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 | Invesco Total Return Bond ETF · GTO cheaper diff. adviser | 47% | 0.35% | Invesco Capital Management LLC |
| 2 | Invesco Core Fixed Income ETF cheaper diff. adviser | 41% | 0.26% | Invesco Capital Management LLC |
| 3 | Invesco V.I. Core Plus Bond Fund diff. adviser | 33% | 0.62% | Invesco Advisers, Inc. |
| 4 | Invesco Core Plus Bond Fund · ACPSX, CPCFX, CPBRX, CPBYX, CPIIX, CPBFX cheaper diff. adviser | 24% | 0.44% | Invesco Advisers, Inc. |
| 5 | Invesco Short Duration Total Return Bond ETF · GTOS cheaper diff. adviser | 23% | 0.30% | Invesco Capital Management LLC |
| 6 | Invesco Bond Fund | 20% | — | — |
| 7 | Invesco Corporate Bond Fund · ACCEX, ACCHX, ACCWX, ACCBX, ACCZX, ICBFX cheaper diff. adviser | 19% | 0.34% | Invesco Advisers, Inc. |
| 8 | Invesco Core Bond Fund cheaper diff. adviser | 15% | 0.37% | Invesco Advisers, Inc. |
| 9 | Invesco Short Term Bond Fund · STBAX, STBCX, STBRX, ISTBX, STBYX, ISTFX cheaper diff. adviser | 13% | 0.40% | Invesco Advisers, Inc. |
| 10 | Transamerica Core Bond · TMBRX, TMBFX, TMBTX, TAGMX, TABGX, TABDX, TABEX cheaper diff. adviser | 13% | 0.43% | Transamerica Asset Management, Inc. |
| 11 | PIMCO Multisector Bond Active Exchange-Traded Fund diff. adviser | 10% | 0.64% | Pacific Investment Management Company LLC |
| 12 | Bridge Builder Core Plus Bond Fund · BBCPX cheaper diff. adviser | 10% | 0.16% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 13 | LORD ABBETT BOND DEBENTURE FUND INC · LBNDX, BDLAX, LBNPX, LBNYX, LBDFX, LBNQX, LBNRX, LBNSX, LBNTX, LBNVX, LBNOX diff. adviser | 9% | 0.62% | Lord, Abbett & Co. LLC |
| 14 | Bond-Debenture Portfolio diff. adviser | 9% | 0.99% | Lord, Abbett & Co. LLC |
| 15 | PIMCO Mortgage and Short-Term Investments Portfolio diff. adviser | 9% | — | Pacific Investment Management Company LLC |
| 16 | Transamerica Multi-Managed Balanced · IBALX, IBLLX, TBLIX, TAMMX, TAAHX diff. adviser | 9% | 0.64% | Transamerica Asset Management, Inc. |
| 17 | Nationwide Bond Portfolio | 9% | — | Nationwide Fund Advisors |
| 18 | PIMCO Low Duration Income Fund · PFIIX, PFIAX, PFNCX, PFTPX, PFNIX, PLDCX diff. adviser | 8% | 0.81% | Pacific Investment Management Company LLC |
| 19 | PIMCO Total Return Fund II · PMBIX, PMTPX diff. adviser | 8% | 0.57% | Pacific Investment Management Company LLC |
| 20 | Fixed Income SHares: Series C · FXICX cheaper diff. adviser | 8% | 0.27% | Pacific Investment Management Company LLC |
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