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 Income Fund · LSBDX, LSBRX, LBFAX, LSBNX cheaper diff. adviser | 63% | 0.60% | Natixis Advisors, LLC |
| 2 | Loomis Sayles Investment Grade Fixed Income Fund · LSIGX cheaper diff. adviser | 51% | 0.53% | Natixis Advisors, LLC |
| 3 | Loomis Sayles Strategic Income Fund · NEFZX, NECZX, NEZYX, NEZAX, NEZNX, LSSTX diff. adviser | 49% | 0.62% | Natixis Advisors, LLC |
| 4 | Loomis Sayles Investment Grade Bond Fund · LIGRX, LGBCX, LSIIX, LIGAX, LGBNX, LIGTX cheaper diff. adviser | 48% | 0.44% | Natixis Advisors, LLC |
| 5 | Loomis Sayles Strategic Alpha Fund · LABAX, LABCX, LASYX, LSATX, LASNX diff. adviser | 45% | 0.68% | Natixis Advisors, LLC |
| 6 | Empower Core Strategies: Flexible Bond Fund · MXEDX, MXEWX cheaper diff. adviser | 41% | 0.45% | Empower Capital Management, LLC |
| 7 | Empower Multi-Sector Bond Fund · MXLMX, MXUGX cheaper diff. adviser | 36% | 0.55% | Empower Capital Management, LLC |
| 8 | Diversified Bond Portfolio cheaper diff. adviser | 29% | 0.44% | Pacific Life Fund Advisors LLC |
| 9 | Loomis Sayles High Income Opportunities Fund · LSIOX cheaper | 15% | 0.00% | Loomis, Sayles & Company, L.P. |
| 10 | Loomis Sayles Institutional High Income Fund · LSHIX | 15% | 0.73% | Loomis, Sayles & Company, L.P. |
| 11 | Loomis Sayles High Income Fund · NEFHX, NEHCX, NEHYX, LSHNX, NEHTX diff. adviser | 14% | 0.65% | Natixis Advisors, LLC |
| 12 | Loomis Sayles Global Allocation Fund · LSWWX, LGMAX, LGMCX, LGMNX, LGMTX | 13% | 0.83% | Loomis, Sayles & Company, L.P. |
| 13 | Loomis Sayles Global Allocation Portfolio diff. adviser | 13% | 0.79% | Brighthouse Investment Advisers, LLC |
| 14 | Guardian Core Plus Fixed Income VIP Fund diff. adviser | 10% | 0.82% | Park Avenue Institutional Advisers LLC |
| 15 | Global Bond Fund · GGBFX, GGBEX cheaper diff. adviser | 10% | 0.57% | GuideStone Capital Management, LLC |
| 16 | Morningstar Multisector Bond Fund · MSTMX diff. adviser | 9% | 0.79% | Morningstar Investment Management LLC |
| 17 | iShares iBonds Dec 2030 Term Treasury ETF · IBTK cheaper diff. adviser | 9% | 0.07% | BlackRock Fund Advisors |
| 18 | Total Return Portfolio diff. adviser | 8% | 0.71% | Lord, Abbett & Co. LLC |
| 19 | Short Term Government Income Trust · JAFYX, JAJPX, JAFWX diff. adviser | 8% | 0.67% | John Hancock Variable Trust Advisers LLC |
| 20 | First Trust Enhanced Stocks, Bonds & Gold ETF · ESBG | 8% | 0.95% | — |
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