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 diff. adviser | 63% | 0.62% | Loomis, Sayles & Company, L.P. |
| 2 | Loomis Sayles Strategic Income Fund · NEFZX, NECZX, NEZYX, NEZAX, NEZNX, LSSTX | 51% | 0.62% | Natixis Advisors, LLC |
| 3 | Loomis Sayles Investment Grade Fixed Income Fund · LSIGX cheaper | 47% | 0.53% | Natixis Advisors, LLC |
| 4 | Loomis Sayles Strategic Alpha Fund · LABAX, LABCX, LASYX, LSATX, LASNX | 42% | 0.68% | Natixis Advisors, LLC |
| 5 | Loomis Sayles Investment Grade Bond Fund · LIGRX, LGBCX, LSIIX, LIGAX, LGBNX, LIGTX cheaper | 39% | 0.44% | Natixis Advisors, LLC |
| 6 | Empower Core Strategies: Flexible Bond Fund · MXEDX, MXEWX cheaper diff. adviser | 30% | 0.45% | Empower Capital Management, LLC |
| 7 | Diversified Bond Portfolio cheaper diff. adviser | 28% | 0.44% | Pacific Life Fund Advisors LLC |
| 8 | Empower Multi-Sector Bond Fund · MXLMX, MXUGX cheaper diff. adviser | 24% | 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 | 13% | 0.00% | Loomis, Sayles & Company, L.P. |
| 11 | Loomis Sayles High Income Fund · NEFHX, NEHCX, NEHYX, LSHNX, NEHTX | 13% | 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 | Morningstar Multisector Bond Fund · MSTMX diff. adviser | 9% | 0.79% | Morningstar Investment Management LLC |
| 15 | U.S. Government Securities Fund · CAUSX, CAUKX diff. adviser | 9% | 0.76% | CCM Partners, LP. dba Shelton Capital Management |
| 16 | FPA New Income Fund · FPNIX, FPNRX cheaper | 8% | 0.45% | — |
| 17 | FPA Flexible Fixed Income Fund · FPFIX, FFIAX, FFIRX cheaper diff. adviser | 8% | 0.55% | First Pacific Advisors, LP |
| 18 | Janus Henderson Flexible Bond Fund · JAFIX, JDFAX, JFICX, JFLEX, JDFRX, JADFX, JANFX, JDFNX cheaper diff. adviser | 7% | 0.40% | Janus Henderson Investors US LLC |
| 19 | Global Bond Fund · GGBFX, GGBEX cheaper diff. adviser | 7% | 0.57% | GuideStone Capital Management, LLC |
| 20 | Guardian Core Plus Fixed Income VIP Fund diff. adviser | 7% | 0.82% | Park Avenue Institutional Advisers LLC |
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