Franklin Limited Duration Income Trust (FTF)

Competitors to Franklin Limited Duration Income Trust (FTF)

BlackRock Income Trust 

BlackRock Income Trust (BPT) competes with Franklin Limited Duration Income Trust by focusing on a diversified portfolio of income-generating assets. Both funds seek to attract investors looking for steady income, but BlackRock's extensive experience, global reach, and robust research capabilities often provide them with insights into potential investment opportunities that FTF may not access as easily. This established brand presence and infrastructure could give BPT a competitive edge in attracting larger institutional clients.

Invesco High Yield Equity Dividend Achievers ETF

Invesco High Yield Equity Dividend Achievers ETF (PEY) differentiates itself from Franklin Limited Duration Income Trust by investing primarily in high-yield equities rather than fixed-income securities. As a result, PEY appeals to investors seeking dividend growth and equity exposure while maintaining a focus on income, thereby offering a different asset allocation strategy. Although their target income investor demographics may overlap, each fund’s focus on different asset classes presents both complementarity and competition in the income-generating segment.

Nuveen Floating Rate Income Fund 

Nuveen Floating Rate Income Fund (JFR) focuses on floating-rate and high-yield debt instruments, setting it apart from the more duration-focused strategy of Franklin Limited Duration Income Trust. By investing in floating-rate loans, JFR offers a hedge against rising interest rates, appealing to a similar investor base that seeks income but with different risk characteristics. This hedging capability during interest rate hikes can provide JFR with a competitive advantage in certain market conditions.

Pimco Dynamic Credit and Mortgage Income Fund 

Pimco Dynamic Credit and Mortgage Income Fund (PDI) competes with Franklin Limited Duration Income Trust (FTF) primarily in the space of fixed-income investments. Both funds aim to provide attractive income and total returns, but PDI employs a dynamic allocation strategy that adapts to changing market conditions, allowing it to capture opportunities in both credit and mortgage markets. This flexibility can be seen as a competitive advantage for PDI, as it may better navigate periods of economic volatility and adjust its portfolio accordingly.