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 Ultra-Short Income Fund · ARMZX, LWAIX, SBAYX, ARMGX, ARMLX cheaper | 42% | 0.35% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 2 | Western Asset Intermediate Bond Fund · WATIX, WABSX, WATAX, WATCX, WATRX | 10% | 0.45% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 3 | Western Asset Core Plus Bond Fund · WACPX, WACIX, WAPSX, WAPAX, WAPCX, WAPRX, LWCPX | 8% | 0.42% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 4 | Mercer Short Duration Fixed Income Fund · MSDYX, MSDZX, MSDBX, MSDWX cheaper diff. adviser | 8% | 0.20% | Mercer Investments LLC |
| 5 | Western Asset Core Bond Fund · WATFX, WAPIX, WACSX, WABAX, WABCX, WABRX, LWACX | 7% | 0.42% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 6 | Western Asset Core Plus VIT Portfolio · QLMHIX, LVITX | 7% | 0.52% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 7 | iShares iBonds Dec 2030 Term Treasury ETF · IBTK cheaper diff. adviser | 7% | 0.07% | BlackRock Fund Advisors |
| 8 | Western Asset Bond ETF cheaper diff. adviser | 7% | 0.35% | Franklin Advisers, Inc. |
| 9 | SHORT-TERM INVESTMENT-GRADE PORTFOLIO cheaper diff. adviser | 6% | 0.14% | The Vanguard Group, Inc. |
| 10 | Aristotle Short Duration Income Fund · PLADX, PLCSX, PLSDX, PLDSX, PLDHX cheaper diff. adviser | 6% | 0.39% | Aristotle Investment Services, LLC |
| 11 | AB Short Duration Income ETF cheaper diff. adviser | 6% | 0.30% | AllianceBernstein L.P. |
| 12 | Fidelity Short-Term Bond Index Fund · FNSOX cheaper diff. adviser | 6% | 0.03% | Fidelity Management & Research Company LLC |
| 13 | Fidelity SAI Short-Term Treasury Bond Index Fund · FSSWX cheaper diff. adviser | 6% | 0.03% | Fidelity Management & Research Company LLC |
| 14 | Limited Term U.S. Government Fund · NSIUX diff. adviser | 6% | 0.44% | NORTHERN TRUST INVESTMENTS, INC. |
| 15 | Fidelity Short-Term Treasury Bond Index Fund · FUMBX cheaper diff. adviser | 6% | 0.03% | Fidelity Management & Research Company LLC |
| 16 | Nuveen Short Term Bond Fund · TCTRX, TISRX, TISIX, TSTPX, TCTHX, TCTWX cheaper diff. adviser | 6% | 0.00% | Teachers Advisors, LLC |
| 17 | VANGUARD SHORT-TERM INVESTMENT-GRADE FUND · VFSTX, VFSUX, VFSIX cheaper diff. adviser | 5% | 0.07% | The Vanguard Group, Inc. |
| 18 | iShares Core 1-5 Year USD Bond ETF · ISTB cheaper diff. adviser | 5% | 0.06% | BlackRock Fund Advisors |
| 19 | Western Asset SMASh Series Core Plus Completion Fund · LMECX cheaper | 5% | 0.00% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 20 | State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF · SPSB cheaper diff. adviser | 5% | 0.04% | SSGA Funds Management, Inc. |
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