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 a closer substitute for your current allocation.
Cheapest Alternatives to PVPNX
PVPNX charges 0.06% annually. There are 62 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | PVPNX vs JIEHX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | PVPNX vs LTRIX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | PVPNX vs PPLIX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | PVPNX vs LTIUX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | PVPNX vs PLTZX |
Best Risk-Adjusted Alternatives to PVPNX
PVPNX has a PortfoliosLab risk / return rank of 76. There are 61 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 89 | — | Dec 2019 | PVPNX vs PADLX | |
| State Street Target Retirement Fund | 88 | — | Sep 2014 | PVPNX vs SSFNX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | PVPNX vs PDAHX | |
| State Street Target Retirement 2025 Fund | 85 | — | Sep 2014 | PVPNX vs SSBRX | |
| Dimensional 2060 Target Date Retirement Income Fun... | 83 | — | Nov 2015 | PVPNX vs DRILX |
Top Performing PVPNX Alternatives (YTD)
PVPNX is at 10.58% YTD. There are 264 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 14.17%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Flex Freedom Blend 2060 Fund | 14.17% | — | Jun 2017 | PVPNX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 14.11% | — | Jun 2019 | PVPNX vs FDFPX | |
| Fidelity Flex Freedom Blend 2055 Fund | 14.07% | — | Jun 2017 | PVPNX vs FQLSX | |
| Fidelity Freedom Blend 2055 Fund Class K6 | 14.04% | — | Aug 2018 | PVPNX vs FHDDX | |
| Fidelity Freedom Blend 2065 Fund Class K6 | 14.03% | — | Jun 2019 | PVPNX vs FFBQX |
Lowest Volatility Alternatives to PVPNX
PVPNX has 9.52% 1-year volatility. There are 321 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.33% | — | Nov 2015 | PVPNX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 3.98% | — | Oct 2009 | PVPNX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.01% | — | Oct 2009 | PVPNX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | 4.14% | — | Aug 2019 | PVPNX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K | 4.15% | — | Aug 2019 | PVPNX vs FRKMX |
Lowest Drawdown Alternatives to PVPNX
PVPNX has a 1-year max drawdown of -7.64%. There are 341 mutual funds in the Target Retirement Date category with shallower 1-year drawdowns, going as shallow as -2.61%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.61% | — | Nov 2015 | PVPNX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | PVPNX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | PVPNX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | PVPNX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K | -3.42% | — | Aug 2019 | PVPNX vs FRKMX |
Other Mutual Funds from PIMCO
The 10 most viewed PIMCO mutual funds shown here include PIMIX, PONAX, PTTRX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| PIMCO Income Fund Institutional Class | Total Bond Market | 45 | 1.00% | — | Mar 2007 | PVPNX vs PIMIX | |
| PIMCO Income Fund Class A | Multisector Bonds | 41 | 0.83% | — | Apr 2007 | PVPNX vs PONAX | |
| PIMCO Total Return Fund Institutional Class | Total Bond Market | 30 | 0.64% | — | — | PVPNX vs PTTRX | |
| PIMCO Corporate & Income Strategy Fund | Multisector Bonds | 3 | -4.37% | — | Dec 2001 | PVPNX vs PCN | |
| PIMCO Income Fund Class I-2 | Total Bond Market | 44 | 0.96% | — | — | PVPNX vs PONPX | |
| PIMCO StocksPLUS Long Duration Fund Class I | Diversified Portfolio | 47 | 10.35% | — | Aug 2007 | PVPNX vs PSLDX | |
| PIMCO Income Strategy Fund II | Multisector Bonds | 6 | -4.15% | — | Oct 2004 | PVPNX vs PFN | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) | Global Bonds | 9 | 0.12% | — | Dec 1992 | PVPNX vs PFORX | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-H... | Foreign Large Cap Equities | 25 | 9.70% | — | Oct 2003 | PVPNX vs PISIX | |
| PIMCO Commodity Real Return Strategy Fund | Commodities | 75 | 26.86% | — | Jun 2002 | PVPNX vs PCRIX |
Often Compared With PVPNX
Investors most often compare PVPNX with FXAIX, VFORX, JRLVX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare PVPNX with Any Fund or Stock
Compare PVPNX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PVPNX with funds that move differently
PIMCO RealPath Blend 2040 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PVPNX.
Explore PVPNX Diversifiers