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 | AST J.P. Morgan Fixed Income Central Portfolio diff. adviser | 27% | — | PGIM INVESTMENTS LLC |
| 2 | Transamerica JPMorgan Tactical Allocation VP diff. adviser | 20% | 0.80% | Transamerica Asset Management, Inc. |
| 3 | JPMorgan Core Plus Bond Fund · HLIPX, ONIAX, OBDCX, JCPUX, JCPZX, JCPPX, JCPQX, JCPYX cheaper | 16% | 0.38% | J.P. Morgan Investment Management, Inc. |
| 4 | JPMorgan Global Bond Opportunities Fund · GBOAX, GBOCX, GBOSX, GBONX | 15% | 0.51% | J.P. Morgan Investment Management, Inc. |
| 5 | JPMorgan Core Plus Bond ETF · JCPB cheaper | 13% | 0.38% | J.P. Morgan Investment Management, Inc. |
| 6 | iShares iBoxx $ Investment Grade Corporate Bond ETF · LQD cheaper diff. adviser | 13% | 0.14% | BlackRock Fund Advisors |
| 7 | JPMorgan Unconstrained Debt Fund · JSIAX, JINCX, JSISX, JISZX, JSIRX, JSIMX | 12% | 0.51% | J.P. Morgan Investment Management, Inc. |
| 8 | BATS: Corporate Credit Total Return Series · BRACX cheaper diff. adviser | 12% | 0.11% | BlackRock Advisors, LLC |
| 9 | PACE Global Fixed Income Investments · PCGLX, PWFAX, PWFYX, PGFTX diff. adviser | 12% | 0.67% | UBS Asset Management (Americas) LLC |
| 10 | VANGUARD ESG U.S. CORPORATE BOND ETF · VCEB cheaper diff. adviser | 11% | 0.12% | The Vanguard Group, Inc. |
| 11 | American Funds Corporate Bond Fund · BFCAX, COBFX, RCBAX, RCBBX, RCBCX, RCBDX, RCBEX, RCBFX, BFCCX, BFCFX, BFCGX, COBAX, COBCX, COBEX, RCBGX, RCBHX, CFBFX, TABBX, TFBBX, FFBBX, FBCDX cheaper diff. adviser | 11% | 0.31% | Capital Research and Management Company |
| 12 | JPMorgan Flexible Debt ETF · JFLX | 11% | 0.45% | — |
| 13 | Western Asset Long Credit VIT · LLAAX, LLACX diff. adviser | 10% | 0.42% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 14 | Capital Group Central Corporate Bond Fund · CCBFX diff. adviser | 10% | — | Capital Research and Management Company |
| 15 | Fidelity Series Corporate Bond Fund · FHMFX cheaper diff. adviser | 10% | 0.00% | Fidelity Management & Research Company LLC |
| 16 | Invesco Corporate Bond Fund · ACCEX, ACCHX, ACCWX, ACCBX, ACCZX, ICBFX cheaper diff. adviser | 10% | 0.34% | Invesco Advisers, Inc. |
| 17 | Western Asset Corporate Bond Fund · SIGAX, SBILX, SIGYX, LCBPX, LWBOX diff. adviser | 10% | 0.49% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 18 | State Street(R) SPDR(R) MarketAxess Investment Grade 400 Corporate Bond ETF · LQIG cheaper diff. adviser | 10% | 0.07% | SSGA Funds Management, Inc. |
| 19 | Fidelity Corporate Bond ETF · FCOR cheaper diff. adviser | 10% | 0.36% | Fidelity Management & Research Company LLC |
| 20 | Schwab 5-10 Year Corporate Bond ETF · SCHI cheaper diff. adviser | 10% | 0.03% | Charles Schwab Investment Management, Inc. |
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