PIMCO RealPath Blend 2040 Fund (PVPNX) Alternatives
PIMCO RealPath Blend 2040 Fund (PVPNX) belongs to the Target Retirement Date category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PVPNX. 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 PVPNX
PVPNX charges 0.06% annually. Among mutual funds in the Target Retirement Date category, these options have the lowest expense ratios among PVPNX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Principal LifeTime 2035 Fund | 0.01% | Feb 28, 2008 | PVPNX vs LTIUX | |
| Principal LifeTime 2030 Fund | 0.01% | Feb 28, 2001 | PVPNX vs PMTIX | |
| John Hancock Funds Multi-Index 2055 Lifetime Portf... | 0.01% | Mar 25, 2014 | PVPNX vs JLKYX | |
| Principal LifeTime 2045 Fund | 0.01% | Feb 28, 2008 | PVPNX vs LTRIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | Mar 26, 2020 | PVPNX vs FCQTX |
Best Risk-Adjusted Alternatives to PVPNX
Among mutual funds in the Target Retirement Date 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 | |
|---|---|---|---|---|
| USAA Target Retirement Income Fund | 86 | Jul 30, 2008 | PVPNX vs URINX | |
| Putnam Retirement Advantage Maturity Fund | 86 | Dec 30, 2019 | PVPNX vs PADLX | |
| Fidelity Freedom Income Fund Class K6 | 84 | Oct 17, 1996 | PVPNX vs FYTKX | |
| State Street Target Retirement Fund | 84 | Sep 29, 2014 | PVPNX vs SSFNX | |
| Fidelity Managed Retirement Income Fund Class K6 | 84 | Aug 1, 2019 | PVPNX vs FRHMX |
Top Performing PVPNX Alternatives (YTD)
PVPNX alternatives from the Target Retirement Date category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Prudential Day One Income Fund | 0.08% | Dec 12, 2016 | PVPNX vs PDAHX | |
| State Street Target Retirement Fund | -0.35% | Sep 29, 2014 | PVPNX vs SSFNX | |
| Dimensional Retirement Income Fund | -0.37% | Nov 1, 2015 | PVPNX vs TDIFX | |
| Prudential Day One 2020 Fund | -0.38% | Dec 12, 2016 | PVPNX vs PDDDX | |
| Fidelity Freedom Income Fund Class K6 | -0.40% | Oct 17, 1996 | PVPNX vs FYTKX |
Lowest Volatility Alternatives to PVPNX
PVPNX alternatives from the Target Retirement Date category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Dimensional Retirement Income Fund | 4.31% | Nov 1, 2015 | PVPNX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.34% | Oct 2, 2009 | PVPNX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.35% | Oct 2, 2009 | PVPNX vs FFGZX | |
| Fidelity Managed Retirement Income Fund Class K | 4.58% | Aug 1, 2019 | PVPNX vs FRKMX | |
| Fidelity Managed Retirement Income Fund | 4.59% | Aug 30, 2007 | PVPNX vs FIRMX |
Lowest Drawdown Alternatives to PVPNX
PVPNX alternatives from the Target Retirement Date category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.84% | Nov 1, 2015 | PVPNX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | Oct 2, 2009 | PVPNX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | Oct 2, 2009 | PVPNX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | Aug 1, 2019 | PVPNX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K6 | -3.42% | Aug 1, 2019 | PVPNX vs FRHMX |
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 | PVPNX vs PIMIX | |
| PIMCO Income Fund Class A | Multisector Bonds | 78 | -1.42% | Apr 2, 2007 | PVPNX vs PONAX | |
| PIMCO Total Return Fund Institutional Class | Total Bond Market | 53 | -1.02% | — | PVPNX vs PTTRX | |
| PIMCO Corporate & Income Strategy Fund | Multisector Bonds | 3 | -4.21% | Dec 20, 2001 | PVPNX vs PCN | |
| PIMCO Income Fund Class I-2 | Total Bond Market | 80 | -1.37% | — | PVPNX vs PONPX | |
| PIMCO StocksPLUS Long Duration Fund Class I | Diversified Portfolio, Actively Managed | 10 | -9.19% | Aug 31, 2007 | PVPNX vs PSLDX | |
| PIMCO Income Strategy Fund II | Multisector Bonds | 11 | -5.40% | Oct 27, 2004 | PVPNX vs PFN | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) | Global Bonds | 24 | -2.23% | Dec 1, 1992 | PVPNX vs PFORX | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-H... | Foreign Large Cap Equities | 24 | -0.85% | Oct 31, 2003 | PVPNX vs PISIX | |
| PIMCO RAE US Small Fund | Small Cap Value Equities | 28 | -0.95% | Jun 5, 2015 | PVPNX vs PMJIX |
Often Compared With PVPNX
What investors most often compare with PVPNX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 46 | -7.05% | Feb 17, 1988 | PVPNX vs FXAIX | |
| Vanguard Target Retirement 2040 Fund | Target Retirement Date, Diversified Portfolio | 71 | -3.32% | Jun 7, 2006 | PVPNX vs VFORX | |
| John Hancock Funds Multi-Index 2045 Lifetime Portf... | Target Retirement Date | 59 | -3.42% | Nov 6, 2013 | PVPNX vs JRLVX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | Target Retirement Date | 80 | -0.57% | Aug 30, 2007 | PVPNX vs FRAMX | |
| Principal LifeTime 2020 Fund | Target Retirement Date | 57 | -2.23% | Feb 28, 2001 | PVPNX vs PLWIX |
Compare PVPNX with Any Fund or Stock
Compare PVPNX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.