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 Mortgage Access Fund · CMMRX, CMMAX, CMMCX, CMMIX diff. adviser | 23% | 1.51% | Calvert Research and Management |
| 2 | Eaton Vance Total Return Bond ETF · EVTR cheaper | 14% | 0.32% | — |
| 3 | BlackRock Total Return Fund cheaper | 12% | 0.37% | — |
| 4 | PIMCO International Bond Portfolio (Unhedged) · VPVFBDV, VPFBHEV, PVFUHBI diff. adviser | 12% | 0.83% | Pacific Investment Management Company LLC |
| 5 | Simplify MBS ETF · MTBA cheaper diff. adviser | 12% | 0.15% | Simplify Asset Management Inc. |
| 6 | Government Opportunities Fund · ERGOX, EVGOX, ECGOX, EIGOX diff. adviser | 12% | 2.51% | Boston Management and Research |
| 7 | Core Bond Portfolio diff. adviser | 12% | — | Boston Management and Research |
| 8 | Calvert Core Bond Fund · CLDIX, CLDAX, CLDRX cheaper diff. adviser | 12% | 0.46% | Calvert Research and Management |
| 9 | Eaton Vance Ltd Duration Income Fund | 11% | — | — |
| 10 | Opportunistic Fixed Income Trust · JAEKX, JAEJX, JAEHX diff. adviser | 11% | 0.89% | John Hancock Variable Trust Advisers LLC |
| 11 | Goldman Sachs Short Duration Government Fund · GSTGX, GSDSX, GSSDX, GSDCX, GTDTX, GSTUX, GMDPX cheaper diff. adviser | 10% | 0.48% | Goldman Sachs Asset Management, L.P. |
| 12 | Calvert Bond Fund · CSIBX, CSBCX, CBDIX, CBORX cheaper diff. adviser | 10% | 0.46% | Calvert Research and Management |
| 13 | BATS: Mortgage Total Return Series · BRAMX cheaper diff. adviser | 10% | 0.05% | BlackRock Advisors, LLC |
| 14 | Eaton Vance Mortgage Opportunities ETF · EVMO cheaper | 10% | 0.45% | — |
| 15 | iShares Mortgage-Backed Securities Active ETF cheaper | 9% | 0.25% | — |
| 16 | Eaton Vance Income Opportunities ETF · XAGG | 9% | 0.50% | — |
| 17 | UBS Multi Income Bond Fund · UTBAX, UTBPX, UTBTX cheaper diff. adviser | 9% | 0.20% | UBS Asset Management (Americas) LLC |
| 18 | BlackRock Total Return V.I. Fund cheaper diff. adviser | 9% | 0.47% | BlackRock Advisors, LLC |
| 19 | Western Asset Mortgage Total Return Fund · SGVAX, SGSLX, SGSYX, SGVSX, LWMSX, LMBSX diff. adviser | 9% | 0.57% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 20 | Eaton Vance Total Return Bond Fund · EBABX, ECBAX, EIBAX, ERABX cheaper diff. adviser | 9% | 0.43% | Boston Management and Research |
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