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 Core Plus Completion Fund · LMECX cheaper | 11% | 0.00% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 2 | Western Asset Core Plus Bond Fund · WACPX, WACIX, WAPSX, WAPAX, WAPCX, WAPRX, LWCPX cheaper | 10% | 0.42% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 3 | Western Asset Income Fund · SDSAX, LWSIX, SDSYX, SDSIX, WAGIX cheaper | 10% | 0.56% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 4 | Western Asset Core Plus VIT Portfolio · QLMHIX, LVITX cheaper | 9% | 0.52% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 5 | Western Asset Management Strategic Bond Opportunities Portfolio cheaper diff. adviser | 9% | 0.56% | Brighthouse Investment Advisers, LLC |
| 6 | Nomura Limited-Term Diversified Income Fund · DTRIX, DTICX, DLTRX, DTINX, DLTZX cheaper diff. adviser | 8% | 0.30% | Macquarie Investment Management Business Trust |
| 7 | Western Asset Bond ETF cheaper diff. adviser | 8% | 0.35% | Franklin Advisers, Inc. |
| 8 | Nomura VIP Limited-Term Bond Series diff. adviser | 7% | 0.79% | Macquarie Investment Management Business Trust |
| 9 | Western Asset High Yield Fund · WAHYX, WAHSX, WAYAX, WAYCX, WAYRX cheaper | 7% | 0.65% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 10 | Western Asset Variable Global High Yield Bond Portfolio · QLMYIX, QLMYTX | 6% | 0.81% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 11 | LifeX 2035 Income Bucket ETF cheaper diff. adviser | 6% | 0.25% | Stone Ridge Asset Management LLC |
| 12 | Loomis Sayles Intermediate Duration Bond Fund · LSDIX, LSDRX, LSCDX, LSDTX, LSDNX cheaper diff. adviser | 6% | 0.35% | Loomis, Sayles & Company, L.P. |
| 13 | Nomura VIP Limited Duration Bond Series cheaper diff. adviser | 6% | 0.54% | Macquarie Investment Management Business Trust |
| 14 | FPA Flexible Fixed Income Fund · FPFIX, FFIAX, FFIRX cheaper diff. adviser | 6% | 0.55% | First Pacific Advisors, LP |
| 15 | Brandes Core Plus Fixed Income Fund · BCPAX, BCPIX, BCPRX cheaper diff. adviser | 6% | 0.31% | Brandes Investment Partners, L.P. |
| 16 | Brandes Separately Managed Account Reserve Trust Fund · SMARX cheaper diff. adviser | 6% | 0.00% | Brandes Investment Partners, L.P. |
| 17 | AMT Core Fixed Income Fund · AAEYX diff. adviser | 6% | 0.70% | SEI INVESTMENTS MANAGEMENT Corporation |
| 18 | Hartford Dynamic Bond Fund · HDBFX, HDBYX, HDBSX, HDBAX, HDBIX, HDBCX, HDBRX cheaper diff. adviser | 6% | 0.58% | Hartford Funds Management Company, LLC |
| 19 | Western Asset Premier Bond Fund | 6% | — | — |
| 20 | Touchstone Funds Group Trust-Touchstone Active Bond Fund · TOBAX, TODCX, TOBYX, TOBIX cheaper | 6% | 0.49% | — |
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