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 HARTFORD STRATEGIC INCOME FUND · HSNCX, HSNIX, HSNAX, HSNYX, HSNRX, HSNSX, HSNTX, HSNVX, HSNFX | 56% | 0.53% | Hartford Funds Management Company, LLC |
| 2 | Hartford Multi-Asset Income Fund · ITTAX, HAFCX, IHAYX, ITTRX, ITTSX, ITTTX, ITTIX, ITTFX, ITTVX | 41% | 0.68% | Hartford Funds Management Company, LLC |
| 3 | Mercer Opportunistic Fixed Income Fund · MOFAX, MOFTX, MOFYX, MOFIX diff. adviser | 20% | 0.51% | Mercer Investments LLC |
| 4 | Hartford Total Return Bond ETF · HTRB cheaper | 14% | 0.29% | Hartford Funds Management Company, LLC |
| 5 | Fidelity SAI Sustainable Core Plus Bond Fund · FIABX cheaper diff. adviser | 12% | 0.36% | Fidelity Management & Research Company LLC |
| 6 | Fidelity Total Bond Fund · FTBFX, FEPAX, FCEPX, FEPTX, FEPIX, FBKWX cheaper diff. adviser | 12% | 0.36% | Fidelity Management & Research Company LLC |
| 7 | THE HARTFORD TOTAL RETURN BOND FUND · ITBAX, HABCX, HABYX, ITBIX, ITBRX, ITBUX, ITBTX, ITBVX, ITBFX cheaper | 12% | 0.31% | Hartford Funds Management Company, LLC |
| 8 | U.S. Government Fund · NOUGX cheaper diff. adviser | 11% | 0.45% | NORTHERN TRUST INVESTMENTS, INC. |
| 9 | Fidelity Investment Grade Bond ETF · FIGB cheaper diff. adviser | 11% | 0.36% | Fidelity Management & Research Company LLC |
| 10 | Opportunistic Fixed Income Fund · JHGDX, JIGDX, JABTX, JABUX, JABWX, JABOX | 11% | 0.81% | — |
| 11 | Fidelity SAI Total Bond Fund · FSMTX cheaper diff. adviser | 11% | 0.29% | Fidelity Management & Research Company LLC |
| 12 | Fidelity Sustainable Core Plus Bond Fund · FIAEX, FIAJX, FIAIX, FIAMX, FIALX, FIAKX cheaper diff. adviser | 11% | 0.36% | Fidelity Management & Research Company LLC |
| 13 | Fidelity Series Investment Grade Bond Fund · FSIGX cheaper diff. adviser | 10% | 0.00% | Fidelity Management & Research Company LLC |
| 14 | State Street(R) SPDR(R) Portfolio Treasury ETF · SPTB cheaper diff. adviser | 10% | 0.03% | SSGA Funds Management, Inc. |
| 15 | Fidelity Total Bond ETF · FBND cheaper diff. adviser | 10% | 0.36% | Fidelity Management & Research Company LLC |
| 16 | MetLife Core Plus Bond Fund · LPCIX, LPCYX cheaper diff. adviser | 10% | 0.45% | METLIFE INVESTMENT MANAGEMENT, LLC |
| 17 | VANGUARD TOTAL TREASURY ETF · VTG cheaper diff. adviser | 10% | 0.03% | The Vanguard Group, Inc. |
| 18 | NYLI MacKay Total Return Bond Fund · MTMNX, MTMAX, MTMCX, MTMIX, MTRDX, MTMSX cheaper diff. adviser | 10% | 0.35% | New York Life Investment Management LLC |
| 19 | Fidelity Series Sustainable Investment Grade Bond Fund · FIGDX cheaper diff. adviser | 10% | 0.00% | Fidelity Management & Research Company LLC |
| 20 | JNL/Fidelity Institutional Asset Management Total Bond Fund diff. adviser | 10% | 0.49% | Jackson National Asset Management, LLC |
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