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 Multi Sector Bond ETF · TMB | 17% | 0.55% | Thornburg Investment Management, Inc. |
| 2 | Thornburg Strategic Income Fund · TSIAX, TSICX, TSIIX, TSIRX, TSRRX, TSRIX, TSRSX | 11% | 0.53% | Thornburg Investment Management, Inc. |
| 3 | Thornburg Investment Grade Bond Managed Account Fund · TIGMX | 10% | 0.00% | Thornburg Investment Management, Inc. |
| 4 | Thornburg Income Builder Opportunities Trust | 9% | — | — |
| 5 | Thornburg Small/Mid Cap Core Fund · TVAFX, TVCFX, TVIFX, TVRRX, TVIRX, TVRFX, TAOZ | 9% | 0.79% | Thornburg Investment Management, Inc. |
| 6 | Thornburg Global Opportunities Fund · THOAX, THOCX, THOIX, THORX, THOVX, THOFX, THOGX | 9% | 0.89% | Thornburg Investment Management, Inc. |
| 7 | Thornburg Emerging Markets Managed Account Fund · THMGX | 9% | 0.00% | Thornburg Investment Management, Inc. |
| 8 | Thornburg Core Plus Bond Fund · THCSX, THCFX, THCEX, THCAX, THCIX, THCCX, THCHX | 9% | 0.50% | Thornburg Investment Management, Inc. |
| 9 | Thornburg International Equity ETF · TXUE | 8% | 0.65% | Thornburg Investment Management, Inc. |
| 10 | Thornburg Core Plus Bond ETF · TPLS | 8% | 0.45% | Thornburg Investment Management, Inc. |
| 11 | Thornburg Small/Mid Cap Growth Fund · THCGX, TCGCX, THIGX, THGRX, TCGRX, THCRX, TFGZ | 8% | 0.79% | Thornburg Investment Management, Inc. |
| 12 | Virtus Seix High Yield MACS · VMAKX diff. adviser | 7% | 0.00% | Virtus Investment Advisers, LLC |
| 13 | Thornburg International Equity Fund · TGVAX, THGCX, TGVIX, TIVRX, THVRX, TGVRX, TGIRX | 7% | 0.72% | Thornburg Investment Management, Inc. |
| 14 | Capital Group High Yield Bond ETF · CGHY diff. adviser | 7% | 0.39% | Capital Research and Management Company |
| 15 | Thornburg Ultra Short Income Fund · TLDAX, TLDIX | 7% | 0.35% | Thornburg Investment Management, Inc. |
| 16 | Thornburg Investment Income Builder Fund · TIBAX, TIBCX, TIBIX, TIBRX, TIBMX, TIBGX, TIBOX | 7% | 0.83% | Thornburg Investment Management, Inc. |
| 17 | Integrity High Income Fund · IHFAX, IHFCX, IHFIX diff. adviser | 7% | 0.84% | Viking Fund Management, LLC |
| 18 | Systematic High Yield Bond Series · MSYZX, MSHIX, MSYSX, MSHWX diff. adviser | 7% | 0.11% | Manning & Napier Advisors, LLC |
| 19 | Columbia Short Duration High Yield ETF · HYSD diff. adviser | 7% | 0.44% | Columbia Management Investment Advisers, LLC |
| 20 | iShares iBonds 2028 Term High Yield and Income ETF · IBHH diff. adviser | 6% | 0.35% | BlackRock Fund Advisors |
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