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 | Hartford Total Return Bond ETF · HTRB cheaper | 62% | 0.29% | Hartford Funds Management Company, LLC |
| 2 | HARTFORD TOTAL RETURN BOND HLS FUND · HIABX, HBNBX | 39% | 0.52% | Hartford Funds Management Company, LLC |
| 3 | Hartford Core Bond ETF · HCRB cheaper | 32% | 0.29% | Hartford Funds Management Company, LLC |
| 4 | Investment Quality Bond Trust · JAJNX, JADUX, JADSX diff. adviser | 29% | 0.70% | John Hancock Variable Trust Advisers LLC |
| 5 | GuideMark Core Fixed Income Fund · GMCOX, GICFX, GCFQX diff. adviser | 25% | 0.60% | AssetMark Inc. |
| 6 | SA Multi-Managed Diversified Fixed Income Portfolio diff. adviser | 24% | 0.72% | SunAmerica Asset Management, LLC |
| 7 | Brighthouse/Wellington Balanced Portfolio diff. adviser | 22% | 0.52% | Brighthouse Investment Advisers, LLC |
| 8 | Destinations Core Fixed Income Fund · DCFFX, DCFZX diff. adviser | 20% | 0.69% | Brinker Capital Investments, LLC |
| 9 | Empower Core Bond Fund · MXFDX, MXIUX diff. adviser | 16% | 0.35% | Empower Capital Management, LLC |
| 10 | AST Core Fixed Income Portfolio diff. adviser | 14% | 0.68% | PGIM INVESTMENTS LLC, AST Investment Services, Inc. |
| 11 | THE HARTFORD STRATEGIC INCOME FUND · HSNCX, HSNIX, HSNAX, HSNYX, HSNRX, HSNSX, HSNTX, HSNVX, HSNFX | 14% | 0.53% | Hartford Funds Management Company, LLC |
| 12 | Hartford Strategic Income ETF · HFSI | 12% | 0.49% | Hartford Funds Management Company, LLC |
| 13 | VANGUARD LONG-TERM TREASURY FUND · VUSTX, VUSUX cheaper diff. adviser | 10% | 0.10% | The Vanguard Group, Inc. |
| 14 | BlackRock Diversified Fixed Income Fund cheaper diff. adviser | 10% | 0.15% | BlackRock Fund Advisors |
| 15 | VANGUARD LONG-TERM BOND INDEX FUND · VBLLX, BLV, VBLIX, VBLAX cheaper diff. adviser | 10% | 0.02% | The Vanguard Group, Inc. |
| 16 | BNY Mellon Bond Market Index Fund · DBMIX, DBIRX cheaper diff. adviser | 9% | 0.15% | BNY Mellon Investment Adviser, Inc. |
| 17 | Global X Long-Term Treasury Ladder ETF · LLDR cheaper diff. adviser | 9% | 0.12% | Global X Management Company LLC |
| 18 | VANGUARD GNMA FUND · VFIIX, VFIJX cheaper diff. adviser | 9% | 0.11% | Wellington Management Company LLP |
| 19 | Schwab Long-Term U.S. Treasury ETF · SCHQ cheaper diff. adviser | 9% | 0.03% | Charles Schwab Investment Management, Inc. |
| 20 | VANGUARD LONG-TERM TREASURY INDEX FUND · VLGSX, VLGIX, VGLT cheaper diff. adviser | 9% | 0.03% | The Vanguard Group, Inc. |
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