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 | 32% | 0.55% | Thornburg Investment Management, Inc. |
| 2 | Thornburg Core Plus Bond Fund · THCSX, THCFX, THCEX, THCAX, THCIX, THCCX, THCHX | 22% | 0.50% | Thornburg Investment Management, Inc. |
| 3 | Thornburg Strategic Income Fund · TSIAX, TSICX, TSIIX, TSIRX, TSRRX, TSRIX, TSRSX | 21% | 0.53% | Thornburg Investment Management, Inc. |
| 4 | Thornburg Limited Term Income Fund · THIFX, THICX, THIIX, THIRX, THRRX, THRIX, THRLX, THIQX cheaper | 15% | 0.42% | Thornburg Investment Management, Inc. |
| 5 | iShares iBonds Dec 2044 Term Treasury ETF · IBGA cheaper diff. adviser | 10% | 0.07% | BlackRock Fund Advisors |
| 6 | Thornburg Summit Fund · TSAMX, TSUMX | 9% | 0.70% | Thornburg Investment Management, Inc. |
| 7 | Nuveen Core Plus Bond ETF · NCPB cheaper diff. adviser | 8% | 0.31% | Nuveen Fund Advisors, LLC |
| 8 | Thornburg High Income Bond Managed Account Fund · THIBX cheaper | 8% | 0.00% | Thornburg Investment Management, Inc. |
| 9 | Harbor Disciplined Bond ETF · AGGS cheaper diff. adviser | 8% | 0.35% | Harbor Capital Advisors, Inc. |
| 10 | iShares iBonds Dec 2045 Term Treasury ETF · IBGB cheaper diff. adviser | 8% | 0.07% | BlackRock Fund Advisors |
| 11 | BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF · XTEN cheaper diff. adviser | 7% | 0.08% | BondBloxx Investment Management Corporation |
| 12 | Thornburg Investment Grade Bond Managed Account Fund · TIGMX cheaper | 7% | 0.00% | Thornburg Investment Management, Inc. |
| 13 | PIMCO Total Return Fund II · PMBIX, PMTPX diff. adviser | 7% | 0.57% | Pacific Investment Management Company LLC |
| 14 | Global X Intermediate-Term Treasury Ladder ETF · MLDR cheaper diff. adviser | 6% | 0.12% | Global X Management Company LLC |
| 15 | Thornburg Ultra Short Income Fund · TLDAX, TLDIX cheaper | 6% | 0.35% | Thornburg Investment Management, Inc. |
| 16 | Fidelity Intermediate Treasury Bond Index Fund · FUAMX cheaper diff. adviser | 6% | 0.03% | Fidelity Management & Research Company LLC |
| 17 | BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF · XSVN cheaper diff. adviser | 6% | 0.05% | BondBloxx Investment Management Corporation |
| 18 | Fidelity SAI Intermediate Treasury Bond Index Fund · FSIWX cheaper diff. adviser | 6% | 0.03% | Fidelity Management & Research Company LLC |
| 19 | Guardian Core Fixed Income VIP Fund diff. adviser | 6% | 0.52% | Park Avenue Institutional Advisers LLC |
| 20 | Guardian Total Return Bond VIP Fund diff. adviser | 6% | 0.82% | Park Avenue Institutional Advisers LLC |
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