Which Funds Can PTATX Replace?

T. Rowe Price Total Return Fund Advisor Class Fund Opportunity uses the published comparison universe. Data as of 2026-10-02.

Funds PTATX Can Replace

12 funds

FSI > 80 out of 654 similar funds

Competing Fund AUM

$1.18B

Assets in funds PTATX can compete with and replace

Outperformance Rank

#556

Rank among 654 similar funds

Who Holds Credible Replacements?

64 firms

64,614 connected advisors

Opportunity analysis

PTATX can replace 12 funds with FSI above 80 out of 654 similar funds, representing $1.18B in competing fund AUM. Its outperformance rank is #556 among those similar funds. 64 13F firms and 64,614 advisors are connected to credible replacements. The AUM-weighted historical probability of positive Information Ratio is 8.4%.

Fund details

Vehicle
Mutual fund
Issuer
nan
Focus
—
Net expense ratio
0.91%
Assets under management
$639.7M

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