{
  "page": "compare",
  "query": {
    "a": "PIFRX",
    "b": "PACAX"
  },
  "retrieved_at": "2026-07-07T19:13:38+00:00",
  "disclaimer": "Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them.",
  "attribution": "Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC.",
  "terms": {
    "notice": "Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed.",
    "url": "https://fundwatcher.app/terms/"
  },
  "fund_a": {
    "name": "Putnam Income Fund",
    "ticker": "PIFRX",
    "slug": "PIFRX",
    "series_id": "S000006155",
    "html_url": "https://fundwatcher.app/funds/PIFRX/"
  },
  "fund_b": {
    "name": "Putnam Dynamic Asset Allocation Conservative Fund",
    "ticker": "PACAX",
    "slug": "PACAX",
    "series_id": "S000000779",
    "html_url": "https://fundwatcher.app/funds/PACAX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.1430963424685390935124653727",
    "coverage_b_by_a": "0.1430963424685390935124653728",
    "shared_count": 399,
    "as_of": {
      "a": "2026-01-31",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "Uniform Mortgage-Backed Security, TBA",
        "value": "109519210.08",
        "weight": "0.08247132",
        "shared": false
      },
      {
        "name": "Putnam Short Term Investment Fund, Class P",
        "value": "89713102.76",
        "weight": "0.06755671",
        "shared": true
      },
      {
        "name": "Uniform Mortgage-Backed Security, TBA",
        "value": "51124859.10",
        "weight": "0.03849858",
        "shared": false
      },
      {
        "name": "Uniform Mortgage-Backed Security, TBA",
        "value": "31836946.13",
        "weight": "0.02397420",
        "shared": false
      },
      {
        "name": "TBA GNMA 30 YR 5.50000000",
        "value": "30837914.69",
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      },
      {
        "name": "Franklin Ultra Short Bond ETF",
        "value": "25433280.60",
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        "shared": false
      },
      {
        "name": "Uniform Mortgage-Backed Security, TBA",
        "value": "18434442.24",
        "weight": "0.01388170",
        "shared": false
      },
      {
        "name": "U.S. Treasury Bills",
        "value": "12988030.04",
        "weight": "0.00978038",
        "shared": true
      },
      {
        "name": "Government National Mortgage Association",
        "value": "9983224.68",
        "weight": "0.00751767",
        "shared": false
      },
      {
        "name": "US ULTRA BOND CBT Sep25",
        "value": "9979086.05",
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        "shared": true
      },
      {
        "name": "Uniform Mortgage-Backed Security, TBA",
        "value": "9321328.26",
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        "shared": false
      },
      {
        "name": "FNCL 3 2/26",
        "value": "8864995.80",
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        "shared": false
      },
      {
        "name": "Government National Mortgage Association",
        "value": "7796960.82",
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      },
      {
        "name": "STACR 2022-HQA1 M2",
        "value": "6612944.96",
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      },
      {
        "name": "Government National Mortgage Association, TBA",
        "value": "6413828.47",
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      },
      {
        "name": "MORGAN STANLEY",
        "value": "5808651.13",
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      },
      {
        "name": "Uniform Mortgage-Backed Security, TBA",
        "value": "5417046.84",
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      },
      {
        "name": "FN MA4473",
        "value": "5328302.28",
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      },
      {
        "name": "BRAVO Residential Funding Trust, Series 2020-RPL1, Class M1",
        "value": "5240154.71",
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      },
      {
        "name": "FHLMC Pool, 30 Year",
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      },
      {
        "name": "FORDO 2024-A A3",
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      },
      {
        "name": "JPMORGAN CHASE",
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      },
      {
        "name": "FNMA, 30 Year",
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      {
        "name": "FNMDI4 3.5 BF0219 09-01-57",
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      },
      {
        "name": "Banc of America Commercial Mortgage Trust, Series 2015-UBS7, Class B",
        "value": "4253657.99",
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      },
      {
        "name": "FR SD3862",
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        "weight": "0.00314772",
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      },
      {
        "name": "FNMA, 30 Year",
        "value": "4109059.35",
        "weight": "0.00309425",
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      },
      {
        "name": "Government National Mortgage Association, TBA",
        "value": "3999986.12",
        "weight": "0.00301211",
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      },
      {
        "name": "CIFC Funding Ltd., Series 2021-7A, Class AR",
        "value": "3973535.92",
        "weight": "0.00299219",
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      },
