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 Total Return Portfolio · VPVTRDV, VPVTRIV, VPVTRVV cheaper | 28% | 0.64% | Pacific Investment Management Company LLC |
| 2 | PIMCO Total Return Portfolio cheaper diff. adviser | 25% | 0.59% | Brighthouse Investment Advisers, LLC |
| 3 | EQ/PIMCO Total Return ESG Portfolio cheaper diff. adviser | 22% | 0.53% | Equitable Investment Management Group, LLC |
| 4 | PIMCO Total Return Fund · PTTRX, PTRAX, PTTAX, PTTCX, PTRRX, PTTPX, PTTNX cheaper | 22% | 0.51% | Pacific Investment Management Company LLC |
| 5 | Total Return Portfolio diff. adviser | 20% | 0.72% | Pacific Life Fund Advisors LLC |
| 6 | PIMCO Dynamic Bond Portfolio · PUNCBDA, PVUCBPA, PUNCBAD, PUNCBAM | 19% | 0.88% | Pacific Investment Management Company LLC |
| 7 | PIMCO Total Return Fund V cheaper | 18% | 0.53% | Pacific Investment Management Company LLC |
| 8 | PIMCO StocksPLUS Long Duration Fund · PSLDX | 18% | 2.88% | Pacific Investment Management Company LLC |
| 9 | PIMCO Mortgage and Short-Term Investments Portfolio | 18% | — | Pacific Investment Management Company LLC |
| 10 | PIMCO Total Return ESG Fund · PTSAX, PRFAX, PRAPX, PTGAX, PTGCX | 18% | 0.82% | Pacific Investment Management Company LLC |
| 11 | PIMCO Total Return Fund II · PMBIX, PMTPX cheaper | 17% | 0.57% | Pacific Investment Management Company LLC |
| 12 | PIMCO Low Duration Opportunities Fund · PUTIX, ATMAX, ATMCX, PUTPX cheaper | 17% | 0.59% | Pacific Investment Management Company LLC |
| 13 | Fixed Income SHares: Series C · FXICX cheaper | 17% | 0.27% | Pacific Investment Management Company LLC |
| 14 | PIMCO Investment Grade Credit Bond Fund · PIGIX, PGCAX, PBDAX, PBDCX, PBDPX, PCNNX | 17% | 1.09% | Pacific Investment Management Company LLC |
| 15 | PIMCO Long Duration Credit Bond Portfolio | 16% | — | Pacific Investment Management Company LLC |
| 16 | PIMCO Long-Term Credit Bond Fund · PTCIX, PLCPX | 16% | 1.51% | Pacific Investment Management Company LLC |
| 17 | PIMCO Low Duration Income Fund · PFIIX, PFIAX, PFNCX, PFTPX, PFNIX, PLDCX | 16% | 0.81% | Pacific Investment Management Company LLC |
| 18 | PIMCO Dynamic Bond Fund · PUBAX, PUCPX, PFIUX, PUBCX, PUBRX, PFNUX | 16% | 0.91% | Pacific Investment Management Company LLC |
| 19 | PIMCO Sector Fund Series - I | 16% | — | Pacific Investment Management Company LLC |
| 20 | PIMCO StocksPLUS Short Fund · PSTIX, PSSAX, PSSCX, PSPLX, PSNNX | 15% | 0.76% | Pacific Investment Management Company LLC |
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