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 Limited-Term Bond Series | 54% | 0.79% | Macquarie Investment Management Business Trust |
| 2 | Nomura VIP Limited Duration Bond Series | 52% | 0.54% | Macquarie Investment Management Business Trust |
| 3 | LVIP Nomura Diversified Floating Rate Fund diff. adviser | 16% | 0.63% | Lincoln Financial Investments Corporation |
| 4 | Virtus Seix Core Bond Fund · STGIX, STIGX, STGZX diff. adviser | 15% | 0.36% | Virtus Investment Advisers, LLC |
| 5 | Impax Core Bond Fund · PXBIX, PAXBX diff. adviser | 14% | 0.46% | Impax Asset Management LLC |
| 6 | Nomura Diversified Income Fund · DPDFX, DPCFX, DPRFX, DPFFX, DPZRX | 14% | 0.32% | Macquarie Investment Management Business Trust |
| 7 | Intermediate Bond Portfolio diff. adviser | 12% | 0.44% | Pacific Life Fund Advisors LLC |
| 8 | LVIP JPMorgan Short Duration Bond Fund diff. adviser | 11% | 0.47% | Lincoln Financial Investments Corporation |
| 9 | NYLI VP Bond Portfolio diff. adviser | 11% | 0.54% | New York Life Investment Management LLC |
| 10 | Touchstone Funds Group Trust-Touchstone Active Bond Fund · TOBAX, TODCX, TOBYX, TOBIX | 11% | 0.49% | — |
| 11 | Short-Term Bond Portfolio diff. adviser | 10% | 0.40% | Mason Street Advisors, LLC |
| 12 | Touchstone Variable Series Trust-Touchstone Bond Fund diff. adviser | 10% | 0.62% | Touchstone Advisors, Inc. |
| 13 | Limited Term U.S. Government Fund · NSIUX diff. adviser | 10% | 0.44% | NORTHERN TRUST INVESTMENTS, INC. |
| 14 | Loomis Sayles Intermediate Duration Bond Fund · LSDIX, LSDRX, LSCDX, LSDTX, LSDNX diff. adviser | 10% | 0.35% | Loomis, Sayles & Company, L.P. |
| 15 | JPMorgan Short Duration Core Plus Fund · JSDHX, JSDCX, JSDSX, JSDRX diff. adviser | 10% | 0.33% | J.P. Morgan Investment Management, Inc. |
| 16 | LifeX 2035 Income Bucket ETF cheaper diff. adviser | 10% | 0.25% | Stone Ridge Asset Management LLC |
| 17 | T. Rowe Price Short Duration Income Fund · TSDLX, TSIDX cheaper diff. adviser | 10% | 0.29% | T. Rowe Price Associates, Inc. |
| 18 | Guardian Short Duration Bond VIP Fund diff. adviser | 10% | 0.45% | Park Avenue Institutional Advisers LLC |
| 19 | Nomura VIP Fund for Income Series | 10% | 0.75% | Macquarie Investment Management Business Trust |
| 20 | Short-Term Bond Fund of America · ASBAX, ASBFX, CAAFX, CFAMX, RAMAX, RAMBX, RAMCX, RAMEX, RAMFX, ASBCX, CCAMX, CEAMX, SBFFX, RMMGX, RAAEX, RAAGX, FSBTX, TTSBX, TSTBX, FTSBX, FFTSX cheaper diff. adviser | 10% | 0.29% | Capital Research and Management Company |
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