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 | US Treasury 5 Year Note ETF · UFIV | 89% | 0.15% | Fm Investments LLC |
| 2 | THRIVENT GOVERNMENT BOND PORTFOLIO | 21% | 0.49% | Thrivent Financial for Lutherans |
| 3 | FPA Flexible Fixed Income Fund · FPFIX, FFIAX, FFIRX | 17% | 0.55% | First Pacific Advisors, LP |
| 4 | FPA New Income Fund · FPNIX, FPNRX | 16% | 0.45% | — |
| 5 | Wasatch-Hoisington U.S. Treasury Fund · WHOSX | 11% | 0.73% | Wasatch Advisors LP |
| 6 | HUSSMAN STRATEGIC TOTAL RETURN FUND · HSTRX | 11% | 0.77% | Hussman Strategic Advisors, Inc. |
| 7 | Frost Low Duration Bond Fund · FILDX, FADLX | 11% | 0.44% | FROST INVESTMENT ADVISORS, LLC |
| 8 | The Diplomat Fund · EMWIX | 11% | 1.02% | Embassy Asset Management LP |
| 9 | NVIT J.P. Morgan Inflation Managed Fund | 11% | 0.50% | Nationwide Fund Advisors |
| 10 | TCW Core Fixed Income Fund · TGCFX, TGFNX, TGCPX | 8% | 0.44% | TCW Investment Management Company LLC |
| 11 | Intermediate Bond Portfolio | 8% | 0.44% | Pacific Life Fund Advisors LLC |
| 12 | Nomura Global Bond Fund · IVSCX, IVSIX, IVSYX, IVSAX, IYGOX, IVBDX | 7% | 0.56% | Macquarie Investment Management Business Trust |
| 13 | Fidelity Tactical Bond ETF · FTBD | 6% | 0.55% | Fidelity Management & Research Company LLC |
| 14 | Loomis Sayles Income Fund · LSBDX, LSBRX, LBFAX, LSBNX | 6% | 0.60% | Natixis Advisors, LLC |
| 15 | Federated Hermes Short-Intermediate Government Fund · FIGKX, FIGTX, FIGIX | 6% | 0.60% | Federated Advisory Services Company, Federated Investment Management Company |
| 16 | SFT Core Bond Fund | 5% | 0.53% | Securian Asset Management, Inc. |
| 17 | NYLI VP Bond Portfolio | 5% | 0.54% | New York Life Investment Management LLC |
| 18 | NYLI MacKay Total Return Bond Fund · MTMNX, MTMAX, MTMCX, MTMIX, MTRDX, MTMSX | 5% | 0.35% | New York Life Investment Management LLC |
| 19 | Janus Henderson Flexible Bond Fund · JAFIX, JDFAX, JFICX, JFLEX, JDFRX, JADFX, JANFX, JDFNX | 5% | 0.40% | Janus Henderson Investors US LLC |
| 20 | Penn Series Flexibly Managed Fund | 4% | 0.87% | Penn Mutual Asset Management, LLC |
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