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 | Eaton Vance Income Opportunities ETF · XAGG cheaper | 12% | 0.50% | — |
| 2 | Global Macro Portfolio diff. adviser | 12% | — | Boston Management and Research |
| 3 | Emerging Markets Local Income Portfolio diff. adviser | 12% | — | Boston Management and Research |
| 4 | Dunham Dynamic Macro Fund · DAAVX, DCAVX, DNAVX diff. adviser | 12% | 1.50% | Dunham & Associates Investment Counsel, Inc. |
| 5 | Parametric Commodity Strategy Fund · EIPCX, EAPCX cheaper diff. adviser | 12% | 0.67% | Eaton Vance Management |
| 6 | Grant Park Multi Alternative Strategies Fund · GPAAX, GPACX, GPAIX, GPANX diff. adviser | 12% | 1.58% | Dearborn Capital Management |
| 7 | Calvert Flexible Bond Fund · CUBAX, CUBCX, CUBIX, CUBRX cheaper diff. adviser | 12% | 0.57% | Calvert Research and Management |
| 8 | Grant Park Dynamic Allocation Fund diff. adviser | 12% | 1.68% | Dearborn Capital Management |
| 9 | International Income Portfolio diff. adviser | 11% | — | Boston Management and Research |
| 10 | Calvert Bond Fund · CSIBX, CSBCX, CBDIX, CBORX cheaper diff. adviser | 10% | 0.46% | Calvert Research and Management |
| 11 | Calvert Income Fund · CFICX, CIFCX, CINCX, CINRX cheaper diff. adviser | 10% | 0.61% | Calvert Research and Management |
| 12 | Reynolds Blue Chip Growth Fund · RBCGX diff. adviser | 10% | 2.01% | Reynolds Capital Management, LLC |
| 13 | Core Bond Portfolio diff. adviser | 10% | — | Boston Management and Research |
| 14 | Eaton Vance Emerging Markets Debt Opportunities Fund · EELDX, EADOX, EIDOX cheaper diff. adviser | 9% | 0.73% | Eaton Vance Management |
| 15 | Eaton Vance Short Duration Income ETF cheaper | 9% | 0.24% | — |
| 16 | THE ARBITRAGE FUND · ARBFX, ARBNX, ARBCX, ARGAX diff. adviser | 8% | 1.46% | Water Island Capital, LLC |
| 17 | Eaton Vance Total Return Bond Fund · EBABX, ECBAX, EIBAX, ERABX cheaper diff. adviser | 8% | 0.43% | Boston Management and Research |
| 18 | Eaton Vance High Yield ETF · EVHY cheaper | 8% | 0.48% | — |
| 19 | Eaton Vance Preferred Securities and Income ETF cheaper | 8% | 0.39% | — |
| 20 | BRUCE FUND · BRUFX cheaper diff. adviser | 7% | 0.64% | Bruce and Company Inc |
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