Putnam Mortgage Securities Fund (PGSIX) Alternatives
Putnam Mortgage Securities Fund (PGSIX) 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 PGSIX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to PGSIX
PGSIX charges 0.89% annually. Among mutual funds in the Intermediate Core-Plus Bond category, these options have the lowest expense ratios among PGSIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | Aug 15, 2005 | PGSIX vs MCFIX | |
| State Street Income Fund | 0.20% | Jan 2, 1980 | PGSIX vs SSASX | |
| Elfun Income Fund | 0.29% | Dec 31, 1984 | PGSIX vs EINFX | |
| TIAA-CREF Core Bond Fund | 0.29% | Jul 1, 1999 | PGSIX vs TIBDX | |
| Baird Core Plus Bond Fund | 0.30% | Sep 29, 2000 | PGSIX vs BCOIX |
Best Risk-Adjusted Alternatives to PGSIX
Among mutual funds in the Intermediate Core-Plus Bond category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Holbrook Income Fund Class I | 99 | Jul 6, 2016 | PGSIX vs HOBIX | |
| AAMA Income Fund | 98 | Jun 30, 2017 | PGSIX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 94 | Jul 30, 2010 | PGSIX vs LCTRX | |
| Archer Income Fund | 87 | Mar 11, 2011 | PGSIX vs ARINX | |
| MassMutual Diversified Bond Fund | 80 | May 3, 1999 | PGSIX vs MDVAX |
Top Performing PGSIX Alternatives (YTD)
PGSIX alternatives from the Intermediate Core-Plus Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Nuveen Core Plus Impact Fund | 3.03% | Apr 28, 2021 | PGSIX vs NPCT | |
| GMO Multi-Sector Fixed Income Fund | 0.96% | Apr 30, 1997 | PGSIX vs GUGAX | |
| Holbrook Income Fund Class I | 0.82% | Jul 6, 2016 | PGSIX vs HOBIX | |
| TCW Total Return Bond Fund | 0.57% | Jun 17, 1993 | PGSIX vs TGLMX | |
| AAMA Income Fund | 0.21% | Jun 30, 2017 | PGSIX vs AMFIX |
Lowest Volatility Alternatives to PGSIX
PGSIX alternatives from the Intermediate Core-Plus Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| AAMA Income Fund | 0.98% | Jun 30, 2017 | PGSIX vs AMFIX | |
| Archer Income Fund | 1.85% | Mar 11, 2011 | PGSIX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.90% | Jul 30, 2010 | PGSIX vs LCTRX | |
| Holbrook Income Fund Class I | 2.09% | Jul 6, 2016 | PGSIX vs HOBIX | |
| TIAA-CREF Green Bond Fund | 3.36% | Nov 16, 2018 | PGSIX vs TGRNX |
Lowest Drawdown Alternatives to PGSIX
PGSIX alternatives from the Intermediate Core-Plus Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.72% | Jul 6, 2016 | PGSIX vs HOBIX | |
| AAMA Income Fund | -0.74% | Jun 30, 2017 | PGSIX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | Jul 30, 2010 | PGSIX vs LCTRX | |
| Archer Income Fund | -1.63% | Mar 11, 2011 | PGSIX vs ARINX | |
| Metropolitan West Investment Grade Credit Fund | -2.35% | Jun 29, 2018 | PGSIX vs MWIGX |
Other Mutual Funds from Putnam
Most popular Putnam mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Putnam Large Cap Value Fund | Large Cap Value Equities | 62 | -1.32% | Jun 15, 1977 | PGSIX vs PEYAX | |
| Putnam Growth Opportunities Fund | Large Cap Growth Equities | 21 | -12.94% | Oct 2, 1995 | PGSIX vs POGAX | |
| Putnam Large Cap Value Fund | Large Cap Value Equities | 63 | -1.25% | Jan 10, 1998 | PGSIX vs PEIYX | |
| Putnam Global Technology Fund | Technology Equities | 66 | -8.01% | Dec 17, 2008 | PGSIX vs PGTYX | |
| Putnam Large Cap Value Fund Class R6 | Large Cap Value Equities | 63 | -1.25% | Jul 2, 2012 | PGSIX vs PEQSX | |
| Putnam Sustainable Leaders Fund | Large Cap Growth Equities | 15 | -11.73% | Aug 31, 1990 | PGSIX vs PNOPX | |
| Putnam Multi-Cap Core Fund | Large Cap Blend Equities | 39 | -7.83% | Sep 24, 2010 | PGSIX vs PMYYX | |
| Putnam Ultra Short Duration Income Fund | Ultrashort Bond | 99 | 0.38% | Oct 17, 2011 | PGSIX vs PSDYX | |
| Putnam Large Cap Growth Y | Large Cap Growth Equities | 21 | -12.89% | Aug 27, 1999 | PGSIX vs PGOYX | |
| Putnam Research Fund | Large Cap Blend Equities | 59 | -6.12% | Oct 2, 1995 | PGSIX vs PNRAX |
Often Compared With PGSIX
What investors most often compare with PGSIX, based on PortfoliosLab usage data.
Compare PGSIX with Any Fund or Stock
Compare PGSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.