cap Equities | 41 | 12.84% | — | Oct 2003 | PTTRX vs PISIX | |
| PIMCO Commodity Real Return Strategy Fund | Commodities | 45 | 17.46% | — | Jun 2002 | PTTRX vs PCRIX |
Often Compared With PTTRX
Investors most often compare PTTRX with VBTIX, VBTLX, PRRIX. These 20 comparison targets span 15 categories, based on PortfoliosLab usage data.
Compare PTTRX with Any Fund or Stock
Compare PTTRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PTTRX with funds that move differently
PIMCO Total Return Fund Institutional Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PTTRX.
Explore PTTRX Diversifiers