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 Fixed Income Fund · LSIGX | 63% | 0.53% | Natixis Advisors, LLC |
| 2 | Loomis Sayles Fixed Income Fund · LSFIX diff. adviser | 48% | 0.62% | Loomis, Sayles & Company, L.P. |
| 3 | Loomis Sayles Income Fund · LSBDX, LSBRX, LBFAX, LSBNX | 39% | 0.60% | Natixis Advisors, LLC |
| 4 | Loomis Sayles Strategic Alpha Fund · LABAX, LABCX, LASYX, LSATX, LASNX | 35% | 0.68% | Natixis Advisors, LLC |
| 5 | Diversified Bond Portfolio diff. adviser | 35% | 0.44% | Pacific Life Fund Advisors LLC |
| 6 | Empower Core Strategies: Flexible Bond Fund · MXEDX, MXEWX diff. adviser | 29% | 0.45% | Empower Capital Management, LLC |
| 7 | Empower Multi-Sector Bond Fund · MXLMX, MXUGX diff. adviser | 27% | 0.55% | Empower Capital Management, LLC |
| 8 | Loomis Sayles Strategic Income Fund · NEFZX, NECZX, NEZYX, NEZAX, NEZNX, LSSTX | 24% | 0.62% | Natixis Advisors, LLC |
| 9 | Bridge Builder Core Plus Bond Fund · BBCPX cheaper diff. adviser | 12% | 0.16% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 10 | MEDIUM-DURATION BOND FUND · GMDYX, GMDZX cheaper diff. adviser | 11% | 0.41% | GuideStone Capital Management, LLC |
| 11 | BondBloxx BBB Rated 5-10 Year Corporate Bond ETF cheaper diff. adviser | 10% | 0.19% | BondBloxx Investment Management Corporation |
| 12 | Loomis Sayles Global Allocation Fund · LSWWX, LGMAX, LGMCX, LGMNX, LGMTX diff. adviser | 10% | 0.83% | Loomis, Sayles & Company, L.P. |
| 13 | Loomis Sayles Global Allocation Portfolio diff. adviser | 9% | 0.79% | Brighthouse Investment Advisers, LLC |
| 14 | Lord Abbett Income Fund · LAUYX, LAGVX, LAUSX, LAUFX, LAUQX, LAURX, LAUKX, LAUTX, LAUVX, LOGVX diff. adviser | 9% | 0.44% | Lord, Abbett & Co. LLC |
| 15 | Schwab 5-10 Year Corporate Bond ETF · SCHI cheaper diff. adviser | 9% | 0.03% | Charles Schwab Investment Management, Inc. |
| 16 | VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND · VICSX, VICBX, VCIT cheaper diff. adviser | 9% | 0.03% | The Vanguard Group, Inc. |
| 17 | Transamerica Bond · IDITX, IFLLX, TFXIX, TAFLX, TAADX diff. adviser | 8% | 0.44% | Transamerica Asset Management, Inc. |
| 18 | Guardian Core Plus Fixed Income VIP Fund diff. adviser | 8% | 0.82% | Park Avenue Institutional Advisers LLC |
| 19 | Loomis Sayles High Income Opportunities Fund · LSIOX cheaper diff. adviser | 8% | 0.00% | Loomis, Sayles & Company, L.P. |
| 20 | VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND · VFICX, VFIDX cheaper diff. adviser | 8% | 0.09% | The Vanguard Group, Inc. |
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