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 | Opportunistic Fixed Income Fund · JHGDX, JIGDX, JABTX, JABUX, JABWX, JABOX cheaper | 51% | 0.81% | — |
| 2 | PIMCO Global Advantage Strategy Bond Fund · PGBPX, PSAIX, PGSAX diff. adviser | 13% | 0.99% | Pacific Investment Management Company LLC |
| 3 | PIMCO International Bond Portfolio (Unhedged) · VPVFBDV, VPFBHEV, PVFUHBI cheaper diff. adviser | 13% | 0.83% | Pacific Investment Management Company LLC |
| 4 | PIMCO Global Core Bond (Hedged) Portfolio · PGASADM diff. adviser | 13% | 0.89% | Pacific Investment Management Company LLC |
| 5 | BlackRock Total Return Fund cheaper | 12% | 0.37% | — |
| 6 | iShares Mortgage-Backed Securities Active ETF cheaper | 12% | 0.25% | — |
| 7 | PIMCO Dynamic Bond Portfolio · PUNCBDA, PVUCBPA, PUNCBAD, PUNCBAM cheaper diff. adviser | 12% | 0.88% | Pacific Investment Management Company LLC |
| 8 | Eaton Vance Total Return Bond ETF · EVTR cheaper | 12% | 0.32% | — |
| 9 | Calvert Core Bond Fund · CLDIX, CLDAX, CLDRX cheaper diff. adviser | 12% | 0.46% | Calvert Research and Management |
| 10 | Core Bond Portfolio diff. adviser | 11% | — | Boston Management and Research |
| 11 | PIMCO Mortgage and Short-Term Investments Portfolio diff. adviser | 11% | — | Pacific Investment Management Company LLC |
| 12 | HARTFORD TOTAL RETURN BOND HLS FUND · HIABX, HBNBX cheaper diff. adviser | 11% | 0.52% | Hartford Funds Management Company, LLC |
| 13 | Morgan Stanley Long Duration Government Opportunities Fund · USGAX, USGCX, USGDX, MSGVX cheaper diff. adviser | 11% | 0.49% | Morgan Stanley Investment Management Inc. |
| 14 | Simplify MBS ETF · MTBA cheaper diff. adviser | 10% | 0.15% | Simplify Asset Management Inc. |
| 15 | BATS: Mortgage Total Return Series · BRAMX cheaper diff. adviser | 10% | 0.05% | BlackRock Advisors, LLC |
| 16 | Calvert Bond Fund · CSIBX, CSBCX, CBDIX, CBORX cheaper diff. adviser | 10% | 0.46% | Calvert Research and Management |
| 17 | Carillon Reams Core Bond Fund · CRCBX, CRCDX, SCCIX, CRCUX cheaper diff. adviser | 10% | 0.35% | Carillon Tower Advisers, Inc. |
| 18 | PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund cheaper diff. adviser | 10% | 0.71% | Pacific Investment Management Company LLC |
| 19 | PIMCO Mortgage Opportunities and Bond Fund · PMZIX, PMZPX, PMZAX, PMZCX, PMZNX diff. adviser | 9% | 2.14% | Pacific Investment Management Company LLC |
| 20 | BlackRock Total Return V.I. Fund cheaper diff. adviser | 9% | 0.47% | BlackRock Advisors, LLC |
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