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 cheaper | 45% | 0.42% | Thornburg Investment Management, Inc. |
| 2 | Thornburg Core Plus Bond Fund · THCSX, THCFX, THCEX, THCAX, THCIX, THCCX, THCHX cheaper | 32% | 0.50% | Thornburg Investment Management, Inc. |
| 3 | Thornburg Multi Sector Bond ETF · TMB | 27% | 0.55% | Thornburg Investment Management, Inc. |
| 4 | Thornburg Core Plus Bond ETF · TPLS cheaper | 21% | 0.45% | Thornburg Investment Management, Inc. |
| 5 | Thornburg Summit Fund · TSAMX, TSUMX | 16% | 0.70% | Thornburg Investment Management, Inc. |
| 6 | Thornburg Income Builder Opportunities Trust | 12% | — | — |
| 7 | Thornburg High Income Bond Managed Account Fund · THIBX cheaper | 11% | 0.00% | Thornburg Investment Management, Inc. |
| 8 | Thornburg Ultra Short Income Fund · TLDAX, TLDIX cheaper | 10% | 0.35% | Thornburg Investment Management, Inc. |
| 9 | Thornburg Investment Income Builder Fund · TIBAX, TIBCX, TIBIX, TIBRX, TIBMX, TIBGX, TIBOX | 7% | 0.83% | Thornburg Investment Management, Inc. |
| 10 | BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF · XTEN cheaper diff. adviser | 6% | 0.08% | BondBloxx Investment Management Corporation |
| 11 | Baird Core Plus Bond Fund · BCOIX, BCOSX cheaper diff. adviser | 6% | 0.30% | Robert W. Baird & Co. Incorporated |
| 12 | Thornburg Limited Term U.S. Government Fund · LTUSX, LTUCX, LTUIX, LTURX, LTGRX, LTUGX, LTUQX | 6% | 0.67% | Thornburg Investment Management, Inc. |
| 13 | VictoryShares Short-Term Bond ETF · USTB cheaper diff. adviser | 6% | 0.34% | Victory Capital Management Inc. |
| 14 | Thornburg Investment Grade Bond Managed Account Fund · TIGMX cheaper | 6% | 0.00% | Thornburg Investment Management, Inc. |
| 15 | Lord Abbett Inflation Focused Fund · LIFAX, LIFCX, LIFFX, LIFIX, LIFQX, LIFRX, LIFKX, LIFTX, LIFVX, LIFOX cheaper diff. adviser | 5% | 0.44% | Lord, Abbett & Co. LLC |
| 16 | PIMCO Long Duration Total Return Fund · PLRIX, PLRPX, PLRAX, PLRCX diff. adviser | 5% | 2.99% | Pacific Investment Management Company LLC |
| 17 | Guggenheim Total Return Bond Fund · GIBAX, GIBCX, GIBIX, GIBRX, GIBLX cheaper diff. adviser | 5% | 0.42% | Guggenheim Partners Investment Management, LLC |
| 18 | BondBloxx BB Rated USD High Yield Corporate Bond ETF · XBB cheaper diff. adviser | 5% | 0.20% | BondBloxx Investment Management Corporation |
| 19 | VANGUARD LONG-TERM TREASURY FUND · VUSTX, VUSUX cheaper diff. adviser | 5% | 0.10% | The Vanguard Group, Inc. |
| 20 | Nuveen High Yield Corporate Bond ETF cheaper | 5% | 0.08% | — |
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