      {
        "name": "FNMA, Series 2021-12, Class NI",
        "value": "3939587.00",
        "weight": "0.00296663",
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      },
      {
        "name": "Hyundai Auto Receivables Trust, Series 2025-C, Class A2B",
        "value": "3866420.69",
        "weight": "0.00291153",
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      },
      {
        "name": "Uniform Mortgage-Backed Security, TBA",
        "value": "3816441.20",
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      },
      {
        "name": "HART 2024-A A3",
        "value": "3813912.33",
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      },
      {
        "name": "STACR 2021-HQA4 M2",
        "value": "3781296.76",
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      },
      {
        "name": "FORDO 2024-B A3",
        "value": "3713953.32",
        "weight": "0.00279672",
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      },
      {
        "name": "BANK OF AMER CRP",
        "value": "3514969.32",
        "weight": "0.00264688",
        "shared": true
      },
      {
        "name": "CITIGROUP INC",
        "value": "3505227.13",
        "weight": "0.00263954",
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      },
      {
        "name": "FN FS0754",
        "value": "3475365.69",
        "weight": "0.00261706",
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      {
        "name": "Station Place Securitization Trust, Series 2025-1, Class A",
        "value": "3421259.66",
        "weight": "0.00257631",
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      },
      {
        "name": "Station Place Securitization Trust, Series 2025-7, Class A",
        "value": "3411398.60",
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      },
      {
        "name": "Station Place Securitization Trust, Series 2025-3, Class A",
        "value": "3381504.84",
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      },
      {
        "name": "Government National Mortgage Association, Series 2020-151, Class MI",
        "value": "3372276.84",
        "weight": "0.00253943",
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      {
        "name": "PRKCM Trust, Series 2023-AFC2, Class A1",
        "value": "3358821.60",
        "weight": "0.00252930",
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      },
      {
        "name": "Chase Auto Owner Trust, Series 2024-1A, Class A3",
        "value": "3306750.32",
        "weight": "0.00249008",
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      },
      {
        "name": "FNMA 15YR 2.5% 09/01/2036#CB1756",
        "value": "3304077.97",
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      {
        "name": "Freddie Mac Seasoned Credit Risk Transfer Trust Series 2019-3",
        "value": "3194554.46",
        "weight": "0.00240560",
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      },
      {
        "name": "CCL 4 08/01/28 144A",
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      },
      {
        "name": "Wells Fargo Commercial Mortgage Trust, Series 2020-C55, Class XA",
        "value": "3162743.74",
        "weight": "0.00238164",
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      },
      {
        "name": "Venture 41 CLO Ltd., Series 2021-41A, Class A1RR",
        "value": "3103495.04",
        "weight": "0.00233703",
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      },
      {
        "name": "BERRY GLOBAL INC",
        "value": "3076032.04",
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      }
    ],
    "b_top": [
      {
        "name": "Putnam Short Term Investment Fund, Class P",
        "value": "46442765.64",
        "weight": "0.05192776",
        "shared": true
      },
      {
        "name": "NVIDIA CORP",
        "value": "25908864.00",
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      },
      {
        "name": "FNCL 2.5 4/26",
        "value": "22856681.25",
        "weight": "0.02555611",
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      },
      {
        "name": "APPLE INC",
        "value": "21955119.11",
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      },
      {
        "name": "FNCL 5 4/26",
        "value": "21542124.68",
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      {
        "name": "U.S. Treasury Bills",
        "value": "18502968.39",
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      },
      {
        "name": "MICROSOFT CORP",
        "value": "15527891.16",
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      },
      {
        "name": "AMAZON.COM INC",
        "value": "12781738.17",
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      },
      {
        "name": "ALPHABET INC CL A",
        "value": "12185642.56",
        "weight": "0.01362479",
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      },
      {
        "name": "Uniform Mortgage-Backed Security, TBA",
        "value": "9449538.00",
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      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "9174104.55",
        "weight": "0.01025759",
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      },
      {
        "name": "BROADCOM INC",
        "value": "8022499.20",
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      },
      {
        "name": "G2SF 3 4/26",
