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 Global Core Asset Allocation Fund · PGMAX, PGMCX, PGAPX, PGAIX | 62% | 1.11% | Pacific Investment Management Company LLC |
| 2 | PFG Active Core Bond Strategy Fund · PFDOX diff. adviser | 35% | 2.86% | Pacific Financial Group, LLC |
| 3 | PIMCO REALPATH Blend Income Fund · PBRNX, PBRAX cheaper | 31% | 0.76% | Pacific Investment Management Company LLC |
| 4 | PIMCO Low Duration Fund II · PLDTX, PDFAX cheaper | 24% | 0.52% | Pacific Investment Management Company LLC |
| 5 | PIMCO REALPATH Blend 2030 Fund · PBPNX, PBPAX cheaper | 23% | 0.64% | Pacific Investment Management Company LLC |
| 6 | PIMCO Low Duration Opportunities Fund · PUTIX, ATMAX, ATMCX, PUTPX cheaper | 22% | 0.59% | Pacific Investment Management Company LLC |
| 7 | PIMCO RAE PLUS International Fund · PTSOX, PTSIX, PTIPX | 22% | 1.32% | Pacific Investment Management Company LLC |
| 8 | PIMCO Low Duration Fund · PTLDX, PLDAX, PTLAX, PTLCX, PLDRX, PLDPX, PTLNX, PLCCX cheaper | 21% | 0.50% | Pacific Investment Management Company LLC |
| 9 | PIMCO StocksPLUS Short Fund · PSTIX, PSSAX, PSSCX, PSPLX, PSNNX cheaper | 21% | 0.76% | Pacific Investment Management Company LLC |
| 10 | PIMCO RAE PLUS Fund · PXTIX, PXTAX, PIXAX, PIXCX, PIXPX, PXTNX cheaper | 21% | 0.99% | Pacific Investment Management Company LLC |
| 11 | PIMCO Dynamic Bond Fund · PUBAX, PUCPX, PFIUX, PUBCX, PUBRX, PFNUX cheaper | 20% | 0.91% | Pacific Investment Management Company LLC |
| 12 | PIMCO RAE PLUS EMG Fund · PEFIX, PEFPX, PEFFX, PEFCX | 19% | 1.45% | Pacific Investment Management Company LLC |
| 13 | PIMCO TRENDS Managed Futures Strategy Fund · PQTIX, PQTPX, PQTAX, PQTCX, PQTNX | 19% | 2.36% | Pacific Investment Management Company LLC |
| 14 | PIMCO RAE PLUS Small Fund · PCFIX, PCCPX, PCFAX, PCFEX | 18% | 1.10% | Pacific Investment Management Company LLC |
| 15 | PIMCO StocksPLUS Small Fund · PSCSX, PCKTX, PCKAX, PCKCX, PCKPX, PSNSX cheaper | 18% | 0.90% | Pacific Investment Management Company LLC |
| 16 | PIMCO REALPATH Blend 2035 Fund · PDGZX, PDGAX cheaper | 18% | 0.51% | Pacific Investment Management Company LLC |
| 17 | PIMCO Balanced Allocation Portfolio · PIMGMVA cheaper | 17% | 0.90% | Pacific Investment Management Company LLC |
| 18 | AVIP Moderately Conservative Model Portfolio cheaper diff. adviser | 17% | 1.01% | CONSTELLATION INVESTMENTS INC |
| 19 | PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) · PISIX, PIPAX, PIPCX, PIUHX, PISNX | 17% | 1.17% | Pacific Investment Management Company LLC |
| 20 | PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged) · PGBIX, PGDAX, PAIIX, PCIIX, PGNPX cheaper | 17% | 0.61% | Pacific Investment Management Company LLC |
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