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 | 45% | 0.53% | Thornburg Investment Management, Inc. |
| 2 | Thornburg Multi Sector Bond ETF · TMB | 20% | 0.55% | Thornburg Investment Management, Inc. |
| 3 | Thornburg Core Plus Bond Fund · THCSX, THCFX, THCEX, THCAX, THCIX, THCCX, THCHX | 20% | 0.50% | Thornburg Investment Management, Inc. |
| 4 | Thornburg Ultra Short Income Fund · TLDAX, TLDIX cheaper | 17% | 0.35% | Thornburg Investment Management, Inc. |
| 5 | Thornburg Core Plus Bond ETF · TPLS | 15% | 0.45% | Thornburg Investment Management, Inc. |
| 6 | Thornburg Summit Fund · TSAMX, TSUMX | 12% | 0.70% | Thornburg Investment Management, Inc. |
| 7 | Thornburg Investment Grade Bond Managed Account Fund · TIGMX cheaper | 12% | 0.00% | Thornburg Investment Management, Inc. |
| 8 | Thornburg Limited Term U.S. Government Fund · LTUSX, LTUCX, LTUIX, LTURX, LTGRX, LTUGX, LTUQX | 11% | 0.67% | Thornburg Investment Management, Inc. |
| 9 | Thornburg Income Builder Opportunities Trust | 6% | — | — |
| 10 | VictoryShares Short-Term Bond ETF · USTB cheaper diff. adviser | 6% | 0.34% | Victory Capital Management Inc. |
| 11 | Thornburg High Income Bond Managed Account Fund · THIBX cheaper | 6% | 0.00% | Thornburg Investment Management, Inc. |
| 12 | Loomis Sayles Intermediate Duration Bond Fund · LSDIX, LSDRX, LSCDX, LSDTX, LSDNX cheaper diff. adviser | 5% | 0.35% | Loomis, Sayles & Company, L.P. |
| 13 | Lord Abbett Inflation Focused Fund · LIFAX, LIFCX, LIFFX, LIFIX, LIFQX, LIFRX, LIFKX, LIFTX, LIFVX, LIFOX diff. adviser | 5% | 0.44% | Lord, Abbett & Co. LLC |
| 14 | Schwab Intermediate-Term U.S. Treasury ETF · SCHR cheaper diff. adviser | 5% | 0.03% | Charles Schwab Investment Management, Inc. |
| 15 | State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF · SPTI cheaper diff. adviser | 5% | 0.03% | SSGA Funds Management, Inc. |
| 16 | VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND · VSIGX, VIIGX, VGIT cheaper diff. adviser | 4% | 0.03% | The Vanguard Group, Inc. |
| 17 | Fidelity SAI Sustainable Core Plus Bond Fund · FIABX cheaper diff. adviser | 4% | 0.36% | Fidelity Management & Research Company LLC |
| 18 | Victory Short-Term Bond Fund · USSBX, UISBX, URSBX, UASBX cheaper diff. adviser | 4% | 0.33% | Victory Capital Management Inc. |
| 19 | Fidelity Investment Grade Bond ETF · FIGB cheaper diff. adviser | 4% | 0.36% | Fidelity Management & Research Company LLC |
| 20 | Short-Term Bond Portfolio cheaper diff. adviser | 4% | 0.40% | Mason Street Advisors, LLC |
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