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 Low Duration Core Plus Bond Fund · HIMZX, PCMZX, HIBIX, VLDRX cheaper | 57% | 0.43% | — |
| 2 | Virtus Newfleet Short Duration Core Plus Bond ETF · SDCP cheaper | 32% | 0.35% | Virtus Investment Advisers, LLC |
| 3 | Virtus Newfleet Multi-Sector Intermediate Bond Fund · NAMFX, NCMFX, VMFIX, VMFRX | 32% | 0.60% | — |
| 4 | Virtus Newfleet Multi-Sector Bond ETF · NFLT cheaper | 28% | 0.50% | Virtus Investment Advisers, LLC |
| 5 | Virtus Newfleet Core Plus Bond Fund · SAVAX, SAVCX, SAVYX, VBFRX cheaper | 27% | 0.35% | — |
| 6 | Dunham Corporate/Government Bond Fund · DACGX, DCCGX, DNCGX | 25% | 1.02% | Dunham & Associates Investment Counsel, Inc. |
| 7 | Virtus Global Multi-Sector Income Fund | 21% | — | — |
| 8 | Empower Multi-Sector Bond Fund · MXLMX, MXUGX | 18% | 0.55% | Empower Capital Management, LLC |
| 9 | Virtus Newfleet Multi-Sector Intermediate Bond Series | 13% | 0.69% | Virtus Investment Advisers, LLC |
| 10 | Virtus Newfleet Securitized Income ETF · VABS cheaper | 12% | 0.39% | Virtus Investment Advisers, LLC |
| 11 | Virtus Total Return Fund Inc. | 11% | — | — |
| 12 | Virtus Newfleet ABS MACS · VMADX cheaper | 7% | 0.00% | Virtus Investment Advisers, LLC |
| 13 | Virtus Newfleet Short Duration High Income Fund · ASHAX, ASHCX, ASHIX, ASHSX | 7% | 0.55% | Virtus Investment Advisers, LLC |
| 14 | Virtus Newfleet RMBS MACS · VMAJX cheaper | 6% | 0.00% | Virtus Investment Advisers, LLC |
| 15 | Virtus Newfleet Short Duration High Yield Bond ETF · VSHY cheaper | 6% | 0.39% | Virtus Investment Advisers, LLC |
| 16 | BlackRock Ltd Duration Income Trust | 6% | — | — |
| 17 | State Street(R) SPDR(R) Portfolio High Yield Bond ETF · SPHY cheaper | 5% | 0.05% | SSGA Funds Management, Inc. |
| 18 | Virtus Newfleet High Yield Fund · PGHCX, PHCHX, PHCIX, VRHYX | 5% | 0.59% | — |
| 19 | iShares iBoxx $ High Yield Corporate Bond ETF · HYG cheaper | 5% | 0.49% | BlackRock Fund Advisors |
| 20 | Pacer Trendpilot US Bond ETF · PTBD | 5% | 0.60% | Pacer Advisors, Inc. |
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