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 97 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 | |
| Fidelity Short-Term Treasury Bond Index Fund | 0.03% | — | Dec 2005 | FLDAX vs FUMBX | |
| Vanguard Short-Term Bond Index Fund Admiral Shares | 0.06% | 69.90B | Nov 2001 | FLDAX vs VBIRX | |
| Schwab Short-Term Bond Index Fund | 0.06% | — | Feb 2017 | FLDAX vs SWSBX |
Best Risk-Adjusted Alternatives to FLDAX
FLDAX has a PortfoliosLab risk / return rank of 82. There are 67 mutual funds in the Short-Term Bond category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Two-Year Fixed Income Portfolio | 100 | — | Jun 1996 | FLDAX vs DFCFX | |
| GuidepathConservative Income Fund | 99 | — | Apr 2018 | FLDAX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 99 | — | Jul 2016 | FLDAX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | — | Jul 2016 | FLDAX vs DHEAX | |
| Destinations Low Duration Fixed Income Fund | 98 | — | Mar 2017 | FLDAX vs DLDFX |
Top Performing FLDAX Alternatives (YTD)
FLDAX is at 0.61% YTD. There are 89 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 8.09%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Absolute Return Allocation Fund | 8.09% | — | Apr 2011 | FLDAX vs GPARX | |
| Leader Short Term High Yield Bond Fund | 3.65% | — | Jul 2005 | FLDAX vs LCCMX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 2.50% | — | Jul 2016 | FLDAX vs DHEIX | |
| DFA Short-Duration Real Return Portfolio | 2.38% | — | Nov 2013 | FLDAX vs DFAIX | |
| SEI Asset Allocation Trust Defensive Strategy Fund | 2.33% | — | Nov 2003 | FLDAX vs SNSAX |
Lowest Volatility Alternatives to FLDAX
FLDAX has 1.83% 1-year volatility. There are 39 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.72%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Two-Year Fixed Income Portfolio | 0.72% | — | Jun 1996 | FLDAX vs DFCFX | |
| GuidepathConservative Income Fund | 0.79% | — | Apr 2018 | FLDAX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.07% | — | Jul 2016 | FLDAX vs DHEIX | |
| DFA Short-Term Extended Quality Portfolio | 1.12% | — | Mar 2009 | FLDAX vs DFEQX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.12% | — | Jul 2016 | FLDAX vs DHEAX |
Lowest Drawdown Alternatives to FLDAX
FLDAX has a 1-year max drawdown of -1.22%. There are 54 mutual funds in the Short-Term Bond category with shallower 1-year drawdowns, going as shallow as -0.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Two-Year Fixed Income Portfolio | -0.21% | — | Jun 1996 | FLDAX vs DFCFX | |
| 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 |
Other Mutual Funds from Franklin Templeton
The 10 most viewed Franklin Templeton mutual funds shown here include FKDNX, FKRCX, FKINX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Franklin DynaTech Fund | Large Cap Growth Equities, Technology Equities | 10 | 1.52% | — | Jan 1968 | FLDAX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Gold, Precious Metals | 48 | -10.16% | — | May 1969 | FLDAX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 87 | 5.21% | — | — | FLDAX vs FKINX | |
| Franklin Growth Fund Class A | Large Cap Growth Equities | 20 | 4.81% | — | Apr 1948 | FLDAX vs FKGRX | |
| ClearBridge Energy Midstream Opportunity Fund Inc. | MLPs, Energy Equities | 44 | 21.52% | — | Jun 2011 | FLDAX vs EMO | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 41 | 8.25% | — | Jan 1987 | FLDAX vs FRDPX | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 6 | -0.11% | — | Aug 1997 | FLDAX vs SBLGX | |
| Templeton Institutional Fund International Equity ... | Foreign Large Cap Equities | 63 | 13.92% | — | Oct 1990 | FLDAX vs TFEQX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 93 | 5.78% | — | Aug 1997 | FLDAX vs FRIAX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 6 | 0.24% | — | Oct 1983 | FLDAX vs SHRAX |
Often Compared With FLDAX
Investors most often compare FLDAX with BATAX, SHAPX, DBLSX. These 8 comparison targets span 4 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock Allocation Target Shares Series A Portfo... | Short-Term Bond | 98 | 2.11% | — | Sep 2015 | FLDAX vs BATAX | |
| ClearBridge Appreciation Fund | Large Cap Blend Equities | 32 | 5.87% | — | Mar 1970 | FLDAX vs SHAPX | |
| DoubleLine Low Duration Bond Fund | Short-Term Bond | 98 | 1.45% | — | Sep 2011 | FLDAX vs DBLSX | |
| Vanguard Short-Term Bond Index Fund | Short-Term Bond | 53 | 0.10% | — | Mar 1994 | FLDAX vs VBISX | |
| Holbrook Income Fund | Short-Term Bond | 98 | 1.98% | — | Jul 2016 | FLDAX vs HOBEX | |
| TIAA-CREF Short-Term Bond Index Fund | Short-Term Bond | 85 | 0.63% | — | Aug 2015 | FLDAX vs TNSHX | |
| DoubleLine Low Duration Bond Fund Class N | Short-Term Bond | 97 | 1.32% | — | Sep 2011 | FLDAX vs DLSNX | |
| Vanguard Short-Term Corporate Bond Index Fund Admi... | Short-Term Bond, Corporate Bonds, Investment Grade Bonds | 84 | 0.84% | 51.90B | Nov 2010 | FLDAX vs VSCSX |
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