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 | Putnam Global Income Trust · PGGIX, PGLBX, PGBRX | 48% | 0.48% | Franklin Advisers, Inc. |
| 2 | Putnam VT Income Fund | 40% | 0.60% | Franklin Advisers, Inc. |
| 3 | Putnam Core Bond Fund | 40% | 0.39% | Franklin Advisers, Inc. |
| 4 | Putnam ESG Core Bond ETF cheaper | 33% | 0.36% | Franklin Advisers, Inc. |
| 5 | Putnam Premier Income Trust | 28% | — | — |
| 6 | Franklin Core Plus Bond Fund · FRSTX, FSGCX, FKSAX, FKSRX, FGKNX cheaper | 22% | 0.37% | Franklin Advisers, Inc. |
| 7 | Franklin Total Return Fund · FKBAX, FCTLX, FBDAX, FTRRX, FRERX | 21% | 0.38% | Franklin Advisers, Inc. |
| 8 | Putnam Short Duration Bond Fund | 19% | 0.38% | Franklin Advisers, Inc. |
| 9 | George Putnam Balanced Fund · PGEOX, PGEBX, PGPCX, PGEMX, PGPRX, PGEYX diff. adviser | 18% | 0.60% | Putnam Investment Management, LLC |
| 10 | Putnam Diversified Income Trust · PDINX, PSIBX, PDVCX, PDVMX, PDVRX, PDVYX | 17% | 0.63% | Franklin Advisers, Inc. |
| 11 | Putnam Master Intermediate Income Trust | 16% | — | — |
| 12 | Putnam Multi-Asset Income Fund · PMIYX, PMIVX, PMIAX, PMIRX, PMICX | 15% | 0.44% | Franklin Advisers, Inc. |
| 13 | Putnam VT Diversified Income Fund | 15% | 0.81% | Franklin Advisers, Inc. |
| 14 | Putnam VT George Putnam Balanced Fund diff. adviser | 15% | 0.65% | Putnam Investment Management, LLC |
| 15 | Putnam Dynamic Asset Allocation Conservative Fund · PACAX, PACBX, PACCX, PACRX, PACYX | 14% | 0.60% | Franklin Advisers, Inc. |
| 16 | BlackRock Diversified Fixed Income Fund cheaper diff. adviser | 13% | 0.15% | BlackRock Fund Advisors |
| 17 | Putnam Dynamic Asset Allocation Balanced Fund · PABAX, PABBX, AABCX, PAARX, PABYX | 13% | 0.55% | Franklin Advisers, Inc. |
| 18 | iShares Total Return Active ETF diff. adviser | 13% | 0.38% | BlackRock Fund Advisors |
| 19 | Empower Short Duration Bond Fund · MXSDX, MXXJX cheaper diff. adviser | 12% | 0.24% | Empower Capital Management, LLC |
| 20 | Janus Henderson Mortgage-Backed Securities ETF · JMBS cheaper diff. adviser | 12% | 0.21% | Janus Henderson Investors US LLC |
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