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 | MFS Limited Maturity Fund · MQLIX, MQLFX, MQLJX, MQLBX, MQLCX, MQLGX, MLMRX, MQLHX, MQLKX cheaper | 60% | 0.35% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 2 | MFS Limited Maturity Portfolio cheaper | 57% | 0.48% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 3 | MFS INTERMEDIATE INCOME TRUST | 19% | — | — |
| 4 | Fidelity Limited Term Government Fund · FFXSX cheaper diff. adviser | 8% | 0.30% | Fidelity Management & Research Company LLC |
| 5 | LoCorr Long/Short Commodities Strategy Fund · LCSAX, LCSCX, LCSIX diff. adviser | 8% | 2.12% | LoCorr Fund Management LLC |
| 6 | iShares iBonds Dec 2026 Term Treasury ETF · IBTG cheaper diff. adviser | 8% | 0.07% | BlackRock Fund Advisors |
| 7 | Short-Term Income Fund · SRHQX, STCCX, PSHIX, PSJIX, PSIOX, PSIQX cheaper diff. adviser | 8% | 0.39% | Principal Global Investors, LLC |
| 8 | MFS Income Fund · MFIOX, MIOBX, MIOCX, MFIIX, MFIWX cheaper | 8% | 0.40% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 9 | LoCorr Market Trend Fund · LOTAX, LOTCX, LOTIX diff. adviser | 8% | 1.77% | LoCorr Fund Management LLC |
| 10 | Franklin Low Duration Total Return Fund · FLDAX, FLDZX, FLDCX, FLRRX, FLPRX cheaper diff. adviser | 7% | 0.31% | Franklin Advisers, Inc. |
| 11 | LoCorr Macro Strategies Fund · LFMAX, LFMCX, LFMIX diff. adviser | 7% | 1.88% | LoCorr Fund Management LLC |
| 12 | Fidelity Education Fund diff. adviser | 7% | — | Fidelity Management & Research Company LLC |
| 13 | MFS Corporate Bond Portfolio cheaper | 7% | 0.63% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 14 | MFS Corporate Bond Fund · MFBFX, MFBJX, MFBBX, MFBCX, MBDIX, MFBGX, MBRRX, MFBHX, MFBKX cheaper | 7% | 0.42% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 15 | Baird Intermediate Bond Fund · BIMIX, BIMSX cheaper diff. adviser | 7% | 0.30% | Robert W. Baird & Co. Incorporated |
| 16 | BondBloxx Bloomberg One Year Target Duration US Treasury ETF · XONE cheaper diff. adviser | 7% | 0.03% | BondBloxx Investment Management Corporation |
| 17 | MFS Total Return Bond Fund · MRBFX, MRBJX, MRBBX, MRBCX, MRBIX, MRBGX, MRRRX, MRBHX, MRBKX cheaper | 7% | 0.36% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 18 | MFS Core Bond Fund · MCBKX, MCBMX, MCBJX, MCBEX, MCBGX, MCBFX, MCBCX, MCBHX cheaper | 7% | 0.33% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 19 | Baird Ultra Short Bond Fund · BUBIX, BUBSX cheaper diff. adviser | 6% | 0.15% | Robert W. Baird & Co. Incorporated |
| 20 | MFS Government Securities Portfolio cheaper | 6% | 0.56% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
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