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 | TRIBUTARY BALANCED FUND · FOBAX, FOBPX | 11% | 0.74% | Tributary Capital Management, LLC |
| 2 | iShares iBonds Dec 2029 Term Treasury ETF · IBTJ cheaper diff. adviser | 8% | 0.07% | BlackRock Fund Advisors |
| 3 | TRIBUTARY INCOME FUND · FOINX, FOIPX | 7% | 0.48% | Tributary Capital Management, LLC |
| 4 | LoCorr Macro Strategies Fund · LFMAX, LFMCX, LFMIX diff. adviser | 7% | 1.88% | LoCorr Fund Management LLC |
| 5 | BondBloxx Bloomberg Three Year Target Duration US Treasury ETF · XTRE cheaper diff. adviser | 7% | 0.05% | BondBloxx Investment Management Corporation |
| 6 | Fidelity Education Fund diff. adviser | 6% | — | Fidelity Management & Research Company LLC |
| 7 | LoCorr Market Trend Fund · LOTAX, LOTCX, LOTIX diff. adviser | 6% | 1.77% | LoCorr Fund Management LLC |
| 8 | Cromwell Balanced Fund · CSBNX, CSBIX diff. adviser | 6% | 1.10% | Cromwell Investment Advisors, LLC |
| 9 | 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 cheaper diff. adviser | 5% | 0.25% | Capital Research and Management Company |
| 10 | JOHNSON ENHANCED RETURN FUND · JENHX cheaper diff. adviser | 5% | 0.35% | Johnson Investment Counsel, Inc. |
| 11 | LVIP Mondrian Global Income Fund diff. adviser | 5% | 0.66% | Lincoln Financial Investments Corporation |
| 12 | iShares iBonds Dec 2028 Term Treasury ETF · IBTI cheaper diff. adviser | 5% | 0.07% | BlackRock Fund Advisors |
| 13 | MFS Total Return Bond Series diff. adviser | 5% | 0.53% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 14 | Federated Hermes Short Duration Corporate ETF · FCSH cheaper diff. adviser | 4% | 0.30% | Federated Advisory Services Company, Federated Investment Management Company |
| 15 | Fidelity SAI Short-Term Bond Fund · FZOMX cheaper diff. adviser | 4% | 0.21% | Fidelity Management & Research Company LLC |
| 16 | Guardian U.S. Government/Credit VIP Fund diff. adviser | 4% | 0.74% | Park Avenue Institutional Advisers LLC |
| 17 | LoCorr Hedged Core Fund · LHEAX, LHEIX diff. adviser | 4% | 1.98% | LoCorr Fund Management LLC |
| 18 | Calamos Short-Term Bond Fund · CSTBX, CSTIX cheaper diff. adviser | 4% | 0.39% | Calamos Advisors LLC |
| 19 | BondBloxx Bloomberg Two Year Target Duration US Treasury ETF · XTWO cheaper diff. adviser | 4% | 0.05% | BondBloxx Investment Management Corporation |
| 20 | AB Core Plus Bond ETF · CPLS cheaper diff. adviser | 4% | 0.30% | AllianceBernstein L.P. |
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