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 | Lord Abbett Total Return Fund · LTRAX, LTRCX, LTRPX, LTRYX, LTRFX, LTRQX, LTRRX, LTRKX, LTRTX, LTRHX, LTROX | 57% | 0.36% | Lord, Abbett & Co. LLC |
| 2 | Lord Abbett Core Plus Bond Fund · LAPLX, LAPCX, LPLFX, LAPIX, LAPQX, LAPUX, LAPVX, LAPWX, LOPLX | 51% | 0.36% | Lord, Abbett & Co. LLC |
| 3 | Total Return Portfolio | 48% | 0.71% | Lord, Abbett & Co. LLC |
| 4 | Guardian Core Plus Fixed Income VIP Fund diff. adviser | 43% | 0.82% | Park Avenue Institutional Advisers LLC |
| 5 | Lord Abbett Inflation Focused Fund · LIFAX, LIFCX, LIFFX, LIFIX, LIFQX, LIFRX, LIFKX, LIFTX, LIFVX, LIFOX | 16% | 0.44% | Lord, Abbett & Co. LLC |
| 6 | Lord Abbett Income Fund · LAUYX, LAGVX, LAUSX, LAUFX, LAUQX, LAURX, LAUKX, LAUTX, LAUVX, LOGVX | 14% | 0.44% | Lord, Abbett & Co. LLC |
| 7 | Guardian U.S. Government/Credit VIP Fund diff. adviser | 12% | 0.74% | Park Avenue Institutional Advisers LLC |
| 8 | LVIP Franklin Templeton Core Bond Fund diff. adviser | 11% | 0.37% | Lincoln Financial Investments Corporation |
| 9 | Lord Abbett Short Duration Income Fund · LLDYX, LALDX, LDLAX, LDLFX, LDLQX, LDLRX, LDLKX, LDLTX, LDLVX, LOLDX | 11% | 0.32% | Lord, Abbett & Co. LLC |
| 10 | T. Rowe Price QM U.S. Bond ETF · TAGG cheaper diff. adviser | 10% | 0.08% | T. Rowe Price Associates, Inc. |
| 11 | Fidelity Total Bond ETF · FBND diff. adviser | 9% | 0.36% | Fidelity Management & Research Company LLC |
| 12 | Guardian Core Fixed Income VIP Fund diff. adviser | 9% | 0.52% | Park Avenue Institutional Advisers LLC |
| 13 | Fidelity SAI Sustainable Core Plus Bond Fund · FIABX diff. adviser | 9% | 0.36% | Fidelity Management & Research Company LLC |
| 14 | Fidelity SAI Investment Grade Securitized Fund · FSMOX diff. adviser | 9% | 0.31% | Fidelity Management & Research Company LLC |
| 15 | Fidelity Investment Grade Bond ETF · FIGB diff. adviser | 9% | 0.36% | Fidelity Management & Research Company LLC |
| 16 | iShares Mortgage-Backed Securities Active ETF cheaper | 9% | 0.25% | — |
| 17 | LVIP Fidelity Institutional AM(R) Total Bond Fund diff. adviser | 9% | 0.51% | Lincoln Financial Investments Corporation |
| 18 | Fidelity SAI Total Bond Fund · FSMTX diff. adviser | 9% | 0.29% | Fidelity Management & Research Company LLC |
| 19 | Fidelity Investment Grade Securitized ETF · FSEC diff. adviser | 9% | 0.36% | Fidelity Management & Research Company LLC |
| 20 | SA Goldman Sachs Government and Quality Bond Portfolio diff. adviser | 9% | 0.57% | SunAmerica Asset Management, LLC |
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