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 | Timothy Plan Fixed Income Fund · TFIAX, TFICX, TPFIX diff. adviser | 21% | 0.90% | Timothy Partners Ltd. |
| 2 | American Beacon Balanced Fund · AADBX, AABPX, ABLSX, ACBYX, ABFAX, ABCCX diff. adviser | 17% | 0.88% | American Beacon Advisors, Inc. |
| 3 | American Beacon Diversified Fund · ZABDFX diff. adviser | 14% | — | American Beacon Advisors, Inc. |
| 4 | Timothy Plan Growth & Income Fund · TGIAX, TGCIX, TIGIX diff. adviser | 12% | 1.59% | Timothy Partners Ltd. |
| 5 | Franklin Short Duration U.S. Government ETF · FTSD cheaper diff. adviser | 6% | 0.25% | Franklin Advisers, Inc. |
| 6 | Nuveen Core Impact Bond Fund · TSBIX, TSBPX, TSBRX, TSBBX, TSBHX diff. adviser | 6% | 0.35% | Teachers Advisors, LLC |
| 7 | ALPS | Smith Total Return Bond Fund · SMAMX, SMCHX, SMTHX, SMTRX diff. adviser | 6% | 0.59% | ALPS Advisors, Inc. |
| 8 | ALPS | Smith Core Plus Bond ETF · SMTH diff. adviser | 6% | 0.59% | ALPS Advisors, Inc. |
| 9 | VOYA U.S. BOND INDEX PORTFOLIO · ILUAX, ILBAX, ILABX, IUSBX cheaper diff. adviser | 5% | 0.15% | Voya Investments, LLC |
| 10 | ALPS | Smith Credit Opportunities Fund · SMCVX, SMCAX, SMCCX, SMCRX diff. adviser | 5% | 0.90% | ALPS Advisors, Inc. |
| 11 | Franklin Low Duration U.S. Government Securities Fund · FISAX, FCSCX, FAUZX, FAURX, FAUGX diff. adviser | 5% | 0.56% | Franklin Advisers, Inc. |
| 12 | The Bond Fund of America cheaper diff. adviser | 5% | 0.23% | Capital Research and Management Company |
| 13 | Touchstone ETF Trust-Touchstone Strategic Income ETF · SIO diff. adviser | 5% | 0.50% | Touchstone Advisors, Inc. |
| 14 | Touchstone Strategic Trust-Touchstone Strategic Income Fund · TQPCX, TQPAX, TQPYX, TQPIX diff. adviser | 5% | 0.62% | Touchstone Advisors, Inc. |
| 15 | Voya VACS Series CB Fund · VVCBX cheaper | 5% | 0.15% | — |
| 16 | MAI MANAGED VOLATILITY FUND · MAIPX, DIVPX diff. adviser | 5% | 1.22% | MAI Capital Management, LLC |
| 17 | SIIT LONG DURATION FUND · LDRAX diff. adviser | 4% | 0.39% | SEI INVESTMENTS MANAGEMENT Corporation |
| 18 | First Trust Smith Opportunistic Fixed Income ETF · FIXD diff. adviser | 4% | 0.65% | First Trust Advisors L.P. |
| 19 | Core Bond Trust · JVCNX, JADKX, JAAEX diff. adviser | 4% | 0.62% | John Hancock Variable Trust Advisers LLC |
| 20 | Nuveen Core Plus Bond Fund · TCBPX, TCBRX, TIBFX, TBPPX, TCBHX, TCBWX cheaper diff. adviser | 4% | 0.00% | Teachers Advisors, LLC |
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