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 | Virtus Newfleet Multi-Sector Short Term Bond Fund · NARAX, PSTCX, PMSTX, PIMSX, VMSSX | 57% | 0.52% | — |
| 2 | Virtus Newfleet Short Duration Core Plus Bond ETF · SDCP cheaper | 43% | 0.35% | Virtus Investment Advisers, LLC |
| 3 | Dunham Corporate/Government Bond Fund · DACGX, DCCGX, DNCGX | 26% | 1.02% | Dunham & Associates Investment Counsel, Inc. |
| 4 | Virtus Newfleet Core Plus Bond Fund · SAVAX, SAVCX, SAVYX, VBFRX cheaper | 24% | 0.35% | — |
| 5 | Virtus Newfleet Multi-Sector Intermediate Bond Fund · NAMFX, NCMFX, VMFIX, VMFRX | 22% | 0.60% | — |
| 6 | Virtus Newfleet Multi-Sector Bond ETF · NFLT | 20% | 0.50% | Virtus Investment Advisers, LLC |
| 7 | Virtus Global Multi-Sector Income Fund | 16% | — | — |
| 8 | Virtus Newfleet Securitized Income ETF · VABS cheaper | 13% | 0.39% | Virtus Investment Advisers, LLC |
| 9 | Empower Multi-Sector Bond Fund · MXLMX, MXUGX | 12% | 0.55% | Empower Capital Management, LLC |
| 10 | Virtus Newfleet Multi-Sector Intermediate Bond Series | 10% | 0.69% | Virtus Investment Advisers, LLC |
| 11 | Virtus Newfleet ABS MACS · VMADX cheaper | 10% | 0.00% | Virtus Investment Advisers, LLC |
| 12 | Virtus Total Return Fund Inc. | 6% | — | — |
| 13 | Virtus Newfleet RMBS MACS · VMAJX cheaper | 5% | 0.00% | Virtus Investment Advisers, LLC |
| 14 | Global X Short-Term Treasury Ladder ETF · SLDR cheaper | 5% | 0.12% | Global X Management Company LLC |
| 15 | Virtus Newfleet Short Duration High Income Fund · ASHAX, ASHCX, ASHIX, ASHSX | 5% | 0.55% | Virtus Investment Advisers, LLC |
| 16 | iShares iBonds Dec 2026 Term Treasury ETF · IBTG cheaper | 5% | 0.07% | BlackRock Fund Advisors |
| 17 | Virtus Tactical Allocation Fund · NAINX, POICX, VTAIX, VTARX | 5% | 0.60% | — |
| 18 | Lord Abbett Short Duration Income Fund · LLDYX, LALDX, LDLAX, LDLFX, LDLQX, LDLRX, LDLKX, LDLTX, LDLVX, LOLDX cheaper | 5% | 0.32% | Lord, Abbett & Co. LLC |
| 19 | Virtus Newfleet Short Duration High Yield Bond ETF · VSHY cheaper | 4% | 0.39% | Virtus Investment Advisers, LLC |
| 20 | Janus Henderson Short Duration Flexible Bond Fund · JASBX, JSHAX, JSHCX, JSHIX, JSHSX, JNSTX, JSHNX cheaper | 4% | 0.40% | Janus Henderson Investors US LLC |
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