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 | PIMCO Mortgage and Short-Term Investments Portfolio diff. adviser | 11% | — | Pacific Investment Management Company LLC |
| 2 | Carillon Reams Core Bond Fund · CRCBX, CRCDX, SCCIX, CRCUX diff. adviser | 11% | 0.35% | Carillon Tower Advisers, Inc. |
| 3 | Total Return Portfolio diff. adviser | 9% | 0.72% | Pacific Life Fund Advisors LLC |
| 4 | Carillon Reams Core Plus Bond Fund · SCPDX, SCPEX, SCPZX, SCPWX diff. adviser | 8% | 0.06% | Carillon Tower Advisers, Inc. |
| 5 | Loomis Sayles Core Plus Bond Fund · NEFRX, NECRX, NERYX, NERNX, LCPTX | 7% | 0.39% | Loomis, Sayles & Company, L.P. |
| 6 | Western Asset Mortgage Total Return Fund · SGVAX, SGSLX, SGSYX, SGVSX, LWMSX, LMBSX diff. adviser | 7% | 0.57% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 7 | PIMCO Dynamic Bond Portfolio · PUNCBDA, PVUCBPA, PUNCBAD, PUNCBAM diff. adviser | 7% | 0.88% | Pacific Investment Management Company LLC |
| 8 | HARTFORD TOTAL RETURN BOND HLS FUND · HIABX, HBNBX diff. adviser | 7% | 0.52% | Hartford Funds Management Company, LLC |
| 9 | PIMCO All Authority: Multi-RAE PLUS Fund diff. adviser | 7% | — | Pacific Investment Management Company LLC |
| 10 | PIMCO Global Core Bond (Hedged) Portfolio · PGASADM diff. adviser | 7% | 0.89% | Pacific Investment Management Company LLC |
| 11 | UBS Multi Income Bond Fund · UTBAX, UTBPX, UTBTX diff. adviser | 7% | 0.20% | UBS Asset Management (Americas) LLC |
| 12 | PIMCO Total Return Fund V diff. adviser | 7% | 0.53% | Pacific Investment Management Company LLC |
| 13 | Putnam VT Diversified Income Fund diff. adviser | 7% | 0.81% | Franklin Advisers, Inc. |
| 14 | PIMCO RAE Worldwide Long/Short PLUS Fund · PWLBX, PWLEX, PWLIX, PWLMX diff. adviser | 7% | 1.42% | Pacific Investment Management Company LLC |
| 15 | Guardian Multi-Sector Bond VIP Fund diff. adviser | 7% | 0.94% | Park Avenue Institutional Advisers LLC |
| 16 | Loomis Sayles Investment Grade Bond Fund · LIGRX, LGBCX, LSIIX, LIGAX, LGBNX, LIGTX diff. adviser | 6% | 0.44% | Natixis Advisors, LLC |
| 17 | Eaton Vance Income Opportunities ETF · XAGG | 6% | 0.50% | — |
| 18 | Fixed Income SHares: Series C · FXICX diff. adviser | 6% | 0.27% | Pacific Investment Management Company LLC |
| 19 | BATS: Mortgage Total Return Series · BRAMX diff. adviser | 6% | 0.05% | BlackRock Advisors, LLC |
| 20 | Loomis Sayles Investment Grade Fixed Income Fund · LSIGX diff. adviser | 6% | 0.53% | Natixis Advisors, LLC |
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