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 | LVIP Western Asset Core Bond Fund cheaper diff. adviser | 11% | 0.55% | Lincoln Financial Investments Corporation |
| 2 | MML Dynamic Bond Fund cheaper diff. adviser | 10% | 0.57% | MML Investment Advisers, LLC |
| 3 | Western Asset Short Duration Income ETF · WINC cheaper | 6% | 0.29% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 4 | MassMutual Total Return Bond Fund · MSPSX, MSPHX, MSPLX, MSPGX, MSPNX, MSPZX, MPTRX, MMNNX cheaper | 4% | 0.33% | — |
| 5 | BlackRock Sustainable Total Return Fund cheaper | 4% | 0.40% | — |
| 6 | iShares ESG Advanced Investment Grade Corporate Bond ETF · ELQD cheaper diff. adviser | 4% | 0.18% | BlackRock Fund Advisors |
| 7 | BlackRock Impact Mortgage Fund | 4% | 1.15% | — |
| 8 | MassMutual Premier Balanced Fund · MMBDX, MMBLX, MBLDX, MBAYX, MBBRX, MBBIX, MMBRX, MMNVX | 3% | 0.82% | — |
| 9 | VOYA INVESTMENT GRADE CREDIT FUND · VIGTX, VACFX, VIGCX, VIGWX cheaper diff. adviser | 3% | 0.00% | Voya Investments, LLC |
| 10 | JNL/Western Asset Global Multi-Sector Bond Fund diff. adviser | 2% | 0.66% | Jackson National Asset Management, LLC |
| 11 | JPMorgan Unconstrained Debt Fund · JSIAX, JINCX, JSISX, JISZX, JSIRX, JSIMX cheaper diff. adviser | 2% | 0.51% | J.P. Morgan Investment Management, Inc. |
| 12 | TCW MetWest Intermediate Bond Fund · MWIIX, MWIMX cheaper diff. adviser | 2% | 0.49% | METROPOLITAN WEST ASSET MANAGEMENT, LLC |
| 13 | VictoryShares WestEnd Economic Cycle Bond ETF · BMDL cheaper diff. adviser | 2% | 0.40% | Victory Capital Management Inc. |
| 14 | VanEck Emerging Markets Bond Fund · EMBAX, EMBUX, EMBYX diff. adviser | 2% | 0.86% | Van Eck Associates Corporation |
| 15 | MassMutual Select T. Rowe Price Bond Asset Fund · MMBEX cheaper | 2% | 0.00% | — |
| 16 | Templeton International Bond Fund · TBOAX, FCNBX, FIBZX, FIBQX diff. adviser | 2% | 0.65% | Franklin Advisers, Inc. |
| 17 | SA Multi-Managed Income/Equity Portfolio diff. adviser | 2% | 1.14% | SunAmerica Asset Management, LLC |
| 18 | PGIM Corporate Bond Fund · TGMBX, PCWAX, PCWCX, PCWQX, PCWRX cheaper | 2% | 0.55% | — |
| 19 | Pioneer Active Credit Fund cheaper | 2% | 0.61% | — |
| 20 | The U.S. Corporate Fixed Income Securities Portfolio · HCXSX cheaper diff. adviser | 1% | 0.18% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
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