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 VT Diversified Income Fund | 71% | 0.81% | Franklin Advisers, Inc. |
| 2 | Putnam Master Intermediate Income Trust | 68% | — | — |
| 3 | Putnam Premier Income Trust | 48% | — | — |
| 4 | Franklin Strategic Income VIP Fund | 24% | 0.79% | Franklin Advisers, Inc. |
| 5 | Putnam VT Mortgage Securities Fund cheaper | 22% | 0.50% | Franklin Advisers, Inc. |
| 6 | Putnam Morgtage Securities Fund · PGSIX, PGSBX, PGVCX, PGVRX, PUSYX cheaper | 22% | 0.51% | Franklin Advisers, Inc. |
| 7 | Putnam VT Income Fund cheaper | 20% | 0.60% | Franklin Advisers, Inc. |
| 8 | Franklin Multisector Income ETF cheaper | 18% | 0.39% | — |
| 9 | Putnam Income Fund · PINCX, PNCBX, PUICX, PNCMX, PIFRX, PNCYX cheaper | 17% | 0.38% | Franklin Advisers, Inc. |
| 10 | Putnam Global Income Trust · PGGIX, PGLBX, PGBRX cheaper | 17% | 0.48% | Franklin Advisers, Inc. |
| 11 | Putnam VT High Yield Fund | 16% | 0.73% | Franklin Advisers, Inc. |
| 12 | Putnam Dynamic Asset Allocation Conservative Fund · PACAX, PACBX, PACCX, PACRX, PACYX cheaper | 15% | 0.60% | Franklin Advisers, Inc. |
| 13 | Putnam High Yield Fund · PHYIX, PHYBX, PHYMX | 15% | 0.63% | Franklin Advisers, Inc. |
| 14 | Empower High Yield Bond Fund · MXHYX, MXFRX cheaper diff. adviser | 14% | 0.58% | Empower Capital Management, LLC |
| 15 | Putnam Dynamic Asset Allocation Balanced Fund · PABAX, PABBX, AABCX, PAARX, PABYX cheaper | 13% | 0.55% | Franklin Advisers, Inc. |
| 16 | Franklin Limited Duration Income Trust | 12% | — | — |
| 17 | Empower Short Duration Bond Fund · MXSDX, MXXJX cheaper diff. adviser | 12% | 0.24% | Empower Capital Management, LLC |
| 18 | Putnam Mortgage Opportunities Fund cheaper | 11% | 0.47% | Franklin Advisers, Inc. |
| 19 | Putnam Dynamic Asset Allocation Growth Fund · PAEAX, PAEBX, PAECX, PASRX, PAGYX | 11% | 0.63% | Franklin Advisers, Inc. |
| 20 | Janus Henderson Multi-Sector Income Fund · JMUAX, JMUCX, JMUDX, JMUIX, JMTNX, JMUSX, JMUTX cheaper diff. adviser | 11% | 0.58% | Janus Henderson Investors US LLC |
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