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 | Legal & General Commodity Strategy Fund · LCOWX, LCOIX, LCOMX cheaper diff. adviser | 3% | 0.15% | LEGAL & GENERAL Investment Management America Inc. |
| 2 | LifeX 2049 Inflation-Protected Longevity Income ETF cheaper diff. adviser | 3% | 0.25% | Stone Ridge Asset Management LLC |
| 3 | LifeX 2051 Inflation-Protected Longevity Income ETF cheaper diff. adviser | 3% | 0.25% | Stone Ridge Asset Management LLC |
| 4 | LifeX 2052 Inflation-Protected Longevity Income ETF cheaper diff. adviser | 3% | 0.25% | Stone Ridge Asset Management LLC |
| 5 | LifeX 2053 Inflation-Protected Longevity Income ETF cheaper diff. adviser | 3% | 0.25% | Stone Ridge Asset Management LLC |
| 6 | LifeX 2054 Inflation-Protected Longevity Income ETF cheaper diff. adviser | 3% | 0.25% | Stone Ridge Asset Management LLC |
| 7 | LifeX 2059 Inflation-Protected Longevity Income ETF cheaper diff. adviser | 3% | 0.25% | Stone Ridge Asset Management LLC |
| 8 | Neuberger Berman Emerging Markets Debt Fund · NERAX, NERCX, NERIX diff. adviser | 2% | 0.79% | Neuberger Berman Investment Advisers LLC |
| 9 | AST Global Bond Portfolio diff. adviser | 2% | 1.01% | PGIM INVESTMENTS LLC |
| 10 | MassMutual Select T. Rowe Price Bond Asset Fund · MMBEX cheaper | 1% | 0.00% | — |
| 11 | Western Asset Macro Opportunities Fund | 1% | 1.24% | — |
| 12 | BNY Mellon Dynamic Total Return Fund · AVGAX, AVGCX, AVGRX, AVGYX | 1% | 1.15% | BNY Mellon Investment Adviser, Inc. |
| 13 | PGIM Wadhwani Systematic Absolute Return Fund | 1% | 1.11% | — |
| 14 | Western Asset Total Return ETF · WBND diff. adviser | 1% | 0.65% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
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