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 | Federated Hermes Fund for U.S. Government Securities · FUSGX, FUSCX, FCBRX | 13% | 0.72% | Federated Advisory Services Company, Federated Investment Management Company |
| 2 | Invesco Agency MBS ETF cheaper | 10% | 0.22% | — |
| 3 | PIMCO Mortgage and Short-Term Investments Portfolio diff. adviser | 10% | — | Pacific Investment Management Company LLC |
| 4 | Mortgage Core Fund | 10% | — | Federated Advisory Services Company, Federated Investment Management Company |
| 5 | PIMCO GNMA and Government Securities Fund · PDMIX, PAGNX, PCGNX, PPGNX, PANNX diff. adviser | 9% | 1.46% | Pacific Investment Management Company LLC |
| 6 | PIMCO All Authority: Multi-RAE PLUS Fund diff. adviser | 8% | — | Pacific Investment Management Company LLC |
| 7 | Federated Hermes Floating Rate Strategic Income Fund · FFRSX, FRSAX, FFRLX | 7% | 0.73% | Federated Advisory Services Company, Federated Investment Management Company |
| 8 | Federated Hermes Fund For U.S. Government Securities II | 7% | 0.80% | Federated Advisory Services Company, Federated Investment Management Company |
| 9 | PIMCO StocksPLUS Short Fund · PSTIX, PSSAX, PSSCX, PSPLX, PSNNX diff. adviser | 7% | 0.76% | Pacific Investment Management Company LLC |
| 10 | PIMCO Low Duration Opportunities Fund · PUTIX, ATMAX, ATMCX, PUTPX cheaper diff. adviser | 7% | 0.59% | Pacific Investment Management Company LLC |
| 11 | PIMCO Mortgage Opportunities and Bond Fund · PMZIX, PMZPX, PMZAX, PMZCX, PMZNX diff. adviser | 6% | 2.14% | Pacific Investment Management Company LLC |
| 12 | PIMCO Dynamic Bond Portfolio · PUNCBDA, PVUCBPA, PUNCBAD, PUNCBAM diff. adviser | 6% | 0.88% | Pacific Investment Management Company LLC |
| 13 | Federated Hermes Adjustable Rate Fund · FEUGX, FEUNX cheaper | 6% | 0.31% | — |
| 14 | PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund diff. adviser | 6% | 0.71% | Pacific Investment Management Company LLC |
| 15 | Invesco Total Return Bond ETF · GTO cheaper diff. adviser | 5% | 0.35% | Invesco Capital Management LLC |
| 16 | PIMCO RAE Fundamental Advantage PLUS Fund · PFATX, PTFAX diff. adviser | 5% | 1.33% | Pacific Investment Management Company LLC |
| 17 | PIMCO StocksPLUS Absolute Return Fund · PSPTX, PTOAX, PSOCX, PTOPX, PSPNX diff. adviser | 5% | 0.95% | Pacific Investment Management Company LLC |
| 18 | Invesco Core Fixed Income ETF cheaper diff. adviser | 5% | 0.26% | Invesco Capital Management LLC |
| 19 | Nationwide Bond Portfolio diff. adviser | 5% | — | Nationwide Fund Advisors |
| 20 | Fixed Income SHares: Series C · FXICX cheaper diff. adviser | 5% | 0.27% | Pacific Investment Management Company LLC |
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