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 | Six Circles Ultra Short Duration Fund · CUSDX | 35% | 0.20% | J.P. Morgan Private Investments Inc. |
| 2 | PIMCO Short-Term Portfolio · VPVSTDV, VPVSTIV, VPVSTAD diff. adviser | 10% | 0.47% | Pacific Investment Management Company LLC |
| 3 | PIMCO Short-Term Fund · PTSHX, PSFAX, PSHAX, PFTCX, PTSRX, PTSPX, PTSNX diff. adviser | 9% | 0.48% | Pacific Investment Management Company LLC |
| 4 | Ultra-Short Term Fixed Income Fund · TSDUX diff. adviser | 9% | 0.53% | CONSULTING GROUP ADVISORY SERVICES LLC |
| 5 | PIMCO Enhanced Short Maturity Active Exchange-Traded Fund · MINT diff. adviser | 9% | 0.36% | Pacific Investment Management Company LLC |
| 6 | PIMCO Short Asset Portfolio diff. adviser | 8% | — | Pacific Investment Management Company LLC |
| 7 | Core Fixed Income Fund · TIIUX diff. adviser | 8% | 0.47% | CONSULTING GROUP ADVISORY SERVICES LLC |
| 8 | Bridge Builder Core Plus Bond Fund · BBCPX diff. adviser | 8% | 0.16% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 9 | EQ/PIMCO Ultra Short Bond Portfolio diff. adviser | 8% | 0.56% | Equitable Investment Management Group, LLC |
| 10 | Six Circles Credit Opportunities Fund | 7% | 0.26% | J.P. Morgan Private Investments Inc. |
| 11 | PIMCO Enhanced Low Duration Active Exchange-Traded Fund · LDUR diff. adviser | 6% | 0.54% | Pacific Investment Management Company LLC |
| 12 | Bridge Builder Core Bond Fund · BBTBX cheaper diff. adviser | 5% | 0.12% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 13 | PIMCO Commodity Strategy Active Exchange-Traded Fund · CMDT diff. adviser | 4% | 0.65% | Pacific Investment Management Company LLC |
| 14 | PIMCO Short Asset Investment Fund · PAIDX, PAIPX, PAIQX, PAIAX, PAMSX, PANDX diff. adviser | 4% | 0.36% | Pacific Investment Management Company LLC |
| 15 | PIMCO StocksPLUS Global Portfolio · PMVIEQS, PMVIEAD diff. adviser | 4% | 0.62% | Pacific Investment Management Company LLC |
| 16 | Fixed Income SHares: Series LD · FXIDX diff. adviser | 3% | 1.36% | Pacific Investment Management Company LLC |
| 17 | First Trust Ultra Short Duration Municipal ETF · FUMB diff. adviser | 3% | 0.45% | First Trust Advisors L.P. |
| 18 | LVIP PIMCO Low Duration Bond Fund diff. adviser | 3% | 0.73% | Lincoln Financial Investments Corporation |
| 19 | PIMCO StocksPLUS Fund · PSTKX, PSPAX, PSPCX, PSPRX, PSKPX, PSTNX diff. adviser | 3% | 0.70% | Pacific Investment Management Company LLC |
| 20 | Fidelity Conservative Income Bond Fund · FCNVX, FCNYX, FCNQX, FCNWX diff. adviser | 3% | 0.20% | Fidelity Management & Research Company LLC |
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