PTUIX Alternatives & Similar Mutual Funds

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 53 mutual funds in the Intermediate Core Bond category with lower expense ratios, going as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
FMBPX	Federated Hermes Mortgage Strategy Portfolio	0.02%	—	Dec 2007	PTUIX vs FMBPX
SSAFX	State Street Aggregate Bond Index Portfolio	0.02%	—	Sep 2014	PTUIX vs SSAFX
QDIBX	Fisher Investments Institutional Group Fixed Incom...	0.03%	—	Dec 2019	PTUIX vs QDIBX
QDVBX	Fisher Investments Institutional Group ESG Fixed I...	0.04%	—	Dec 2019	PTUIX vs QDVBX
WFBIX	iShares U.S. Aggregate Bond Index Fund	0.05%	—	Jul 1993	PTUIX vs WFBIX

Best Risk-Adjusted Alternatives to PTUIX

PTUIX has a PortfoliosLab risk / return rank of 23. There are 19 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 59.

Symbol	Name	Risk / Return Rank	AUM	Inception
LSSAX	Loomis Sayles Securitized Asset Fund	59	—	Mar 2006	PTUIX vs LSSAX
STWTX	Hartford Schroders Tax-Aware Bond Fund	52	—	Oct 2011	PTUIX vs STWTX
PCGTX	PACE Mortgage-Backed Securities Fixed Income Inves...	49	—	Aug 1995	PTUIX vs PCGTX
MCDWX	Manning & Napier Credit Series	39	—	Apr 2020	PTUIX vs MCDWX
FSMOX	Fidelity SAI Investment Grade Securitized Fund	34	—	May 2023	PTUIX vs FSMOX

Top Performing PTUIX Alternatives (YTD)

PTUIX is at 0.16% YTD. There are 34 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 2.92%.

Symbol	Name	YTD Return	AUM	Inception
PCGTX	PACE Mortgage-Backed Securities Fixed Income Inves...	2.92%	—	Aug 1995	PTUIX vs PCGTX
LSSAX	Loomis Sayles Securitized Asset Fund	1.24%	—	Mar 2006	PTUIX vs LSSAX
STWTX	Hartford Schroders Tax-Aware Bond Fund	1.18%	—	Oct 2011	PTUIX vs STWTX
DUTMX	Dupree Taxable Municipal Bond Fund	1.01%	—	Nov 2010	PTUIX vs DUTMX
DFXIX	DFA Diversified Fixed Income Portfolio	0.73%	—	Aug 2016	PTUIX vs DFXIX

Lowest Volatility Alternatives to PTUIX

PTUIX has 4.15% 1-year volatility. There are 92 mutual funds in the Intermediate Core Bond category with lower 1-year volatility, going as low as 2.49%.

Symbol	Name	Volatility 1Y	AUM	Inception
BIMIX	Baird Intermediate Bond Fund Class Institutional	2.49%	—	Sep 2000	PTUIX vs BIMIX
BIMSX	Baird Intermediate Bond Fund	2.50%	—	Sep 2000	PTUIX vs BIMSX
FEDUX	Fidelity Education Income Fund	2.50%	—	Mar 2021	PTUIX vs FEDUX
DFXIX	DFA Diversified Fixed Income Portfolio	2.61%	—	Aug 2016	PTUIX vs DFXIX
JIBEX	Johnson Institutional Intermediate Bond Fund	2.75%	—	Aug 2000	PTUIX vs JIBEX

