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 Core Plus Bond Fund · FRSTX, FSGCX, FKSAX, FKSRX, FGKNX cheaper | 42% | 0.37% | Franklin Advisers, Inc. |
| 2 | Putnam Core Bond Fund | 21% | 0.39% | Franklin Advisers, Inc. |
| 3 | Putnam Income Fund · PINCX, PNCBX, PUICX, PNCMX, PIFRX, PNCYX | 21% | 0.38% | Franklin Advisers, Inc. |
| 4 | Franklin Strategic Income VIP Fund | 21% | 0.79% | Franklin Advisers, Inc. |
| 5 | Franklin U.S. Core Bond ETF · FLCB cheaper | 20% | 0.15% | Franklin Advisers, Inc. |
| 6 | Putnam Global Income Trust · PGGIX, PGLBX, PGBRX | 19% | 0.48% | Franklin Advisers, Inc. |
| 7 | Global Atlantic Franklin Tactical Allocation Managed Risk Portfolio diff. adviser | 18% | 1.20% | Global Atlantic Investment Advisors, LLC |
| 8 | Putnam Premier Income Trust | 16% | — | — |
| 9 | BlackRock Diversified Fixed Income Fund cheaper diff. adviser | 16% | 0.15% | BlackRock Fund Advisors |
| 10 | Putnam ESG Core Bond ETF cheaper | 16% | 0.36% | Franklin Advisers, Inc. |
| 11 | iShares Total Return Active ETF diff. adviser | 13% | 0.38% | BlackRock Fund Advisors |
| 12 | Franklin Low Duration Total Return Fund · FLDAX, FLDZX, FLDCX, FLRRX, FLPRX cheaper | 12% | 0.31% | Franklin Advisers, Inc. |
| 13 | Eaton Vance Short Duration Government Income Fund · EALDX, ECLDX, EILDX diff. adviser | 12% | 0.64% | Boston Management and Research |
| 14 | VANGUARD LONG-TERM TREASURY FUND · VUSTX, VUSUX cheaper diff. adviser | 12% | 0.10% | The Vanguard Group, Inc. |
| 15 | Brighthouse/Franklin Low Duration Total Return Portfolio diff. adviser | 11% | 0.48% | Brighthouse Investment Advisers, LLC |
| 16 | Columbia Diversified Fixed Income Allocation ETF · DIAL cheaper diff. adviser | 11% | 0.29% | Columbia Management Investment Advisers, LLC |
| 17 | Global Opportunities Portfolio diff. adviser | 9% | — | Boston Management and Research |
| 18 | BNY Mellon Bond Market Index Fund · DBMIX, DBIRX cheaper diff. adviser | 9% | 0.15% | BNY Mellon Investment Adviser, Inc. |
| 19 | AB Income Fund · AKGAX, AKGCX, ACGYX, ACGZX diff. adviser | 9% | 0.54% | AllianceBernstein L.P. |
| 20 | THE HARTFORD TOTAL RETURN BOND FUND · ITBAX, HABCX, HABYX, ITBIX, ITBRX, ITBUX, ITBTX, ITBVX, ITBFX cheaper diff. adviser | 8% | 0.31% | Hartford Funds Management Company, LLC |
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