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 | Core Bond Portfolio diff. adviser | 62% | — | Boston Management and Research |
| 2 | Calvert Bond Fund · CSIBX, CSBCX, CBDIX, CBORX | 53% | 0.46% | Calvert Research and Management |
| 3 | Calvert Income Fund · CFICX, CIFCX, CINCX, CINRX | 39% | 0.61% | Calvert Research and Management |
| 4 | Calvert Flexible Bond Fund · CUBAX, CUBCX, CUBIX, CUBRX | 38% | 0.57% | Calvert Research and Management |
| 5 | Eaton Vance Total Return Bond ETF · EVTR cheaper | 38% | 0.32% | — |
| 6 | Calvert Short Duration Income Fund · CSDAX, CDICX, CDSIX, CDSRX cheaper | 36% | 0.45% | Calvert Research and Management |
| 7 | Eaton Vance Total Return Bond Fund · EBABX, ECBAX, EIBAX, ERABX cheaper diff. adviser | 35% | 0.43% | Boston Management and Research |
| 8 | Eaton Vance Short Duration Income ETF cheaper | 28% | 0.24% | — |
| 9 | Calvert VP SRI Balanced Portfolio | 26% | 0.64% | Calvert Research and Management |
| 10 | Calvert Balanced Fund · CSIFX, CSGCX, CBAIX, CBARX | 25% | 0.60% | Calvert Research and Management |
| 11 | Calvert Ultra-Short Duration Income Fund · CULAX, CULIX, CULRX cheaper | 13% | 0.43% | Calvert Research and Management |
| 12 | Calvert Ultra-Short Investment Grade ETF · CVSB cheaper | 13% | 0.24% | — |
| 13 | Morgan Stanley Long Duration Government Opportunities Fund · USGAX, USGCX, USGDX, MSGVX diff. adviser | 12% | 0.49% | Morgan Stanley Investment Management Inc. |
| 14 | Opportunistic Fixed Income Trust · JAEKX, JAEJX, JAEHX diff. adviser | 12% | 0.89% | John Hancock Variable Trust Advisers LLC |
| 15 | PIMCO International Bond Portfolio (Unhedged) · VPVFBDV, VPFBHEV, PVFUHBI diff. adviser | 11% | 0.83% | Pacific Investment Management Company LLC |
| 16 | Eaton Vance Ultra-Short Income ETF · EVSB cheaper | 11% | 0.17% | — |
| 17 | Simplify MBS ETF · MTBA cheaper diff. adviser | 11% | 0.15% | Simplify Asset Management Inc. |
| 18 | PIMCO Global Advantage Strategy Bond Fund · PGBPX, PSAIX, PGSAX diff. adviser | 11% | 0.99% | Pacific Investment Management Company LLC |
| 19 | BlackRock Total Return Fund cheaper | 11% | 0.37% | — |
| 20 | PIMCO Global Core Bond (Hedged) Portfolio · PGASADM diff. adviser | 11% | 0.89% | Pacific Investment Management Company LLC |
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