Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | Brown Advisory Sustainable Bond Fund · BAISX, BASBX cheaper | 31% | 0.42% | Brown Advisory LLC |
| 2 | Brown Advisory Intermediate Income Fund · BIAIX, BAIAX | 28% | 0.49% | Brown Advisory LLC |
| 3 | Putnam VT Mortgage Securities Fund diff. adviser | 15% | 0.50% | Franklin Advisers, Inc. |
| 4 | Putnam Morgtage Securities Fund · PGSIX, PGSBX, PGVCX, PGVRX, PUSYX diff. adviser | 15% | 0.51% | Franklin Advisers, Inc. |
| 5 | iShares Mortgage-Backed Securities Active ETF cheaper | 12% | 0.25% | — |
| 6 | BATS: Mortgage Total Return Series · BRAMX cheaper diff. adviser | 10% | 0.05% | BlackRock Advisors, LLC |
| 7 | Guardian Multi-Sector Bond VIP Fund diff. adviser | 10% | 0.94% | Park Avenue Institutional Advisers LLC |
| 8 | Janus Henderson Multi-Sector Income Fund · JMUAX, JMUCX, JMUDX, JMUIX, JMTNX, JMUSX, JMUTX diff. adviser | 10% | 0.58% | Janus Henderson Investors US LLC |
| 9 | Invesco V.I. Core Plus Bond Fund diff. adviser | 9% | 0.62% | Invesco Advisers, Inc. |
| 10 | Transamerica Aegon Core Bond VP diff. adviser | 9% | 0.50% | Transamerica Asset Management, Inc. |
| 11 | Putnam VT Income Fund diff. adviser | 8% | 0.60% | Franklin Advisers, Inc. |
| 12 | RBC BlueBay Core Plus Bond Fund · RCPAX, RCPRX, RCPIX cheaper diff. adviser | 8% | 0.41% | RBC Global Asset Management (US) Inc. |
| 13 | DoubleLine Mortgage ETF · DMBS cheaper diff. adviser | 8% | 0.39% | DoubleLine ETF Adviser LP |
| 14 | BlackRock Strategic Income Opportunities Portfolio diff. adviser | 8% | 0.62% | BlackRock Advisors, LLC |
| 15 | GuidePath Managed Futures Strategy Fund · GPMFX, GIFMX, GMFDX diff. adviser | 8% | 1.21% | AssetMark Inc. |
| 16 | KraneShares Mount Lucas Managed Futures Index Strategy ETF · KMLM diff. adviser | 8% | 0.90% | Krane Funds Advisors, LLC |
| 17 | PIMCO Ultra Short Government Active Exchange-Traded Fund · BILZ cheaper diff. adviser | 8% | 0.14% | Pacific Investment Management Company LLC |
| 18 | First Trust Managed Futures Strategy Fund · FMF diff. adviser | 8% | 0.99% | First Trust Advisors L.P. |
| 19 | Gabelli Global Mini Mites Fund · GGMMX, GMNAX, GAMNX, GMNCX diff. adviser | 8% | 0.91% | Gabelli Funds, LLC |
| 20 | iMGP DBI Managed Futures Strategy ETF · DBMF diff. adviser | 8% | 0.85% | IM Global Partner Fund Management, LLC |
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