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 Core Plus VIT Portfolio · QLMHIX, LVITX | 40% | 0.52% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 2 | Western Asset Core Bond Fund · WATFX, WAPIX, WACSX, WABAX, WABCX, WABRX, LWACX | 39% | 0.42% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 3 | Western Asset SMASh Series Core Plus Completion Fund · LMECX cheaper | 24% | 0.00% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 4 | Western Asset Bond ETF cheaper diff. adviser | 22% | 0.35% | Franklin Advisers, Inc. |
| 5 | LVIP Western Asset Core Bond Fund diff. adviser | 16% | 0.55% | Lincoln Financial Investments Corporation |
| 6 | Western Asset Intermediate Bond Fund · WATIX, WABSX, WATAX, WATCX, WATRX | 15% | 0.45% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 7 | Western Asset Mortgage Total Return Fund · SGVAX, SGSLX, SGSYX, SGVSX, LWMSX, LMBSX | 14% | 0.57% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 8 | Venerable Strategic Bond Fund · VVBVX, VVBIX diff. adviser | 13% | 0.60% | Venerable Investment Advisers, LLC |
| 9 | Invesco V.I. Core Plus Bond Fund diff. adviser | 11% | 0.62% | Invesco Advisers, Inc. |
| 10 | VIP Investment Grade Bond Portfolio cheaper diff. adviser | 11% | 0.38% | Fidelity Management & Research Company LLC |
| 11 | BATS: Mortgage Total Return Series · BRAMX cheaper diff. adviser | 10% | 0.05% | BlackRock Advisors, LLC |
| 12 | Western Asset Total Return Unconstrained Fund · WAARX, WARIX, WAASX, WAUAX, WAUCX, WAURX | 10% | 0.67% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 13 | HARTFORD TOTAL RETURN BOND HLS FUND · HIABX, HBNBX diff. adviser | 10% | 0.52% | Hartford Funds Management Company, LLC |
| 14 | LVIP Franklin Templeton Core Bond Fund cheaper diff. adviser | 10% | 0.37% | Lincoln Financial Investments Corporation |
| 15 | Goldman Sachs Bond Fund · GSFAX, GSFCX, GSNIX, GSNSX, GSNRX, GSNTX, GSFUX, GMVPX diff. adviser | 10% | 0.45% | Goldman Sachs Asset Management, L.P. |
| 16 | Putnam VT Mortgage Securities Fund diff. adviser | 10% | 0.50% | Franklin Advisers, Inc. |
| 17 | Goldman Sachs Core Fixed Income Fund · GSFIX, GSCSX, GCFIX, GCFCX, GDFRX, GDFTX, GCFUX, GAKPX cheaper diff. adviser | 10% | 0.37% | Goldman Sachs Asset Management, L.P. |
| 18 | Fidelity Investment Grade Bond Central Fund | 10% | — | — |
| 19 | iShares Mortgage-Backed Securities Active ETF cheaper | 10% | 0.25% | — |
| 20 | VIP Investment Grade Bond II Portfolio cheaper diff. adviser | 10% | 0.39% | Fidelity Management & Research Company LLC |
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