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 | Thornburg Strategic Income Fund · TSIAX, TSICX, TSIIX, TSIRX, TSRRX, TSRIX, TSRSX | 32% | 0.53% | Thornburg Investment Management, Inc. |
| 2 | Thornburg Core Plus Bond ETF · TPLS cheaper | 22% | 0.45% | Thornburg Investment Management, Inc. |
| 3 | Thornburg Limited Term Income Fund · THIFX, THICX, THIIX, THIRX, THRRX, THRIX, THRLX, THIQX cheaper | 20% | 0.42% | Thornburg Investment Management, Inc. |
| 4 | Thornburg Multi Sector Bond ETF · TMB | 17% | 0.55% | Thornburg Investment Management, Inc. |
| 5 | Thornburg Summit Fund · TSAMX, TSUMX | 12% | 0.70% | Thornburg Investment Management, Inc. |
| 6 | Thornburg Income Builder Opportunities Trust | 9% | — | — |
| 7 | Thornburg High Income Bond Managed Account Fund · THIBX cheaper | 9% | 0.00% | Thornburg Investment Management, Inc. |
| 8 | BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF · XTEN cheaper diff. adviser | 8% | 0.08% | BondBloxx Investment Management Corporation |
| 9 | Thornburg Ultra Short Income Fund · TLDAX, TLDIX cheaper | 7% | 0.35% | Thornburg Investment Management, Inc. |
| 10 | iShares 10-20 Year Treasury Bond ETF · TLH cheaper diff. adviser | 6% | 0.15% | BlackRock Fund Advisors |
| 11 | T. Rowe Price U.S. Treasury Long-Term Index Fund · PRULX, PRUUX, TRZUX cheaper diff. adviser | 6% | 0.00% | T. Rowe Price Associates, Inc. |
| 12 | VANGUARD LONG-TERM TREASURY FUND · VUSTX, VUSUX cheaper diff. adviser | 6% | 0.10% | The Vanguard Group, Inc. |
| 13 | Global X Long-Term Treasury Ladder ETF · LLDR cheaper diff. adviser | 6% | 0.12% | Global X Management Company LLC |
| 14 | Schwab Long-Term U.S. Treasury ETF · SCHQ cheaper diff. adviser | 6% | 0.03% | Charles Schwab Investment Management, Inc. |
| 15 | VANGUARD LONG-TERM TREASURY INDEX FUND · VLGSX, VLGIX, VGLT cheaper diff. adviser | 6% | 0.03% | The Vanguard Group, Inc. |
| 16 | State Street(R) SPDR(R) Portfolio Long Term Treasury ETF · SPTL cheaper diff. adviser | 5% | 0.03% | SSGA Funds Management, Inc. |
| 17 | Thornburg Investment Grade Bond Managed Account Fund · TIGMX cheaper | 5% | 0.00% | Thornburg Investment Management, Inc. |
| 18 | iShares U.S. Long Government Bond Index Fund cheaper diff. adviser | 5% | 0.10% | BlackRock Fund Advisors |
| 19 | PIMCO Long-Term U.S. Government Portfolio · VPVLTDV, VPVLTIV, VPVLTAV diff. adviser | 5% | 2.43% | Pacific Investment Management Company LLC |
| 20 | PIMCO Long Duration Total Return Fund · PLRIX, PLRPX, PLRAX, PLRCX diff. adviser | 5% | 2.99% | Pacific Investment Management Company LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.