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PNCBX Putnam Income B

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Fund PNCBX Putnam Income B NOCBX Northern Core Bond  
100% 85%
Annual Fees
(1.61% Exp. Ratio)
(0.43% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.02% annual return
$11,182.18 $15,990.16
Est. savings over 30 yrs +$4,807.98
As of 9/30/16
1 YR RETURN 2.55%
3 YR 2.21%
5 YR 3.19%
10 YR 4.69%
1 YR RETURN 4.87%
3 YR 3.94%
5 YR 3.51%
10 YR 5.02%
The investment seeks high current income consistent with prudent risk. The fund invests mainly in bonds that are securitized debt instruments (such as mortgage-backed investments) and other obligations of companies and governments worldwide denominated in U.S. dollars, are either investment-grade or below-investment-grade in quality (sometimes referred to as "junk bonds") and have intermediate- to long-term maturities (three years or longer). It typically uses to a significant extent derivatives, such as futures, options, and swap contracts, for both hedging and non-hedging purposes.
The investment seeks to maximize total return (capital appreciation and income) consistent with reasonable risk. The fund will seek capital appreciation and current income in the advisor's attempt to maximize total return. It will invest, under normal circumstances, at least 80% of its net assets in bonds and other fixed-income securities. The fund invests primarily in the investment grade debt obligations of domestic issuers. It also may invest to a limited extent in U.S. dollar denominated investment grade obligations of foreign issuers.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

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