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 | Dodge & Cox Income Fund · DODIX, DOXIX cheaper | 22% | 0.33% | Dodge & Cox |
| 2 | Dodge & Cox Balanced Fund · DODBX, DOXBX | 10% | 0.42% | Dodge & Cox |
| 3 | Bridge Builder Core Plus Bond Fund · BBCPX cheaper diff. adviser | 5% | 0.16% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 4 | DoubleLine Emerging Markets Local Currency Bond Fund · DBELX, DLELX diff. adviser | 4% | 0.91% | DoubleLine Capital LP |
| 5 | The Bond Fund of America cheaper diff. adviser | 4% | 0.23% | Capital Research and Management Company |
| 6 | Nuveen Core Plus Bond ETF · NCPB cheaper diff. adviser | 4% | 0.31% | Nuveen Fund Advisors, LLC |
| 7 | T. Rowe Price Dynamic Global Bond Fund · RPIEX, PAIEX, RPEIX, TRDZX cheaper diff. adviser | 3% | 0.00% | T. Rowe Price Associates, Inc. |
| 8 | Eventide Core Bond Fund · ETNRX, ETARX, ETCRX, ETIRX | 3% | 0.48% | — |
| 9 | Nationwide Loomis Core Bond Fund · NWJGX, NWJHX, NWJIX, NWJJX, NWAZX cheaper diff. adviser | 3% | 0.35% | Nationwide Fund Advisors |
| 10 | Aristotle Core Income Fund · PLIAX, PLNCX, PLIIX, PLIDX, PLIHX diff. adviser | 3% | 0.45% | Aristotle Investment Services, LLC |
| 11 | Bond Fund of America · ABNDX, RBFAX, RBFBX, RBFCX, RBFEX, RBFFX, BFACX, BFAFX, CFAAX, CFACX, CFAEX, CFAFX, ABNFX, RBFGX, RBEBX, RBFHX, BFFAX, TFBFX, TBFFX, FFBOX, FBOFX cheaper diff. adviser | 3% | 0.23% | Capital Research and Management Company |
| 12 | THRIVENT INCOME PORTFOLIO diff. adviser | 3% | 0.44% | Thrivent Financial for Lutherans |
| 13 | NVIT Loomis Core Bond Fund diff. adviser | 3% | 0.44% | Nationwide Fund Advisors |
| 14 | Invesco Bond Fund | 3% | — | — |
| 15 | Neuberger Berman Total Return Bond ETF · NBTR diff. adviser | 3% | 0.38% | Neuberger Berman Investment Advisers LLC |
| 16 | T. Rowe Price Emerging Markets Local Currency Bond Fund · PAELX, PRELX, TEIMX, TRZFX cheaper diff. adviser | 3% | 0.00% | T. Rowe Price Associates, Inc. |
| 17 | Madison Aggregate Bond ETF · MAGG cheaper diff. adviser | 3% | 0.36% | Madison Asset Management, LLC |
| 18 | TCW Flexible Income ETF diff. adviser | 3% | 0.40% | TCW Investment Management Company LLC |
| 19 | Capital Group Core Bond Completion Fund · CBCFX cheaper diff. adviser | 3% | 0.00% | Capital Research and Management Company |
| 20 | SFT Core Bond Fund diff. adviser | 3% | 0.53% | Securian Asset Management, Inc. |
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