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 Dynamic Bond ETF · DYNB | 88% | 0.60% | — |
| 2 | Old Westbury Fixed Income Fund · OWFIX cheaper diff. adviser | 16% | 0.57% | Bessemer Investment Management LLC |
| 3 | State Street Short Duration IG Public & Private Credit ETF · PRSD cheaper diff. adviser | 15% | 0.45% | SSGA Funds Management, Inc. |
| 4 | Carillon Reams Unconstrained Bond Fund · SUBDX, SUBEX, SUBFX, SUBTX cheaper diff. adviser | 13% | 0.50% | Carillon Tower Advisers, Inc. |
| 5 | NYLI MacKay Total Return Bond Fund · MTMNX, MTMAX, MTMCX, MTMIX, MTRDX, MTMSX cheaper diff. adviser | 12% | 0.35% | New York Life Investment Management LLC |
| 6 | Limited Term U.S. Government Fund · NSIUX cheaper diff. adviser | 9% | 0.44% | NORTHERN TRUST INVESTMENTS, INC. |
| 7 | Fidelity Investment Grade Bond ETF · FIGB cheaper diff. adviser | 8% | 0.36% | Fidelity Management & Research Company LLC |
| 8 | Invesco U.S. Hybrid Bond ETF cheaper | 8% | 0.40% | — |
| 9 | Preferred Securities and Income SMA Shares · PISHX cheaper diff. adviser | 8% | 0.00% | Cohen & Steers Capital Management, Inc. |
| 10 | Calvert Flexible Bond Fund · CUBAX, CUBCX, CUBIX, CUBRX cheaper diff. adviser | 8% | 0.57% | Calvert Research and Management |
| 11 | Empower U.S. Government Securities Fund · MXGMX, MXDQX cheaper diff. adviser | 8% | 0.24% | Empower Capital Management, LLC |
| 12 | Cohen & Steers Select Preferred & Income Fund, Inc. | 8% | — | — |
| 13 | Loomis Sayles Intermediate Duration Bond Fund · LSDIX, LSDRX, LSCDX, LSDTX, LSDNX cheaper diff. adviser | 8% | 0.35% | Loomis, Sayles & Company, L.P. |
| 14 | BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF · XTEN cheaper diff. adviser | 8% | 0.08% | BondBloxx Investment Management Corporation |
| 15 | Cohen & Steers Preferred Securities & Income Fund, Inc. · CPXAX, CPXCX, CPXIX, CPRRX, CPXZX, CPXFX diff. adviser | 8% | 0.79% | Cohen & Steers Capital Management, Inc. |
| 16 | NYLI MacKay Strategic Bond Fund · MASAX, MSICX, MSDIX, MSYDX, MSYEX diff. adviser | 7% | 0.62% | New York Life Investment Management LLC |
| 17 | Fidelity Intermediate Bond Fund · FTHRX cheaper diff. adviser | 7% | 0.45% | Fidelity Management & Research Company LLC |
| 18 | MML VIP Fidelity Institutional AM Core Plus Bond Fund diff. adviser | 7% | 0.63% | MML Investment Advisers, LLC |
| 19 | Baird Short-Term Bond Fund · BSBIX, BSBSX cheaper diff. adviser | 7% | 0.30% | Robert W. Baird & Co. Incorporated |
| 20 | Invesco MSCI Treasury Duration Rotation ETF cheaper | 7% | 0.15% | — |
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