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 | Virtus Newfleet Securitized Income ETF · VABS | 18% | 0.39% | Virtus Investment Advisers, LLC |
| 2 | Virtus Newfleet Low Duration Core Plus Bond Fund · HIMZX, PCMZX, HIBIX, VLDRX | 10% | 0.43% | — |
| 3 | Virtus Newfleet Short Duration Core Plus Bond ETF · SDCP | 9% | 0.35% | Virtus Investment Advisers, LLC |
| 4 | Virtus Newfleet Multi-Sector Short Term Bond Fund · NARAX, PSTCX, PMSTX, PIMSX, VMSSX | 7% | 0.52% | — |
| 5 | Virtus Newfleet Multi-Sector Intermediate Bond Fund · NAMFX, NCMFX, VMFIX, VMFRX | 5% | 0.60% | — |
| 6 | Virtus Newfleet Core Plus Bond Fund · SAVAX, SAVCX, SAVYX, VBFRX | 4% | 0.35% | — |
| 7 | Virtus Global Multi-Sector Income Fund | 4% | — | — |
| 8 | Dunham Corporate/Government Bond Fund · DACGX, DCCGX, DNCGX diff. adviser | 4% | 1.02% | Dunham & Associates Investment Counsel, Inc. |
| 9 | Frost Low Duration Bond Fund · FILDX, FADLX diff. adviser | 4% | 0.44% | FROST INVESTMENT ADVISORS, LLC |
| 10 | Virtus Newfleet Multi-Sector Bond ETF · NFLT | 3% | 0.50% | Virtus Investment Advisers, LLC |
| 11 | Empower Multi-Sector Bond Fund · MXLMX, MXUGX diff. adviser | 3% | 0.55% | Empower Capital Management, LLC |
| 12 | Aristotle Pacific EXclusive Series (I) · APXIX | 2% | 0.00% | — |
| 13 | Voya Inflation Protected Bond Plus Portfolio · IBRAX, IBRIX, IBRSX diff. adviser | 2% | 0.59% | Voya Investments, LLC |
| 14 | Nuveen Securitized Income ETF | 2% | 0.38% | — |
| 15 | Touchstone Funds Group Trust-Touchstone Ultra Short Duration Fixed Income Fund · TSDOX, TSDAX, TSDCX, TSYYX, TSDIX, SSSGX | 2% | 0.35% | — |
| 16 | Victory Pioneer Short Term Income Fund · PSHYX, STABX, STIIX, STIKX diff. adviser | 2% | 0.44% | Victory Capital Management Inc. |
| 17 | Janus Henderson Asset - Backed Securities ETF · JABS diff. adviser | 2% | 0.33% | Janus Henderson Investors US LLC |
| 18 | Virtus Total Return Fund Inc. | 1% | — | — |
| 19 | Voya VACS Series SC Fund · VVIRX diff. adviser | 1% | 0.05% | Voya Investments, LLC |
| 20 | Thornburg Ultra Short Income Fund · TLDAX, TLDIX diff. adviser | 1% | 0.35% | Thornburg Investment Management, Inc. |
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