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 | NVIT J.P. Morgan Inflation Managed Fund diff. adviser | 11% | 0.50% | Nationwide Fund Advisors |
| 2 | HUSSMAN STRATEGIC TOTAL RETURN FUND · HSTRX diff. adviser | 11% | 0.77% | Hussman Strategic Advisors, Inc. |
| 3 | Wasatch-Hoisington U.S. Treasury Fund · WHOSX diff. adviser | 11% | 0.73% | Wasatch Advisors LP |
| 4 | The Diplomat Fund · EMWIX diff. adviser | 11% | 1.02% | Embassy Asset Management LP |
| 5 | FPA Short Duration Government ETF · FPAS cheaper | 11% | 0.10% | — |
| 6 | E*TRADE No Fee U.S. Bond Index Fund · ETBOX cheaper diff. adviser | 10% | 0.00% | Morgan Stanley Investment Management Inc. |
| 7 | FPA New Income Fund · FPNIX, FPNRX | 9% | 0.45% | — |
| 8 | FPA Flexible Fixed Income Fund · FPFIX, FFIAX, FFIRX diff. adviser | 9% | 0.55% | First Pacific Advisors, LP |
| 9 | LoCorr Long/Short Commodities Strategy Fund · LCSAX, LCSCX, LCSIX diff. adviser | 9% | 2.12% | LoCorr Fund Management LLC |
| 10 | Franklin Multisector Income ETF cheaper | 8% | 0.39% | — |
| 11 | iShares iBonds Dec 2030 Term Treasury ETF · IBTK cheaper diff. adviser | 7% | 0.07% | BlackRock Fund Advisors |
| 12 | LoCorr Market Trend Fund · LOTAX, LOTCX, LOTIX diff. adviser | 7% | 1.77% | LoCorr Fund Management LLC |
| 13 | LoCorr Macro Strategies Fund · LFMAX, LFMCX, LFMIX diff. adviser | 6% | 1.88% | LoCorr Fund Management LLC |
| 14 | LifeX 2030 Income Bucket ETF cheaper diff. adviser | 6% | 0.25% | Stone Ridge Asset Management LLC |
| 15 | Loomis Sayles Income Fund · LSBDX, LSBRX, LBFAX, LSBNX diff. adviser | 6% | 0.60% | Natixis Advisors, LLC |
| 16 | Limited Term U.S. Government Fund · NSIUX diff. adviser | 6% | 0.44% | NORTHERN TRUST INVESTMENTS, INC. |
| 17 | Federated Hermes Short-Intermediate Government Fund · FIGKX, FIGTX, FIGIX diff. adviser | 6% | 0.60% | Federated Advisory Services Company, Federated Investment Management Company |
| 18 | Federated Hermes Short-Intermediate Total Return Bond Fund · FGCSX, FGCIX, FGCAX, SRBRX cheaper | 5% | 0.37% | — |
| 19 | AB Core Plus Bond ETF · CPLS cheaper diff. adviser | 5% | 0.30% | AllianceBernstein L.P. |
| 20 | BondBloxx Bloomberg Three Year Target Duration US Treasury ETF · XTRE cheaper diff. adviser | 5% | 0.05% | BondBloxx Investment Management Corporation |
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