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
DFXIX	DFA Diversified Fixed Income Portfolio	-1.69%	—	Aug 2016	PTUIX vs DFXIX
FEDUX	Fidelity Education Income Fund	-1.72%	—	Mar 2021	PTUIX vs FEDUX
BIMSX	Baird Intermediate Bond Fund	-1.87%	—	Sep 2000	PTUIX vs BIMSX
BIMIX	Baird Intermediate Bond Fund Class Institutional	-2.07%	—	Sep 2000	PTUIX vs BIMIX
FTHRX	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 7 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
PIMIX	PIMCO Income Fund Institutional Class	Multisector Bonds	42	0.72%	—	Mar 2007	PTUIX vs PIMIX
PTY	PIMCO Corporate & Income Opportunity Fund	Corporate Bonds	1	-3.45%	—	Dec 2002	PTUIX vs PTY
PONAX	PIMCO Income Fund Class A	Multisector Bonds	38	0.55%	—	Apr 2007	PTUIX vs PONAX
PTTRX	PIMCO Total Return Fund Institutional Class	Intermediate Core-Plus Bond	26	0.30%	—	May 1987	PTUIX vs PTTRX
PCN	PIMCO Corporate & Income Strategy Fund	Multisector Bonds	6	-2.70%	—	Dec 2001	PTUIX vs PCN
PONPX	PIMCO Income Fund Class I-2	Total Bond Market	41	0.68%	—	—	PTUIX vs PONPX
PSLDX	PIMCO StocksPLUS Long Duration Fund Class I	Diversified Portfolio	39	8.53%	—	Aug 2007	PTUIX vs PSLDX
PFN	PIMCO Income Strategy Fund II	Multisector Bonds	7	-3.70%	—	Oct 2004	PTUIX vs PFN
PFORX	PIMCO International Bond Fund (U.S. Dollar-Hedged)	Global Bonds	10	0.43%	—	Dec 1992	PTUIX vs PFORX
PISIX	PIMCO StocksPLUS International Fund (U.S. Dollar-H...	Foreign Large Cap Equities	40	13.28%	—	Oct 2003	PTUIX vs PISIX

Often Compared With PTUIX

Investors most often compare PTUIX with BBTBX, EIFAX, CMDT. These 15 comparison targets span 4 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
BBTBX	Bridge Builder Core Bond Fund	Intermediate Core Bond	18	-0.19%	—	Oct 2013	PTUIX vs BBTBX
EIFAX	Eaton Vance Floating-Rate Advantage Fund	Bank Loan	37	0.37%	—	Mar 2008	PTUIX vs EIFAX
CMDT	PIMCO Commodity Strategy Active Exchange-Traded Fu...	Commodities	50	13.43%	814.12M	May 2023	PTUIX vs CMDT
NMKBX	North Square McKee Bond Fund	Intermediate Core Bond	23	0.38%	—	Dec 2020	PTUIX vs NMKBX
PMJIX	PIMCO RAE US Small Fund	Small Cap Value Equities	72	18.92%	—	Jun 2015	PTUIX vs PMJIX
PRCIX	T. Rowe Price New Income Fund	Intermediate Core Bond	30	-0.25%	—	Aug 1973	PTUIX vs PRCIX
PNIIX	Principal Bond Market Index Fund	Intermediate Core Bond	20	0.35%	—	Dec 2009	PTUIX vs PNIIX
TCPYX	Touchstone Impact Bond Fund	Intermediate Core Bond	21	0.53%	—	Nov 1991	PTUIX vs TCPYX
CRAIX	CCM Community Impact Bond Fund	Intermediate Core Bond	25	0.15%	—	Aug 1999	PTUIX vs CRAIX
OWFIX	Old Westbury Fixed Income Fund	Intermediate Core Bond	19	-0.21%	—	Mar 1998	PTUIX vs OWFIX
MCBDX	MassMutual Core Bond Fund	Intermediate Core Bond	33	0.63%	—	Sep 1994	PTUIX vs MCBDX
PCRIX	PIMCO Commodity Real Return Strategy Fund	Commodities	28	15.90%	—	Jun 2002	PTUIX vs PCRIX
TRLVX	SEI Institutional Managed Trust Core Fixed Income ...	Intermediate Core Bond	14	-0.15%	—	May 1987	PTUIX vs TRLVX
SCOAX	SEI Institutional Investments Trust Core Fixed Inc...	Intermediate Core Bond	19	0.07%	—	Jun 1996	PTUIX vs SCOAX
PCIFX	PACE Intermediate Fixed Income Investments	Intermediate Core Bond	32	0.65%	—	Aug 1995	PTUIX vs PCIFX

Compare PTUIX with Any Fund or Stock

Compare PTUIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Diversifiers

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

PIMCO Total Return Fund IV (PTUIX) Alternatives