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 | Goldman Sachs U.S. Mortgages Fund · GSUIX, GSUPX, GSUAX, GGIRX, GGIUX, GSBPX, GGURX, GGUSX cheaper | 16% | 0.45% | Goldman Sachs Asset Management, L.P. |
| 2 | Goldman Sachs Bond Fund · GSFAX, GSFCX, GSNIX, GSNSX, GSNRX, GSNTX, GSFUX, GMVPX cheaper | 15% | 0.45% | Goldman Sachs Asset Management, L.P. |
| 3 | BATS: Mortgage Total Return Series · BRAMX cheaper diff. adviser | 15% | 0.05% | BlackRock Advisors, LLC |
| 4 | Goldman Sachs Core Fixed Income Fund · GSFIX, GSCSX, GCFIX, GCFCX, GDFRX, GDFTX, GCFUX, GAKPX cheaper | 15% | 0.37% | Goldman Sachs Asset Management, L.P. |
| 5 | Goldman Sachs Government Income Fund · GSOIX, GSOSX, GSGOX, GSOCX, GSORX, GSOTX, GSOUX, GGTPX | 14% | 0.49% | Goldman Sachs Asset Management, L.P. |
| 6 | BlackRock Total Return V.I. Fund cheaper diff. adviser | 14% | 0.47% | BlackRock Advisors, LLC |
| 7 | Western Asset Mortgage Total Return Fund · SGVAX, SGSLX, SGSYX, SGVSX, LWMSX, LMBSX diff. adviser | 14% | 0.57% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 8 | Goldman Sachs Variable Insurance Trust Core Fixed Income Fund cheaper | 14% | 0.42% | Goldman Sachs Asset Management, L.P. |
| 9 | iShares Mortgage-Backed Securities Active ETF cheaper | 14% | 0.25% | — |
| 10 | Putnam Morgtage Securities Fund · PGSIX, PGSBX, PGVCX, PGVRX, PUSYX diff. adviser | 13% | 0.51% | Franklin Advisers, Inc. |
| 11 | Putnam VT Mortgage Securities Fund diff. adviser | 13% | 0.50% | Franklin Advisers, Inc. |
| 12 | Goldman Sachs Dynamic Bond Fund · GSZAX, GSZCX, GSZIX, GZIRX, GSZRX, GSZUX, GSOPX | 13% | 0.68% | Goldman Sachs Asset Management, L.P. |
| 13 | BlackRock Total Return Fund cheaper | 12% | 0.37% | — |
| 14 | SA Goldman Sachs Government and Quality Bond Portfolio diff. adviser | 12% | 0.57% | SunAmerica Asset Management, LLC |
| 15 | Simplify MBS ETF · MTBA cheaper diff. adviser | 12% | 0.15% | Simplify Asset Management Inc. |
| 16 | Calvert Mortgage Access Fund · CMMRX, CMMAX, CMMCX, CMMIX diff. adviser | 11% | 1.51% | Calvert Research and Management |
| 17 | Eaton Vance Total Return Bond ETF · EVTR cheaper | 11% | 0.32% | — |
| 18 | iShares U.S. Intermediate Government Bond Index Fund cheaper diff. adviser | 11% | 0.10% | BlackRock Fund Advisors |
| 19 | Guardian Multi-Sector Bond VIP Fund diff. adviser | 11% | 0.94% | Park Avenue Institutional Advisers LLC |
| 20 | Morgan Stanley Long Duration Government Opportunities Fund · USGAX, USGCX, USGDX, MSGVX diff. adviser | 10% | 0.49% | Morgan Stanley Investment Management Inc. |
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