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 | Federated Hermes Strategic Income Fund · STIAX, SINCX, STFSX, STISX, STILX | 20% | 0.63% | Federated Advisory Services Company, Federated Investment Management Company |
| 2 | Federated Hermes Global Allocation Fund · FSTBX, FSBCX, FSBKX, SBFIX, FSBLX | 14% | 0.84% | Federated Advisory Services Company, Federated Global Investment Management Corp. |
| 3 | Federated Hermes Capital Income Fund · CAPAX, CAPCX, CAPFX, CAPSX, CAPRX | 13% | 0.65% | Federated Advisory Services Company, FEDERATED EQUITY MANAGEMENT COMPANY OF PENNSYLVANIA |
| 4 | iShares Systematic Alternatives Active ETF | 9% | 0.99% | — |
| 5 | BlackRock Global Equity Market Neutral Fund diff. adviser | 9% | 1.29% | BlackRock Advisors, LLC |
| 6 | Inverse Russell 2000 Strategy Fund · RYSHX, RYAFX, RYCQX diff. adviser | 9% | 1.70% | Security Investors, LLC |
| 7 | iShares International Treasury Bond ETF · IGOV diff. adviser | 6% | 0.35% | BlackRock Fund Advisors |
| 8 | Goldman Sachs Buffered S&P 500 Fund - May/Nov diff. adviser | 5% | 0.71% | Goldman Sachs Asset Management, L.P. |
| 9 | iShares 1-3 Year International Treasury Bond ETF · ISHG diff. adviser | 5% | 0.35% | BlackRock Fund Advisors |
| 10 | Lord Abbett Credit Opportunities Fund | 4% | — | — |
| 11 | SPDR(R) Bloomberg International Treasury Bond ETF · BWX diff. adviser | 4% | 0.35% | SSGA Funds Management, Inc. |
| 12 | SPDR(R) Bloomberg Short Term International Treasury Bond ETF · BWZ diff. adviser | 4% | 0.35% | SSGA Funds Management, Inc. |
| 13 | iShares Core International Aggregate Bond ETF · IAGG diff. adviser | 4% | 0.07% | BlackRock Fund Advisors |
| 14 | Lord Abbett Corporate Opportunities Fund | 4% | — | — |
| 15 | LVIP Mondrian Global Income Fund diff. adviser | 3% | 0.66% | Lincoln Financial Investments Corporation |
| 16 | Fidelity Series International Developed Markets Bond Index Fund · FSTQX cheaper diff. adviser | 3% | 0.00% | Fidelity Management & Research Company LLC |
| 17 | VANGUARD TOTAL INTERNATIONAL BOND II INDEX FUND · VTIIX, VTILX diff. adviser | 3% | 0.07% | The Vanguard Group, Inc. |
| 18 | VANGUARD TOTAL INTERNATIONAL BOND INDEX FUND · VTIBX, VTABX, VTIFX, BNDX diff. adviser | 3% | 0.03% | The Vanguard Group, Inc. |
| 19 | International Government Bond Fund · VCIFX diff. adviser | 3% | 0.80% | The Variable Annuity Life Insurance Company |
| 20 | Federated Hermes Short-Intermediate Total Return Bond Fund · FGCSX, FGCIX, FGCAX, SRBRX | 3% | 0.37% | — |
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