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 Core Plus Bond ETF · TPLS cheaper | 32% | 0.45% | Thornburg Investment Management, Inc. |
| 2 | Thornburg Strategic Income Fund · TSIAX, TSICX, TSIIX, TSIRX, TSRRX, TSRIX, TSRSX cheaper | 27% | 0.53% | 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 High Income Bond Managed Account Fund · THIBX cheaper | 17% | 0.00% | Thornburg Investment Management, Inc. |
| 5 | Thornburg Core Plus Bond Fund · THCSX, THCFX, THCEX, THCAX, THCIX, THCCX, THCHX cheaper | 17% | 0.50% | Thornburg Investment Management, Inc. |
| 6 | Thornburg Summit Fund · TSAMX, TSUMX | 11% | 0.70% | Thornburg Investment Management, Inc. |
| 7 | Thornburg Ultra Short Income Fund · TLDAX, TLDIX cheaper | 11% | 0.35% | Thornburg Investment Management, Inc. |
| 8 | WisdomTree 7-10 Year Treasury Digital Fund · WTSTX cheaper diff. adviser | 10% | 0.05% | WisdomTree Digital Management, Inc. |
| 9 | Thornburg Investment Grade Bond Managed Account Fund · TIGMX cheaper | 9% | 0.00% | Thornburg Investment Management, Inc. |
| 10 | iShares 7-10 Year Treasury Bond ETF · IEF cheaper diff. adviser | 9% | 0.15% | BlackRock Fund Advisors |
| 11 | BNY Mellon Global Fixed Income Fund · SDGIX, DHGAX, DHGCX, DSDYX cheaper diff. adviser | 8% | 0.47% | BNY Mellon Investment Adviser, Inc. |
| 12 | BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF · XTEN cheaper diff. adviser | 8% | 0.08% | BondBloxx Investment Management Corporation |
| 13 | LVIP Fidelity Institutional AM(R) Total Bond Fund cheaper diff. adviser | 7% | 0.51% | Lincoln Financial Investments Corporation |
| 14 | Fidelity Intermediate Treasury Bond Index Fund · FUAMX cheaper diff. adviser | 7% | 0.03% | Fidelity Management & Research Company LLC |
| 15 | BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF · XSVN cheaper diff. adviser | 7% | 0.05% | BondBloxx Investment Management Corporation |
| 16 | Global X Intermediate-Term Treasury Ladder ETF · MLDR cheaper diff. adviser | 7% | 0.12% | Global X Management Company LLC |
| 17 | Fidelity SAI Intermediate Treasury Bond Index Fund · FSIWX cheaper diff. adviser | 7% | 0.03% | Fidelity Management & Research Company LLC |
| 18 | WisdomTree 7-10 Year Laddered Treasury Fund · USIN cheaper diff. adviser | 7% | 0.15% | WisdomTree Asset Management, Inc. |
| 19 | Aristotle Core Bond Fund · PLEBX, PLEDX, PLEHX cheaper diff. adviser | 7% | 0.44% | Aristotle Investment Services, LLC |
| 20 | American Beacon NIS Core Plus Bond Fund · NISRX, NISYX, NISAX, NISCX cheaper diff. adviser | 7% | 0.43% | American Beacon Advisors, Inc. |
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