Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | YORKTOWN MULTI-SECTOR BOND FUND · AFFIX, APIUX, APIIX, AFFCX cheaper | 12% | 0.69% | Yorktown Management and Research Company, Inc. |
| 2 | PIMCO Low Duration Portfolio diff. adviser | 5% | — | Pacific Investment Management Company LLC |
| 3 | PIMCO Moderate Duration Portfolio diff. adviser | 5% | — | Pacific Investment Management Company LLC |
| 4 | PIMCO ESG Income Fund · PEGBX, PEGAX, PEGIX, PEGPX, PEGQX diff. adviser | 5% | 1.00% | Pacific Investment Management Company LLC |
| 5 | PIMCO Low Duration Fund · PTLDX, PLDAX, PTLAX, PTLCX, PLDRX, PLDPX, PTLNX, PLCCX cheaper diff. adviser | 5% | 0.50% | Pacific Investment Management Company LLC |
| 6 | PIMCO Low Duration Income Fund · PFIIX, PFIAX, PFNCX, PFTPX, PFNIX, PLDCX diff. adviser | 4% | 0.81% | Pacific Investment Management Company LLC |
| 7 | PIMCO Low Duration ESG Fund · PLDIX, PLUPX cheaper diff. adviser | 4% | 0.61% | Pacific Investment Management Company LLC |
| 8 | PIMCO All Asset: Multi-Real Fund diff. adviser | 4% | — | Pacific Investment Management Company LLC |
| 9 | PIMCO Inflation Response Multi-Asset Fund · PZRMX, PIRMX, PPRMX, PFRMX diff. adviser | 4% | 1.95% | Pacific Investment Management Company LLC |
| 10 | Doubleline Shiller Enhanced International CAPE · DSEUX, DLEUX cheaper diff. adviser | 4% | 0.67% | DoubleLine Capital LP |
| 11 | PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund · EMNT cheaper diff. adviser | 4% | 0.24% | Pacific Investment Management Company LLC |
| 12 | Federated Hermes Short Duration Corporate ETF · FCSH cheaper diff. adviser | 4% | 0.30% | Federated Advisory Services Company, Federated Investment Management Company |
| 13 | PIMCO Total Return Fund V cheaper diff. adviser | 4% | 0.53% | Pacific Investment Management Company LLC |
| 14 | PIMCO TRENDS Managed Futures Strategy Fund · PQTIX, PQTPX, PQTAX, PQTCX, PQTNX diff. adviser | 4% | 2.36% | Pacific Investment Management Company LLC |
| 15 | PIMCO Commodity Strategy Active Exchange-Traded Fund · CMDT cheaper diff. adviser | 4% | 0.65% | Pacific Investment Management Company LLC |
| 16 | PIMCO Short-Term Floating NAV Portfolio III diff. adviser | 4% | — | Pacific Investment Management Company LLC |
| 17 | PIMCO CommoditiesPLUS Strategy Fund · PCLAX, PCPCX, PCLPX, PCLIX, PCLNX diff. adviser | 4% | 0.83% | Pacific Investment Management Company LLC |
| 18 | PIMCO Dynamic Bond Portfolio · PUNCBDA, PVUCBPA, PUNCBAD, PUNCBAM diff. adviser | 4% | 0.88% | Pacific Investment Management Company LLC |
| 19 | Knights of Columbus Limited Duration Bond Fund · KCLIX, KCLSX, KCLVX cheaper diff. adviser | 4% | 0.50% | Knights of Columbus Asset Advisors LLC |
| 20 | PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund · HYS cheaper diff. adviser | 4% | 0.56% | Pacific Investment Management Company LLC |
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