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 Limited Term Income Fund · THIFX, THICX, THIIX, THIRX, THRRX, THRIX, THRLX, THIQX | 17% | 0.42% | Thornburg Investment Management, Inc. |
| 2 | Thornburg Investment Grade Bond Managed Account Fund · TIGMX cheaper | 12% | 0.00% | Thornburg Investment Management, Inc. |
| 3 | Thornburg Multi Sector Bond ETF · TMB | 11% | 0.55% | Thornburg Investment Management, Inc. |
| 4 | Thornburg Strategic Income Fund · TSIAX, TSICX, TSIIX, TSIRX, TSRRX, TSRIX, TSRSX | 10% | 0.53% | Thornburg Investment Management, Inc. |
| 5 | Baird Ultra Short Bond Fund · BUBIX, BUBSX cheaper diff. adviser | 7% | 0.15% | Robert W. Baird & Co. Incorporated |
| 6 | Thornburg High Income Bond Managed Account Fund · THIBX cheaper | 7% | 0.00% | Thornburg Investment Management, Inc. |
| 7 | Thornburg Core Plus Bond Fund · THCSX, THCFX, THCEX, THCAX, THCIX, THCCX, THCHX | 7% | 0.50% | Thornburg Investment Management, Inc. |
| 8 | Thornburg Income Builder Opportunities Trust | 6% | — | — |
| 9 | Thornburg Summit Fund · TSAMX, TSUMX | 6% | 0.70% | Thornburg Investment Management, Inc. |
| 10 | Thornburg Core Plus Bond ETF · TPLS | 6% | 0.45% | Thornburg Investment Management, Inc. |
| 11 | Eaton Vance Ultra-Short Income ETF · EVSB cheaper | 6% | 0.17% | — |
| 12 | First Trust Enhanced Short Maturity ETF · FTSM cheaper diff. adviser | 6% | 0.29% | First Trust Advisors L.P. |
| 13 | Calvert Ultra-Short Investment Grade ETF · CVSB cheaper | 5% | 0.24% | — |
| 14 | PIMCO Short Asset Investment Fund · PAIDX, PAIPX, PAIQX, PAIAX, PAMSX, PANDX diff. adviser | 5% | 0.36% | Pacific Investment Management Company LLC |
| 15 | SPDR SSGA My2026 Corporate Bond ETF · MYCF cheaper diff. adviser | 5% | 0.15% | SSGA Funds Management, Inc. |
| 16 | Calvert Ultra-Short Duration Income Fund · CULAX, CULIX, CULRX diff. adviser | 5% | 0.43% | Calvert Research and Management |
| 17 | Sterling Capital Ultra Short Bond Fund · BUSRX, BUSIX diff. adviser | 5% | 0.44% | Sterling Capital Management LLC |
| 18 | Thornburg Investment Income Builder Fund · TIBAX, TIBCX, TIBIX, TIBRX, TIBMX, TIBGX, TIBOX | 5% | 0.83% | Thornburg Investment Management, Inc. |
| 19 | Navigator Ultra Short Bond Fund · NUSAX, NUSIX diff. adviser | 5% | 0.41% | Clark Capital Management Group, Inc. |
| 20 | iShares iBonds 2026 Term High Yield and Income ETF · IBHF diff. adviser | 5% | 0.35% | BlackRock Fund Advisors |
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