Franklin Low Duration Total Return Fund (FLDAX) belongs to the Short-Term Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FLDAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FLDAX
FLDAX charges 0.71% annually. There are 93 mutual funds in the Short-Term Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Institutional Intermediate-Term Bond Fund | 0.02% | — | Jun 2015 | FLDAX vs VIITX | |
| Vanguard Institutional Short-Term Bond Fund | 0.02% | — | Jun 2015 | FLDAX vs VISTX | |
| Schwab Short-Term Bond Index Fund | 0.06% | — | Feb 2017 | FLDAX vs SWSBX | |
| TIAA-CREF Short-Term Bond Index Fund | 0.09% | — | Aug 2015 | FLDAX vs TNSHX | |
| Vanguard Short-Term Bond Index Fund | 0.15% | — | Mar 1994 | FLDAX vs VBISX |
Best Risk-Adjusted Alternatives to FLDAX
FLDAX has a PortfoliosLab risk / return rank of 68. There are 74 mutual funds in the Short-Term Bond category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Diamond Hill Short Duration Securitized Bond Fund ... | 99 | — | Jul 2016 | FLDAX vs DHEIX | |
| GuidepathConservative Income Fund | 99 | — | Apr 2018 | FLDAX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | 99 | — | Nov 2013 | FLDAX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | — | Jul 2016 | FLDAX vs DHEAX | |
| DoubleLine Low Duration Bond Fund | 97 | — | Sep 2011 | FLDAX vs DBLSX |
Top Performing FLDAX Alternatives (YTD)
FLDAX is at 0.71% YTD. There are 72 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 10.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Absolute Return Allocation Fund | 10.27% | — | Apr 2011 | FLDAX vs GPARX | |
| Leader Short Term High Yield Bond Fund | 3.89% | — | Jul 2005 | FLDAX vs LCCMX | |
| DFA Short-Duration Real Return Portfolio | 2.57% | — | Nov 2013 | FLDAX vs DFAIX | |
| Holbrook Income Fund | 2.12% | — | Jul 2016 | FLDAX vs HOBEX | |
| BlackRock Allocation Target Shares Series A Portfo... | 1.87% | — | Sep 2015 | FLDAX vs BATAX |
Lowest Volatility Alternatives to FLDAX
FLDAX has 1.86% 1-year volatility. There are 44 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.83%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | 0.83% | — | Apr 2018 | FLDAX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.05% | — | Jul 2016 | FLDAX vs DHEIX | |
| DFA Short-Term Extended Quality Portfolio | 1.07% | — | Mar 2009 | FLDAX vs DFEQX | |
| DFA Short-Duration Real Return Portfolio | 1.10% | — | Nov 2013 | FLDAX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.11% | — | Jul 2016 | FLDAX vs DHEAX |
Lowest Drawdown Alternatives to FLDAX
FLDAX has a 1-year max drawdown of -1.22%. There are 52 mutual funds in the Short-Term Bond category with shallower 1-year drawdowns, going as shallow as -0.25%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | -0.25% | — | Apr 2018 | FLDAX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | -0.47% | — | Nov 2013 | FLDAX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | -0.50% | — | Jul 2016 | FLDAX vs DHEAX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | -0.50% | — | Jul 2016 | FLDAX vs DHEIX | |
| Holbrook Income Fund | -0.61% | — | Jul 2016 | FLDAX vs HOBEX |
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 | FLDAX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Precious Metals | 43 | 6.83% | — | May 1969 | FLDAX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 87 | 5.16% | — | — | FLDAX vs FKINX | |
| Franklin Growth Fund | Large Cap Growth Equities | 29 | 7.09% | — | Apr 1948 | FLDAX vs FKGRX | |
| ClearBridge Energy Midstream Opportunity Fund | MLPs, Energy Equities | 20 | 15.80% | — | Jun 2011 | FLDAX vs EMO | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 34 | 5.86% | — | Jan 1987 | FLDAX vs FRDPX | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 10 | 5.90% | — | Aug 1997 | FLDAX vs SBLGX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 9 | 3.89% | — | Oct 1983 | FLDAX vs SHRAX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 92 | 5.29% | — | Aug 1997 | FLDAX vs FRIAX | |
| ClearBridge Appreciation Fund | Large Cap Blend Equities | 37 | 6.04% | — | Mar 1970 | FLDAX vs SHAPX |
Often Compared With FLDAX
Investors most often compare FLDAX with DLDFX, SNSAX. These 2 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Destinations Low Duration Fixed Income Fund | Short-Term Bond | 94 | 1.61% | — | Mar 2017 | FLDAX vs DLDFX | |
| SEI Asset Allocation Trust Defensive Strategy Fund | Short-Term Bond | 89 | 1.86% | — | Nov 2003 | FLDAX vs SNSAX |
Compare FLDAX with Any Fund or Stock
Compare FLDAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FLDAX with funds that move differently
Franklin Low Duration Total Return Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FLDAX.
Explore FLDAX Diversifiers