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 | Calamos Total Return Bond Fund · CTRAX, CTRCX, CTRIX | 10% | 0.65% | Calamos Advisors LLC |
| 2 | Calamos High Income Opportunities Fund · CHYDX, CCHYX, CIHYX | 8% | 0.75% | Calamos Advisors LLC |
| 3 | F/m 2-Year Investment Grade Corporate Bond ETF · ZTWO cheaper diff. adviser | 6% | 0.15% | Fm Investments LLC |
| 4 | Fidelity Limited Term Bond ETF · FLTB cheaper diff. adviser | 6% | 0.25% | Fidelity Management & Research Company LLC |
| 5 | Transamerica AEGON High Yield Bond VP diff. adviser | 6% | 0.63% | Transamerica Asset Management, Inc. |
| 6 | CREDIT SUISSE ASSET MANAGEMENT INCOME FUND, INC. | 5% | — | — |
| 7 | F/m 3-Year Investment Grade Corporate Bond ETF · ZTRE cheaper diff. adviser | 5% | 0.15% | Fm Investments LLC |
| 8 | Transamerica High Yield Bond · IHIYX, INCLX, TDHIX, TAHBX, TAHRX, TAHFX, TAHTX diff. adviser | 5% | 0.61% | Transamerica Asset Management, Inc. |
| 9 | PIA Short-Term Securities Fund · PIASX diff. adviser | 5% | 0.39% | Pacific Income Advisers Inc |
| 10 | Nuveen ESG 1-5 Year U.S. Aggregate Bond ETF · NUSA cheaper diff. adviser | 5% | 0.15% | Nuveen Fund Advisors, LLC |
| 11 | High Yield Bond Fund · VHYLX diff. adviser | 5% | 0.68% | The Variable Annuity Life Insurance Company |
| 12 | Nuveen Core Impact Bond Fund · TSBIX, TSBPX, TSBRX, TSBBX, TSBHX cheaper diff. adviser | 5% | 0.35% | Teachers Advisors, LLC |
| 13 | Loomis Sayles Intermediate Duration Bond Fund · LSDIX, LSDRX, LSCDX, LSDTX, LSDNX cheaper diff. adviser | 5% | 0.35% | Loomis, Sayles & Company, L.P. |
| 14 | Victory Short-Term Bond Fund · USSBX, UISBX, URSBX, UASBX cheaper diff. adviser | 5% | 0.33% | Victory Capital Management Inc. |
| 15 | BNY Mellon Short Term Income Fund · DSTIX, BYSYX, BYSIX, BYSAX diff. adviser | 5% | 0.40% | BNY Mellon Investment Adviser, Inc. |
| 16 | Short-Term Income Fund · SRHQX, STCCX, PSHIX, PSJIX, PSIOX, PSIQX diff. adviser | 5% | 0.39% | Principal Global Investors, LLC |
| 17 | Mercer Short Duration Fixed Income Fund · MSDYX, MSDZX, MSDBX, MSDWX cheaper diff. adviser | 5% | 0.20% | Mercer Investments LLC |
| 18 | Nuveen High Yield Managed Accounts Portfolio · NMYHX cheaper | 5% | 0.00% | — |
| 19 | BondBloxx BBB Rated 1-5 Year Corporate Bond ETF cheaper diff. adviser | 5% | 0.19% | BondBloxx Investment Management Corporation |
| 20 | iShares ESG Aware 1-5 Year USD Corporate Bond ETF · SUSB cheaper diff. adviser | 5% | 0.12% | BlackRock Fund Advisors |
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