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 | Carillon Reams Core Plus Bond Fund · SCPDX, SCPEX, SCPZX, SCPWX cheaper | 70% | 0.06% | Carillon Tower Advisers, Inc. |
| 2 | Carillon Reams Unconstrained Bond Fund · SUBDX, SUBEX, SUBFX, SUBTX | 18% | 0.50% | Carillon Tower Advisers, Inc. |
| 3 | PIMCO Mortgage and Short-Term Investments Portfolio diff. adviser | 13% | — | Pacific Investment Management Company LLC |
| 4 | PIMCO Global Core Bond (Hedged) Portfolio · PGASADM diff. adviser | 13% | 0.89% | Pacific Investment Management Company LLC |
| 5 | PIMCO Dynamic Bond Portfolio · PUNCBDA, PVUCBPA, PUNCBAD, PUNCBAM diff. adviser | 13% | 0.88% | Pacific Investment Management Company LLC |
| 6 | PIMCO Global Advantage Strategy Bond Fund · PGBPX, PSAIX, PGSAX diff. adviser | 12% | 0.99% | Pacific Investment Management Company LLC |
| 7 | Loomis Sayles Securitized Asset Fund · LSSAX cheaper diff. adviser | 11% | 0.00% | Loomis, Sayles & Company, L.P. |
| 8 | Eaton Vance Total Return Bond Fund · EBABX, ECBAX, EIBAX, ERABX diff. adviser | 10% | 0.43% | Boston Management and Research |
| 9 | Opportunistic Fixed Income Trust · JAEKX, JAEJX, JAEHX diff. adviser | 10% | 0.89% | John Hancock Variable Trust Advisers LLC |
| 10 | International Fixed Income Fund · TIFUX diff. adviser | 9% | 1.18% | CONSULTING GROUP ADVISORY SERVICES LLC |
| 11 | Calvert Bond Fund · CSIBX, CSBCX, CBDIX, CBORX diff. adviser | 9% | 0.46% | Calvert Research and Management |
| 12 | Simplify MBS ETF · MTBA cheaper diff. adviser | 9% | 0.15% | Simplify Asset Management Inc. |
| 13 | Core Bond Portfolio diff. adviser | 9% | — | Boston Management and Research |
| 14 | Calvert Core Bond Fund · CLDIX, CLDAX, CLDRX diff. adviser | 9% | 0.46% | Calvert Research and Management |
| 15 | Eaton Vance Total Return Bond ETF · EVTR cheaper | 9% | 0.32% | — |
| 16 | PIMCO All Authority: Multi-RAE PLUS Fund diff. adviser | 9% | — | Pacific Investment Management Company LLC |
| 17 | LifeX 2065 Longevity Income ETF cheaper diff. adviser | 9% | 0.25% | Stone Ridge Asset Management LLC |
| 18 | BlackRock Total Return Fund | 9% | 0.37% | — |
| 19 | PIMCO International Bond Portfolio (Unhedged) · VPVFBDV, VPFBHEV, PVFUHBI diff. adviser | 9% | 0.83% | Pacific Investment Management Company LLC |
| 20 | Morgan Stanley Long Duration Government Opportunities Fund · USGAX, USGCX, USGDX, MSGVX diff. adviser | 9% | 0.49% | Morgan Stanley Investment Management Inc. |
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