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 | Nuveen Core Impact Bond Fund · TSBIX, TSBPX, TSBRX, TSBBX, TSBHX cheaper diff. adviser | 29% | 0.35% | Teachers Advisors, LLC |
| 2 | College Retirement Equities Fund - Responsible Balanced Account · QCSCRX, QCSCPX, QCSCIX, QSCCFX diff. adviser | 19% | — | TIAA-CREF Investment Management, LLC |
| 3 | ONEASCENT CORE PLUS BOND ETF · OACP diff. adviser | 18% | 0.74% | OneAscent Investment Solutions, LLC |
| 4 | PGIM Core Bond Fund · TAIBX, TPCAX, TPCCX, TPCQX, TPCRX cheaper diff. adviser | 15% | 0.33% | PGIM INVESTMENTS LLC |
| 5 | Mercer Core Fixed Income Fund · MCFVX, MCFQX, MCFWX, MCFIX cheaper diff. adviser | 13% | 0.14% | Mercer Investments LLC |
| 6 | Bridge Builder Core Bond Fund · BBTBX cheaper diff. adviser | 12% | 0.12% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 7 | Nuveen Life Core Bond Fund · TLBDX cheaper diff. adviser | 12% | 0.35% | Teachers Advisors, LLC |
| 8 | Nuveen Core Bond Fund · TIBDX, TIDRX, TIORX, TIDPX, TIBHX, TBBWX cheaper diff. adviser | 12% | 0.00% | Teachers Advisors, LLC |
| 9 | College Retirement Equities Fund - Core Bond Account · QCBMRX, QCBMPX, QCBMIX, QCBMFX diff. adviser | 12% | — | TIAA-CREF Investment Management, LLC |
| 10 | Nuveen Core Plus Bond Fund · TCBPX, TCBRX, TIBFX, TBPPX, TCBHX, TCBWX cheaper diff. adviser | 11% | 0.00% | Teachers Advisors, LLC |
| 11 | AlphaDroid Defensive Sector Rotation ETF · EZRO diff. adviser | 11% | 1.20% | Teucrium Investment Advisors, LLC |
| 12 | Multi-Manager Total Return Bond Strategies Fund · CTRZX cheaper | 11% | 0.47% | — |
| 13 | Global Atlantic Balanced Managed Risk Portfolio diff. adviser | 10% | 1.02% | Global Atlantic Investment Advisors, LLC |
| 14 | Nuveen Green Bond Fund · TGRNX, TGRLX, TGROX, TGRMX, TGRKX cheaper diff. adviser | 10% | 0.45% | Teachers Advisors, LLC |
| 15 | AST Target Maturity Central Portfolio diff. adviser | 10% | — | PGIM INVESTMENTS LLC |
| 16 | VANGUARD TOTAL BOND MARKET II INDEX FUND · VTBIX, VTBNX cheaper diff. adviser | 10% | 0.02% | The Vanguard Group, Inc. |
| 17 | PSF PGIM Flexible Managed Portfolio diff. adviser | 10% | 0.63% | PGIM INVESTMENTS LLC |
| 18 | AST Core Fixed Income Portfolio diff. adviser | 9% | 0.68% | PGIM INVESTMENTS LLC, AST Investment Services, Inc. |
| 19 | Catholic Responsible Investments Bond Fund · CRBVX, CRBSX cheaper diff. adviser | 9% | 0.35% | Christian Brothers Investment Services, Inc. |
| 20 | PGIM Total Return Bond ETF · PTRB cheaper diff. adviser | 9% | 0.49% | PGIM INVESTMENTS LLC |
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