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 | New Covenant Income Fund · NCICX | 28% | 0.96% | SEI INVESTMENTS MANAGEMENT Corporation |
| 2 | SIIT CORE FIXED INCOME FUND · SCOAX cheaper | 25% | 0.37% | SEI INVESTMENTS MANAGEMENT Corporation |
| 3 | SIMT Core Fixed Income Fund · SCXIX, TRLVX, SCFYX cheaper | 21% | 0.49% | — |
| 4 | SIIT LIMITED DURATION BOND FUND · SLDBX cheaper | 18% | 0.32% | SEI INVESTMENTS MANAGEMENT Corporation |
| 5 | Harbor Core Bond Fund · HACBX, HCBRX cheaper diff. adviser | 18% | 0.26% | Harbor Capital Advisors, Inc. |
| 6 | SIIT LONG DURATION FUND · LDRAX cheaper | 17% | 0.39% | SEI INVESTMENTS MANAGEMENT Corporation |
| 7 | SFT Core Bond Fund cheaper diff. adviser | 17% | 0.53% | Securian Asset Management, Inc. |
| 8 | Multi-Manager Total Return Bond Strategies Fund · CTRZX cheaper | 16% | 0.47% | — |
| 9 | Mercer Core Fixed Income Fund · MCFVX, MCFQX, MCFWX, MCFIX cheaper diff. adviser | 14% | 0.14% | Mercer Investments LLC |
| 10 | TCW METWEST TOTAL RETURN BOND FUND · MWTIX, MWTRX, MWTNX, MWTSX, MWTTX cheaper diff. adviser | 12% | 0.37% | METROPOLITAN WEST ASSET MANAGEMENT, LLC |
| 11 | Harbor Core Plus Fund · HABDX, HRBDX, HBFRX cheaper diff. adviser | 11% | 0.30% | Harbor Capital Advisors, Inc. |
| 12 | SIIT INTERMEDIATE DURATION CREDIT FUND · SIDCX cheaper | 11% | 0.32% | SEI INVESTMENTS MANAGEMENT Corporation |
| 13 | SIIT LONG DURATION CREDIT BOND FUND · SLDAX cheaper | 10% | 0.37% | SEI INVESTMENTS MANAGEMENT Corporation |
| 14 | CTIVP - TCW Core Plus Bond Fund cheaper diff. adviser | 10% | 0.49% | Columbia Management Investment Advisers, LLC |
| 15 | Yieldstreet Alternative Income Fund Inc. | 9% | — | — |
| 16 | SAAT CONSERVATIVE STRATEGY ALLOCATION FUND · SMGAX | 9% | 1.24% | SEI INVESTMENTS MANAGEMENT Corporation |
| 17 | SAAT DEFENSIVE STRATEGY ALLOCATION FUND · STDAX | 9% | 0.93% | SEI INVESTMENTS MANAGEMENT Corporation |
| 18 | SAAT MODERATE STRATEGY ALLOCATION FUND · SXMAX | 9% | 1.25% | SEI INVESTMENTS MANAGEMENT Corporation |
| 19 | RMB Quality Intermediate Core Fund · RMBQX cheaper diff. adviser | 9% | 0.35% | Curi RMB Capital, LLC |
| 20 | City National Rochdale Strategic Credit Fund | 9% | — | — |
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