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 | TCW MetWest Intermediate Bond Fund · MWIIX, MWIMX | 9% | 0.49% | METROPOLITAN WEST ASSET MANAGEMENT, LLC |
| 2 | iMGP Alternative Strategies Fund · MASFX, MASNX | 9% | 1.37% | IM Global Partner Fund Management, LLC |
| 3 | BlackRock Sustainable Total Return Fund | 7% | 0.40% | — |
| 4 | MassMutual Premier Balanced Fund · MMBDX, MMBLX, MBLDX, MBAYX, MBBRX, MBBIX, MMBRX, MMNVX | 6% | 0.82% | — |
| 5 | Western Asset Total Return ETF · WBND | 4% | 0.65% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 6 | Lord Abbett Emerging Markets Corporate Debt Fund · LCDAX, LEDCX, LCDFX, LCDIX, LCDRX, LCDSX, LCDTX, LCDVX, LCDOX | 4% | 0.76% | Lord, Abbett & Co. LLC |
| 7 | Lord Abbett Emerging Markets Bond Fund · LDMYX, LDMAX, LDMCX, LDMFX, LDMRX, LDMSX, LDMTX, LDMVX, LODMX | 4% | 0.80% | Lord, Abbett & Co. LLC |
| 8 | BlackRock Impact Mortgage Fund | 4% | 1.15% | — |
| 9 | Lazard US Sustainable Equity Portfolio · SUSLX, SUSRX, SUSTX | 4% | 0.70% | Lazard Asset Management LLC |
| 10 | Transamerica Sustainable Growth Equity · TSGJX, TSGMX, TSGKX, TSGDX | 4% | 0.55% | Transamerica Asset Management, Inc. |
| 11 | Natixis Target Retirement 2045 Fund · NSFJX | 4% | 0.48% | Natixis Advisors, LLC |
| 12 | Natixis Target Retirement 2060 Fund · NSFMX | 4% | 0.49% | Natixis Advisors, LLC |
| 13 | Natixis Target Retirement 2050 Fund · NSFKX | 4% | 0.49% | Natixis Advisors, LLC |
| 14 | Natixis Target Retirement 2055 Fund · NSFLX | 4% | 0.49% | Natixis Advisors, LLC |
| 15 | Natixis Target Retirement 2065 Fund · NSFOX | 3% | 0.49% | Natixis Advisors, LLC |
| 16 | Natixis Target Retirement 2040 Fund · NSFHX | 3% | 0.48% | Natixis Advisors, LLC |
| 17 | Natixis Target Retirement 2030 Fund · NSFFX | 3% | 0.47% | Natixis Advisors, LLC |
| 18 | Natixis Target Retirement 2025 Fund · NSFEX | 3% | 0.45% | Natixis Advisors, LLC |
| 19 | Natixis Target Retirement 2015 Fund · NSFBX | 3% | 0.44% | Natixis Advisors, LLC |
| 20 | Natixis Target Retirement 2020 Fund · NSFDX | 3% | 0.45% | Natixis Advisors, LLC |
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