        "value": "7143248.08",
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      },
      {
        "name": "ZAR/USD FORWARD",
        "value": "7140879.11",
        "weight": "0.00798423",
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      },
      {
        "name": "TESLA INC",
        "value": "6038335.25",
        "weight": "0.00675148",
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      },
      {
        "name": "US ULTRA BOND CBT Sep25",
        "value": "5981546.50",
        "weight": "0.00668798",
        "shared": true
      },
      {
        "name": "CITIGROUP INC",
        "value": "5972397.42",
        "weight": "0.00667775",
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      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "5914475.42",
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      },
      {
        "name": "LILLY ELI and CO",
        "value": "5878250.07",
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      },
      {
        "name": "Bank of Montreal",
        "value": "5391267.64",
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      },
      {
        "name": "FNCL 3.5 4/26",
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      },
      {
        "name": "FNCL 4.5 4/26",
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      {
        "name": "Coca-Cola Co. (The)",
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      },
      {
        "name": "LAM RESEARCH CORP",
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      },
      {
        "name": "Atlantic Asset Securitization LLC",
        "value": "4630694.91",
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      },
      {
        "name": "ALPHABET INC CL C",
        "value": "4444608.84",
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      },
      {
        "name": "GOVERNMENT NATIONAL MORTGAGE CORPORATION",
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      },
      {
        "name": "Walmart, Inc.",
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      },
      {
        "name": "DNB Bank ASA",
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      },
      {
        "name": "TotalEnergies Capital SA",
        "value": "3991691.20",
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      },
      {
        "name": "Nestle Finance International Ltd.",
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      },
      {
        "name": "Royal Bank of Canada",
        "value": "3973652.40",
        "weight": "0.00444295",
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      },
      {
        "name": "Westpac Banking Corp.",
        "value": "3972819.60",
        "weight": "0.00444202",
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      },
      {
        "name": "Gotham Funding Corp.",
        "value": "3966892.80",
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      },
      {
        "name": "Toronto-Dominion Bank (The)",
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      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "3923701.62",
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      },
      {
        "name": "CATERPILLAR INC",
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      },
      {
        "name": "GE VERNOVA LLC",
        "value": "3716808.20",
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      },
      {
        "name": "NETFLIX INC",
        "value": "3596394.60",
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      },
      {
        "name": "PHILIP MORRIS INTL INC",
        "value": "3584571.20",
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      },
      {
        "name": "ING US Funding LLC",
        "value": "3547272.14",
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      },
      {
        "name": "BofA Securities",
        "value": "3477665.27",
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      },
      {
        "name": "US DOLLARS",
        "value": "3461441.20",
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      },
      {
        "name": "G2 MA6820",
        "value": "3386358.88",
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      },
      {
        "name": "MERCK & CO",
        "value": "3375938.85",
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      },
      {
        "name": "US DOLLARS",
        "value": "3356213.20",
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        "shared": false
      },
      {
        "name": "REGENERON PHARMACEUTICALS INC",
        "value": "3267494.56",
        "weight": "0.00365339",
        "shared": false
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "2824499.68",
        "weight": "0.00315808",
        "shared": false
      },
      {
        "name": "Putnam Government Money Market Fund, Class G",
        "value": "2789747.59",
        "weight": "0.00311922",
        "shared": false
      },
      {
        "name": "AT&T INC",
        "value": "2751064.03",
        "weight": "0.00307597",
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      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0002071691-26-007548",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/81264/000207169126007548/0002071691-26-007548-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0002071691-26-012254",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/914209/000207169126012254/0002071691-26-012254-index.htm"
    }
  ]
}