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 | Series N (Managed Asset Allocation Series) | 5% | 1.07% | — |
| 2 | JPMORGAN BETABUILDERS 1-5 YEAR U.S. AGGREGATE BOND ETF cheaper | 5% | 0.05% | — |
| 3 | BlackRock Sustainable Advantage CoreAlpha Bond Fund cheaper | 4% | 0.24% | — |
| 4 | Parnassus Fixed Income Fund · PRFIX, PFPLX cheaper | 3% | 0.39% | Parnassus Investments, LLC |
| 5 | First Trust/Aberdeen Global Opportunity Income Fund | 2% | — | — |
| 6 | LIFEX Income Fund 1954F | 2% | 1.00% | — |
| 7 | Nationwide Bond Fund · NBDAX, GBDCX, MUIBX, GBDRX, NWIBX cheaper | 1% | 0.44% | Nationwide Fund Advisors |
| 8 | NYLI VP Indexed Bond Portfolio cheaper | 1% | 0.31% | — |
| 9 | LIFEX Income Fund 1948F | 1% | 1.00% | — |
| 10 | AST Global Bond Portfolio | 1% | 1.01% | PGIM INVESTMENTS LLC |
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