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 | Holbrook Total Return Fund | 9% | 1.15% | — |
| 2 | Carillon Chartwell Real Income Fund · BERIX, BERHX, BERSX, BERGX cheaper diff. adviser | 7% | 0.45% | Carillon Tower Advisers, Inc. |
| 3 | College Retirement Equities Fund - Inflation-Linked Bond Account · QCILRX, QCILPX, QCILIX, QCILFX diff. adviser | 5% | — | TIAA-CREF Investment Management, LLC |
| 4 | Invesco Short Duration Inflation Protected Fund · SHTIX, LMTAX, ALMIX, LMTYX cheaper diff. adviser | 5% | 0.30% | Invesco Advisers, Inc. |
| 5 | iShares TIPS Bond ETF · TIP cheaper diff. adviser | 5% | 0.18% | BlackRock Fund Advisors |
| 6 | Fixed Income SHares: Series R · FXIRX diff. adviser | 5% | 4.30% | Pacific Investment Management Company LLC |
| 7 | Nuveen Inflation Linked Bond Fund · TIILX, TCILX, TIKRX, TIKPX, TIIHX, TIIWX cheaper diff. adviser | 5% | 0.00% | Teachers Advisors, LLC |
| 8 | Schwab Treasury Inflation Protected Securities Index Fund · SWRSX cheaper diff. adviser | 5% | 0.05% | Charles Schwab Investment Management, Inc. |
| 9 | Inflation Protection Fund · PIFPX, PBPPX, PIPJX, PIPIX cheaper diff. adviser | 5% | 0.11% | Principal Global Investors, LLC |
| 10 | Inflation Protected Fund · VCTPX cheaper diff. adviser | 5% | 0.54% | The Variable Annuity Life Insurance Company |
| 11 | PIMCO CommodityRealReturn Strategy Portfolio · VPVCRDV, VPVCRVV, PCOMRSI, PCOMRSM diff. adviser | 5% | 2.13% | Pacific Investment Management Company LLC |
| 12 | PIMCO RealEstateRealReturn Strategy Fund · PRRSX, PETAX, PETCX, PETPX, PNRNX diff. adviser | 5% | 6.09% | Pacific Investment Management Company LLC |
| 13 | PIMCO Real Return Portfolio diff. adviser | 5% | — | Pacific Investment Management Company LLC |
| 14 | PIMCO Inflation Protected Bond Portfolio cheaper diff. adviser | 5% | 0.81% | Brighthouse Investment Advisers, LLC |
| 15 | SIMT Real Return Fund · SRAAX, SSRIX, SRYRX cheaper | 5% | 0.45% | — |
| 16 | SIIT REAL RETURN FUND · RRPAX cheaper diff. adviser | 5% | 0.29% | SEI INVESTMENTS MANAGEMENT Corporation |
| 17 | State Street(R) SPDR(R) Portfolio TIPS ETF · SPIP cheaper diff. adviser | 5% | 0.12% | SSGA Funds Management, Inc. |
| 18 | VANGUARD INFLATION-PROTECTED SECURITIES FUND · VIPSX, VAIPX, VIPIX cheaper diff. adviser | 5% | 0.07% | The Vanguard Group, Inc. |
| 19 | PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund · STPZ cheaper diff. adviser | 5% | 0.20% | Pacific Investment Management Company LLC |
| 20 | Schwab U.S. TIPS ETF · SCHP cheaper diff. adviser | 5% | 0.03% | Charles Schwab Investment Management, Inc. |
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