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 | Western Asset Short-Term Bond Fund · SBSTX, SSTLX, SBSYX, LWARX, LWSOX, LWSTX | 42% | 0.41% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 2 | Western Asset Intermediate Bond Fund · WATIX, WABSX, WATAX, WATCX, WATRX | 15% | 0.45% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 3 | Western Asset Core Plus Bond Fund · WACPX, WACIX, WAPSX, WAPAX, WAPCX, WAPRX, LWCPX | 9% | 0.42% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 4 | Western Asset Core Bond Fund · WATFX, WAPIX, WACSX, WABAX, WABCX, WABRX, LWACX | 8% | 0.42% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 5 | Western Asset Core Plus VIT Portfolio · QLMHIX, LVITX | 8% | 0.52% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 6 | Fidelity Limited Term Bond ETF · FLTB cheaper diff. adviser | 6% | 0.25% | Fidelity Management & Research Company LLC |
| 7 | Large-Cap Plus Bond Alpha Portfolio diff. adviser | 6% | 0.44% | Pacific Life Fund Advisors LLC |
| 8 | Bond Plus Portfolio diff. adviser | 6% | 0.44% | Pacific Life Fund Advisors LLC |
| 9 | SHORT-TERM INVESTMENT-GRADE PORTFOLIO cheaper diff. adviser | 6% | 0.14% | The Vanguard Group, Inc. |
| 10 | BlackRock Low Duration Bond Portfolio diff. adviser | 6% | 0.35% | BlackRock Advisors, LLC |
| 11 | Western Asset Bond ETF diff. adviser | 6% | 0.35% | Franklin Advisers, Inc. |
| 12 | Short-Term Income Account diff. adviser | 6% | 0.41% | Principal Global Investors, LLC |
| 13 | THRIVENT SHORT-TERM BOND PORTFOLIO diff. adviser | 6% | 0.45% | Thrivent Financial for Lutherans |
| 14 | Fidelity Advisor Limited Term Bond Fund · FDIAX, FNBCX, FTBRX, EFIPX, FJRLX, FIKRX cheaper diff. adviser | 6% | 0.25% | Fidelity Management & Research Company LLC |
| 15 | Capital Group Short Duration Income ETF · CGSD cheaper diff. adviser | 6% | 0.25% | Capital Research and Management Company |
| 16 | International Equity Plus Bond Alpha Portfolio diff. adviser | 6% | 0.46% | Pacific Life Fund Advisors LLC |
| 17 | Mercer Short Duration Fixed Income Fund · MSDYX, MSDZX, MSDBX, MSDWX cheaper diff. adviser | 6% | 0.20% | Mercer Investments LLC |
| 18 | VANGUARD SHORT-TERM INVESTMENT-GRADE FUND · VFSTX, VFSUX, VFSIX cheaper diff. adviser | 5% | 0.07% | The Vanguard Group, Inc. |
| 19 | State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF · SPSB cheaper diff. adviser | 5% | 0.04% | SSGA Funds Management, Inc. |
| 20 | Fidelity Short-Term Bond Fund · FSHBX, FBNAX, FBNTX, FANCX, FBNIX, FIKTX cheaper diff. adviser | 5% | 0.25% | Fidelity Management & Research Company LLC |
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