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 | Calvert Income Fund · CFICX, CIFCX, CINCX, CINRX cheaper diff. adviser | 13% | 0.61% | Calvert Research and Management |
| 2 | Eaton Vance Short Duration Income ETF cheaper | 11% | 0.24% | — |
| 3 | Eaton Vance Total Return Bond ETF · EVTR cheaper | 11% | 0.32% | — |
| 4 | Eaton Vance Total Return Bond Fund · EBABX, ECBAX, EIBAX, ERABX cheaper diff. adviser | 10% | 0.43% | Boston Management and Research |
| 5 | Calvert Flexible Bond Fund · CUBAX, CUBCX, CUBIX, CUBRX cheaper diff. adviser | 10% | 0.57% | Calvert Research and Management |
| 6 | Core Bond Portfolio diff. adviser | 9% | — | Boston Management and Research |
| 7 | Calvert Short Duration Income Fund · CSDAX, CDICX, CDSIX, CDSRX cheaper diff. adviser | 9% | 0.45% | Calvert Research and Management |
| 8 | Calvert Bond Fund · CSIBX, CSBCX, CBDIX, CBORX cheaper diff. adviser | 9% | 0.46% | Calvert Research and Management |
| 9 | Western Asset Investment Grade Opportunity Trust Inc. | 8% | — | — |
| 10 | Western Asset Corporate Bond Fund · SIGAX, SBILX, SIGYX, LCBPX, LWBOX cheaper diff. adviser | 8% | 0.49% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 11 | Principal Investment Grade Corporate Active ETF · IG cheaper diff. adviser | 8% | 0.19% | Principal Global Investors, LLC |
| 12 | Calvert Core Bond Fund · CLDIX, CLDAX, CLDRX cheaper diff. adviser | 8% | 0.46% | Calvert Research and Management |
| 13 | Western Asset Investment Grade Income Fund Inc. | 8% | — | — |
| 14 | MFS Corporate Bond Portfolio cheaper diff. adviser | 8% | 0.63% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 15 | State Street(R) SPDR(R) MarketAxess Investment Grade 400 Corporate Bond ETF · LQIG cheaper diff. adviser | 8% | 0.07% | SSGA Funds Management, Inc. |
| 16 | VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND · VFICX, VFIDX cheaper diff. adviser | 7% | 0.09% | The Vanguard Group, Inc. |
| 17 | Western Asset Long Credit VIT · LLAAX, LLACX cheaper diff. adviser | 7% | 0.42% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 18 | MFS Corporate Bond Fund · MFBFX, MFBJX, MFBBX, MFBCX, MBDIX, MFBGX, MBRRX, MFBHX, MFBKX cheaper diff. adviser | 7% | 0.42% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 19 | VOYA INVESTMENT GRADE CREDIT FUND · VIGTX, VACFX, VIGCX, VIGWX cheaper diff. adviser | 7% | 0.00% | Voya Investments, LLC |
| 20 | JPMorgan Corporate Bond Fund · CBRAX, CBRCX, CBFSX, CBFVX cheaper diff. adviser | 7% | 0.40% | J.P. Morgan Investment Management, Inc. |
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