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 | Guardian Multi-Sector Bond VIP Fund diff. adviser | 59% | 0.94% | Park Avenue Institutional Advisers LLC |
| 2 | Janus Henderson Income ETF · JIII cheaper | 39% | 0.54% | Janus Henderson Investors US LLC |
| 3 | Janus Henderson High-Yield Fund · JAHYX, JHYAX, JDHCX, JHYFX, JHYRX, JDHYX, JNHYX, JHYNX | 20% | 0.63% | Janus Henderson Investors US LLC |
| 4 | Janus Henderson Flexible Bond Portfolio · JAFLX cheaper | 18% | 0.57% | Janus Henderson Investors US LLC |
| 5 | Janus Henderson Flexible Bond Fund · JAFIX, JDFAX, JFICX, JFLEX, JDFRX, JADFX, JANFX, JDFNX cheaper | 17% | 0.40% | Janus Henderson Investors US LLC |
| 6 | Putnam VT Mortgage Securities Fund cheaper diff. adviser | 16% | 0.50% | Franklin Advisers, Inc. |
| 7 | Putnam Morgtage Securities Fund · PGSIX, PGSBX, PGVCX, PGVRX, PUSYX cheaper diff. adviser | 16% | 0.51% | Franklin Advisers, Inc. |
| 8 | Janus Henderson Securitized Income ETF · JSI cheaper | 15% | 0.50% | Janus Henderson Investors US LLC |
| 9 | BATS: Mortgage Total Return Series · BRAMX cheaper diff. adviser | 14% | 0.05% | BlackRock Advisors, LLC |
| 10 | BlackRock Strategic Income Opportunities Portfolio diff. adviser | 14% | 0.62% | BlackRock Advisors, LLC |
| 11 | Western Asset Mortgage Total Return Fund · SGVAX, SGSLX, SGSYX, SGVSX, LWMSX, LMBSX cheaper diff. adviser | 14% | 0.57% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 12 | BlackRock Total Return Fund cheaper | 13% | 0.37% | — |
| 13 | BlackRock Total Return V.I. Fund cheaper diff. adviser | 13% | 0.47% | BlackRock Advisors, LLC |
| 14 | Transamerica Aegon Core Bond VP cheaper diff. adviser | 13% | 0.50% | Transamerica Asset Management, Inc. |
| 15 | Putnam VT Diversified Income Fund diff. adviser | 13% | 0.81% | Franklin Advisers, Inc. |
| 16 | Putnam Master Intermediate Income Trust | 12% | — | — |
| 17 | Goldman Sachs Dynamic Bond Fund · GSZAX, GSZCX, GSZIX, GZIRX, GSZRX, GSZUX, GSOPX diff. adviser | 12% | 0.68% | Goldman Sachs Asset Management, L.P. |
| 18 | Columbia Variable Portfolio - Strategic Income Fund diff. adviser | 11% | 0.69% | Columbia Management Investment Advisers, LLC |
| 19 | TCW METWEST UNCONSTRAINED BOND FUND · MWCRX, MWCIX, MWCPX diff. adviser | 11% | 0.69% | METROPOLITAN WEST ASSET MANAGEMENT, LLC |
| 20 | Invesco V.I. Core Plus Bond Fund diff. adviser | 11% | 0.62% | Invesco Advisers, Inc. |
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