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 | Limited Duration Fund · APSTX, AISTX, AASTX | 13% | 0.51% | Cavanal Hill Investment Management, Inc. |
| 2 | iShares iBonds Dec 2044 Term Treasury ETF · IBGA cheaper diff. adviser | 9% | 0.07% | BlackRock Fund Advisors |
| 3 | JOHNSON INSTITUTIONAL CORE BOND FUND · JIBFX, JIMFX cheaper diff. adviser | 7% | 0.25% | Johnson Investment Counsel, Inc. |
| 4 | LVIP Mondrian Global Income Fund diff. adviser | 5% | 0.66% | Lincoln Financial Investments Corporation |
| 5 | Madison Aggregate Bond ETF · MAGG cheaper diff. adviser | 5% | 0.36% | Madison Asset Management, LLC |
| 6 | Thornburg Core Plus Bond ETF · TPLS cheaper diff. adviser | 5% | 0.45% | Thornburg Investment Management, Inc. |
| 7 | Franklin Short Duration U.S. Government ETF · FTSD cheaper diff. adviser | 5% | 0.25% | Franklin Advisers, Inc. |
| 8 | AB Income Fund · AKGAX, AKGCX, ACGYX, ACGZX diff. adviser | 4% | 0.54% | AllianceBernstein L.P. |
| 9 | LKCM Fixed Income Fund · LKFIX diff. adviser | 4% | 0.50% | LUTHER KING CAPITAL MANAGEMENT CORPORATION |
| 10 | Federated Hermes Short-Intermediate Total Return Bond Fund · FGCSX, FGCIX, FGCAX, SRBRX cheaper | 4% | 0.37% | — |
| 11 | Carillon Reams Core Bond Fund · CRCBX, CRCDX, SCCIX, CRCUX cheaper diff. adviser | 4% | 0.35% | Carillon Tower Advisers, Inc. |
| 12 | Madison Core Bond Fund · MBOAX, MBOYX, MBOIX, MBORX cheaper diff. adviser | 3% | 0.28% | Madison Asset Management, LLC |
| 13 | Carillon Reams Core Plus Bond Fund · SCPDX, SCPEX, SCPZX, SCPWX cheaper diff. adviser | 3% | 0.06% | Carillon Tower Advisers, Inc. |
| 14 | Pro-Blend Extended Term Series · MNECX, MNBRX, MNBAX, MNBIX, MNBWX cheaper diff. adviser | 3% | 0.10% | Manning & Napier Advisors, LLC |
| 15 | Franklin Core Plus Bond Fund · FRSTX, FSGCX, FKSAX, FKSRX, FGKNX cheaper diff. adviser | 3% | 0.37% | Franklin Advisers, Inc. |
| 16 | Fidelity Series Long-Term Treasury Bond Index Fund · FTLTX cheaper diff. adviser | 3% | 0.00% | Fidelity Management & Research Company LLC |
| 17 | AVIP Core Plus Bond Portfolio diff. adviser | 3% | 0.58% | CONSTELLATION INVESTMENTS INC |
| 18 | TSW Core Plus Bond Fund · TSWFX diff. adviser | 3% | 0.51% | JOHCM (USA) Inc. |
| 19 | CVT Investment Grade Bond Index Portfolio cheaper diff. adviser | 3% | 0.32% | Calvert Research and Management |
| 20 | iShares U.S. Long Government Bond Index Fund cheaper diff. adviser | 3% | 0.10% | BlackRock Fund Advisors |
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