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 | Eventide Limited-Term Bond Fund · ETABX, ETCBX, ETIBX, ETNBX cheaper | 33% | 0.45% | — |
| 2 | Eventide Balanced Fund · ETAMX, ETCMX, ETIMX, ETNMX | 29% | 0.82% | — |
| 3 | iShares Agency Bond ETF · AGZ cheaper | 6% | 0.20% | BlackRock Fund Advisors |
| 4 | PRAXIS IMPACT BOND FUND · MIIAX, MIIIX cheaper | 6% | 0.46% | Everence Capital Management, Inc. |
| 5 | Carbon Collective Short Duration Green Bond ETF · CCSB | 5% | 0.51% | — |
| 6 | EQ/Intermediate Government Bond Portfolio cheaper | 4% | 0.37% | Equitable Investment Management Group, LLC |
| 7 | Nuveen Green Bond Fund · TGRNX, TGRLX, TGROX, TGRMX, TGRKX cheaper | 4% | 0.45% | Teachers Advisors, LLC |
| 8 | Calamos Total Return Bond Fund · CTRAX, CTRCX, CTRIX | 4% | 0.65% | Calamos Advisors LLC |
| 9 | Nuveen Core Plus Bond ETF · NCPB cheaper | 4% | 0.31% | Nuveen Fund Advisors, LLC |
| 10 | EQ/Quality Bond PLUS Portfolio | 4% | 0.60% | Equitable Investment Management Group, LLC |
| 11 | Boyd Watterson Limited Duration Enhanced Income Fund · BWDIX, BWDTX cheaper | 3% | 0.41% | Boyd Watterson Asset Management, LLC |
| 12 | Rareview Total Return Bond ETF · RTRE | 3% | 0.70% | — |
| 13 | Dodge & Cox Global Bond Fund · DODLX, DOXLX cheaper | 3% | 0.37% | Dodge & Cox |
| 14 | Calvert Green Bond Fund · CGAFX, CGBIX, CBGRX cheaper | 3% | 0.43% | Calvert Research and Management |
| 15 | iShares USD Green Bond ETF · BGRN cheaper | 3% | 0.20% | BlackRock Fund Advisors |
| 16 | DFA Investment Grade Portfolio cheaper | 3% | 0.19% | DIMENSIONAL FUND ADVISORS LP |
| 17 | VanEck Green Bond ETF · GRNB cheaper | 3% | 0.20% | Van Eck Associates Corporation |
| 18 | DFA Social Fixed Income Portfolio cheaper | 3% | 0.22% | DIMENSIONAL FUND ADVISORS LP |
| 19 | Dodge & Cox Income Fund · DODIX, DOXIX cheaper | 3% | 0.33% | Dodge & Cox |
| 20 | Nuveen Securitized Credit Managed Accounts Portfolio · NNSDX cheaper | 3% | 0.00% | — |
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