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PIMCO Total Return Fund IV (PTUIX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 4, 2026

The investment seeks maximum total return, consistent with preservation of capital and prudent investment management. The fund seeks to achieve its investment objective by investing under normal circumstances at least 80% of its net assets in a diversified portfolio of Fixed Income Instruments of varying maturities. "Fixed Income Instruments" include bonds, debt securities and other similar instruments issued by various U.S. and non-U.S. public- or private-sector entities. It may invest up to 10% of its total assets in securities and instruments that are economically tied to emerging market countries.

Looking to diversify beyond PTUIX? The mutual funds below have the lowest correlation with PTUIX — they tend to move on their own, which can help reduce risk when the rest of your portfolio drops. The stock ideas table highlights individual companies that behave independently from PTUIX.

Best Diversifiers for PTUIX

2 mutual funds have low correlation with PTUIX (below 0.3), 1 of which are negatively correlated. The least correlated is PIMCO Commodity Real Return Strategy Fund (PCRIX) (Commodities) with a 1Y correlation of -0.17, down from 0.07 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
PCRIX
PIMCO Commodity Real Return Strategy Fund-0.170.050.07
75
CommoditiesPTUIX vs PCRIX
PMJIX
PIMCO RAE US Small Fund0.260.210.09
67
Small Cap Value EquitiesPTUIX vs PMJIX
LSSAX
Loomis Sayles Securitized Asset Fund0.740.870.89
65
Intermediate Core BondPTUIX vs LSSAX
PCGTX
PACE Mortgage-Backed Securities Fixed Income Inves...0.820.890.89
55
Intermediate Core BondPTUIX vs PCGTX

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Diversification Analysis

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