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 | MassMutual Clinton Limited Term Municipal Fund · MMZQX, MMJDX, MMZPX diff. adviser | 2% | 0.29% | MML Investment Advisers, LLC |
| 2 | Intermediate Bond Fund of America · AIBAX, RBOAX, RBOBX, RBOCX, RBOEX, RBOFX, IBFCX, IBFFX, CBOAX, CBOCX, CBOEX, CBOFX, IBAFX, RBOGX, REBBX, RBOHX, IFBFX, TIIBX, TIBBX, FFOOX, FIFBX cheaper diff. adviser | 2% | 0.25% | Capital Research and Management Company |
| 3 | TRIBUTARY SHORT-INTERMEDIATE BOND FUND · FOSIX, FOSPX diff. adviser | 2% | 0.45% | Tributary Capital Management, LLC |
| 4 | LoCorr Macro Strategies Fund · LFMAX, LFMCX, LFMIX diff. adviser | 2% | 1.88% | LoCorr Fund Management LLC |
| 5 | LoCorr Market Trend Fund · LOTAX, LOTCX, LOTIX diff. adviser | 2% | 1.77% | LoCorr Fund Management LLC |
| 6 | AAM HIMCO Short Duration Income Fund · ASDAX, ASDCX, ASDIX diff. adviser | 2% | 0.60% | ADVISORS ASSET MANAGEMENT, INC. |
| 7 | Victory Total Return Bond Fund · MUCAX, MUCCX, MUCYX, MUCRX diff. adviser | 2% | 0.58% | Victory Capital Management Inc. |
| 8 | Guardian U.S. Government/Credit VIP Fund diff. adviser | 2% | 0.74% | Park Avenue Institutional Advisers LLC |
| 9 | iShares iBonds Dec 2029 Term Treasury ETF · IBTJ cheaper diff. adviser | 2% | 0.07% | BlackRock Fund Advisors |
| 10 | Fidelity Education Fund diff. adviser | 2% | — | Fidelity Management & Research Company LLC |
| 11 | Cromwell Balanced Fund · CSBNX, CSBIX diff. adviser | 2% | 1.10% | Cromwell Investment Advisors, LLC |
| 12 | LoCorr Hedged Core Fund · LHEAX, LHEIX diff. adviser | 2% | 1.98% | LoCorr Fund Management LLC |
| 13 | American Funds Core Plus Bond Fund · AFPSX, AFPBX, AFPRX, AFPPX, AFPOX, AFPNX, AFPMX, AFPLX, CPAFX, AFCFX, AFAEX, AFACX, AFCPX, AFPHX, AFPGX, AFPFX, AFPEX, AFPDX, AFPQX | 2% | — | — |
| 14 | LoCorr Long/Short Commodities Strategy Fund · LCSAX, LCSCX, LCSIX diff. adviser | 2% | 2.12% | LoCorr Fund Management LLC |
| 15 | Columbia Ultra Short Duration Municipal Bond Fund · USMEX, USMBX diff. adviser | 2% | 0.29% | Columbia Management Investment Advisers, LLC |
| 16 | Bernstein Intermediate Duration Institutional Portfolio · SIIDX diff. adviser | 2% | 0.45% | AllianceBernstein L.P. |
| 17 | AB Core Bond ETF · CORB diff. adviser | 2% | 0.28% | AllianceBernstein L.P. |
| 18 | BondBloxx Bloomberg Three Year Target Duration US Treasury ETF · XTRE cheaper diff. adviser | 2% | 0.05% | BondBloxx Investment Management Corporation |
| 19 | TRIBUTARY INCOME FUND · FOINX, FOIPX diff. adviser | 2% | 0.48% | Tributary Capital Management, LLC |
| 20 | Nuveen ESG 1-5 Year U.S. Aggregate Bond ETF · NUSA cheaper diff. adviser | 2% | 0.15% | Nuveen Fund Advisors, LLC |
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