PIMCO Total Return Fund IV (PTUIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to PTUIX
PTUIX charges 0.50% annually. Among mutual funds in the Intermediate Core Bond category, these options have the lowest expense ratios among PTUIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | Dec 20, 2007 | PTUIX vs FMBPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | Sep 19, 2014 | PTUIX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | Dec 13, 2019 | PTUIX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | Dec 13, 2019 | PTUIX vs QDVBX | |
| iShares U.S. Aggregate Bond Index Fund | 0.05% | Jul 2, 1993 | PTUIX vs WFBIX |
Best Risk-Adjusted Alternatives to PTUIX
Among mutual funds in the Intermediate Core 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 | |
|---|---|---|---|---|
| T. Rowe Price New Income Fund | 89 | Aug 31, 1973 | PTUIX vs PRCIX | |
| Fidelity Education Income Fund | 88 | Mar 16, 2021 | PTUIX vs FEDUX | |
| Loomis Sayles Securitized Asset Fund | 87 | Mar 2, 2006 | PTUIX vs LSSAX | |
| Baird Intermediate Bond Fund | 84 | Sep 29, 2000 | PTUIX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 84 | Aug 10, 2016 | PTUIX vs DFXIX |
Top Performing PTUIX Alternatives (YTD)
PTUIX alternatives from the Intermediate Core Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 2.45% | Aug 24, 1995 | PTUIX vs PCGTX | |
| Dupree Taxable Municipal Bond Fund | 0.30% | Nov 1, 2010 | PTUIX vs DUTMX | |
| DFA Diversified Fixed Income Portfolio | 0.29% | Aug 10, 2016 | PTUIX vs DFXIX | |
| Loomis Sayles Securitized Asset Fund | 0.29% | Mar 2, 2006 | PTUIX vs LSSAX | |
| Touchstone Impact Bond Fund | 0.09% | Nov 15, 1991 | PTUIX vs TCPYX |
Lowest Volatility Alternatives to PTUIX
PTUIX alternatives from the Intermediate Core Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Fidelity Education Income Fund | 2.69% | Mar 16, 2021 | PTUIX vs FEDUX | |
| Baird Intermediate Bond Fund Class Institutional | 2.79% | Sep 29, 2000 | PTUIX vs BIMIX | |
| Baird Intermediate Bond Fund | 2.80% | Sep 29, 2000 | PTUIX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 2.85% | Aug 10, 2016 | PTUIX vs DFXIX | |
| Johnson Institutional Intermediate Bond Fund | 3.04% | Aug 31, 2000 | PTUIX vs JIBEX |
Lowest Drawdown Alternatives to PTUIX
PTUIX alternatives from the Intermediate Core Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DFA Diversified Fixed Income Portfolio | -1.69% | Aug 10, 2016 | PTUIX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | Mar 16, 2021 | PTUIX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | Sep 29, 2000 | PTUIX vs BIMSX | |
| CCM Community Impact Bond Fund | -1.98% | Aug 30, 1999 | PTUIX vs CRAIX | |
| Johnson Institutional Intermediate Bond Fund | -2.06% | Aug 31, 2000 | PTUIX vs JIBEX |
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 | PTUIX vs PIMIX | |
| PIMCO Income Fund Class A | Multisector Bonds | 78 | -1.42% | Apr 2, 2007 | PTUIX vs PONAX | |
| PIMCO Total Return Fund Institutional Class | Total Bond Market | 53 | -1.02% | — | PTUIX vs PTTRX | |
| PIMCO Corporate & Income Strategy Fund | Multisector Bonds | 3 | -4.21% | Dec 20, 2001 | PTUIX vs PCN | |
| PIMCO Income Fund Class I-2 | Total Bond Market | 80 | -1.37% | — | PTUIX vs PONPX | |
| PIMCO StocksPLUS Long Duration Fund Class I | Diversified Portfolio, Actively Managed | 10 | -9.19% | Aug 31, 2007 | PTUIX vs PSLDX | |
| PIMCO Income Strategy Fund II | Multisector Bonds | 11 | -5.40% | Oct 27, 2004 | PTUIX vs PFN | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) | Global Bonds | 24 | -2.23% | Dec 1, 1992 | PTUIX vs PFORX | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-H... | Foreign Large Cap Equities | 24 | -0.85% | Oct 31, 2003 | PTUIX vs PISIX | |
| PIMCO RAE US Small Fund | Small Cap Value Equities | 28 | -0.95% | Jun 5, 2015 | PTUIX vs PMJIX |
Often Compared With PTUIX
What investors most often compare with PTUIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Bridge Builder Core Bond Fund | Intermediate Core Bond | 48 | -0.87% | Oct 28, 2013 | PTUIX vs BBTBX | |
| Eaton Vance Floating-Rate Advantage Fund | Bank Loan | 50 | -1.98% | Mar 16, 2008 | PTUIX vs EIFAX | |
| Columbia Bond Fund | Intermediate Core Bond | 73 | 0.03% | Jan 9, 1986 | PTUIX vs UMMGX |
Compare PTUIX with Any Fund or Stock
Compare PTUIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.