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 Total Return Bond Series | 67% | 0.53% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 2 | SA JPMorgan MFS Core Bond Portfolio diff. adviser | 43% | 0.54% | SunAmerica Asset Management, LLC |
| 3 | MFS Income Portfolio | 27% | 0.67% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 4 | MFS Income Fund · MFIOX, MIOBX, MIOCX, MFIIX, MFIWX | 26% | 0.40% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 5 | MFS Core Bond Fund · MCBKX, MCBMX, MCBJX, MCBEX, MCBGX, MCBFX, MCBCX, MCBHX cheaper | 25% | 0.33% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 6 | MFS Total Return Fund · MSFRX, MSFJX, MTRBX, MTRCX, MTRIX, MSFFX, MTRRX, MSFHX, MSFKX | 19% | 0.40% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 7 | MFS Total Return Series | 18% | 0.61% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 8 | SA MFS Total Return Portfolio diff. adviser | 18% | 0.71% | SunAmerica Asset Management, LLC |
| 9 | MFS Active Core Plus Bond ETF · MFSB cheaper | 17% | 0.34% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 10 | MFS Total Return Portfolio diff. adviser | 17% | 0.62% | Brighthouse Investment Advisers, LLC |
| 11 | Fidelity Long-Term Treasury Bond Index Fund · FNBGX cheaper diff. adviser | 12% | 0.03% | Fidelity Management & Research Company LLC |
| 12 | VANGUARD LONG-TERM TREASURY INDEX FUND · VLGSX, VLGIX, VGLT cheaper diff. adviser | 12% | 0.03% | The Vanguard Group, Inc. |
| 13 | Schwab Long-Term U.S. Treasury ETF · SCHQ cheaper diff. adviser | 12% | 0.03% | Charles Schwab Investment Management, Inc. |
| 14 | State Street(R) SPDR(R) Portfolio Long Term Treasury ETF · SPTL cheaper diff. adviser | 12% | 0.03% | SSGA Funds Management, Inc. |
| 15 | iShares U.S. Long Government Bond Index Fund cheaper diff. adviser | 12% | 0.10% | BlackRock Fund Advisors |
| 16 | Guardian Total Return Bond VIP Fund diff. adviser | 11% | 0.82% | Park Avenue Institutional Advisers LLC |
| 17 | Global X Long-Term Treasury Ladder ETF · LLDR cheaper diff. adviser | 10% | 0.12% | Global X Management Company LLC |
| 18 | iShares Core 10+ Year USD Bond ETF · ILTB cheaper diff. adviser | 10% | 0.06% | BlackRock Fund Advisors |
| 19 | BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF · XTEN cheaper diff. adviser | 10% | 0.08% | BondBloxx Investment Management Corporation |
| 20 | VANGUARD LONG-TERM BOND INDEX FUND · VBLLX, BLV, VBLIX, VBLAX cheaper diff. adviser | 10% | 0.02% | The Vanguard Group, Inc. |
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