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 | Brighthouse/Franklin Low Duration Total Return Portfolio diff. adviser | 66% | 0.48% | Brighthouse Investment Advisers, LLC |
| 2 | Franklin Core Plus Bond Fund · FRSTX, FSGCX, FKSAX, FKSRX, FGKNX | 14% | 0.37% | Franklin Advisers, Inc. |
| 3 | Franklin Total Return Fund · FKBAX, FCTLX, FBDAX, FTRRX, FRERX | 12% | 0.38% | Franklin Advisers, Inc. |
| 4 | Empower Short Duration Bond Fund · MXSDX, MXXJX cheaper diff. adviser | 11% | 0.24% | Empower Capital Management, LLC |
| 5 | Putnam Short Duration Bond Fund | 10% | 0.38% | Franklin Advisers, Inc. |
| 6 | Franklin Strategic Income VIP Fund | 10% | 0.79% | Franklin Advisers, Inc. |
| 7 | Franklin Short Duration U.S. Government ETF · FTSD cheaper | 8% | 0.25% | Franklin Advisers, Inc. |
| 8 | Franklin Floating Rate Daily Access Fund · FAFRX, FCFRX, FDAAX, FFRDX | 8% | 0.62% | Franklin Advisers, Inc. |
| 9 | Franklin Floating Rate Master Series · XFFLX | 8% | — | Franklin Advisers, Inc. |
| 10 | MFS Limited Maturity Portfolio diff. adviser | 8% | 0.48% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 11 | Franklin Multisector Income ETF | 8% | 0.39% | — |
| 12 | MFS Commodity Strategy Fund · MCSAX, MCSFX, MCSHX, MCSIX, MCSNX, MCSOX, MCSQX, MCSTX, MCSRX diff. adviser | 7% | 0.81% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 13 | LoCorr Market Trend Fund · LOTAX, LOTCX, LOTIX diff. adviser | 7% | 1.77% | LoCorr Fund Management LLC |
| 14 | LoCorr Macro Strategies Fund · LFMAX, LFMCX, LFMIX diff. adviser | 7% | 1.88% | LoCorr Fund Management LLC |
| 15 | MFS Limited Maturity Fund · MQLIX, MQLFX, MQLJX, MQLBX, MQLCX, MQLGX, MLMRX, MQLHX, MQLKX diff. adviser | 7% | 0.35% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 16 | iShares iBonds Dec 2029 Term Treasury ETF · IBTJ cheaper diff. adviser | 7% | 0.07% | BlackRock Fund Advisors |
| 17 | LoCorr Long/Short Commodities Strategy Fund · LCSAX, LCSCX, LCSIX diff. adviser | 7% | 2.12% | LoCorr Fund Management LLC |
| 18 | THRIVENT SHORT-TERM BOND FUND · LBLAX, THLIX diff. adviser | 7% | 0.44% | Thrivent Asset Management, LLC |
| 19 | Templeton Global Bond VIP Fund | 7% | 0.50% | Franklin Advisers, Inc. |
| 20 | Templeton Global Bond Fund · TPINX, TEGBX, TGBAX, FGBRX, FBNRX | 7% | 0.59% | Franklin Advisers, Inc. |
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