PIMCO Total Return Fund IV (PTUIX) belongs to the Intermediate Core Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PTUIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PTUIX
PTUIX charges 0.50% annually. There are 56 mutual funds in the Intermediate Core Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Bond Market Index Fund Institutiona... | 0.02% | 398.10B | Feb 2010 | PTUIX vs VBMPX | |
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | — | Dec 2007 | PTUIX vs FMBPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | — | Sep 2014 | PTUIX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | — | Dec 2019 | PTUIX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | — | Dec 2019 | PTUIX vs QDVBX |
Best Risk-Adjusted Alternatives to PTUIX
PTUIX has a PortfoliosLab risk / return rank of 18. There are 27 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 58.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard California Intermediate-Term Tax-Exempt F... | 58 | 19.40B | Mar 1994 | PTUIX vs VCAIX | |
| Hartford Schroders Tax-Aware Bond Fund | 56 | — | Oct 2011 | PTUIX vs STWTX | |
| Loomis Sayles Securitized Asset Fund | 48 | — | Mar 2006 | PTUIX vs LSSAX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | 42 | — | Aug 1995 | PTUIX vs PCGTX | |
| Manning & Napier Credit Series | 39 | — | Apr 2020 | PTUIX vs MCDWX |
Top Performing PTUIX Alternatives (YTD)
PTUIX is at -0.86% YTD. There are 42 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 1.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 1.44% | — | Aug 1995 | PTUIX vs PCGTX | |
| DFA Diversified Fixed Income Portfolio | 0.44% | — | Aug 2016 | PTUIX vs DFXIX | |
| Loomis Sayles Securitized Asset Fund | 0.42% | — | Mar 2006 | PTUIX vs LSSAX | |
| Manning & Napier Credit Series | 0.35% | — | Apr 2020 | PTUIX vs MCDWX | |
| Fidelity Education Income Fund | 0.04% | — | Mar 2021 | PTUIX vs FEDUX |
Lowest Volatility Alternatives to PTUIX
PTUIX has 4.12% 1-year volatility. There are 100 mutual funds in the Intermediate Core Bond category with lower 1-year volatility, going as low as 2.36%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard California Intermediate-Term Tax-Exempt F... | 2.36% | 19.40B | Mar 1994 | PTUIX vs VCAIX | |
| Fidelity Education Income Fund | 2.44% | — | Mar 2021 | PTUIX vs FEDUX | |
| Baird Intermediate Bond Fund Class Institutional | 2.48% | — | Sep 2000 | PTUIX vs BIMIX | |
| Baird Intermediate Bond Fund | 2.49% | — | Sep 2000 | PTUIX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 2.62% | — | Aug 2016 | PTUIX vs DFXIX |
Lowest Drawdown Alternatives to PTUIX
PTUIX has a 1-year max drawdown of -3.38%. There are 100 mutual funds in the Intermediate Core Bond category with shallower 1-year drawdowns, going as shallow as -1.69%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Diversified Fixed Income Portfolio | -1.69% | — | Aug 2016 | PTUIX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | — | Mar 2021 | PTUIX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | — | Sep 2000 | PTUIX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | -2.08% | — | Sep 2000 | PTUIX vs BIMIX | |
| Fidelity Intermediate Bond Fund | -2.11% | — | May 1975 | PTUIX vs FTHRX |
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 | 33 | -0.05% | — | Mar 2007 | PTUIX vs PIMIX | |
| PIMCO Corporate & Income Opportunity Fund | Corporate Bonds | 1 | -2.49% | — | Dec 2002 | PTUIX vs PTY | |
| PIMCO Income Fund Class A | Multisector Bonds | 30 | -0.25% | — | Apr 2007 | PTUIX vs PONAX | |
| PIMCO Total Return Fund Institutional Class | Intermediate Core-Plus Bond | 20 | -0.80% | — | May 1987 | PTUIX vs PTTRX | |
| PIMCO Corporate & Income Strategy Fund | Multisector Bonds | 8 | -2.18% | — | Dec 2001 | PTUIX vs PCN | |
| PIMCO Income Fund Class I-2 | Multisector Bonds | 32 | -0.10% | — | Apr 2008 | PTUIX vs PONPX | |
| PIMCO StocksPLUS Long Duration Fund Class I | Diversified Portfolio | 25 | 4.49% | — | Aug 2007 | PTUIX vs PSLDX | |
| PIMCO Income Strategy Fund II | Multisector Bonds | 13 | 1.44% | — | Oct 2004 | PTUIX vs PFN | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) | Global Bonds | 8 | -0.68% | — | Dec 1992 | PTUIX vs PFORX | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-H... | Foreign Large Cap Equities | 44 | 13.06% | — | Oct 2003 | PTUIX vs PISIX |
Often Compared With PTUIX
Investors most often compare PTUIX with BBTBX, EIFAX, CMDT. These 19 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare PTUIX with Any Fund or Stock
Compare PTUIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PTUIX with funds that move differently
PIMCO Total Return Fund IV alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PTUIX.
Explore PTUIX Diversifiers