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 | 68% | 0.60% | — |
| 2 | Virtus Global Multi-Sector Income Fund | 46% | — | — |
| 3 | Virtus Newfleet Core Plus Bond Fund · SAVAX, SAVCX, SAVYX, VBFRX cheaper | 40% | 0.35% | — |
| 4 | Dunham Corporate/Government Bond Fund · DACGX, DCCGX, DNCGX diff. adviser | 38% | 1.02% | Dunham & Associates Investment Counsel, Inc. |
| 5 | Empower Multi-Sector Bond Fund · MXLMX, MXUGX diff. adviser | 35% | 0.55% | Empower Capital Management, LLC |
| 6 | Virtus Newfleet Multi-Sector Intermediate Bond Series | 32% | 0.69% | Virtus Investment Advisers, LLC |
| 7 | Virtus Newfleet Multi-Sector Short Term Bond Fund · NARAX, PSTCX, PMSTX, PIMSX, VMSSX | 28% | 0.52% | — |
| 8 | Virtus Newfleet Low Duration Core Plus Bond Fund · HIMZX, PCMZX, HIBIX, VLDRX cheaper | 20% | 0.43% | — |
| 9 | Virtus Total Return Fund Inc. | 20% | — | — |
| 10 | Virtus Newfleet High Yield Fund · PGHCX, PHCHX, PHCIX, VRHYX | 15% | 0.59% | — |
| 11 | Virtus Newfleet Short Duration Core Plus Bond ETF · SDCP cheaper | 15% | 0.35% | Virtus Investment Advisers, LLC |
| 12 | Virtus Newfleet High Yield MACS · VMAHX cheaper | 12% | 0.00% | Virtus Investment Advisers, LLC |
| 13 | Virtus Tactical Allocation Fund · NAINX, POICX, VTAIX, VTARX | 12% | 0.60% | — |
| 14 | Virtus Stone Harbor Emerging Markets Debt Income Fund · SHMDX, VSHCX | 11% | 0.74% | Virtus Investment Advisers, LLC |
| 15 | Virtus Tactical Allocation Series | 11% | 0.95% | Virtus Investment Advisers, LLC |
| 16 | Virtus Newfleet Short Duration High Income Fund · ASHAX, ASHCX, ASHIX, ASHSX | 10% | 0.55% | Virtus Investment Advisers, LLC |
| 17 | BlackRock Ltd Duration Income Trust | 8% | — | — |
| 18 | Virtus Newfleet Senior Floating Rate Fund · PSFRX, PFSRX, PSFIX, VRSFX | 8% | 0.60% | — |
| 19 | State Street(R) SPDR(R) Bloomberg High Yield Bond ETF · JNK cheaper diff. adviser | 8% | 0.40% | SSGA Funds Management, Inc. |
| 20 | State Street(R) SPDR(R) Portfolio High Yield Bond ETF · SPHY cheaper diff. adviser | 8% | 0.05% | SSGA Funds Management, Inc. |
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