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 | 43% | 0.43% | — |
| 2 | Virtus Newfleet Multi-Sector Short Term Bond Fund · NARAX, PSTCX, PMSTX, PIMSX, VMSSX | 32% | 0.52% | — |
| 3 | Dunham Corporate/Government Bond Fund · DACGX, DCCGX, DNCGX diff. adviser | 18% | 1.02% | Dunham & Associates Investment Counsel, Inc. |
| 4 | Virtus Newfleet Multi-Sector Bond ETF · NFLT | 15% | 0.50% | Virtus Investment Advisers, LLC |
| 5 | Virtus Newfleet Core Plus Bond Fund · SAVAX, SAVCX, SAVYX, VBFRX | 14% | 0.35% | — |
| 6 | Virtus Newfleet Multi-Sector Intermediate Bond Fund · NAMFX, NCMFX, VMFIX, VMFRX | 12% | 0.60% | — |
| 7 | Virtus Newfleet Securitized Income ETF · VABS | 12% | 0.39% | Virtus Investment Advisers, LLC |
| 8 | Virtus Global Multi-Sector Income Fund | 10% | — | — |
| 9 | Virtus Newfleet ABS MACS · VMADX cheaper | 9% | 0.00% | Virtus Investment Advisers, LLC |
| 10 | Empower Multi-Sector Bond Fund · MXLMX, MXUGX diff. adviser | 8% | 0.55% | Empower Capital Management, LLC |
| 11 | Virtus Newfleet Short Duration High Yield Bond ETF · VSHY | 7% | 0.39% | Virtus Investment Advisers, LLC |
| 12 | Virtus Newfleet Short Duration High Income Fund · ASHAX, ASHCX, ASHIX, ASHSX | 7% | 0.55% | Virtus Investment Advisers, LLC |
| 13 | Virtus Newfleet Multi-Sector Intermediate Bond Series | 6% | 0.69% | Virtus Investment Advisers, LLC |
| 14 | State Farm Interim Fund · SFITX cheaper diff. adviser | 6% | 0.16% | State Farm Investment Management Corp. |
| 15 | Invesco MSCI Treasury Duration Rotation ETF cheaper | 6% | 0.15% | — |
| 16 | Fidelity Short-Term Treasury Bond Index Fund · FUMBX cheaper diff. adviser | 6% | 0.03% | Fidelity Management & Research Company LLC |
| 17 | Virtus Newfleet RMBS MACS · VMAJX cheaper | 5% | 0.00% | Virtus Investment Advisers, LLC |
| 18 | Fidelity SAI Short-Term Treasury Bond Index Fund · FSSWX cheaper diff. adviser | 5% | 0.03% | Fidelity Management & Research Company LLC |
| 19 | Lord Abbett Short Duration Core Bond Fund · LDCAX, LDCCX, LDCFX, LSCOX, LSCIX, LDCRX, LSCSX, LSCUX, LDCVX cheaper diff. adviser | 5% | 0.31% | Lord, Abbett & Co. LLC |
| 20 | VANGUARD SHORT-TERM TREASURY FUND · VFISX, VFIRX cheaper diff. adviser | 5% | 0.10% | The Vanguard Group, Inc. |
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