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 Income Fund · MFIOX, MIOBX, MIOCX, MFIIX, MFIWX | 38% | 0.40% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 2 | Guardian Total Return Bond VIP Fund diff. adviser | 27% | 0.82% | Park Avenue Institutional Advisers LLC |
| 3 | MFS Income Portfolio | 26% | 0.67% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 4 | MFS Total Return Bond Fund · MRBFX, MRBJX, MRBBX, MRBCX, MRBIX, MRBGX, MRRRX, MRBHX, MRBKX | 17% | 0.36% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 5 | MFS Total Return Bond Series | 15% | 0.53% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 6 | MFS Core Bond Fund · MCBKX, MCBMX, MCBJX, MCBEX, MCBGX, MCBFX, MCBCX, MCBHX cheaper | 15% | 0.33% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 7 | ALPS | Smith Core Plus Bond ETF · SMTH diff. adviser | 11% | 0.59% | ALPS Advisors, Inc. |
| 8 | SA JPMorgan MFS Core Bond Portfolio diff. adviser | 11% | 0.54% | SunAmerica Asset Management, LLC |
| 9 | State Street(R) SPDR(R) Portfolio Long Term Treasury ETF · SPTL cheaper diff. adviser | 11% | 0.03% | SSGA Funds Management, Inc. |
| 10 | ALPS | Smith Total Return Bond Fund · SMAMX, SMCHX, SMTHX, SMTRX diff. adviser | 11% | 0.59% | ALPS Advisors, Inc. |
| 11 | Schwab Long-Term U.S. Treasury ETF · SCHQ cheaper diff. adviser | 11% | 0.03% | Charles Schwab Investment Management, Inc. |
| 12 | VANGUARD LONG-TERM TREASURY INDEX FUND · VLGSX, VLGIX, VGLT cheaper diff. adviser | 11% | 0.03% | The Vanguard Group, Inc. |
| 13 | First Trust Smith Opportunistic Fixed Income ETF · FIXD diff. adviser | 11% | 0.65% | First Trust Advisors L.P. |
| 14 | MFS Corporate Bond Fund · MFBFX, MFBJX, MFBBX, MFBCX, MBDIX, MFBGX, MBRRX, MFBHX, MFBKX | 10% | 0.42% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 15 | MFS Corporate Bond Portfolio | 10% | 0.63% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 16 | Fidelity Long-Term Treasury Bond Index Fund · FNBGX cheaper diff. adviser | 9% | 0.03% | Fidelity Management & Research Company LLC |
| 17 | iShares U.S. Long Government Bond Index Fund cheaper diff. adviser | 9% | 0.10% | BlackRock Fund Advisors |
| 18 | T. Rowe Price QM U.S. Bond ETF · TAGG cheaper diff. adviser | 9% | 0.08% | T. Rowe Price Associates, Inc. |
| 19 | NYLI MacKay Total Return Bond Fund · MTMNX, MTMAX, MTMCX, MTMIX, MTRDX, MTMSX diff. adviser | 8% | 0.35% | New York Life Investment Management LLC |
| 20 | Allspring Core Plus ETF · APLU cheaper diff. adviser | 8% | 0.31% | Allspring Funds Management, LLC |
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