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PDINX Putnam Diversified Income A

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Fund PDINX Putnam Diversified Income A ISIWX Voya Strategic Income Opportunities W  
Similarity
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100% 88%
Annual Fees
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$100.18
(0.98% Exp. Ratio)
$92.00
(0.90% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.22% annual return
$14,384.81 $14,737.58
Est. savings over 30 yrs +$352.77
Return
As of 11/30/16
1 YR RETURN 2.23%
3 YR 1.02%
5 YR 4.45%
10 YR 3.44%
1 YR RETURN 4.86%
3 YR 3.76%
5 YR --
10 YR --
Description
The investment seeks as high a level of current income as Putnam Investment Management, LLC believes is consistent with preservation of capital. The fund invests mainly in bonds that are securitized debt instruments (such as mortgage-backed investments) and other obligations of companies and governments worldwide, 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).
The investment seeks total return through income and capital appreciation through all market cycles. The fund invests in fixed-income instruments, including investment-grade securities and below investment-grade securities, commonly referred to as "junk bonds." It generally maintains a dollar-weighted average duration profile between -2 and 6 years. The fund may also invest in floating rate loans, and other floating rate debt instruments.

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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.

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Similarity

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".

Yes, funds and ETFs charge fees

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