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 Income Fund · LSBDX, LSBRX, LBFAX, LSBNX cheaper | 51% | 0.60% | Natixis Advisors, LLC |
| 2 | Loomis Sayles Fixed Income Fund · LSFIX diff. adviser | 49% | 0.62% | Loomis, Sayles & Company, L.P. |
| 3 | Loomis Sayles Strategic Alpha Fund · LABAX, LABCX, LASYX, LSATX, LASNX | 35% | 0.68% | Natixis Advisors, LLC |
| 4 | Loomis Sayles Investment Grade Fixed Income Fund · LSIGX cheaper | 32% | 0.53% | Natixis Advisors, LLC |
| 5 | Loomis Sayles Institutional High Income Fund · LSHIX diff. adviser | 26% | 0.73% | Loomis, Sayles & Company, L.P. |
| 6 | Loomis Sayles Investment Grade Bond Fund · LIGRX, LGBCX, LSIIX, LIGAX, LGBNX, LIGTX cheaper | 24% | 0.44% | Natixis Advisors, LLC |
| 7 | Empower Core Strategies: Flexible Bond Fund · MXEDX, MXEWX cheaper diff. adviser | 24% | 0.45% | Empower Capital Management, LLC |
| 8 | Loomis Sayles High Income Opportunities Fund · LSIOX cheaper diff. adviser | 23% | 0.00% | Loomis, Sayles & Company, L.P. |
| 9 | Loomis Sayles High Income Fund · NEFHX, NEHCX, NEHYX, LSHNX, NEHTX | 21% | 0.65% | Natixis Advisors, LLC |
| 10 | Empower Multi-Sector Bond Fund · MXLMX, MXUGX cheaper diff. adviser | 20% | 0.55% | Empower Capital Management, LLC |
| 11 | Diversified Bond Portfolio cheaper diff. adviser | 17% | 0.44% | Pacific Life Fund Advisors LLC |
| 12 | Morningstar Multisector Bond Fund · MSTMX diff. adviser | 13% | 0.79% | Morningstar Investment Management LLC |
| 13 | Loomis Sayles Global Allocation Fund · LSWWX, LGMAX, LGMCX, LGMNX, LGMTX diff. adviser | 12% | 0.83% | Loomis, Sayles & Company, L.P. |
| 14 | Loomis Sayles Global Allocation Portfolio diff. adviser | 12% | 0.79% | Brighthouse Investment Advisers, LLC |
| 15 | Pacer Trendpilot US Bond ETF · PTBD cheaper diff. adviser | 8% | 0.60% | Pacer Advisors, Inc. |
| 16 | Federated Hermes Short-Intermediate Total Return Bond Fund · FGCSX, FGCIX, FGCAX, SRBRX cheaper | 7% | 0.37% | — |
| 17 | BlackRock High Yield Portfolio diff. adviser | 7% | 0.63% | Brighthouse Investment Advisers, LLC |
| 18 | Xtrackers USD High Yield Corporate Bond ETF · HYLB cheaper diff. adviser | 7% | 0.05% | DBX Advisors LLC |
| 19 | Old Westbury Fixed Income Fund · OWFIX cheaper diff. adviser | 7% | 0.57% | Bessemer Investment Management LLC |
| 20 | Global Bond Fund · GGBFX, GGBEX cheaper diff. adviser | 7% | 0.57% | GuideStone Capital Management, LLC |
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