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 | Doubleline Shiller Enhanced CAPE · DSEEX, DSENX, DDCPX cheaper diff. adviser | 40% | 0.50% | Doubleline Alternatives LP |
| 2 | JNL/DoubleLine Shiller Enhanced CAPE Fund diff. adviser | 36% | 0.68% | Jackson National Asset Management, LLC |
| 3 | State Street(R) DoubleLine(R) Short Duration Total Return Tactical ETF · STOT cheaper diff. adviser | 33% | 0.45% | SSGA Funds Management, Inc. |
| 4 | DoubleLine Low Duration Bond Fund · DBLSX, DLSNX, DDLDX cheaper | 32% | 0.39% | DoubleLine Capital LP |
| 5 | DoubleLine Strategic Commodity Fund · DBCMX, DLCMX diff. adviser | 15% | 1.11% | Doubleline Alternatives LP |
| 6 | Destinations Low Duration Fixed Income Fund · DLDFX, DLDZX diff. adviser | 14% | 0.79% | Brinker Capital Investments, LLC |
| 7 | Cantor Fitzgerald Infrastructure Fund | 12% | — | — |
| 8 | PIMCO Low Duration Portfolio · VPVLDDV, VPVLDIV, VPVLDVV cheaper diff. adviser | 12% | 0.52% | Pacific Investment Management Company LLC |
| 9 | PIMCO CommodityRealReturn Strategy Portfolio · VPVCRDV, VPVCRVV, PCOMRSI, PCOMRSM diff. adviser | 11% | 2.13% | Pacific Investment Management Company LLC |
| 10 | PIMCO Low Duration Fund II · PLDTX, PDFAX cheaper diff. adviser | 11% | 0.52% | Pacific Investment Management Company LLC |
| 11 | SIMT Multi-Asset Accumulation Fund · SAAAX, SMOYX | 11% | 1.09% | — |
| 12 | PIMCO Low Duration Portfolio diff. adviser | 11% | — | Pacific Investment Management Company LLC |
| 13 | PIMCO Inflation Response Multi-Asset Fund · PZRMX, PIRMX, PPRMX, PFRMX diff. adviser | 11% | 1.95% | Pacific Investment Management Company LLC |
| 14 | SIIT MULTI-ASSET REAL RETURN FUND · SEIAX diff. adviser | 11% | 1.01% | SEI INVESTMENTS MANAGEMENT Corporation |
| 15 | PIMCO CommodityRealReturn Strategy Fund · PCRIX, PCRRX, PCRAX, PCRCX, PCRPX, PCSRX, PCRNX diff. adviser | 11% | 1.00% | Pacific Investment Management Company LLC |
| 16 | PIMCO Multisector Bond Active Exchange-Traded Fund cheaper diff. adviser | 11% | 0.64% | Pacific Investment Management Company LLC |
| 17 | PIMCO RAE Fundamental Advantage PLUS Fund · PFATX, PTFAX diff. adviser | 11% | 1.33% | Pacific Investment Management Company LLC |
| 18 | PIMCO Moderate Duration Portfolio diff. adviser | 11% | — | Pacific Investment Management Company LLC |
| 19 | PIMCO All Asset: Multi-Real Fund diff. adviser | 11% | — | Pacific Investment Management Company LLC |
| 20 | SIMT Multi-Asset Inflation Managed Fund · SIFAX, SLFYX | 11% | 1.04% | — |
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