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 VIP Corporate Bond Series | 71% | 0.78% | Macquarie Investment Management Business Trust |
| 2 | Nomura VIP Investment Grade Series | 68% | 0.63% | Macquarie Investment Management Business Trust |
| 3 | Nomura Extended Duration Bond Fund · DEEAX, DEECX, DEERX, DEEIX, DEZRX | 27% | 0.48% | Macquarie Investment Management Business Trust |
| 4 | Nomura Diversified Income Fund · DPDFX, DPCFX, DPRFX, DPFFX, DPZRX cheaper | 21% | 0.32% | Macquarie Investment Management Business Trust |
| 5 | Nomura Global Bond Fund · IVSCX, IVSIX, IVSYX, IVSAX, IYGOX, IVBDX | 11% | 0.56% | Macquarie Investment Management Business Trust |
| 6 | F/m 10-Year Investment Grade Corporate Bond ETF · ZTEN cheaper diff. adviser | 11% | 0.15% | Fm Investments LLC |
| 7 | JPMorgan Corporate Bond Fund · CBRAX, CBRCX, CBFSX, CBFVX cheaper diff. adviser | 8% | 0.40% | J.P. Morgan Investment Management, Inc. |
| 8 | Principal Investment Grade Corporate Active ETF · IG cheaper diff. adviser | 7% | 0.19% | Principal Global Investors, LLC |
| 9 | Nomura Strategic Income Fund · DEGGX, DUGCX, DUGRX, DUGIX | 7% | 0.60% | Macquarie Investment Management Business Trust |
| 10 | Nomura VIP Balanced Series | 7% | 1.03% | Macquarie Investment Management Business Trust |
| 11 | VOYA INVESTMENT GRADE CREDIT FUND · VIGTX, VACFX, VIGCX, VIGWX cheaper diff. adviser | 7% | 0.00% | Voya Investments, LLC |
| 12 | John Hancock Managed Account Shares Investment-Grade Corporate Bond Portfolio · JMABX cheaper diff. adviser | 7% | 0.00% | John Hancock Investment Management LLC |
| 13 | Nomura VIP Limited Duration Bond Series | 7% | 0.54% | Macquarie Investment Management Business Trust |
| 14 | Optimum Fixed Income Fund · OAFIX, OCFIX, OIFIX | 7% | 0.79% | Macquarie Investment Management Business Trust |
| 15 | Nomura Limited-Term Diversified Income Fund · DTRIX, DTICX, DLTRX, DTINX, DLTZX cheaper | 7% | 0.30% | Macquarie Investment Management Business Trust |
| 16 | Invesco Corporate Bond Fund · ACCEX, ACCHX, ACCWX, ACCBX, ACCZX, ICBFX cheaper diff. adviser | 7% | 0.34% | Invesco Advisers, Inc. |
| 17 | VANGUARD TARGET MATURITY 2036 CORPORATE BOND ETF · VBCJ cheaper | 6% | 0.08% | — |
| 18 | THRIVENT INCOME FUND · LUBIX, LBIIX diff. adviser | 6% | 0.47% | Thrivent Asset Management, LLC |
| 19 | Western Asset Corporate Bond Fund · SIGAX, SBILX, SIGYX, LCBPX, LWBOX diff. adviser | 6% | 0.49% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 20 | Nomura Balanced Fund · IBNAX, IBNCX, IYBIX, IBNYX, IYBFX, IBARX | 6% | 0.65% | Macquarie Investment Management Business Trust |
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