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 | Morgan Stanley Long Duration Government Opportunities Fund · USGAX, USGCX, USGDX, MSGVX cheaper diff. adviser | 23% | 0.49% | Morgan Stanley Investment Management Inc. |
| 2 | Government Opportunities Fund · ERGOX, EVGOX, ECGOX, EIGOX diff. adviser | 23% | 2.51% | Boston Management and Research |
| 3 | Eaton Vance Ltd Duration Income Fund | 14% | — | — |
| 4 | Simplify MBS ETF · MTBA cheaper diff. adviser | 14% | 0.15% | Simplify Asset Management Inc. |
| 5 | BlackRock Total Return Fund cheaper | 13% | 0.37% | — |
| 6 | Eaton Vance Income Opportunities ETF · XAGG cheaper | 13% | 0.50% | — |
| 7 | Eaton Vance Total Return Bond ETF · EVTR cheaper | 11% | 0.32% | — |
| 8 | Goldman Sachs Short Duration Government Fund · GSTGX, GSDSX, GSSDX, GSDCX, GTDTX, GSTUX, GMDPX cheaper diff. adviser | 11% | 0.48% | Goldman Sachs Asset Management, L.P. |
| 9 | Eaton Vance Mortgage Opportunities ETF · EVMO cheaper | 11% | 0.45% | — |
| 10 | BlackRock Total Return V.I. Fund cheaper diff. adviser | 11% | 0.47% | BlackRock Advisors, LLC |
| 11 | Eaton Vance Short Duration Government Income Fund · EALDX, ECLDX, EILDX cheaper diff. adviser | 10% | 0.64% | Boston Management and Research |
| 12 | BATS: Mortgage Total Return Series · BRAMX cheaper diff. adviser | 10% | 0.05% | BlackRock Advisors, LLC |
| 13 | PIMCO International Bond Portfolio (Unhedged) · VPVFBDV, VPFBHEV, PVFUHBI cheaper diff. adviser | 10% | 0.83% | Pacific Investment Management Company LLC |
| 14 | Western Asset Mortgage Total Return Fund · SGVAX, SGSLX, SGSYX, SGVSX, LWMSX, LMBSX cheaper diff. adviser | 10% | 0.57% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 15 | Calvert Bond Fund · CSIBX, CSBCX, CBDIX, CBORX cheaper | 10% | 0.46% | Calvert Research and Management |
| 16 | iShares Mortgage-Backed Securities Active ETF cheaper | 10% | 0.25% | — |
| 17 | Global Opportunities Portfolio diff. adviser | 9% | — | Boston Management and Research |
| 18 | Core Bond Portfolio diff. adviser | 9% | — | Boston Management and Research |
| 19 | Columbia Variable Portfolio - U.S. Government Mortgage Fund cheaper diff. adviser | 9% | 0.46% | Columbia Management Investment Advisers, LLC |
| 20 | Calvert Core Bond Fund · CLDIX, CLDAX, CLDRX cheaper | 9% | 0.46% | Calvert Research and Management |
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