Franklin Total Return Fund (FBDAX) belongs to the Intermediate Core-Plus Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FBDAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FBDAX
FBDAX charges 0.63% annually. There are 73 mutual funds in the Intermediate Core-Plus Bond category with lower expense ratios, going as low as 0.16%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | — | Aug 2005 | FBDAX vs MCFIX | |
| State Street Income Fund | 0.20% | — | Jan 1980 | FBDAX vs SSASX | |
| TIAA-CREF Core Bond Fund | 0.29% | — | Jul 1999 | FBDAX vs TIBDX | |
| Elfun Income Fund | 0.29% | — | Dec 1984 | FBDAX vs EINFX | |
| Baird Core Plus Bond Fund | 0.30% | — | Sep 2000 | FBDAX vs BCOIX |
Best Risk-Adjusted Alternatives to FBDAX
FBDAX has a PortfoliosLab risk / return rank of 25. There are 82 mutual funds in the Intermediate Core-Plus Bond category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | 98 | — | Jul 2016 | FBDAX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 92 | — | Jul 2010 | FBDAX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 90 | — | Jul 2010 | FBDAX vs LCTRX | |
| MassMutual Diversified Bond Fund | 83 | — | May 1999 | FBDAX vs MDVAX | |
| GMO Multi-Sector Fixed Income Fund | 74 | — | Apr 1997 | FBDAX vs GUGAX |
Top Performing FBDAX Alternatives (YTD)
FBDAX is at 0.57% YTD. There are 51 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 2.89%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Mortgage Securities Fund | 2.89% | — | Feb 1984 | FBDAX vs PGSIX | |
| MassMutual Diversified Bond Fund | 2.59% | — | May 1999 | FBDAX vs MDVAX | |
| Holbrook Income Fund Class I | 2.43% | — | Jul 2016 | FBDAX vs HOBIX | |
| Ancora Income Fund | 2.39% | — | Jan 2004 | FBDAX vs AAIIX | |
| SEI Tax Exempt Trust Tax-Advantaged Income Fund | 2.21% | — | Sep 2007 | FBDAX vs SEATX |
Lowest Volatility Alternatives to FBDAX
FBDAX has 3.99% 1-year volatility. There are 76 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.04%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AAMA Income Fund | 1.04% | — | Jun 2017 | FBDAX vs AMFIX | |
| Archer Income Fund | 1.79% | — | Mar 2011 | FBDAX vs ARINX | |
| ALPS/Smith Total Return Bond Fund | 1.90% | 3.25B | Jun 2018 | FBDAX vs SMTRX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.91% | — | Jul 2010 | FBDAX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | 1.97% | — | Jul 2010 | FBDAX vs LCTIX |
Lowest Drawdown Alternatives to FBDAX
FBDAX has a 1-year max drawdown of -3.04%. There are 75 mutual funds in the Intermediate Core-Plus Bond category with shallower 1-year drawdowns, going as shallow as -0.51%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.51% | — | Jul 2016 | FBDAX vs HOBIX | |
| AAMA Income Fund | -0.74% | — | Jun 2017 | FBDAX vs AMFIX | |
| GMO Multi-Sector Fixed Income Fund | -1.16% | — | Apr 1997 | FBDAX vs GUGAX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | — | Jul 2010 | FBDAX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | -1.17% | — | Jul 2010 | FBDAX vs LCTIX |
Other Mutual Funds from Franklin Templeton
The 10 most viewed Franklin Templeton mutual funds shown here include FKDNX, FKRCX, FKINX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Franklin DynaTech Fund | Large Cap Growth Equities | 23 | 13.49% | — | Jan 1968 | FBDAX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Precious Metals | 43 | 6.83% | — | May 1969 | FBDAX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 87 | 5.16% | — | — | FBDAX vs FKINX | |
| Franklin Growth Fund | Large Cap Growth Equities | 29 | 7.09% | — | Apr 1948 | FBDAX vs FKGRX | |
| ClearBridge Energy Midstream Opportunity Fund | MLPs, Energy Equities | 20 | 15.80% | — | Jun 2011 | FBDAX vs EMO | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 34 | 5.86% | — | Jan 1987 | FBDAX vs FRDPX | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 10 | 5.90% | — | Aug 1997 | FBDAX vs SBLGX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 9 | 3.89% | — | Oct 1983 | FBDAX vs SHRAX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 92 | 5.29% | — | Aug 1997 | FBDAX vs FRIAX | |
| ClearBridge Appreciation Fund | Large Cap Blend Equities | 37 | 6.04% | — | Mar 1970 | FBDAX vs SHAPX |
Often Compared With FBDAX
Investors most often compare FBDAX with ITOT, NPCT, MWIGX. These 13 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare FBDAX with Any Fund or Stock
Compare FBDAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FBDAX with funds that move differently
Franklin Total Return Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FBDAX.
Explore FBDAX Diversifiers