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 | Short-Term Bond Fund · HOSBX | 48% | 0.77% | Homestead Advisers Corp. |
| 2 | Intermediate Bond Fund · HOIBX | 22% | 0.80% | Homestead Advisers Corp. |
| 3 | TCW Core Fixed Income Portfolio cheaper diff. adviser | 16% | 0.47% | Brighthouse Investment Advisers, LLC |
| 4 | New Covenant Income Fund · NCICX diff. adviser | 15% | 0.96% | SEI INVESTMENTS MANAGEMENT Corporation |
| 5 | Invesco Core Fixed Income ETF cheaper diff. adviser | 13% | 0.26% | Invesco Capital Management LLC |
| 6 | Nuveen Short Duration Impact Bond Fund · TSDJX, TSDFX, TSDBX, TSDDX, TSDHX cheaper diff. adviser | 13% | 0.35% | Teachers Advisors, LLC |
| 7 | Lazard US Short Duration Fixed Income Portfolio · UMNIX, UMNOX, RLSDX cheaper diff. adviser | 12% | 0.35% | Lazard Asset Management LLC |
| 8 | VOYA U.S. BOND INDEX PORTFOLIO · ILUAX, ILBAX, ILABX, IUSBX cheaper diff. adviser | 11% | 0.15% | Voya Investments, LLC |
| 9 | Loomis Sayles Limited Term Government and Agency Fund · NEFLX, NECLX, NELYX, LGANX, LGATX cheaper diff. adviser | 11% | 0.40% | Loomis, Sayles & Company, L.P. |
| 10 | Short-Term Government Fund · TWUSX, TWAVX, TWUOX, TWACX, TWARX, ASGHX cheaper diff. adviser | 11% | 0.34% | American Century Investment Management, Inc. |
| 11 | TCW METWEST LOW DURATION BOND FUND · MWLIX, MWLDX, MWLNX cheaper diff. adviser | 10% | 0.43% | METROPOLITAN WEST ASSET MANAGEMENT, LLC |
| 12 | TCW METWEST ULTRA SHORT BOND FUND · MWUIX, MWUSX cheaper diff. adviser | 10% | 0.34% | METROPOLITAN WEST ASSET MANAGEMENT, LLC |
| 13 | Short Duration Fund · ACSKX, ACSPX, ACSNX, ACSUX, ACSQX, ASHHX, ASDDX, ASDOX cheaper diff. adviser | 10% | 0.01% | American Century Investment Management, Inc. |
| 14 | Voya Ultra Short Income ETF | 8% | — | — |
| 15 | SFT Core Bond Fund cheaper diff. adviser | 8% | 0.53% | Securian Asset Management, Inc. |
| 16 | Transwestern Institutional Short Duration Govt Bd Fd · TWSGX cheaper diff. adviser | 7% | 0.65% | TRANSWESTERN CAPITAL ADVISORS, LLC |
| 17 | Nuveen Short Term Bond Fund · TCTRX, TISRX, TISIX, TSTPX, TCTHX, TCTWX cheaper diff. adviser | 7% | 0.00% | Teachers Advisors, LLC |
| 18 | The Bond Fund of America cheaper diff. adviser | 7% | 0.23% | Capital Research and Management Company |
| 19 | VY(R) INVESCO EQUITY AND INCOME PORTFOLIO · IUAAX, IUAIX, IUASX, IVIPX cheaper diff. adviser | 6% | 0.64% | Voya Investments, LLC |
| 20 | TCW METWEST Investment Grade Credit Fund · MWIGX, MWISX cheaper diff. adviser | 6% | 0.49% | METROPOLITAN WEST ASSET MANAGEMENT, LLC |
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