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 STRATEGIC INCOME FUND · MWSIX, MWSTX | 16% | 0.80% | METROPOLITAN WEST ASSET MANAGEMENT, LLC |
| 2 | TCW METWEST TOTAL RETURN BOND FUND · MWTIX, MWTRX, MWTNX, MWTSX, MWTTX cheaper | 15% | 0.37% | METROPOLITAN WEST ASSET MANAGEMENT, LLC |
| 3 | TCW METWEST UNCONSTRAINED BOND FUND · MWCRX, MWCIX, MWCPX | 15% | 0.69% | METROPOLITAN WEST ASSET MANAGEMENT, LLC |
| 4 | TCW STRATEGIC INCOME FUND INC | 14% | — | — |
| 5 | TCW METWEST LOW DURATION BOND FUND · MWLIX, MWLDX, MWLNX cheaper | 13% | 0.43% | METROPOLITAN WEST ASSET MANAGEMENT, LLC |
| 6 | TCW METWEST ULTRA SHORT BOND FUND · MWUIX, MWUSX cheaper | 13% | 0.34% | METROPOLITAN WEST ASSET MANAGEMENT, LLC |
| 7 | CTIVP - TCW Core Plus Bond Fund diff. adviser | 11% | 0.49% | Columbia Management Investment Advisers, LLC |
| 8 | TCW Core Fixed Income Portfolio cheaper diff. adviser | 11% | 0.47% | Brighthouse Investment Advisers, LLC |
| 9 | TCW METWEST Investment Grade Credit Fund · MWIGX, MWISX | 10% | 0.49% | METROPOLITAN WEST ASSET MANAGEMENT, LLC |
| 10 | TCW Flexible Income ETF cheaper diff. adviser | 10% | 0.40% | TCW Investment Management Company LLC |
| 11 | SFT Core Bond Fund diff. adviser | 9% | 0.53% | Securian Asset Management, Inc. |
| 12 | DWS GNMA Fund · SGINX, GGGGX, GCGGX, GIGGX, GRRGX diff. adviser | 9% | 0.53% | DWS Investment Management Americas, Inc. |
| 13 | Putnam VT Mortgage Securities Fund diff. adviser | 8% | 0.50% | Franklin Advisers, Inc. |
| 14 | Western Asset Mortgage Total Return Fund · SGVAX, SGSLX, SGSYX, SGVSX, LWMSX, LMBSX diff. adviser | 8% | 0.57% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 15 | TCW Core Plus Bond ETF cheaper diff. adviser | 8% | 0.40% | TCW Investment Management Company LLC |
| 16 | Bridge Builder Core Plus Bond Fund · BBCPX cheaper diff. adviser | 8% | 0.16% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 17 | Putnam Morgtage Securities Fund · PGSIX, PGSBX, PGVCX, PGVRX, PUSYX diff. adviser | 7% | 0.51% | Franklin Advisers, Inc. |
| 18 | New Covenant Income Fund · NCICX diff. adviser | 7% | 0.96% | SEI INVESTMENTS MANAGEMENT Corporation |
| 19 | TCW Securitized Bond Fund · TGLMX, TGMNX, TGLSX cheaper diff. adviser | 7% | 0.44% | TCW Investment Management Company LLC |
| 20 | Invesco V.I. Core Plus Bond Fund diff. adviser | 7% | 0.62% | Invesco Advisers, Inc. |
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