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 | Mirova Global Green Bond Fund · MGGAX, MGGNX, MGGYX | 11% | 0.60% | Mirova US LLC |
| 2 | Transamerica High Yield ESG · TAKJX, TAVSX, TAJEX | 4% | 0.75% | Transamerica Asset Management, Inc. |
| 3 | Oakhurst Short Duration Bond Fund · OHSDX | 3% | 0.60% | Fm Investments LLC |
| 4 | Natixis Target Retirement 2020 Fund · NSFDX | 2% | 0.45% | Natixis Advisors, LLC |
| 5 | Natixis Target Retirement 2015 Fund · NSFBX | 2% | 0.44% | Natixis Advisors, LLC |
| 6 | Natixis Target Retirement 2025 Fund · NSFEX | 2% | 0.45% | Natixis Advisors, LLC |
| 7 | Natixis Target Retirement 2030 Fund · NSFFX | 2% | 0.47% | Natixis Advisors, LLC |
| 8 | Natixis Target Retirement 2035 Fund · NSFGX | 2% | 0.48% | Natixis Advisors, LLC |
| 9 | Natixis Target Retirement 2040 Fund · NSFHX | 2% | 0.48% | Natixis Advisors, LLC |
| 10 | MassMutual Total Return Bond Fund · MSPSX, MSPHX, MSPLX, MSPGX, MSPNX, MSPZX, MPTRX, MMNNX cheaper | 2% | 0.33% | — |
| 11 | Natixis Target Retirement 2045 Fund · NSFJX | 2% | 0.48% | Natixis Advisors, LLC |
| 12 | Natixis Target Retirement 2050 Fund · NSFKX | 2% | 0.49% | Natixis Advisors, LLC |
| 13 | Natixis Target Retirement 2055 Fund · NSFLX | 2% | 0.49% | Natixis Advisors, LLC |
| 14 | Natixis Target Retirement 2065 Fund · NSFOX | 2% | 0.49% | Natixis Advisors, LLC |
| 15 | Natixis Target Retirement 2060 Fund · NSFMX | 2% | 0.49% | Natixis Advisors, LLC |
| 16 | iMGP Alternative Strategies Fund · MASFX, MASNX | 2% | 1.37% | IM Global Partner Fund Management, LLC |
| 17 | Mirova International Megatrends Fund · MRVNX, MRVYX, MRVAX | 2% | 0.90% | Mirova US LLC |
| 18 | Lazard US Sustainable Equity Portfolio · SUSLX, SUSRX, SUSTX | 2% | 0.70% | Lazard Asset Management LLC |
| 19 | Transamerica International Sustainable Equity · TISJX, TISLX, TISKX, TISDX | 2% | 0.70% | Transamerica Asset Management, Inc. |
| 20 | Transamerica Sustainable Growth Equity · TSGJX, TSGMX, TSGKX, TSGDX | 2% | 0.55% | Transamerica Asset Management, Inc. |
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