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 SMASh Series M Fund · LMSMX | 18% | 0.00% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 2 | Columbia Mortgage Opportunities Fund · CLMAX, CLMCX, CLMVX, CLMZX, CMOYX, CLMDX diff. adviser | 15% | 0.69% | Columbia Management Investment Advisers, LLC |
| 3 | Multisector Bond SMA Completion Portfolio · MBSAX | 14% | 0.00% | — |
| 4 | T. Rowe Price Mortgage-Backed Securities Multi-Sector Account Portfolio diff. adviser | 13% | 0.02% | T. Rowe Price Associates, Inc. |
| 5 | Invesco Income Fund · AGOVX, AGVCX, AGVRX, AGIVX, AGOIX, AGVYX diff. adviser | 12% | 0.63% | Invesco Advisers, Inc. |
| 6 | Invesco Core Plus Bond Fund · ACPSX, CPCFX, CPBRX, CPBYX, CPIIX, CPBFX diff. adviser | 11% | 0.44% | Invesco Advisers, Inc. |
| 7 | Western Asset Intermediate Bond Fund · WATIX, WABSX, WATAX, WATCX, WATRX | 9% | 0.45% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 8 | Goldman Sachs Core Bond ETF · GBND diff. adviser | 9% | 0.25% | Goldman Sachs Asset Management, L.P. |
| 9 | Western Asset Core Plus VIT Portfolio · QLMHIX, LVITX | 9% | 0.52% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 10 | Western Asset Core Bond Fund · WATFX, WAPIX, WACSX, WABAX, WABCX, WABRX, LWACX | 8% | 0.42% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 11 | Fidelity SAI Investment Grade Securitized Fund · FSMOX diff. adviser | 8% | 0.31% | Fidelity Management & Research Company LLC |
| 12 | Fidelity Series Investment Grade Securitized Fund · FHPFX diff. adviser | 8% | 0.00% | Fidelity Management & Research Company LLC |
| 13 | Columbia Multi Strategy Alternatives Fund · CLAAX, CLABX, CLAZX diff. adviser | 8% | 0.95% | Columbia Management Investment Advisers, LLC |
| 14 | AB Core Bond ETF · CORB diff. adviser | 8% | 0.28% | AllianceBernstein L.P. |
| 15 | Fidelity Investment Grade Securitized ETF · FSEC diff. adviser | 7% | 0.36% | Fidelity Management & Research Company LLC |
| 16 | Western Asset Core Plus Bond Fund · WACPX, WACIX, WAPSX, WAPAX, WAPCX, WAPRX, LWCPX | 7% | 0.42% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 17 | Fidelity Series Sustainable Investment Grade Bond Fund · FIGDX diff. adviser | 7% | 0.00% | Fidelity Management & Research Company LLC |
| 18 | Fidelity SAI Enhanced Core Bond Fund · FECBX diff. adviser | 7% | 0.15% | Fidelity Management & Research Company LLC |
| 19 | Putnam Multi-Asset Income Fund · PMIYX, PMIVX, PMIAX, PMIRX, PMICX diff. adviser | 7% | 0.44% | Franklin Advisers, Inc. |
| 20 | Columbia Quality Income Fund · AUGAX, AUGCX, CUGZX, CGVRX, CUGYX diff. adviser | 7% | 0.52% | Columbia Management Investment Advisers, LLC |
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