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 Short Duration Government Income Fund · EALDX, ECLDX, EILDX cheaper | 32% | 0.64% | Boston Management and Research |
| 2 | Global Opportunities Portfolio | 29% | — | Boston Management and Research |
| 3 | Calvert Mortgage Access Fund · CMMRX, CMMAX, CMMCX, CMMIX cheaper diff. adviser | 23% | 1.51% | Calvert Research and Management |
| 4 | Eaton Vance Short Duration Diversified Income Fund | 17% | — | — |
| 5 | Morgan Stanley Long Duration Government Opportunities Fund · USGAX, USGCX, USGDX, MSGVX cheaper diff. adviser | 12% | 0.49% | Morgan Stanley Investment Management Inc. |
| 6 | Eaton Vance Ltd Duration Income Fund | 12% | — | — |
| 7 | Janus Henderson Income ETF · JIII cheaper diff. adviser | 7% | 0.54% | Janus Henderson Investors US LLC |
| 8 | BlackRock Diversified Fixed Income Fund cheaper diff. adviser | 7% | 0.15% | BlackRock Fund Advisors |
| 9 | iShares Total Return Active ETF cheaper diff. adviser | 6% | 0.38% | BlackRock Fund Advisors |
| 10 | Janus Henderson Mortgage-Backed Securities ETF · JMBS cheaper diff. adviser | 6% | 0.21% | Janus Henderson Investors US LLC |
| 11 | Columbia Diversified Fixed Income Allocation ETF · DIAL cheaper diff. adviser | 5% | 0.29% | Columbia Management Investment Advisers, LLC |
| 12 | Janus Henderson Securitized Income ETF · JSI cheaper diff. adviser | 5% | 0.50% | Janus Henderson Investors US LLC |
| 13 | AB Income Fund · AKGAX, AKGCX, ACGYX, ACGZX cheaper diff. adviser | 5% | 0.54% | AllianceBernstein L.P. |
| 14 | Morgan Stanley Income Opportunities Fund · DINAX, DINCX, DINDX, MGFOX, MSIPX, MFIRX cheaper diff. adviser | 5% | 0.52% | Morgan Stanley Investment Management Inc. |
| 15 | Neuberger Berman Strategic Income Fund · NSTLX, NSTTX, NSTAX, NSTCX, NRSIX cheaper diff. adviser | 5% | 0.51% | Neuberger Berman Investment Advisers LLC |
| 16 | Invesco Core Bond Fund cheaper diff. adviser | 5% | 0.37% | Invesco Advisers, Inc. |
| 17 | Franklin Core Plus Bond Fund · FRSTX, FSGCX, FKSAX, FKSRX, FGKNX cheaper diff. adviser | 5% | 0.37% | Franklin Advisers, Inc. |
| 18 | VANGUARD STAR CORE-PLUS BOND FUND · VCPSX cheaper diff. adviser | 5% | 0.20% | The Vanguard Group, Inc. |
| 19 | VANGUARD SHORT-TERM FEDERAL FUND · VSGBX, VSGDX cheaper diff. adviser | 5% | 0.10% | The Vanguard Group, Inc. |
| 20 | VANGUARD LONG-TERM TREASURY FUND · VUSTX, VUSUX cheaper diff. adviser | 4% | 0.10% | The Vanguard Group, Inc. |
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