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 | T. Rowe Price Short-Term Bond Fund, Inc. · PRWBX, PASHX, TBSIX, TRZOX cheaper | 4% | 0.00% | T. Rowe Price Associates, Inc. |
| 2 | Short-Term Bond Portfolio | 4% | 0.40% | Mason Street Advisors, LLC |
| 3 | T. Rowe Price Limited-Term Bond Portfolio · QAAGWX, QAAGUX | 3% | 0.50% | T. Rowe Price Associates, Inc. |
| 4 | JNL/T. Rowe Price Short-Term Bond Fund | 3% | 0.42% | Jackson National Asset Management, LLC |
| 5 | Short Duration Bond Portfolio | 3% | 0.44% | Pacific Life Fund Advisors LLC |
| 6 | T. Rowe Price Short Duration Income Fund · TSDLX, TSIDX | 3% | 0.29% | T. Rowe Price Associates, Inc. |
| 7 | Invesco Short Term Bond Fund · STBAX, STBCX, STBRX, ISTBX, STBYX, ISTFX | 2% | 0.40% | Invesco Advisers, Inc. |
| 8 | Invesco Core Plus Bond Fund · ACPSX, CPCFX, CPBRX, CPBYX, CPIIX, CPBFX | 2% | 0.44% | Invesco Advisers, Inc. |
| 9 | WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund · SHAG cheaper | 2% | 0.12% | WisdomTree Asset Management, Inc. |
| 10 | WisdomTree VOYA Yield Enhanced USD Universal Bond Fund · UNIY | 2% | 0.15% | WisdomTree Asset Management, Inc. |
| 11 | Intermediate Bond Fund of America · AIBAX, RBOAX, RBOBX, RBOCX, RBOEX, RBOFX, IBFCX, IBFFX, CBOAX, CBOCX, CBOEX, CBOFX, IBAFX, RBOGX, REBBX, RBOHX, IFBFX, TIIBX, TIBBX, FFOOX, FIFBX | 2% | 0.25% | Capital Research and Management Company |
| 12 | JPMorgan Short Duration Bond Fund · HLLVX, OGLVX, OSTCX, JSDUX | 2% | 0.28% | J.P. Morgan Investment Management, Inc. |
| 13 | ALPS | Smith Short Duration Bond Fund · SMASX, SMCMX, SMDSX, SMRSX | 2% | 0.49% | ALPS Advisors, Inc. |
| 14 | Invesco Equity and Income Fund · ACEIX, ACERX, ACETX, ACEKX, ACESX, IEIFX | 2% | 0.41% | Invesco Advisers, Inc. |
| 15 | NYLI VP Balanced Portfolio | 2% | 0.71% | New York Life Investment Management LLC |
| 16 | NYLI VP Bond Portfolio | 2% | 0.54% | New York Life Investment Management LLC |
| 17 | Touchstone Funds Group Trust-Touchstone Active Bond Fund · TOBAX, TODCX, TOBYX, TOBIX | 2% | 0.49% | — |
| 18 | Touchstone Strategic Trust-Touchstone Strategic Income Fund · TQPCX, TQPAX, TQPYX, TQPIX | 2% | 0.62% | Touchstone Advisors, Inc. |
| 19 | NYLI MacKay Total Return Bond Fund · MTMNX, MTMAX, MTMCX, MTMIX, MTRDX, MTMSX | 2% | 0.35% | New York Life Investment Management LLC |
| 20 | Allspring Short-Term Bond Plus Fund · SSTVX, SSHIX, WFSHX, SSTYX | 2% | 0.25% | Allspring Funds Management, LLC |
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