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 | Loomis Sayles Fixed Income Fund · LSFIX diff. adviser | 41% | 0.62% | Loomis, Sayles & Company, L.P. |
| 2 | Empower U.S. Government Securities Fund · MXGMX, MXDQX cheaper | 40% | 0.24% | Empower Capital Management, LLC |
| 3 | Empower Multi-Sector Bond Fund · MXLMX, MXUGX | 39% | 0.55% | Empower Capital Management, LLC |
| 4 | Loomis Sayles Income Fund · LSBDX, LSBRX, LBFAX, LSBNX diff. adviser | 30% | 0.60% | Natixis Advisors, LLC |
| 5 | Loomis Sayles Investment Grade Bond Fund · LIGRX, LGBCX, LSIIX, LIGAX, LGBNX, LIGTX cheaper diff. adviser | 29% | 0.44% | Natixis Advisors, LLC |
| 6 | Loomis Sayles Investment Grade Fixed Income Fund · LSIGX diff. adviser | 28% | 0.53% | Natixis Advisors, LLC |
| 7 | Loomis Sayles Strategic Income Fund · NEFZX, NECZX, NEZYX, NEZAX, NEZNX, LSSTX diff. adviser | 24% | 0.62% | Natixis Advisors, LLC |
| 8 | Loomis Sayles Strategic Alpha Fund · LABAX, LABCX, LASYX, LSATX, LASNX diff. adviser | 23% | 0.68% | Natixis Advisors, LLC |
| 9 | Diversified Bond Portfolio cheaper diff. adviser | 22% | 0.44% | Pacific Life Fund Advisors LLC |
| 10 | Global Bond Fund · GGBFX, GGBEX diff. adviser | 10% | 0.57% | GuideStone Capital Management, LLC |
| 11 | iShares iBonds Dec 2030 Term Treasury ETF · IBTK cheaper diff. adviser | 10% | 0.07% | BlackRock Fund Advisors |
| 12 | Bridge Builder Core Plus Bond Fund · BBCPX cheaper diff. adviser | 10% | 0.16% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 13 | Loomis Sayles Global Allocation Fund · LSWWX, LGMAX, LGMCX, LGMNX, LGMTX diff. adviser | 9% | 0.83% | Loomis, Sayles & Company, L.P. |
| 14 | Limited Term U.S. Government Fund · NSIUX cheaper diff. adviser | 9% | 0.44% | NORTHERN TRUST INVESTMENTS, INC. |
| 15 | U.S. Government Fund · NOUGX diff. adviser | 9% | 0.45% | NORTHERN TRUST INVESTMENTS, INC. |
| 16 | Loomis Sayles Global Allocation Portfolio diff. adviser | 9% | 0.79% | Brighthouse Investment Advisers, LLC |
| 17 | First Trust Smith Opportunistic Fixed Income ETF · FIXD diff. adviser | 9% | 0.65% | First Trust Advisors L.P. |
| 18 | NORTH SQUARE MCKEE BOND FUND · NMKYX, NMKBX cheaper diff. adviser | 9% | 0.28% | North Square Investments, LLC |
| 19 | Fidelity Investment Grade Bond ETF · FIGB cheaper diff. adviser | 8% | 0.36% | Fidelity Management & Research Company LLC |
| 20 | Guardian Core Plus Fixed Income VIP Fund diff. adviser | 8% | 0.82% | Park Avenue Institutional Advisers LLC |
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