Franklin Limited Duration Income Trust (FTF) belongs to the Multisector Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FTF. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FTF
FTF charges 3.92% annually. There are 91 mutual funds in the Multisector Bonds category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Doubleline Selective Credit Fund | 0.05% | — | Aug 2014 | FTF vs DBSCX | |
| Vanguard Multi-Sector Income Bond Fund Admiral Sha... | 0.30% | — | Oct 2021 | FTF vs VMSAX | |
| JPMorgan Income Fund | 0.40% | — | Jun 2014 | FTF vs JMSIX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 0.40% | — | Jul 2016 | FTF vs BWDTX | |
| Mercer Opportunistic Fixed Income Fund | 0.44% | — | Aug 2013 | FTF vs MOFIX |
Best Risk-Adjusted Alternatives to FTF
FTF has a PortfoliosLab risk / return rank of 5. There are 86 mutual funds in the Multisector Bonds category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | 99 | — | Nov 2015 | FTF vs NWXHX | |
| Nationwide Strategic Income A | 99 | — | Nov 2015 | FTF vs NWXEX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 98 | — | Jul 2016 | FTF vs BWDTX | |
| Rational Special Situations Income Fund | 98 | — | Jul 2019 | FTF vs RFXIX | |
| CrossingBridge Low Duration High Yield Fund | 97 | — | Jan 2018 | FTF vs CBLDX |
Top Performing FTF Alternatives (YTD)
FTF is at -0.38% YTD. There are 80 mutual funds in the Multisector Bonds category with higher YTD returns, going as high as 3.36%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| abrdn Income Credit Strategies Fund | 3.36% | — | Jan 2011 | FTF vs ACP | |
| BrandywineGLOBAL - Flexible Bond Fund | 3.03% | — | May 2016 | FTF vs LFLIX | |
| Nationwide Amundi Strategic Income Fund | 2.37% | — | Nov 2015 | FTF vs NWXHX | |
| Eaton Vance Strategic Income Fund Class I | 2.33% | — | Apr 2009 | FTF vs ESIIX | |
| Nationwide Strategic Income A | 2.22% | — | Nov 2015 | FTF vs NWXEX |
Lowest Volatility Alternatives to FTF
FTF has 7.25% 1-year volatility. There are 81 mutual funds in the Multisector Bonds category with lower 1-year volatility, going as low as 1.19%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | 1.19% | — | Nov 2015 | FTF vs NWXHX | |
| Nationwide Strategic Income A | 1.22% | — | Nov 2015 | FTF vs NWXEX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 1.31% | — | Jul 2016 | FTF vs BWDTX | |
| CrossingBridge Low Duration High Yield Fund | 1.40% | — | Jan 2018 | FTF vs CBLDX | |
| Rational Special Situations Income Fund | 1.40% | — | Jul 2019 | FTF vs RFXIX |
Lowest Drawdown Alternatives to FTF
FTF has a 1-year max drawdown of -6.54%. There are 81 mutual funds in the Multisector Bonds category with shallower 1-year drawdowns, going as shallow as -0.41%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | -0.41% | — | Nov 2015 | FTF vs NWXHX | |
| Nationwide Strategic Income A | -0.43% | — | Nov 2015 | FTF vs NWXEX | |
| Rational Special Situations Income Fund | -0.72% | — | Jul 2019 | FTF vs RFXIX | |
| CrossingBridge Low Duration High Yield Fund | -0.73% | — | Jan 2018 | FTF vs CBLDX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | -1.00% | — | Jul 2016 | FTF vs BWDTX |
Other Mutual Funds from Fidelity
The 10 most viewed Fidelity mutual funds shown here include FXAIX, FSELX, FZROX and span 6 categories. AUM among these funds goes as high as $176B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 65 | 9.79% | — | Feb 1988 | FTF vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 96 | 89.12% | — | Jul 1985 | FTF vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 65 | 10.41% | — | — | FTF vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 64 | 10.43% | — | — | FTF vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 21 | 3.18% | — | — | FTF vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 68 | 16.84% | — | Dec 1987 | FTF vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 37 | 8.62% | 176.32B | May 1967 | FTF vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 62 | 9.63% | — | — | FTF vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 39 | 10.74% | — | Nov 1997 | FTF vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 66 | 15.70% | — | Jun 2016 | FTF vs FTIHX |
Often Compared With FTF
Investors most often compare FTF with FSCO, CRMVX, PDI. These 13 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare FTF with Any Fund or Stock
Compare FTF with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FTF with funds that move differently
Franklin Limited Duration Income Trust alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FTF.
Explore FTF Diversifiers