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 | Core Plus Bond Account | 24% | 0.49% | Principal Global Investors, LLC |
| 2 | Core Plus Bond Fund · PBMMX, PBMPX, PMSIX, PBMJX, PRBDX | 21% | 0.49% | Principal Global Investors, LLC |
| 3 | State Street(R) SPDR(R) MarketAxess Investment Grade 400 Corporate Bond ETF · LQIG cheaper diff. adviser | 11% | 0.07% | SSGA Funds Management, Inc. |
| 4 | Western Asset Long Credit VIT · LLAAX, LLACX diff. adviser | 10% | 0.42% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 5 | Nomura VIP Investment Grade Series diff. adviser | 9% | 0.63% | Macquarie Investment Management Business Trust |
| 6 | Nomura VIP Corporate Bond Series diff. adviser | 9% | 0.78% | Macquarie Investment Management Business Trust |
| 7 | Western Asset Corporate Bond Fund · SIGAX, SBILX, SIGYX, LCBPX, LWBOX diff. adviser | 9% | 0.49% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 8 | JPMorgan Corporate Bond Fund · CBRAX, CBRCX, CBFSX, CBFVX diff. adviser | 9% | 0.40% | J.P. Morgan Investment Management, Inc. |
| 9 | THRIVENT INCOME PORTFOLIO diff. adviser | 8% | 0.44% | Thrivent Financial for Lutherans |
| 10 | Corporate Bond Portfolio · MIGAX, MPFDX, MGILX, MSBOX diff. adviser | 8% | 0.65% | Morgan Stanley Investment Management Inc. |
| 11 | BATS: Corporate Credit Total Return Series · BRACX cheaper diff. adviser | 8% | 0.11% | BlackRock Advisors, LLC |
| 12 | Western Asset Investment Grade Income Fund Inc. | 8% | — | — |
| 13 | American Funds Corporate Bond Fund · BFCAX, COBFX, RCBAX, RCBBX, RCBCX, RCBDX, RCBEX, RCBFX, BFCCX, BFCFX, BFCGX, COBAX, COBCX, COBEX, RCBGX, RCBHX, CFBFX, TABBX, TFBBX, FFBBX, FBCDX diff. adviser | 8% | 0.31% | Capital Research and Management Company |
| 14 | Janus Henderson Corporate Bond ETF · JLQD diff. adviser | 8% | 0.20% | Janus Henderson Investors US LLC |
| 15 | Invesco Corporate Bond Fund · ACCEX, ACCHX, ACCWX, ACCBX, ACCZX, ICBFX diff. adviser | 7% | 0.34% | Invesco Advisers, Inc. |
| 16 | Nomura Corporate Bond Fund · DGCAX, DGCCX, DGCRX, DGCIX, DGCZX diff. adviser | 7% | 0.46% | Macquarie Investment Management Business Trust |
| 17 | SPDR SSGA My2034 Corporate Bond ETF · MYCN cheaper diff. adviser | 7% | 0.15% | SSGA Funds Management, Inc. |
| 18 | MFS Corporate Bond Portfolio diff. adviser | 7% | 0.63% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 19 | State Street(R) SPDR(R) Portfolio Long Term Corporate Bond ETF · SPLB cheaper diff. adviser | 7% | 0.04% | SSGA Funds Management, Inc. |
| 20 | Western Asset Investment Grade Opportunity Trust Inc. | 7% | — | — |
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