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 | Virtus Newfleet Multi-Sector Intermediate Bond Fund · NAMFX, NCMFX, VMFIX, VMFRX | 40% | 0.60% | — |
| 2 | Empower Core Strategies: Flexible Bond Fund · MXEDX, MXEWX cheaper | 39% | 0.45% | Empower Capital Management, LLC |
| 3 | Loomis Sayles Fixed Income Fund · LSFIX diff. adviser | 36% | 0.62% | Loomis, Sayles & Company, L.P. |
| 4 | Virtus Newfleet Multi-Sector Bond ETF · NFLT cheaper diff. adviser | 35% | 0.50% | Virtus Investment Advisers, LLC |
| 5 | Loomis Sayles Investment Grade Bond Fund · LIGRX, LGBCX, LSIIX, LIGAX, LGBNX, LIGTX cheaper diff. adviser | 27% | 0.44% | Natixis Advisors, LLC |
| 6 | Virtus Newfleet Core Plus Bond Fund · SAVAX, SAVCX, SAVYX, VBFRX cheaper | 26% | 0.35% | — |
| 7 | Virtus Global Multi-Sector Income Fund | 25% | — | — |
| 8 | Dunham Corporate/Government Bond Fund · DACGX, DCCGX, DNCGX diff. adviser | 25% | 1.02% | Dunham & Associates Investment Counsel, Inc. |
| 9 | Loomis Sayles Income Fund · LSBDX, LSBRX, LBFAX, LSBNX diff. adviser | 24% | 0.60% | Natixis Advisors, LLC |
| 10 | Loomis Sayles Investment Grade Fixed Income Fund · LSIGX cheaper diff. adviser | 21% | 0.53% | Natixis Advisors, LLC |
| 11 | Loomis Sayles Strategic Alpha Fund · LABAX, LABCX, LASYX, LSATX, LASNX diff. adviser | 20% | 0.68% | Natixis Advisors, LLC |
| 12 | Loomis Sayles Strategic Income Fund · NEFZX, NECZX, NEZYX, NEZAX, NEZNX, LSSTX diff. adviser | 20% | 0.62% | Natixis Advisors, LLC |
| 13 | Virtus Newfleet Multi-Sector Intermediate Bond Series diff. adviser | 20% | 0.69% | Virtus Investment Advisers, LLC |
| 14 | Virtus Total Return Fund Inc. | 19% | — | — |
| 15 | Diversified Bond Portfolio cheaper diff. adviser | 18% | 0.44% | Pacific Life Fund Advisors LLC |
| 16 | Virtus Newfleet Multi-Sector Short Term Bond Fund · NARAX, PSTCX, PMSTX, PIMSX, VMSSX cheaper | 18% | 0.52% | — |
| 17 | Global Bond Fund · GGBFX, GGBEX diff. adviser | 13% | 0.57% | GuideStone Capital Management, LLC |
| 18 | Virtus Newfleet Low Duration Core Plus Bond Fund · HIMZX, PCMZX, HIBIX, VLDRX cheaper | 12% | 0.43% | — |
| 19 | Bridge Builder Core Plus Bond Fund · BBCPX cheaper diff. adviser | 10% | 0.16% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 20 | Virtus Tactical Allocation Fund · NAINX, POICX, VTAIX, VTARX | 10% | 0.60% | — |
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