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 | Wisdom Short Duration Income ETF · SLWS diff. adviser | 8% | 0.42% | Wisdom Fixed Income Management, LLC |
| 2 | RiverNorth/DoubleLine Strategic Income Fund · RNDLX, RNSIX diff. adviser | 7% | 1.20% | RiverNorth Capital Management, LLC |
| 3 | AB Corporate Bond ETF · EYEG cheaper diff. adviser | 6% | 0.30% | AllianceBernstein L.P. |
| 4 | RiverNorth Opportunities Fund Inc. | 6% | — | — |
| 5 | MML Short-Duration Bond Fund diff. adviser | 6% | 0.60% | MML Investment Advisers, LLC |
| 6 | MassMutual Short-Duration Bond Fund · MSHAX, MSTLX, MSDNX, MSTDX, MSBYX, MSTZX, MPSDX, BXDYX, BXDCX, BXDLX, BXDMX, BXDNX cheaper diff. adviser | 6% | 0.23% | MML Investment Advisers, LLC |
| 7 | Vident U.S. Bond Strategy ETF · VBND diff. adviser | 5% | 0.41% | Vident Asset Management |
| 8 | F/m 3-Year Investment Grade Corporate Bond ETF · ZTRE cheaper diff. adviser | 4% | 0.15% | Fm Investments LLC |
| 9 | STERLING CAPITAL ULTRA SHORT BOND ETF cheaper | 4% | 0.30% | — |
| 10 | DWS Short Duration Fund · PPIAX, PPLCX, DBPIX, PPILX, PPLZX cheaper diff. adviser | 4% | 0.38% | DWS Investment Management Americas, Inc. |
| 11 | Nomura Strategic Income Fund · DEGGX, DUGCX, DUGRX, DUGIX diff. adviser | 4% | 0.60% | Macquarie Investment Management Business Trust |
| 12 | AVIP Bond Portfolio diff. adviser | 4% | 0.61% | CONSTELLATION INVESTMENTS INC |
| 13 | Knights of Columbus Limited Duration Bond Fund · KCLIX, KCLSX, KCLVX diff. adviser | 4% | 0.50% | Knights of Columbus Asset Advisors LLC |
| 14 | MassMutual Diversified Bond Fund · MDVAX, MDBLX, MDBSX, MDBYX, MDBZX, MDBFX, MDBRX, MMOBX, MMEFX, MMOKX cheaper diff. adviser | 4% | 0.32% | MML Investment Advisers, LLC |
| 15 | Payden Corporate Bond Fund · PYACX, PYCTX, PYAYX diff. adviser | 4% | 0.56% | Payden & Rygel |
| 16 | BNY Mellon Corporate Bond Fund · BYMMX, BYMIX diff. adviser | 4% | 0.60% | BNY Mellon Investment Adviser, Inc. |
| 17 | John Hancock Managed Account Shares Investment-Grade Corporate Bond Portfolio · JMABX cheaper diff. adviser | 3% | 0.00% | John Hancock Investment Management LLC |
| 18 | Sterling Capital Short Duration Bond Fund · BBSGX, BSGAX, BBSCX, SHTRX diff. adviser | 3% | 0.44% | Sterling Capital Management LLC |
| 19 | EP Private Capital Fund I | 3% | — | — |
| 20 | Multisector Income Fund · ASIHX, ASIWX, ASIPX, ASIEX, ASIJX, ASIQX, ASIGX, ASYIX cheaper diff. adviser | 3% | 0.33% | American Century Investment Management, Inc. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.