PTUZX Fund Comparisons

PTUZX is shown with FundQuant's current comparable-fund evidence. Current comparable funds include FSMTX, FIABX, FTKFX. FundQuant is educational research software and does not provide individualized investment advice.

Target Fund

Symbol
PTUZX
Name
PIMCO Total Return Fund IV
Type
Mutual Fund
Originator
PIMCO
Asset class
fixed_income
Net expense ratio
0.87%
AUM
$358M

Comparable Funds

FundQuant reviewed 680 active searchable funds, 198 ETFs, 482 mutual funds and returned 3 comparable funds for PTUZX.

  1. FSMTX - Fidelity SAI Total Bond Fund (Mutual Fund; Fidelity; fixed_income; Closest Fit; fit score 90)
  2. FIABX - Fidelity SAI Sustainable Core Plus Bond Fund (Mutual Fund; Fidelity; fixed_income; Closest Fit; fit score 89)
  3. FTKFX - Fidelity Total Bond K6 Fund (Mutual Fund; Fidelity; fixed_income; Closest Fit; fit score 88)

FundQuant is educational research software. It does not provide individualized investment, tax, legal, or financial advice.

https://fundquant.org/funds/PTUZX/comps