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PGBRX Putnam Global Income R

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Fund PGBRX Putnam Global Income R AGBVX American Century Global Bond Inv  
100% 85%
Annual Fees
(1.42% Exp. Ratio)
(0.84% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.83% annual return
$11,216.90 $13,375.31
Est. savings over 30 yrs +$2,158.41
As of 9/30/16
1 YR RETURN 5.92%
3 YR 2.33%
5 YR 2.50%
10 YR 5.23%
1 YR RETURN 6.39%
3 YR 4.41%
5 YR --
10 YR --
The investment seeks high current income; preservation of capital and long-term total return are secondary objectives, but only to the extent consistent with the objective of seeking high current income. The fund invests mainly in bonds and securitized debt instruments (such as mortgage-backed investments) that are obligations of companies and governments worldwide; that are investment-grade in quality; and that have intermediate-term to long-term maturities (three years or longer). It invests at least 80% of its net assets in investment-grade securities. The fund may also invest in bonds that are below investment-grade in quality. It is non-diversified.
The investment seeks long-term total return. Under normal market conditions, the fund invests at least 80% of its net assets in bonds. It invests primarily in companies located in developed countries world-wide (including the United States), but may also invest in emerging markets. Under normal market conditions, the fund will invest at least 40% of its assets in foreign investments (unless the portfolio managers deem market conditions unfavorable, in which case the fund would invest at least 30% of its assets in foreign investments).

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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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