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 Mortgage Opportunities Fund · CLMAX, CLMCX, CLMVX, CLMZX, CMOYX, CLMDX | 33% | 0.69% | Columbia Management Investment Advisers, LLC |
| 2 | Columbia Variable Portfolio - U.S. Government Mortgage Fund cheaper | 30% | 0.46% | Columbia Management Investment Advisers, LLC |
| 3 | Multisector Bond SMA Completion Portfolio · MBSAX cheaper | 20% | 0.00% | — |
| 4 | Columbia Multi Strategy Alternatives Fund · CLAAX, CLABX, CLAZX | 17% | 0.95% | Columbia Management Investment Advisers, LLC |
| 5 | Columbia Strategic Income Fund · COSIX, CLSCX, LSIZX, CSNRX, CTIVX, CPHUX, LSIDX | 17% | 0.60% | — |
| 6 | Columbia Total Return Bond Fund · LIBAX, LIBCX, CIBRX, SRBFX, CTBRX, CTBYX, SRBAX cheaper | 16% | 0.38% | Columbia Management Investment Advisers, LLC |
| 7 | Columbia Bond Fund · CNDAX, UMMGX, CBFYX, CNFRX, UMMDX cheaper | 15% | 0.41% | Columbia Management Investment Advisers, LLC |
| 8 | Columbia Variable Portfolio - Intermediate Bond Fund | 14% | 0.52% | Columbia Management Investment Advisers, LLC |
| 9 | Columbia Variable Portfolio - Strategic Income Fund | 9% | 0.69% | Columbia Management Investment Advisers, LLC |
| 10 | Goldman Sachs Core Bond ETF · GBND cheaper diff. adviser | 8% | 0.25% | Goldman Sachs Asset Management, L.P. |
| 11 | Western Asset SMASh Series M Fund · LMSMX cheaper diff. adviser | 8% | 0.00% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 12 | T. Rowe Price Mortgage-Backed Securities Multi-Sector Account Portfolio cheaper diff. adviser | 7% | 0.02% | T. Rowe Price Associates, Inc. |
| 13 | Multi-Manager Total Return Bond Strategies Fund · CTRZX cheaper | 7% | 0.47% | — |
| 14 | Columbia Credit Income Opportunities Fund | 7% | — | — |
| 15 | Western Asset SMASh Series Core Completion Fund · WAADX cheaper diff. adviser | 7% | 0.00% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 16 | Multi-Manager Alternative Strategies Fund · CZAMX | 6% | 1.28% | — |
| 17 | WisdomTree Mortgage Plus Bond Fund · MTGP cheaper diff. adviser | 6% | 0.46% | WisdomTree Asset Management, Inc. |
| 18 | Columbia Balanced Fund · CBLAX, CBLCX, CBALX, CBLRX, CLREX, CBDYX, CBABX | 6% | 0.57% | — |
| 19 | Opportunistic Fixed Income Fund · JHGDX, JIGDX, JABTX, JABUX, JABWX, JABOX | 6% | 0.81% | — |
| 20 | Invesco Core Plus Bond Fund · ACPSX, CPCFX, CPBRX, CPBYX, CPIIX, CPBFX cheaper diff. adviser | 6% | 0.44% | Invesco Advisers, Inc. |
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