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 | The Core Fixed Income Portfolio · HCIIX | 26% | 0.30% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
| 2 | Schwab Mortgage-Backed Securities ETF · SMBS cheaper diff. adviser | 17% | 0.03% | Charles Schwab Investment Management, Inc. |
| 3 | VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND · VMBSX, VMBIX, VMBS cheaper diff. adviser | 17% | 0.02% | The Vanguard Group, Inc. |
| 4 | State Street(R) SPDR(R) Portfolio Mortgage Backed Bond ETF · SPMB cheaper diff. adviser | 15% | 0.04% | SSGA Funds Management, Inc. |
| 5 | The U.S. Government Fixed Income Securities Portfolio · HCUSX cheaper | 14% | 0.14% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
| 6 | JNL Bond Index Fund cheaper diff. adviser | 12% | 0.08% | Jackson National Asset Management, LLC |
| 7 | The U.S. Corporate Fixed Income Securities Portfolio · HCXSX cheaper | 12% | 0.18% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
| 8 | Defined Duration 10 ETF · DDX | 12% | 0.25% | — |
| 9 | Frontier Asset Core Bond ETF · FCBD diff. adviser | 12% | 0.84% | Frontier Asset Management, LLC |
| 10 | Frontier Asset Opportunistic Credit ETF · FOPC diff. adviser | 12% | 0.87% | Frontier Asset Management, LLC |
| 11 | Defined Duration 5 ETF · DDV | 12% | 0.25% | — |
| 12 | Kensington Credit Opportunities ETF · KAMO diff. adviser | 12% | 0.94% | Kensington Asset Management, LLC |
| 13 | The Brinsmere Fund - Conservative ETF · TBFC | 12% | 0.44% | — |
| 14 | PGIM Portfolio Ballast ETF · PBL diff. adviser | 11% | 0.45% | PGIM INVESTMENTS LLC |
| 15 | iShares MBS ETF · MBB cheaper diff. adviser | 11% | 0.04% | BlackRock Fund Advisors |
| 16 | BNY Mellon Bond Market Index Fund · DBMIX, DBIRX cheaper diff. adviser | 10% | 0.15% | BNY Mellon Investment Adviser, Inc. |
| 17 | iShares U.S. Securitized Bond Index Fund cheaper diff. adviser | 9% | 0.01% | BlackRock Fund Advisors |
| 18 | The Corporate Opportunities Portfolio · HCHYX | 8% | 0.57% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
| 19 | The Institutional U.S. Equity Portfolio · HCIGX cheaper | 8% | 0.17% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
| 20 | General American Investors Company, Inc. | 8% | — | — |
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