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 | Loomis Sayles Fixed Income Fund · LSFIX cheaper diff. adviser | 45% | 0.62% | Loomis, Sayles & Company, L.P. |
| 2 | Loomis Sayles Income Fund · LSBDX, LSBRX, LBFAX, LSBNX cheaper | 42% | 0.60% | Natixis Advisors, LLC |
| 3 | Loomis Sayles Investment Grade Fixed Income Fund · LSIGX cheaper | 36% | 0.53% | Natixis Advisors, LLC |
| 4 | Loomis Sayles Strategic Income Fund · NEFZX, NECZX, NEZYX, NEZAX, NEZNX, LSSTX cheaper | 35% | 0.62% | Natixis Advisors, LLC |
| 5 | Loomis Sayles Investment Grade Bond Fund · LIGRX, LGBCX, LSIIX, LIGAX, LGBNX, LIGTX cheaper | 35% | 0.44% | Natixis Advisors, LLC |
| 6 | Diversified Bond Portfolio cheaper diff. adviser | 24% | 0.44% | Pacific Life Fund Advisors LLC |
| 7 | Empower Core Strategies: Flexible Bond Fund · MXEDX, MXEWX cheaper diff. adviser | 23% | 0.45% | Empower Capital Management, LLC |
| 8 | Empower Multi-Sector Bond Fund · MXLMX, MXUGX cheaper diff. adviser | 20% | 0.55% | Empower Capital Management, LLC |
| 9 | Loomis Sayles Institutional High Income Fund · LSHIX diff. adviser | 16% | 0.73% | Loomis, Sayles & Company, L.P. |
| 10 | Loomis Sayles High Income Opportunities Fund · LSIOX cheaper diff. adviser | 14% | 0.00% | Loomis, Sayles & Company, L.P. |
| 11 | Loomis Sayles High Income Fund · NEFHX, NEHCX, NEHYX, LSHNX, NEHTX cheaper | 12% | 0.65% | Natixis Advisors, LLC |
| 12 | Loomis Sayles Global Allocation Fund · LSWWX, LGMAX, LGMCX, LGMNX, LGMTX diff. adviser | 11% | 0.83% | Loomis, Sayles & Company, L.P. |
| 13 | Loomis Sayles Global Allocation Portfolio diff. adviser | 10% | 0.79% | Brighthouse Investment Advisers, LLC |
| 14 | Global Multi-Strategy Fund · PMSAX, PSMIX, PGLSX diff. adviser | 10% | 1.33% | Principal Global Investors, LLC |
| 15 | Morningstar Multisector Bond Fund · MSTMX diff. adviser | 8% | 0.79% | Morningstar Investment Management LLC |
| 16 | MassMutual Global Credit Income Opportunities Fund · BXITX, BXIAX, BXIYX, BXICX, BXIDX, BXIEX cheaper diff. adviser | 8% | 0.35% | MML Investment Advisers, LLC |
| 17 | MassMutual High Yield Fund · MPHAX, MPHLX, MPHNX, MPHSX, DLHYX, MPHZX, MPHRX, BXHYX, BXHCX, MPHUX, MPHVX cheaper diff. adviser | 7% | 0.13% | MML Investment Advisers, LLC |
| 18 | Transamerica Emerging Markets Debt · EMTAX, EMTCX, EMTIX, IAADX, TAEDX diff. adviser | 7% | 0.76% | Transamerica Asset Management, Inc. |
| 19 | JPMorgan Global Active Allocation Portfolio diff. adviser | 7% | 0.99% | Brighthouse Investment Advisers, LLC |
| 20 | Bridge Builder Core Plus Bond Fund · BBCPX cheaper diff. adviser | 7% | 0.16% | OLIVE STREET INVESTMENT ADVISERS LLC |
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