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 | Fidelity Flex Conservative Income Bond Fund · FJTDX cheaper | 84% | 0.00% | Fidelity Management & Research Company LLC |
| 2 | Fidelity Low Duration Bond ETF · FLDB | 50% | 0.20% | Fidelity Management & Research Company LLC |
| 3 | Fidelity Sustainable Low Duration Bond Fund · FAMZX, FAPBX, FANDX, FAPDX, FAPEX, FAPGX | 44% | 0.20% | Fidelity Management & Research Company LLC |
| 4 | Fidelity SAI Sustainable Low Duration Bond Fund · FAPFX | 39% | 0.20% | Fidelity Management & Research Company LLC |
| 5 | Fidelity SAI Low Duration Bond Fund · FZOLX | 35% | 0.20% | Fidelity Management & Research Company LLC |
| 6 | Fidelity Sustainable Low Duration Bond ETF · FSLD | 26% | 0.20% | Fidelity Management & Research Company LLC |
| 7 | Large-Cap Plus Bond Alpha Portfolio diff. adviser | 13% | 0.44% | Pacific Life Fund Advisors LLC |
| 8 | QQQ Plus Bond Alpha Portfolio diff. adviser | 13% | 0.40% | Pacific Life Fund Advisors LLC |
| 9 | International Equity Plus Bond Alpha Portfolio diff. adviser | 13% | 0.46% | Pacific Life Fund Advisors LLC |
| 10 | Mid-Cap Plus Bond Alpha Portfolio diff. adviser | 13% | 0.46% | Pacific Life Fund Advisors LLC |
| 11 | Bond Plus Portfolio diff. adviser | 13% | 0.44% | Pacific Life Fund Advisors LLC |
| 12 | Embark Commodity Strategy Fund · ECSQX, ECSWX diff. adviser | 13% | 0.71% | Harbor Capital Advisors, Inc. |
| 13 | PIMCO Enhanced Short Maturity Active Exchange-Traded Fund · MINT diff. adviser | 12% | 0.36% | Pacific Investment Management Company LLC |
| 14 | JPMorgan Managed Income Fund · JMGIX, JMGLX diff. adviser | 12% | 0.25% | J.P. Morgan Investment Management, Inc. |
| 15 | Navigator Tactical Fixed Income Fund · NTBAX, NTBCX, NTBIX diff. adviser | 12% | 1.03% | Clark Capital Management Group, Inc. |
| 16 | Small-Cap Plus Bond Alpha Portfolio diff. adviser | 12% | 0.49% | Pacific Life Fund Advisors LLC |
| 17 | Putnam Ultra Short Duration Income Fund diff. adviser | 11% | 0.29% | Franklin Advisers, Inc. |
| 18 | JPMorgan Ultra-Short Income ETF · JPST cheaper diff. adviser | 11% | 0.18% | J.P. Morgan Investment Management, Inc. |
| 19 | Lord Abbett Ultra Short Bond Fund · LUBAX, LUBFX, LUBYX, LUBVX, LUBWX, LUBOX, LUSNX diff. adviser | 11% | 0.24% | Lord, Abbett & Co. LLC |
| 20 | Fidelity Low Duration Bond Factor ETF · FLDR cheaper | 10% | 0.15% | Fidelity Management & Research Company LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.