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 | Western Asset Mortgage Total Return Fund · SGVAX, SGSLX, SGSYX, SGVSX, LWMSX, LMBSX diff. adviser | 11% | 0.57% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 2 | Guardian Multi-Sector Bond VIP Fund diff. adviser | 10% | 0.94% | Park Avenue Institutional Advisers LLC |
| 3 | iShares Mortgage-Backed Securities Active ETF | 10% | 0.25% | — |
| 4 | BATS: Mortgage Total Return Series · BRAMX cheaper diff. adviser | 10% | 0.05% | BlackRock Advisors, LLC |
| 5 | Putnam VT Diversified Income Fund diff. adviser | 10% | 0.81% | Franklin Advisers, Inc. |
| 6 | Morgan Stanley Long Duration Government Opportunities Fund · USGAX, USGCX, USGDX, MSGVX diff. adviser | 9% | 0.49% | Morgan Stanley Investment Management Inc. |
| 7 | Janus Henderson Multi-Sector Income Fund · JMUAX, JMUCX, JMUDX, JMUIX, JMTNX, JMUSX, JMUTX diff. adviser | 9% | 0.58% | Janus Henderson Investors US LLC |
| 8 | Goldman Sachs Short Duration Government Fund · GSTGX, GSDSX, GSSDX, GSDCX, GTDTX, GSTUX, GMDPX diff. adviser | 9% | 0.48% | Goldman Sachs Asset Management, L.P. |
| 9 | Western Asset SMASh Series Core Plus Completion Fund · LMECX cheaper diff. adviser | 9% | 0.00% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 10 | Eaton Vance Mortgage Opportunities ETF · EVMO | 9% | 0.45% | — |
| 11 | Goldman Sachs Bond Fund · GSFAX, GSFCX, GSNIX, GSNSX, GSNRX, GSNTX, GSFUX, GMVPX diff. adviser | 8% | 0.45% | Goldman Sachs Asset Management, L.P. |
| 12 | Putnam Master Intermediate Income Trust | 8% | — | — |
| 13 | Columbia Variable Portfolio - U.S. Government Mortgage Fund diff. adviser | 8% | 0.46% | Columbia Management Investment Advisers, LLC |
| 14 | Eaton Vance Income Opportunities ETF · XAGG | 8% | 0.50% | — |
| 15 | Putnam Morgtage Securities Fund · PGSIX, PGSBX, PGVCX, PGVRX, PUSYX diff. adviser | 8% | 0.51% | Franklin Advisers, Inc. |
| 16 | Eaton Vance Total Return Bond ETF · EVTR | 8% | 0.32% | — |
| 17 | JNL/Neuberger Berman Strategic Income Fund diff. adviser | 8% | 0.64% | Jackson National Asset Management, LLC |
| 18 | Goldman Sachs U.S. Mortgages Fund · GSUIX, GSUPX, GSUAX, GGIRX, GGIUX, GSBPX, GGURX, GGUSX diff. adviser | 8% | 0.45% | Goldman Sachs Asset Management, L.P. |
| 19 | BlackRock Strategic Income Opportunities Portfolio diff. adviser | 8% | 0.62% | BlackRock Advisors, LLC |
| 20 | Goldman Sachs Dynamic Bond Fund · GSZAX, GSZCX, GSZIX, GZIRX, GSZRX, GSZUX, GSOPX diff. adviser | 8% | 0.68% | Goldman Sachs Asset Management, L.P. |
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