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 | Columbia Quality Income Fund · AUGAX, AUGCX, CUGZX, CGVRX, CUGYX cheaper | 33% | 0.52% | Columbia Management Investment Advisers, LLC |
| 2 | Columbia Multi Strategy Alternatives Fund · CLAAX, CLABX, CLAZX | 32% | 0.95% | Columbia Management Investment Advisers, LLC |
| 3 | Multisector Bond SMA Completion Portfolio · MBSAX cheaper | 32% | 0.00% | — |
| 4 | Columbia Strategic Income Fund · COSIX, CLSCX, LSIZX, CSNRX, CTIVX, CPHUX, LSIDX cheaper | 19% | 0.60% | — |
| 5 | Columbia Total Return Bond Fund · LIBAX, LIBCX, CIBRX, SRBFX, CTBRX, CTBYX, SRBAX cheaper | 18% | 0.38% | Columbia Management Investment Advisers, LLC |
| 6 | Columbia Bond Fund · CNDAX, UMMGX, CBFYX, CNFRX, UMMDX cheaper | 15% | 0.41% | Columbia Management Investment Advisers, LLC |
| 7 | Western Asset SMASh Series Core Completion Fund · WAADX cheaper diff. adviser | 15% | 0.00% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 8 | Columbia Variable Portfolio - U.S. Government Mortgage Fund cheaper | 11% | 0.46% | Columbia Management Investment Advisers, LLC |
| 9 | JPMorgan Strategic Income Opportunities Fund · JSOSX, JSOAX, JSOCX, JSORX, JSOZX cheaper diff. adviser | 11% | 0.50% | J.P. Morgan Investment Management, Inc. |
| 10 | Columbia Variable Portfolio - Intermediate Bond Fund cheaper | 11% | 0.52% | Columbia Management Investment Advisers, LLC |
| 11 | T. Rowe Price Mortgage-Backed Securities Multi-Sector Account Portfolio cheaper diff. adviser | 10% | 0.02% | T. Rowe Price Associates, Inc. |
| 12 | GMO MAC Implementation Fund · GMIHX cheaper | 10% | 0.02% | — |
| 13 | Columbia Credit Income Opportunities Fund | 10% | — | — |
| 14 | Columbia Variable Portfolio - Strategic Income Fund | 9% | 0.69% | Columbia Management Investment Advisers, LLC |
| 15 | Opportunistic Fixed Income Fund · JHGDX, JIGDX, JABTX, JABUX, JABWX, JABOX | 8% | 0.81% | — |
| 16 | Goldman Sachs Core Bond ETF · GBND cheaper diff. adviser | 7% | 0.25% | Goldman Sachs Asset Management, L.P. |
| 17 | Western Asset SMASh Series M Fund · LMSMX cheaper diff. adviser | 7% | 0.00% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 18 | Columbia Balanced Fund · CBLAX, CBLCX, CBALX, CBLRX, CLREX, CBDYX, CBABX cheaper | 7% | 0.57% | — |
| 19 | Fidelity SAI Investment Grade Securitized Fund · FSMOX cheaper diff. adviser | 7% | 0.31% | Fidelity Management & Research Company LLC |
| 20 | WisdomTree Mortgage Plus Bond Fund · MTGP cheaper diff. adviser | 7% | 0.46% | WisdomTree Asset Management, Inc. |
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