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 | Nomura Corporate Bond Fund · DGCAX, DGCCX, DGCRX, DGCIX, DGCZX cheaper | 27% | 0.46% | Macquarie Investment Management Business Trust |
| 2 | Nomura VIP Corporate Bond Series | 22% | 0.78% | Macquarie Investment Management Business Trust |
| 3 | Nomura VIP Investment Grade Series | 20% | 0.63% | Macquarie Investment Management Business Trust |
| 4 | BondBloxx BBB Rated 10+ Year Corporate Bond ETF cheaper diff. adviser | 7% | 0.19% | BondBloxx Investment Management Corporation |
| 5 | Sterling Capital Long Duration Corporate Bond Fund · SCCMX, SCCNX, SCCPX, STRFX cheaper diff. adviser | 7% | 0.38% | Sterling Capital Management LLC |
| 6 | Franklin Long Duration Credit Fund · FLDBX cheaper diff. adviser | 7% | 0.30% | Franklin Templeton Institutional, LLC |
| 7 | Transamerica Long Credit · TLCFX, TLCJX, TLCKX, TLCDX diff. adviser | 6% | 0.56% | Transamerica Asset Management, Inc. |
| 8 | VANGUARD LONG-TERM CORPORATE BOND INDEX FUND · VLTCX, VLCIX, VCLT cheaper diff. adviser | 6% | 0.03% | The Vanguard Group, Inc. |
| 9 | VANGUARD LONG-TERM INVESTMENT-GRADE FUND · VWESX, VWETX cheaper diff. adviser | 6% | 0.10% | The Vanguard Group, Inc., Wellington Management Company LLP |
| 10 | SIIT LONG DURATION FUND · LDRAX cheaper diff. adviser | 6% | 0.39% | SEI INVESTMENTS MANAGEMENT Corporation |
| 11 | SIIT LONG DURATION CREDIT BOND FUND · SLDAX cheaper diff. adviser | 6% | 0.37% | SEI INVESTMENTS MANAGEMENT Corporation |
| 12 | State Street(R) SPDR(R) Portfolio Long Term Corporate Bond ETF · SPLB cheaper diff. adviser | 6% | 0.04% | SSGA Funds Management, Inc. |
| 13 | Nomura Diversified Income Fund · DPDFX, DPCFX, DPRFX, DPFFX, DPZRX cheaper | 6% | 0.32% | Macquarie Investment Management Business Trust |
| 14 | Western Asset Long Credit VIT · LLAAX, LLACX cheaper diff. adviser | 5% | 0.42% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 15 | State Street(R) SPDR(R) MarketAxess Investment Grade 400 Corporate Bond ETF · LQIG cheaper diff. adviser | 5% | 0.07% | SSGA Funds Management, Inc. |
| 16 | VOYA INVESTMENT GRADE CREDIT FUND · VIGTX, VACFX, VIGCX, VIGWX cheaper diff. adviser | 5% | 0.00% | Voya Investments, LLC |
| 17 | T. Rowe Price Institutional Long Duration Credit Fund · RPLCX cheaper diff. adviser | 5% | 0.45% | T. Rowe Price Associates, Inc. |
| 18 | Western Asset Investment Grade Opportunity Trust Inc. | 5% | — | — |
| 19 | Principal Investment Grade Corporate Active ETF · IG cheaper diff. adviser | 5% | 0.19% | Principal Global Investors, LLC |
| 20 | Preferred Securities and Income SMA Shares · PISHX cheaper diff. adviser | 5% | 0.00% | Cohen & Steers Capital Management, Inc. |
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