Investment Test Drive

PLIDX Pacific Funds Core Income Adv

1 lower fee alternative found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Fund PLIDX Pacific Funds Core Income Adv USIBX USAA Intermediate-Term Bond  
100% 89%
Annual Fees
(0.70% Exp. Ratio)
(0.68% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.02% annual return
$14,739.24 $14,828.56
Est. savings over 30 yrs +$89.32
As of 9/30/16
1 YR RETURN 6.79%
3 YR 4.34%
5 YR 4.98%
10 YR --
1 YR RETURN 7.41%
3 YR 4.46%
5 YR 5.33%
10 YR 5.95%
The investment seeks a high level of current income; capital appreciation is of secondary importance. The fund invests principally in income producing debt instruments. It will generally invest at least 60% of its assets in investment grade debt instruments, including corporate debt securities, asset-backed securities, mortgage-related securities, U.S. government securities and agency securities. The fund may invest up to 40% of its assets in non-investment grade (high yield/high risk, sometimes called "junk bonds") debt instruments and floating rate senior loans.
The investment seeks high current income without undue risk to principal. The fund normally invests at least 80% of its assets in a broad range of debt securities that have a dollar-weighted average portfolio maturity between three to 10 years. The fund will invest primarily in investment-grade securities, but also may invest up to 10% of its net assets in below-investment-grade securities which are sometimes referred to as high-yield or "junk" bonds.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


Your Feedback has been sent successfully!