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 | Western Asset Core Plus Bond Fund · WACPX, WACIX, WAPSX, WAPAX, WAPCX, WAPRX, LWCPX | 24% | 0.42% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 2 | Putnam Morgtage Securities Fund · PGSIX, PGSBX, PGVCX, PGVRX, PUSYX diff. adviser | 22% | 0.51% | Franklin Advisers, Inc. |
| 3 | Putnam VT Mortgage Securities Fund diff. adviser | 21% | 0.50% | Franklin Advisers, Inc. |
| 4 | Western Asset Mortgage Total Return Fund · SGVAX, SGSLX, SGSYX, SGVSX, LWMSX, LMBSX | 20% | 0.57% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 5 | Western Asset Core Plus VIT Portfolio · QLMHIX, LVITX | 18% | 0.52% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 6 | iShares Mortgage-Backed Securities Active ETF | 16% | 0.25% | — |
| 7 | Western Asset Bond ETF diff. adviser | 16% | 0.35% | Franklin Advisers, Inc. |
| 8 | Invesco Quality Income Fund · VKMGX, VUSCX, VUSIX, VUSJX diff. adviser | 15% | 0.53% | Invesco Advisers, Inc. |
| 9 | BATS: Mortgage Total Return Series · BRAMX diff. adviser | 14% | 0.05% | BlackRock Advisors, LLC |
| 10 | LVIP Franklin Templeton Core Bond Fund diff. adviser | 13% | 0.37% | Lincoln Financial Investments Corporation |
| 11 | SA Goldman Sachs Government and Quality Bond Portfolio diff. adviser | 13% | 0.57% | SunAmerica Asset Management, LLC |
| 12 | Putnam Master Intermediate Income Trust | 13% | — | — |
| 13 | Putnam VT Diversified Income Fund diff. adviser | 13% | 0.81% | Franklin Advisers, Inc. |
| 14 | JNL/Neuberger Berman Strategic Income Fund diff. adviser | 12% | 0.64% | Jackson National Asset Management, LLC |
| 15 | Federated Hermes Fund for U.S. Government Securities · FUSGX, FUSCX, FCBRX diff. adviser | 12% | 0.72% | Federated Advisory Services Company, Federated Investment Management Company |
| 16 | Invesco V.I. Core Plus Bond Fund diff. adviser | 12% | 0.62% | Invesco Advisers, Inc. |
| 17 | Western Asset Total Return Unconstrained Fund · WAARX, WARIX, WAASX, WAUAX, WAUCX, WAURX | 11% | 0.67% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 18 | Goldman Sachs Dynamic Bond Fund · GSZAX, GSZCX, GSZIX, GZIRX, GSZRX, GSZUX, GSOPX diff. adviser | 11% | 0.68% | Goldman Sachs Asset Management, L.P. |
| 19 | Mortgage Core Fund diff. adviser | 11% | — | Federated Advisory Services Company, Federated Investment Management Company |
| 20 | Western Asset Income Fund · SDSAX, LWSIX, SDSYX, SDSIX, WAGIX | 11% | 0.56% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
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