PIMCO Inflation Response Multi-Asset Fund (PZRMX) Alternatives
PIMCO Inflation Response Multi-Asset Fund (PZRMX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PZRMX. 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 PZRMX
PZRMX charges 1.18% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among PZRMX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | PZRMX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | PZRMX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | PZRMX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | PZRMX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | PZRMX vs BWBIX |
Best Risk-Adjusted Alternatives to PZRMX
Among mutual funds in the Diversified Portfolio 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 | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | PZRMX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | PZRMX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | PZRMX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | PZRMX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | PZRMX vs PMAIX |
Top Performing PZRMX Alternatives (YTD)
PZRMX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | PZRMX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | PZRMX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | PZRMX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | PZRMX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | PZRMX vs CONWX |
Lowest Volatility Alternatives to PZRMX
PZRMX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | PZRMX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | PZRMX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | PZRMX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | PZRMX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | PZRMX vs SICIX |
Lowest Drawdown Alternatives to PZRMX
PZRMX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | PZRMX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | PZRMX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | PZRMX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | PZRMX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | PZRMX vs SICIX |
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 | PZRMX vs PIMIX | |
| PIMCO Income Fund Class A | Multisector Bonds | 78 | -1.42% | Apr 2, 2007 | PZRMX vs PONAX | |
| PIMCO Total Return Fund Institutional Class | Total Bond Market | 53 | -1.02% | — | PZRMX vs PTTRX | |
| PIMCO Corporate & Income Strategy Fund | Multisector Bonds | 3 | -4.21% | Dec 20, 2001 | PZRMX vs PCN | |
| PIMCO Income Fund Class I-2 | Total Bond Market | 80 | -1.37% | — | PZRMX vs PONPX | |
| PIMCO StocksPLUS Long Duration Fund Class I | Diversified Portfolio, Actively Managed | 10 | -9.19% | Aug 31, 2007 | PZRMX vs PSLDX | |
| PIMCO Income Strategy Fund II | Multisector Bonds | 11 | -5.40% | Oct 27, 2004 | PZRMX vs PFN | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) | Global Bonds | 24 | -2.23% | Dec 1, 1992 | PZRMX vs PFORX | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-H... | Foreign Large Cap Equities | 24 | -0.85% | Oct 31, 2003 | PZRMX vs PISIX | |
| PIMCO RAE US Small Fund | Small Cap Value Equities | 28 | -0.95% | Jun 5, 2015 | PZRMX vs PMJIX |
Often Compared With PZRMX
What investors most often compare with PZRMX, based on PortfoliosLab usage data.
Compare PZRMX with Any Fund or Stock
Compare PZRMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.