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PSDRX Putnam Short Duration Income R

7 lower fee alternatives found

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Fund PSDRX Putnam Short Duration Income R GSY Guggenheim Enhanced Short Dur ETF FCONX Fidelity® Conservative Income Bond  
100% 91% 98%
Annual Fees
(0.80% Exp. Ratio)
(0.27% Exp. Ratio)
(0.35% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.44% annual return
$12,070.99 $14,163.40 $13,826.49
Est. savings over 30 yrs +$2,092.40 +$1,755.50
As of 9/30/16
1 YR RETURN 0.63%
3 YR 0.18%
5 YR --
10 YR --
1 YR RETURN 1.59%
3 YR 1.25%
5 YR 1.28%
10 YR --
1 YR RETURN 0.86%
3 YR 0.46%
5 YR 0.66%
10 YR --
The investment seeks as high a rate of current income as the advisor believes is consistent with preservation of capital and maintenance of liquidity. The fund invests in a diversified portfolio of fixed income securities comprised of short duration, investment-grade money market and other fixed income securities. Under normal circumstances, the effective duration of the fund's portfolio will generally not be greater than one year.
The investment seeks maximum current income, consistent with preservation of capital and daily liquidity. The fund will invest at least 80% of its net assets in fixed income securities and in ETFs and closed-end funds that invest substantially all of their assets in fixed income securities. It uses a low duration strategy to seek to outperform the Barclays Capital 1-3 Month U.S. Treasury Bill Index in addition to providing returns in excess of those available in U.S. Treasury bills, government repurchase agreements, and money market funds, while seeking to provide preservation of capital and daily liquidity. The fund may invest in short-term instruments.
The investment seeks to obtain a high level of current income consistent with preservation of capital. The fund normally invests at least 80% of assets in U.S. dollar-denominated money market and high quality investment-grade debt securities of all types, and repurchase agreements for those securities. It invests more than 25% of total assets in the financial services industries. The fund normally maintains a dollar-weighted average maturity of 0.75 years or less. It invests in fixed rate securities with a maximum maturity of two years or less and floating rate securities with a maximum maturity of three years or less.

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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".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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