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 REALPATH Blend Income Fund · PBRNX, PBRAX cheaper | 17% | 0.76% | Pacific Investment Management Company LLC |
| 2 | PIMCO REALPATH Blend 2030 Fund · PBPNX, PBPAX cheaper | 16% | 0.64% | Pacific Investment Management Company LLC |
| 3 | PIMCO REALPATH Blend 2035 Fund · PDGZX, PDGAX cheaper | 14% | 0.51% | Pacific Investment Management Company LLC |
| 4 | PFG Active Core Bond Strategy Fund · PFDOX diff. adviser | 13% | 2.86% | Pacific Financial Group, LLC |
| 5 | PIMCO Global Core Asset Allocation Fund · PGMAX, PGMCX, PGAPX, PGAIX cheaper | 13% | 1.11% | Pacific Investment Management Company LLC |
| 6 | PIMCO REALPATH Blend 2040 Fund · PVPNX, PVPAX cheaper | 12% | 0.39% | Pacific Investment Management Company LLC |
| 7 | PIMCO Global Managed Asset Allocation Portfolio · VPVGMMV, VPVGMVV, PVGMAPI cheaper | 10% | 1.03% | Pacific Investment Management Company LLC |
| 8 | PIMCO Balanced Allocation Portfolio · PIMGMVA cheaper | 10% | 0.90% | Pacific Investment Management Company LLC |
| 9 | PIMCO REALPATH Blend 2045 Fund · PVQNX, PVQAX cheaper | 9% | 0.29% | Pacific Investment Management Company LLC |
| 10 | Strategic Advisers Short Duration Fund · FAUDX cheaper diff. adviser | 8% | 0.20% | Strategic Advisers LLC |
| 11 | PIMCO All Asset Portfolio · VPVAADV, VPVAAPM, VPVAAVV, VPVAAIV | 8% | 2.11% | Pacific Investment Management Company LLC |
| 12 | PIMCO All Asset Fund · PAAIX, PAALX, PASAX, PASCX, PATRX, PALPX, PAANX | 8% | 1.86% | Pacific Investment Management Company LLC |
| 13 | PIMCO Emerging Markets Full Spectrum Bond Fund · PFSIX | 8% | 1.25% | Pacific Investment Management Company LLC |
| 14 | PIMCO All Asset All Authority Fund · PAUIX, PAUAX, PAUCX, PAUPX, PAUNX | 7% | 5.21% | Pacific Investment Management Company LLC |
| 15 | PIMCO REALPATH Blend 2060 Fund · PRBMX, PRBAX cheaper | 7% | 0.15% | Pacific Investment Management Company LLC |
| 16 | PIMCO REALPATH Blend 2065 Fund · PBLLX, PBLIX cheaper | 6% | 0.15% | Pacific Investment Management Company LLC |
| 17 | PIMCO REALPATH Blend 2050 Fund · PPQZX, PPQAX cheaper | 6% | 0.21% | Pacific Investment Management Company LLC |
| 18 | PIMCO RAE Global ex-US Fund · PZRIX, PZRPX, PZRAX cheaper | 5% | 0.55% | Pacific Investment Management Company LLC |
| 19 | MH Elite Income Fund of Funds · MHEIX diff. adviser | 5% | 1.86% | MH Investment Management, Inc. |
| 20 | Aspiriant Risk-Managed Taxable Bond Fund · RMTBX cheaper diff. adviser | 5% | 1.17% | Aspiriant, LLC |
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