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 | PIMCO Long Duration Credit Bond Portfolio | 35% | — | Pacific Investment Management Company LLC |
| 2 | PIMCO Long-Term Credit Bond Fund · PTCIX, PLCPX | 30% | 1.51% | Pacific Investment Management Company LLC |
| 3 | JNL/PIMCO Investment Grade Credit Bond Fund cheaper diff. adviser | 27% | 0.86% | Jackson National Asset Management, LLC |
| 4 | PIMCO Total Return Fund · PTTRX, PTRAX, PTTAX, PTTCX, PTRRX, PTTPX, PTTNX cheaper | 26% | 0.51% | Pacific Investment Management Company LLC |
| 5 | PIMCO Total Return Portfolio · VPVTRDV, VPVTRIV, VPVTRVV cheaper | 23% | 0.64% | Pacific Investment Management Company LLC |
| 6 | PIMCO Investment Grade Credit Bond Portfolio | 23% | — | Pacific Investment Management Company LLC |
| 7 | PIMCO Sector Fund Series - I | 21% | — | Pacific Investment Management Company LLC |
| 8 | PIMCO Active Bond Exchange-Traded Fund · BOND cheaper | 17% | 0.54% | Pacific Investment Management Company LLC |
| 9 | PIMCO Total Return Fund IV · PTUIX, PTUZX cheaper | 17% | 0.67% | Pacific Investment Management Company LLC |
| 10 | PIMCO Long Duration Total Return Fund · PLRIX, PLRPX, PLRAX, PLRCX | 16% | 2.99% | Pacific Investment Management Company LLC |
| 11 | PIMCO International Bond Fund (U.S. Dollar-Hedged) · PFORX, PFRAX, PFOAX, PFOCX, PFRRX, PFBPX, PFONX cheaper | 15% | 0.57% | Pacific Investment Management Company LLC |
| 12 | PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged) · PGBIX, PGDAX, PAIIX, PCIIX, PGNPX cheaper | 15% | 0.61% | Pacific Investment Management Company LLC |
| 13 | PIMCO Moderate Duration Fund · PMDRX, PMOPX cheaper | 14% | 0.53% | Pacific Investment Management Company LLC |
| 14 | PIMCO Total Return ESG Fund · PTSAX, PRFAX, PRAPX, PTGAX, PTGCX cheaper | 14% | 0.82% | Pacific Investment Management Company LLC |
| 15 | Fixed Income SHares: Series M · FXIMX cheaper | 14% | 0.14% | Pacific Investment Management Company LLC |
| 16 | PIMCO Dynamic Bond Fund · PUBAX, PUCPX, PFIUX, PUBCX, PUBRX, PFNUX cheaper | 13% | 0.91% | Pacific Investment Management Company LLC |
| 17 | Fixed Income SHares: Series C · FXICX cheaper | 13% | 0.27% | Pacific Investment Management Company LLC |
| 18 | PIMCO Total Return Fund V cheaper | 13% | 0.53% | Pacific Investment Management Company LLC |
| 19 | PIMCO Diversified Income Fund · PDIIX, PDAAX, PDVAX, PDICX, PDVPX, PDNIX cheaper | 13% | 0.79% | Pacific Investment Management Company LLC |
| 20 | PIMCO StocksPLUS Long Duration Fund · PSLDX | 13% | 2.88% | Pacific Investment Management Company LLC |
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