Putnam Income Fund (PINCX) 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 PINCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PINCX
PINCX charges 0.73% annually. There are 89 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 | PINCX vs MCFIX | |
| State Street Income Fund | 0.20% | — | Jan 1980 | PINCX vs SSASX | |
| TIAA-CREF Core Bond Fund | 0.29% | — | Jul 1999 | PINCX vs TIBDX | |
| Elfun Income Fund | 0.29% | — | Dec 1984 | PINCX vs EINFX | |
| Baird Core Plus Bond Fund | 0.30% | — | Sep 2000 | PINCX vs BCOIX |
Best Risk-Adjusted Alternatives to PINCX
PINCX has a PortfoliosLab risk / return rank of 36. There are 20 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 | PINCX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 92 | — | Jul 2010 | PINCX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 90 | — | Jul 2010 | PINCX vs LCTRX | |
| MassMutual Diversified Bond Fund | 83 | — | May 1999 | PINCX vs MDVAX | |
| GMO Multi-Sector Fixed Income Fund | 74 | — | Apr 1997 | PINCX vs GUGAX |
Top Performing PINCX Alternatives (YTD)
PINCX is at 0.92% YTD. There are 16 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 2.89%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Mortgage Securities Fund | 2.89% | — | Feb 1984 | PINCX vs PGSIX | |
| MassMutual Diversified Bond Fund | 2.59% | — | May 1999 | PINCX vs MDVAX | |
| Holbrook Income Fund Class I | 2.43% | — | Jul 2016 | PINCX vs HOBIX | |
| Ancora Income Fund | 2.39% | — | Jan 2004 | PINCX vs AAIIX | |
| SEI Tax Exempt Trust Tax-Advantaged Income Fund | 2.21% | — | Sep 2007 | PINCX vs SEATX |
Lowest Volatility Alternatives to PINCX
PINCX has 3.73% 1-year volatility. There are 34 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 | PINCX vs AMFIX | |
| Archer Income Fund | 1.79% | — | Mar 2011 | PINCX vs ARINX | |
| ALPS/Smith Total Return Bond Fund | 1.90% | 3.25B | Jun 2018 | PINCX vs SMTRX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.91% | — | Jul 2010 | PINCX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | 1.97% | — | Jul 2010 | PINCX vs LCTIX |
Lowest Drawdown Alternatives to PINCX
PINCX has a 1-year max drawdown of -2.40%. There are 10 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 | PINCX vs HOBIX | |
| AAMA Income Fund | -0.74% | — | Jun 2017 | PINCX vs AMFIX | |
| GMO Multi-Sector Fixed Income Fund | -1.16% | — | Apr 1997 | PINCX vs GUGAX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | — | Jul 2010 | PINCX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | -1.17% | — | Jul 2010 | PINCX vs LCTIX |
Other Mutual Funds from Putnam
The 10 most viewed Putnam mutual funds shown here include PEYAX, POGAX, PEQSX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Putnam Large Cap Value Fund | Large Cap Value Equities | 80 | 9.88% | — | Jun 1977 | PINCX vs PEYAX | |
| Putnam Growth Opportunities Fund | Large Cap Growth Equities | 27 | 9.53% | — | Oct 1995 | PINCX vs POGAX | |
| Putnam Large Cap Value Fund Class R6 | Large Cap Value Equities | 81 | 10.03% | — | Jul 2012 | PINCX vs PEQSX | |
| Putnam Large Cap Value Fund | Large Cap Value Equities | 81 | 10.00% | — | Jan 1998 | PINCX vs PEIYX | |
| Putnam Global Technology Fund | Technology Equities | 91 | 44.30% | — | Dec 2008 | PINCX vs PGTYX | |
| Putnam Sustainable Leaders Fund | Large Cap Growth Equities | 27 | 4.81% | — | Aug 1990 | PINCX vs PNOPX | |
| Putnam Multi-Cap Core Fund | Large Cap Blend Equities | 59 | 8.74% | — | Sep 2010 | PINCX vs PMYYX | |
| Putnam Large Cap Growth Y | Large Cap Growth Equities | 28 | 9.63% | — | Aug 1999 | PINCX vs PGOYX | |
| Putnam Ultra Short Duration Income Fund | Ultrashort Bond | 98 | 1.43% | — | Oct 2011 | PINCX vs PSDYX | |
| Putnam Research Fund | Large Cap Blend Equities | 86 | 14.19% | — | Oct 1995 | PINCX vs PNRAX |
Often Compared With PINCX
Investors most often compare PINCX with BND, FAGIX, VOO. These 12 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare PINCX with Any Fund or Stock
Compare PINCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PINCX with funds that move differently
Putnam Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PINCX.
Explore PINCX Diversifiers