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 | STERLING CAPITAL ENHANCED CORE BOND ETF · SCEC | 50% | 0.39% | Sterling Capital Management LLC |
| 2 | Sterling Capital Quality Income Fund · SCSSX, SCSTX, SCSPX | 18% | 0.60% | Sterling Capital Management LLC |
| 3 | STERLING CAPITAL SHORT DURATION BOND ETF cheaper | 16% | 0.33% | — |
| 4 | Morningstar Alternatives Fund · MSTVX diff. adviser | 9% | 1.39% | Morningstar Investment Management LLC |
| 5 | Nuveen Short Term Bond Fund · TCTRX, TISRX, TISIX, TSTPX, TCTHX, TCTWX cheaper diff. adviser | 9% | 0.00% | Teachers Advisors, LLC |
| 6 | GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF · COMB cheaper diff. adviser | 9% | 0.25% | GraniteShares Advisors LLC |
| 7 | Morningstar Multisector Bond Fund · MSTMX diff. adviser | 8% | 0.79% | Morningstar Investment Management LLC |
| 8 | Sterling Capital Intermediate U.S. Government Fund · BBGVX, BGVAX, BIUCX | 8% | 0.56% | Sterling Capital Management LLC |
| 9 | Morningstar Total Return Bond Fund · MSTRX diff. adviser | 7% | 0.55% | Morningstar Investment Management LLC |
| 10 | Sterling Capital Short Duration Bond Fund · BBSGX, BSGAX, BBSCX, SHTRX | 7% | 0.44% | Sterling Capital Management LLC |
| 11 | Sterling Capital Long Duration Corporate Bond Fund · SCCMX, SCCNX, SCCPX, STRFX | 7% | 0.38% | Sterling Capital Management LLC |
| 12 | College Retirement Equities Fund - Inflation-Linked Bond Account · QCILRX, QCILPX, QCILIX, QCILFX diff. adviser | 7% | — | TIAA-CREF Investment Management, LLC |
| 13 | iShares Bloomberg Roll Select Commodity Strategy ETF · CMDY cheaper diff. adviser | 6% | 0.28% | BlackRock Fund Advisors |
| 14 | Morningstar Global Income Fund · MSTGX diff. adviser | 6% | 0.74% | Morningstar Investment Management LLC |
| 15 | Nuveen Core Plus Bond Fund · TCBPX, TCBRX, TIBFX, TBPPX, TCBHX, TCBWX cheaper diff. adviser | 6% | 0.00% | Teachers Advisors, LLC |
| 16 | Nuveen Inflation Linked Bond Fund · TIILX, TCILX, TIKRX, TIKPX, TIIHX, TIIWX cheaper diff. adviser | 6% | 0.00% | Teachers Advisors, LLC |
| 17 | Nuveen Preferred Securities and Income Fund · NPSAX, NPSCX, NPSRX, NPSFX | 6% | 0.68% | — |
| 18 | Nuveen Core Bond Fund · TIBDX, TIDRX, TIORX, TIDPX, TIBHX, TBBWX cheaper diff. adviser | 6% | 0.00% | Teachers Advisors, LLC |
| 19 | College Retirement Equities Fund - Core Bond Account · QCBMRX, QCBMPX, QCBMIX, QCBMFX diff. adviser | 5% | — | TIAA-CREF Investment Management, LLC |
| 20 | Select Bond Trust · JAGBX, JAFZX, JHBDX diff. adviser | 5% | 0.60% | John Hancock Variable Trust Advisers LLC |
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