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 | Bridge Builder Core Bond Fund · BBTBX cheaper | 18% | 0.12% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 2 | SIMT Core Fixed Income Fund · SCXIX, TRLVX, SCFYX | 18% | 0.49% | — |
| 3 | PIMCO Income Fund · PONAX, PONCX, PONRX, PIMIX, PIINX, PONPX, PIPNX diff. adviser | 17% | 0.83% | Pacific Investment Management Company LLC |
| 4 | MEDIUM-DURATION BOND FUND · GMDYX, GMDZX diff. adviser | 17% | 0.41% | GuideStone Capital Management, LLC |
| 5 | JNL/PIMCO Income Fund diff. adviser | 17% | 0.85% | Jackson National Asset Management, LLC |
| 6 | PIMCO Low Duration Income Fund · PFIIX, PFIAX, PFNCX, PFTPX, PFNIX, PLDCX diff. adviser | 16% | 0.81% | Pacific Investment Management Company LLC |
| 7 | TCW Core Fixed Income Portfolio diff. adviser | 15% | 0.47% | Brighthouse Investment Advisers, LLC |
| 8 | PIMCO Income Portfolio · PIINCAM, PIINCAV, PIINCIS diff. adviser | 15% | 0.91% | Pacific Investment Management Company LLC |
| 9 | TCW METWEST TOTAL RETURN BOND FUND · MWTIX, MWTRX, MWTNX, MWTSX, MWTTX diff. adviser | 14% | 0.37% | METROPOLITAN WEST ASSET MANAGEMENT, LLC |
| 10 | CTIVP - TCW Core Plus Bond Fund diff. adviser | 14% | 0.49% | Columbia Management Investment Advisers, LLC |
| 11 | SFT Core Bond Fund diff. adviser | 14% | 0.53% | Securian Asset Management, Inc. |
| 12 | PIMCO ABS and Short-Term Investments Portfolio diff. adviser | 14% | — | Pacific Investment Management Company LLC |
| 13 | PIMCO Total Return Fund · PTTRX, PTRAX, PTTAX, PTTCX, PTRRX, PTTPX, PTTNX diff. adviser | 13% | 0.51% | Pacific Investment Management Company LLC |
| 14 | Diversified Bond Portfolio diff. adviser | 13% | 0.44% | Pacific Life Fund Advisors LLC |
| 15 | PIMCO Mortgage Opportunities and Bond Fund · PMZIX, PMZPX, PMZAX, PMZCX, PMZNX diff. adviser | 13% | 2.14% | Pacific Investment Management Company LLC |
| 16 | New Covenant Income Fund · NCICX diff. adviser | 12% | 0.96% | SEI INVESTMENTS MANAGEMENT Corporation |
| 17 | Loomis Sayles Investment Grade Bond Fund · LIGRX, LGBCX, LSIIX, LIGAX, LGBNX, LIGTX diff. adviser | 12% | 0.44% | Natixis Advisors, LLC |
| 18 | Core Fixed Income Fund · TIIUX diff. adviser | 12% | 0.47% | CONSULTING GROUP ADVISORY SERVICES LLC |
| 19 | PIMCO Total Return Portfolio · VPVTRDV, VPVTRIV, VPVTRVV diff. adviser | 12% | 0.64% | Pacific Investment Management Company LLC |
| 20 | Multi-Manager Total Return Bond Strategies Fund · CTRZX | 11% | 0.47% | — |
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