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 | GMO Multi-Sector Fixed Income Fund · GUGAX, GPBFX | 31% | 0.42% | Grantham Mayo van Otterloo & Co LLC |
| 2 | GMO Benchmark-Free Fund · GBFFX | 22% | 0.56% | Grantham Mayo van Otterloo & Co LLC |
| 3 | GMO Implementation Fund · GIMFX | 15% | 0.41% | Grantham Mayo van Otterloo & Co LLC |
| 4 | Commodity Return Strategy Portfolio · CCRSX, CCRRX diff. adviser | 9% | 0.80% | UBS Asset Management (Americas) LLC |
| 5 | DFA SHORT-TERM GOVERNMENT PORTFOLIO · DFFGX cheaper diff. adviser | 9% | 0.17% | DIMENSIONAL FUND ADVISORS LP |
| 6 | DFA TWO-YEAR GOVERNMENT PORTFOLIO · DFYGX cheaper diff. adviser | 9% | 0.17% | DIMENSIONAL FUND ADVISORS LP |
| 7 | WisdomTree Floating Rate Treasury Fund · USFR cheaper diff. adviser | 9% | 0.15% | WisdomTree Asset Management, Inc. |
| 8 | iShares Treasury Floating Rate Bond ETF · TFLO cheaper diff. adviser | 9% | 0.15% | BlackRock Fund Advisors |
| 9 | Catholic Responsible Investments Opportunistic Bond Fund · CROVX, CROSX diff. adviser | 9% | 0.41% | Christian Brothers Investment Services, Inc. |
| 10 | WisdomTree Floating Rate Treasury Digital Fund · FLTTX cheaper diff. adviser | 9% | 0.05% | WisdomTree Digital Management, Inc. |
| 11 | GMO Alternative Allocation Fund · GAAVX, GAAKX, GAAGX | 9% | 2.03% | Grantham Mayo van Otterloo & Co LLC |
| 12 | GMO High Yield Fund · GHVIX, GMOZX cheaper | 8% | 0.36% | Grantham Mayo van Otterloo & Co LLC |
| 13 | Dimensional VA Short-Term Fixed Portfolio cheaper diff. adviser | 7% | 0.12% | DIMENSIONAL FUND ADVISORS LP |
| 14 | GMO MAC Implementation Fund · GMIHX cheaper | 7% | 0.02% | — |
| 15 | SA U.S. Fixed Income Fund diff. adviser | 7% | 0.40% | Focus Partners Advisor Solutions, LLC |
| 16 | GMO U.S. Treasury Fund · GUSTX cheaper | 6% | 0.09% | Grantham Mayo van Otterloo & Co LLC |
| 17 | American Beacon Diversified Fund · ZABDFX diff. adviser | 6% | — | American Beacon Advisors, Inc. |
| 18 | Invesco Variable Rate Investment Grade ETF · VRIG cheaper diff. adviser | 6% | 0.30% | Invesco Capital Management LLC |
| 19 | DFA ONE-YEAR FIXED INCOME PORTFOLIO · DFIHX cheaper diff. adviser | 6% | 0.12% | DIMENSIONAL FUND ADVISORS LP |
| 20 | BrandywineGLOBAL - Global Opportunities Bond Fund · GOBAX, GOBCX, GOBFX, LBORX, GOBIX, GOBSX, LGOCX diff. adviser | 6% | 0.55% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.