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 Portfolio | 77% | 0.48% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 2 | MFS Commodity Strategy Fund · MCSAX, MCSFX, MCSHX, MCSIX, MCSNX, MCSOX, MCSQX, MCSTX, MCSRX | 60% | 0.81% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 3 | MFS INTERMEDIATE INCOME TRUST | 15% | — | — |
| 4 | MFS Income Fund · MFIOX, MIOBX, MIOCX, MFIIX, MFIWX | 10% | 0.40% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 5 | LoCorr Macro Strategies Fund · LFMAX, LFMCX, LFMIX diff. adviser | 10% | 1.88% | LoCorr Fund Management LLC |
| 6 | LoCorr Market Trend Fund · LOTAX, LOTCX, LOTIX diff. adviser | 10% | 1.77% | LoCorr Fund Management LLC |
| 7 | MFS Corporate Bond Portfolio | 9% | 0.63% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 8 | MFS Corporate Bond Fund · MFBFX, MFBJX, MFBBX, MFBCX, MBDIX, MFBGX, MBRRX, MFBHX, MFBKX | 8% | 0.42% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 9 | LoCorr Long/Short Commodities Strategy Fund · LCSAX, LCSCX, LCSIX diff. adviser | 8% | 2.12% | LoCorr Fund Management LLC |
| 10 | PGIM Short-Term Corporate Bond Fund · PBSMX, PIFCX, PIFZX, JDTRX, PSTQX, PIFEX, PIFGX diff. adviser | 8% | 0.38% | PGIM INVESTMENTS LLC |
| 11 | Fidelity Education Fund diff. adviser | 8% | — | Fidelity Management & Research Company LLC |
| 12 | MFS Total Return Bond Fund · MRBFX, MRBJX, MRBBX, MRBCX, MRBIX, MRBGX, MRRRX, MRBHX, MRBKX | 8% | 0.36% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 13 | MFS Core Bond Fund · MCBKX, MCBMX, MCBJX, MCBEX, MCBGX, MCBFX, MCBCX, MCBHX cheaper | 7% | 0.33% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 14 | Baird Intermediate Bond Fund · BIMIX, BIMSX cheaper diff. adviser | 7% | 0.30% | Robert W. Baird & Co. Incorporated |
| 15 | SHORT-TERM INVESTMENT-GRADE PORTFOLIO cheaper diff. adviser | 7% | 0.14% | The Vanguard Group, Inc. |
| 16 | Franklin Low Duration Total Return Fund · FLDAX, FLDZX, FLDCX, FLRRX, FLPRX cheaper diff. adviser | 7% | 0.31% | Franklin Advisers, Inc. |
| 17 | Fidelity Limited Term Government Fund · FFXSX cheaper diff. adviser | 7% | 0.30% | Fidelity Management & Research Company LLC |
| 18 | MFS Government Securities Portfolio | 6% | 0.56% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 19 | Fidelity Limited Term Bond ETF · FLTB cheaper diff. adviser | 6% | 0.25% | Fidelity Management & Research Company LLC |
| 20 | Brighthouse/Franklin Low Duration Total Return Portfolio diff. adviser | 6% | 0.48% | Brighthouse Investment Advisers, LLC |
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