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 | GuideMark Core Fixed Income Fund · GMCOX, GICFX, GCFQX diff. adviser | 32% | 0.60% | AssetMark Inc. |
| 2 | THE HARTFORD TOTAL RETURN BOND FUND · ITBAX, HABCX, HABYX, ITBIX, ITBRX, ITBUX, ITBTX, ITBVX, ITBFX | 32% | 0.31% | Hartford Funds Management Company, LLC |
| 3 | Hartford Total Return Bond ETF · HTRB | 32% | 0.29% | Hartford Funds Management Company, LLC |
| 4 | Investment Quality Bond Trust · JAJNX, JADUX, JADSX diff. adviser | 25% | 0.70% | John Hancock Variable Trust Advisers LLC |
| 5 | SA Multi-Managed Diversified Fixed Income Portfolio diff. adviser | 21% | 0.72% | SunAmerica Asset Management, LLC |
| 6 | HARTFORD TOTAL RETURN BOND HLS FUND · HIABX, HBNBX | 19% | 0.52% | Hartford Funds Management Company, LLC |
| 7 | Empower Core Bond Fund · MXFDX, MXIUX diff. adviser | 18% | 0.35% | Empower Capital Management, LLC |
| 8 | Destinations Core Fixed Income Fund · DCFFX, DCFZX diff. adviser | 14% | 0.69% | Brinker Capital Investments, LLC |
| 9 | Brighthouse/Wellington Balanced Portfolio diff. adviser | 12% | 0.52% | Brighthouse Investment Advisers, LLC |
| 10 | Fidelity Series Government Bond Index Fund · FHNFX cheaper diff. adviser | 12% | 0.00% | Fidelity Management & Research Company LLC |
| 11 | AST Core Fixed Income Portfolio diff. adviser | 11% | 0.68% | PGIM INVESTMENTS LLC, AST Investment Services, Inc. |
| 12 | Putnam ESG Core Bond ETF diff. adviser | 11% | 0.36% | Franklin Advisers, Inc. |
| 13 | Putnam Core Bond Fund diff. adviser | 11% | 0.39% | Franklin Advisers, Inc. |
| 14 | VANGUARD TOTAL TREASURY ETF · VTG cheaper diff. adviser | 10% | 0.03% | The Vanguard Group, Inc. |
| 15 | Columbia U.S. Treasury Index Fund · LUTAX, IUTIX, CUTRX, CUTYX cheaper diff. adviser | 10% | 0.17% | Columbia Management Investment Advisers, LLC |
| 16 | Fidelity SAI Enhanced Core Bond Fund · FECBX cheaper diff. adviser | 10% | 0.15% | Fidelity Management & Research Company LLC |
| 17 | Fidelity SAI Total Bond Fund · FSMTX diff. adviser | 10% | 0.29% | Fidelity Management & Research Company LLC |
| 18 | State Street(R) SPDR(R) Portfolio Treasury ETF · SPTB cheaper diff. adviser | 10% | 0.03% | SSGA Funds Management, Inc. |
| 19 | Fidelity Series Investment Grade Bond Fund · FSIGX cheaper diff. adviser | 9% | 0.00% | Fidelity Management & Research Company LLC |
| 20 | JPMorgan BetaBuilders U.S. Treasury Bond 3-10 Year ETF · BBIB cheaper diff. adviser | 9% | 0.04% | J.P. Morgan Investment Management, Inc. |
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