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 | Hartford Dynamic Bond Fund · HDBFX, HDBYX, HDBSX, HDBAX, HDBIX, HDBCX, HDBRX cheaper | 88% | 0.58% | Hartford Funds Management Company, LLC |
| 2 | Old Westbury Fixed Income Fund · OWFIX cheaper | 16% | 0.57% | Bessemer Investment Management LLC |
| 3 | State Street Short Duration IG Public & Private Credit ETF · PRSD cheaper | 13% | 0.45% | SSGA Funds Management, Inc. |
| 4 | Carillon Reams Unconstrained Bond Fund · SUBDX, SUBEX, SUBFX, SUBTX cheaper | 12% | 0.50% | Carillon Tower Advisers, Inc. |
| 5 | NYLI MacKay Total Return Bond Fund · MTMNX, MTMAX, MTMCX, MTMIX, MTRDX, MTMSX cheaper | 10% | 0.35% | New York Life Investment Management LLC |
| 6 | Limited Term U.S. Government Fund · NSIUX cheaper | 8% | 0.44% | NORTHERN TRUST INVESTMENTS, INC. |
| 7 | Fidelity Investment Grade Bond ETF · FIGB cheaper | 8% | 0.36% | Fidelity Management & Research Company LLC |
| 8 | Invesco U.S. Hybrid Bond ETF cheaper | 8% | 0.40% | — |
| 9 | Calvert Flexible Bond Fund · CUBAX, CUBCX, CUBIX, CUBRX cheaper | 8% | 0.57% | Calvert Research and Management |
| 10 | Preferred Securities and Income SMA Shares · PISHX cheaper | 8% | 0.00% | Cohen & Steers Capital Management, Inc. |
| 11 | Empower U.S. Government Securities Fund · MXGMX, MXDQX cheaper | 8% | 0.24% | Empower Capital Management, LLC |
| 12 | JNL/PPM America Total Return Fund cheaper | 8% | 0.49% | Jackson National Asset Management, LLC |
| 13 | BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF · XTEN cheaper | 8% | 0.08% | BondBloxx Investment Management Corporation |
| 14 | Cohen & Steers Select Preferred & Income Fund, Inc. | 8% | — | — |
| 15 | NYLI MacKay Strategic Bond Fund · MASAX, MSICX, MSDIX, MSYDX, MSYEX | 7% | 0.62% | New York Life Investment Management LLC |
| 16 | State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF · SPTI cheaper | 7% | 0.03% | SSGA Funds Management, Inc. |
| 17 | Cohen & Steers Preferred Securities & Income Fund, Inc. · CPXAX, CPXCX, CPXIX, CPRRX, CPXZX, CPXFX | 7% | 0.79% | Cohen & Steers Capital Management, Inc. |
| 18 | MML VIP Fidelity Institutional AM Core Plus Bond Fund | 7% | 0.63% | MML Investment Advisers, LLC |
| 19 | Fidelity Intermediate Bond Fund · FTHRX cheaper | 7% | 0.45% | Fidelity Management & Research Company LLC |
| 20 | Schwab Intermediate-Term U.S. Treasury ETF · SCHR cheaper | 7% | 0.03% | Charles Schwab Investment Management, Inc. |
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