Franklin Core Plus Bond Fund Advisor Class (FKSAX) 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 FKSAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FKSAX
FKSAX charges 0.47% annually. There are 37 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 | FKSAX vs MCFIX | |
| State Street Income Fund | 0.20% | — | Jan 1980 | FKSAX vs SSASX | |
| TIAA-CREF Core Bond Fund | 0.29% | — | Jul 1999 | FKSAX vs TIBDX | |
| Elfun Income Fund | 0.29% | — | Dec 1984 | FKSAX vs EINFX | |
| Brandes Core Plus Fixed Income Fund | 0.30% | — | Dec 2007 | FKSAX vs BCPIX |
Best Risk-Adjusted Alternatives to FKSAX
FKSAX has a PortfoliosLab risk / return rank of 25. There are 69 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 | FKSAX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 93 | — | Jul 2010 | FKSAX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 90 | — | Jul 2010 | FKSAX vs LCTRX | |
| MassMutual Diversified Bond Fund | 82 | — | May 1999 | FKSAX vs MDVAX | |
| GMO Multi-Sector Fixed Income Fund | 74 | — | Apr 1997 | FKSAX vs GUGAX |
Top Performing FKSAX Alternatives (YTD)
FKSAX is at 0.32% YTD. There are 88 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 3.14%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Core Plus Impact Fund | 3.14% | — | Apr 2021 | FKSAX vs NPCT | |
| Putnam Mortgage Securities Fund | 2.89% | — | Feb 1984 | FKSAX vs PGSIX | |
| MassMutual Diversified Bond Fund | 2.59% | — | May 1999 | FKSAX vs MDVAX | |
| Holbrook Income Fund Class I | 2.43% | — | Jul 2016 | FKSAX vs HOBIX | |
| Ancora Income Fund | 2.39% | — | Jan 2004 | FKSAX vs AAIIX |
Lowest Volatility Alternatives to FKSAX
FKSAX has 3.64% 1-year volatility. There are 22 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 | FKSAX vs AMFIX | |
| Archer Income Fund | 1.79% | — | Mar 2011 | FKSAX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.91% | — | Jul 2010 | FKSAX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | 1.97% | — | Jul 2010 | FKSAX vs LCTIX | |
| Holbrook Income Fund Class I | 2.01% | — | Jul 2016 | FKSAX vs HOBIX |
Lowest Drawdown Alternatives to FKSAX
FKSAX has a 1-year max drawdown of -3.01%. There are 73 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 | FKSAX vs HOBIX | |
| AAMA Income Fund | -0.74% | — | Jun 2017 | FKSAX vs AMFIX | |
| GMO Multi-Sector Fixed Income Fund | -1.16% | — | Apr 1997 | FKSAX vs GUGAX | |
| Leader Capital High Quality Income Fund Institutio... | -1.17% | — | Jul 2010 | FKSAX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | — | Jul 2010 | FKSAX vs LCTRX |
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 | FKSAX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Precious Metals | 43 | 6.83% | — | May 1969 | FKSAX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 87 | 5.16% | — | — | FKSAX vs FKINX | |
| Franklin Growth Fund | Large Cap Growth Equities | 29 | 7.09% | — | Apr 1948 | FKSAX vs FKGRX | |
| ClearBridge Energy Midstream Opportunity Fund | MLPs, Energy Equities | 20 | 15.80% | — | Jun 2011 | FKSAX vs EMO | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 34 | 5.86% | — | Jan 1987 | FKSAX vs FRDPX | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 10 | 5.90% | — | Aug 1997 | FKSAX vs SBLGX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 9 | 3.89% | — | Oct 1983 | FKSAX vs SHRAX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 92 | 5.29% | — | Aug 1997 | FKSAX vs FRIAX | |
| ClearBridge Appreciation Fund | Large Cap Blend Equities | 37 | 6.04% | — | Mar 1970 | FKSAX vs SHAPX |
Often Compared With FKSAX
Investors most often compare FKSAX with SEATX, BCOIX. These 2 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| SEI Tax Exempt Trust Tax-Advantaged Income Fund | Intermediate Core-Plus Bond | 39 | 2.21% | — | Sep 2007 | FKSAX vs SEATX | |
| Baird Core Plus Bond Fund | Intermediate Core-Plus Bond | 30 | 0.44% | — | Sep 2000 | FKSAX vs BCOIX |
Compare FKSAX with Any Fund or Stock
Compare FKSAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FKSAX with funds that move differently
Franklin Core Plus Bond Fund Advisor Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FKSAX.
Explore FKSAX Diversifiers