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 | Bond Fund · APBDX, AIBNX, AABOX cheaper | 13% | 0.49% | Cavanal Hill Investment Management, Inc. |
| 2 | CRAWFORD MULTI-ASSET INCOME FUND · CMALX diff. adviser | 6% | 0.99% | Crawford Investment Counsel Inc |
| 3 | JPMorgan BetaBuilders U.S. Treasury Bond 3-10 Year ETF · BBIB cheaper diff. adviser | 6% | 0.04% | J.P. Morgan Investment Management, Inc. |
| 4 | T. Rowe Price U.S. Treasury Intermediate Index Fund · PRTIX, PRKIX, TRZTX cheaper diff. adviser | 5% | 0.00% | T. Rowe Price Associates, Inc. |
| 5 | VIP Investment Grade Central Fund diff. adviser | 5% | — | Fidelity Management & Research Company LLC |
| 6 | BrandywineGLOBAL-U.S. Fixed Income ETF cheaper diff. adviser | 5% | 0.39% | Franklin Advisers, Inc. |
| 7 | JOHNSON ENHANCED RETURN FUND · JENHX cheaper diff. adviser | 5% | 0.35% | Johnson Investment Counsel, Inc. |
| 8 | VIP Investment Grade Bond II Portfolio cheaper diff. adviser | 5% | 0.39% | Fidelity Management & Research Company LLC |
| 9 | Fidelity Intermediate Treasury Bond Index Fund · FUAMX cheaper diff. adviser | 5% | 0.03% | Fidelity Management & Research Company LLC |
| 10 | VALUE LINE CORE BOND FUND · VAGIX diff. adviser | 4% | 0.80% | EULAV Asset Management |
| 11 | TRIBUTARY INCOME FUND · FOINX, FOIPX cheaper diff. adviser | 4% | 0.48% | Tributary Capital Management, LLC |
| 12 | AZL Fidelity Institutional Asset Management Total Bond Fund diff. adviser | 4% | 0.64% | Allianz Investment Management LLC |
| 13 | TRIBUTARY BALANCED FUND · FOBAX, FOBPX diff. adviser | 4% | 0.74% | Tributary Capital Management, LLC |
| 14 | State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF · SPTI cheaper diff. adviser | 4% | 0.03% | SSGA Funds Management, Inc. |
| 15 | 1290 VT DoubleLine Opportunistic Bond Portfolio diff. adviser | 4% | 0.66% | Equitable Investment Management Group, LLC |
| 16 | VIP Investment Grade Bond Portfolio cheaper diff. adviser | 4% | 0.38% | Fidelity Management & Research Company LLC |
| 17 | JPMorgan Core Bond Trust diff. adviser | 4% | — | J.P. Morgan Investment Management, Inc. |
| 18 | Schwab Intermediate-Term U.S. Treasury ETF · SCHR cheaper diff. adviser | 4% | 0.03% | Charles Schwab Investment Management, Inc. |
| 19 | BNY Mellon Intermediate Bond Fund · MPIBX, MIIDX diff. adviser | 4% | 0.60% | BNY Mellon Investment Adviser, Inc. |
| 20 | Old Westbury Fixed Income Fund · OWFIX diff. adviser | 4% | 0.57% | Bessemer Investment Management LLC |
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