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 | BNY Mellon Core Plus ETF | 23% | 0.40% | — |
| 2 | AAM Insight Select Income Fund · CPUAX, CPUCX, CPUIX, CPUYX diff. adviser | 22% | 0.50% | ADVISORS ASSET MANAGEMENT, INC. |
| 3 | BNY Mellon Short Term Income Fund · DSTIX, BYSYX, BYSIX, BYSAX | 18% | 0.40% | BNY Mellon Investment Adviser, Inc. |
| 4 | BNY Mellon Fixed Income Completion Funds (FICS) - CP cheaper | 9% | 0.00% | — |
| 5 | BNY Mellon Active Core Bond ETF | 9% | 0.40% | — |
| 6 | NVIT Loomis Core Bond Fund diff. adviser | 8% | 0.44% | Nationwide Fund Advisors |
| 7 | BNY Mellon Global Fixed Income Fund · SDGIX, DHGAX, DHGCX, DSDYX | 7% | 0.47% | BNY Mellon Investment Adviser, Inc. |
| 8 | Lord Abbett Income Fund · LAUYX, LAGVX, LAUSX, LAUFX, LAUQX, LAURX, LAUKX, LAUTX, LAUVX, LOGVX diff. adviser | 6% | 0.44% | Lord, Abbett & Co. LLC |
| 9 | Loomis Sayles Investment Grade Bond Fund · LIGRX, LGBCX, LSIIX, LIGAX, LGBNX, LIGTX diff. adviser | 6% | 0.44% | Natixis Advisors, LLC |
| 10 | BNY Mellon International Bond Fund · DIBAX, DIBCX, DIBRX, DIBYX | 6% | 0.75% | BNY Mellon Investment Adviser, Inc. |
| 11 | Loomis Sayles Investment Grade Fixed Income Fund · LSIGX diff. adviser | 6% | 0.53% | Natixis Advisors, LLC |
| 12 | BNY Mellon Bond Market Index Fund · DBMIX, DBIRX cheaper | 5% | 0.15% | BNY Mellon Investment Adviser, Inc. |
| 13 | THRIVENT INCOME FUND · LUBIX, LBIIX diff. adviser | 5% | 0.47% | Thrivent Asset Management, LLC |
| 14 | Diversified Bond Portfolio diff. adviser | 5% | 0.44% | Pacific Life Fund Advisors LLC |
| 15 | Columbia Diversified Fixed Income Allocation ETF · DIAL cheaper diff. adviser | 5% | 0.29% | Columbia Management Investment Advisers, LLC |
| 16 | BondBloxx BBB Rated 5-10 Year Corporate Bond ETF cheaper diff. adviser | 5% | 0.19% | BondBloxx Investment Management Corporation |
| 17 | Nationwide Invesco Core Plus Bond Fund · NWCPX, NWCSX, NWCIX diff. adviser | 5% | 0.47% | Nationwide Fund Advisors |
| 18 | Active Bond Trust · JAHDX, JAHFX, JAHEX diff. adviser | 4% | 0.65% | John Hancock Variable Trust Advisers LLC |
| 19 | Hartford Core Bond ETF · HCRB cheaper diff. adviser | 4% | 0.29% | Hartford Funds Management Company, LLC |
| 20 | Bond Fund · JHNBX, JHCBX, JHBIX, JHBSX, JHRBX, JBFRX cheaper diff. adviser | 4% | 0.35% | John Hancock Investment Management LLC |
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