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 Investment Grade Bond Fund · LIGRX, LGBCX, LSIIX, LIGAX, LGBNX, LIGTX cheaper | 63% | 0.44% | Natixis Advisors, LLC |
| 2 | Loomis Sayles Fixed Income Fund · LSFIX diff. adviser | 51% | 0.62% | Loomis, Sayles & Company, L.P. |
| 3 | Loomis Sayles Income Fund · LSBDX, LSBRX, LBFAX, LSBNX | 47% | 0.60% | Natixis Advisors, LLC |
| 4 | Diversified Bond Portfolio cheaper diff. adviser | 37% | 0.44% | Pacific Life Fund Advisors LLC |
| 5 | Loomis Sayles Strategic Alpha Fund · LABAX, LABCX, LASYX, LSATX, LASNX | 36% | 0.68% | Natixis Advisors, LLC |
| 6 | Loomis Sayles Strategic Income Fund · NEFZX, NECZX, NEZYX, NEZAX, NEZNX, LSSTX | 32% | 0.62% | Natixis Advisors, LLC |
| 7 | Empower Core Strategies: Flexible Bond Fund · MXEDX, MXEWX cheaper diff. adviser | 28% | 0.45% | Empower Capital Management, LLC |
| 8 | Empower Multi-Sector Bond Fund · MXLMX, MXUGX diff. adviser | 21% | 0.55% | Empower Capital Management, LLC |
| 9 | Bridge Builder Core Plus Bond Fund · BBCPX cheaper diff. adviser | 10% | 0.16% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 10 | MEDIUM-DURATION BOND FUND · GMDYX, GMDZX cheaper diff. adviser | 9% | 0.41% | GuideStone Capital Management, LLC |
| 11 | Loomis Sayles Global Allocation Fund · LSWWX, LGMAX, LGMCX, LGMNX, LGMTX diff. adviser | 9% | 0.83% | Loomis, Sayles & Company, L.P. |
| 12 | Lord Abbett Income Fund · LAUYX, LAGVX, LAUSX, LAUFX, LAUQX, LAURX, LAUKX, LAUTX, LAUVX, LOGVX cheaper diff. adviser | 9% | 0.44% | Lord, Abbett & Co. LLC |
| 13 | Loomis Sayles Global Allocation Portfolio diff. adviser | 9% | 0.79% | Brighthouse Investment Advisers, LLC |
| 14 | iShares iBonds Dec 2045 Term Treasury ETF · IBGB cheaper diff. adviser | 8% | 0.07% | BlackRock Fund Advisors |
| 15 | iShares 10-20 Year Treasury Bond ETF · TLH cheaper diff. adviser | 8% | 0.15% | BlackRock Fund Advisors |
| 16 | Guardian Core Plus Fixed Income VIP Fund diff. adviser | 7% | 0.82% | Park Avenue Institutional Advisers LLC |
| 17 | Transamerica Aegon Bond VP diff. adviser | 7% | 0.53% | Transamerica Asset Management, Inc. |
| 18 | Oakmark Bond Fund · OAYCX, OANCX, OAZCX, OAKCX cheaper diff. adviser | 7% | 0.41% | Harris Associates L.P. |
| 19 | Transamerica Bond · IDITX, IFLLX, TFXIX, TAFLX, TAADX cheaper diff. adviser | 7% | 0.44% | Transamerica Asset Management, Inc. |
| 20 | Allspring Core Plus ETF · APLU cheaper diff. adviser | 7% | 0.31% | Allspring Funds Management, LLC |
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