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 | Franklin Templeton SMACS: Series CP · FASBX | 59% | 0.00% | Franklin Advisers, Inc. |
| 2 | Putnam VT Income Fund | 13% | 0.60% | Franklin Advisers, Inc. |
| 3 | Franklin U.S. Core Bond ETF · FLCB | 10% | 0.15% | Franklin Advisers, Inc. |
| 4 | Putnam Income Fund · PINCX, PNCBX, PUICX, PNCMX, PIFRX, PNCYX | 10% | 0.38% | Franklin Advisers, Inc. |
| 5 | Putnam ESG Core Bond ETF | 9% | 0.36% | Franklin Advisers, Inc. |
| 6 | Putnam Core Bond Fund | 9% | 0.39% | Franklin Advisers, Inc. |
| 7 | Putnam Global Income Trust · PGGIX, PGLBX, PGBRX | 9% | 0.48% | Franklin Advisers, Inc. |
| 8 | LVIP Franklin Templeton Core Bond Fund diff. adviser | 9% | 0.37% | Lincoln Financial Investments Corporation |
| 9 | Venerable Strategic Bond Fund · VVBVX, VVBIX diff. adviser | 7% | 0.60% | Venerable Investment Advisers, LLC |
| 10 | Putnam Multi-Asset Income Fund · PMIYX, PMIVX, PMIAX, PMIRX, PMICX | 7% | 0.44% | Franklin Advisers, Inc. |
| 11 | Franklin Multisector Income ETF | 6% | 0.39% | — |
| 12 | Empower Short Duration Bond Fund · MXSDX, MXXJX diff. adviser | 6% | 0.24% | Empower Capital Management, LLC |
| 13 | Putnam VT George Putnam Balanced Fund diff. adviser | 5% | 0.65% | Putnam Investment Management, LLC |
| 14 | Franklin Strategic Income VIP Fund | 5% | 0.79% | Franklin Advisers, Inc. |
| 15 | Putnam Short Duration Bond Fund | 5% | 0.38% | Franklin Advisers, Inc. |
| 16 | George Putnam Balanced Fund · PGEOX, PGEBX, PGPCX, PGEMX, PGPRX, PGEYX diff. adviser | 5% | 0.60% | Putnam Investment Management, LLC |
| 17 | Franklin Total Return Fund · FKBAX, FCTLX, FBDAX, FTRRX, FRERX | 5% | 0.38% | Franklin Advisers, Inc. |
| 18 | THRIVENT INCOME PORTFOLIO diff. adviser | 5% | 0.44% | Thrivent Financial for Lutherans |
| 19 | Franklin Allocation VIP Fund | 4% | 0.57% | Franklin Advisers, Inc. |
| 20 | Venerable Intermediate Corporate Bond Index Fund diff. adviser | 4% | 0.36% | Venerable Investment Advisers, LLC |
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