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 | Dunham Corporate/Government Bond Fund · DACGX, DCCGX, DNCGX | 62% | 1.02% | Dunham & Associates Investment Counsel, Inc. |
| 2 | Virtus Newfleet Multi-Sector Intermediate Bond Fund · NAMFX, NCMFX, VMFIX, VMFRX | 45% | 0.60% | — |
| 3 | Virtus Newfleet Multi-Sector Bond ETF · NFLT | 40% | 0.50% | Virtus Investment Advisers, LLC |
| 4 | Virtus Newfleet Multi-Sector Short Term Bond Fund · NARAX, PSTCX, PMSTX, PIMSX, VMSSX | 27% | 0.52% | — |
| 5 | Empower Multi-Sector Bond Fund · MXLMX, MXUGX | 26% | 0.55% | Empower Capital Management, LLC |
| 6 | Virtus Global Multi-Sector Income Fund | 26% | — | — |
| 7 | Virtus Newfleet Low Duration Core Plus Bond Fund · HIMZX, PCMZX, HIBIX, VLDRX | 24% | 0.43% | — |
| 8 | Virtus Newfleet Multi-Sector Intermediate Bond Series | 24% | 0.69% | Virtus Investment Advisers, LLC |
| 9 | Virtus Tactical Allocation Fund · NAINX, POICX, VTAIX, VTARX | 22% | 0.60% | — |
| 10 | Virtus Tactical Allocation Series | 19% | 0.95% | Virtus Investment Advisers, LLC |
| 11 | Virtus Newfleet Short Duration Core Plus Bond ETF · SDCP | 14% | 0.35% | Virtus Investment Advisers, LLC |
| 12 | Virtus Total Return Fund Inc. | 14% | — | — |
| 13 | VANGUARD LONG-TERM BOND INDEX FUND · VBLLX, BLV, VBLIX, VBLAX cheaper | 10% | 0.02% | The Vanguard Group, Inc. |
| 14 | Fidelity Total Bond ETF · FBND | 10% | 0.36% | Fidelity Management & Research Company LLC |
| 15 | VANGUARD TOTAL TREASURY ETF · VTG cheaper | 10% | 0.03% | The Vanguard Group, Inc. |
| 16 | State Street(R) SPDR(R) Portfolio Treasury ETF · SPTB cheaper | 10% | 0.03% | SSGA Funds Management, Inc. |
| 17 | Global X Long-Term Treasury Ladder ETF · LLDR cheaper | 10% | 0.12% | Global X Management Company LLC |
| 18 | VIP Investment Grade Central Fund | 9% | — | Fidelity Management & Research Company LLC |
| 19 | Fidelity SAI Total Bond Fund · FSMTX cheaper | 9% | 0.29% | Fidelity Management & Research Company LLC |
| 20 | VANGUARD LONG-TERM TREASURY FUND · VUSTX, VUSUX cheaper | 9% | 0.10% | The Vanguard Group, Inc. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.