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 | CTIVP - TCW Core Plus Bond Fund | 26% | 0.49% | Columbia Management Investment Advisers, LLC |
| 2 | Multi-Manager Alternative Strategies Fund · CZAMX | 21% | 1.28% | — |
| 3 | SIIT CORE FIXED INCOME FUND · SCOAX cheaper | 18% | 0.37% | SEI INVESTMENTS MANAGEMENT Corporation |
| 4 | Multisector Bond SMA Completion Portfolio · MBSAX cheaper | 17% | 0.00% | — |
| 5 | Columbia Multi Strategy Alternatives Fund · CLAAX, CLABX, CLAZX | 17% | 0.95% | Columbia Management Investment Advisers, LLC |
| 6 | Nationwide Loomis Core Bond Fund · NWJGX, NWJHX, NWJIX, NWJJX, NWAZX cheaper | 17% | 0.35% | Nationwide Fund Advisors |
| 7 | Catholic Values Fixed Income Fund · CFVAX, CFVYX | 16% | 0.69% | SEI INVESTMENTS MANAGEMENT Corporation |
| 8 | Columbia Adaptive Risk Allocation Fund · CRAAX, CRACX, CRDRX, CRAZX, CARYX, CRADX | 15% | 0.77% | Columbia Management Investment Advisers, LLC |
| 9 | EQ/Core Plus Bond Portfolio | 15% | 0.68% | Equitable Investment Management Group, LLC |
| 10 | Columbia Global Opportunities Fund · IMRFX, CSAZX | 15% | 0.87% | Columbia Management Investment Advisers, LLC |
| 11 | VOYA INTERMEDIATE BOND FUND · IIBOX, IIBAX, IICCX, IICIX, IIBWX, IIBZX cheaper | 15% | 0.00% | Voya Investments, LLC |
| 12 | SIMT Core Fixed Income Fund · SCXIX, TRLVX, SCFYX | 14% | 0.49% | — |
| 13 | PGIM Total Return Bond ETF · PTRB | 14% | 0.49% | PGIM INVESTMENTS LLC |
| 14 | Variable Portfolio - Managed Volatility Moderate Growth Fund | 14% | 0.73% | Columbia Management Investment Advisers, LLC |
| 15 | Strategic Advisers Core Income Fund · FPCIX cheaper | 14% | 0.33% | Strategic Advisers LLC |
| 16 | Variable Portfolio - Managed Volatility Conservative Fund | 14% | 0.70% | Columbia Management Investment Advisers, LLC |
| 17 | Variable Portfolio - U.S. Flexible Conservative Growth Fund | 14% | 0.70% | Columbia Management Investment Advisers, LLC |
| 18 | Variable Portfolio - U.S. Flexible Growth Fund | 14% | 0.69% | Columbia Management Investment Advisers, LLC |
| 19 | Variable Portfolio - Managed Volatility Conservative Growth Fund | 14% | 0.73% | Columbia Management Investment Advisers, LLC |
| 20 | Variable Portfolio - U.S. Flexible Moderate Growth Fund | 14% | 0.68% | Columbia Management Investment Advisers, LLC |
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