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 | HUSSMAN STRATEGIC ALLOCATION FUND · HSAFX | 29% | 1.29% | Hussman Strategic Advisors, Inc. |
| 2 | Goldman Sachs Inflation Protected Securities Fund · GSAPX, GSCFX, GSIPX, GSRPX, GSTPX, GSRUX, GGJPX cheaper diff. adviser | 26% | 0.33% | Goldman Sachs Asset Management, L.P. |
| 3 | Empower Inflation-Protected Securities Fund · MXIOX, MXIHX cheaper diff. adviser | 26% | 0.35% | Empower Capital Management, LLC |
| 4 | Empower Core Strategies: Inflation-Protected Securities Fund · MXEGX, MXEYX cheaper diff. adviser | 25% | 0.35% | Empower Capital Management, LLC |
| 5 | iShares iBonds Oct 2035 Term TIPS ETF · IBIL cheaper diff. adviser | 24% | 0.10% | BlackRock Fund Advisors |
| 6 | Wasatch-Hoisington U.S. Treasury Fund · WHOSX cheaper diff. adviser | 24% | 0.73% | Wasatch Advisors LP |
| 7 | NVIT J.P. Morgan Inflation Managed Fund cheaper diff. adviser | 20% | 0.50% | Nationwide Fund Advisors |
| 8 | LifeX 2055 Inflation-Protected Longevity Income ETF cheaper diff. adviser | 18% | 0.25% | Stone Ridge Asset Management LLC |
| 9 | HUSSMAN STRATEGIC MARKET CYCLE FUND · HSGFX | 17% | 1.23% | Hussman Strategic Advisors, Inc. |
| 10 | Invesco Balanced-Risk Commodity Strategy Fund · BRCAX, BRCCX, BRCRX, BRCYX, BRCNX, IBRFX diff. adviser | 17% | 0.98% | Invesco Advisers, Inc. |
| 11 | EUBEL BRADY & SUTTMAN INCOME AND APPRECIATION FUND · EBSZX cheaper diff. adviser | 17% | 0.24% | Eubel Brady & Suttman Asset Management, Inc. |
| 12 | Federated Hermes Inflation Protected Securities Fund · RRFAX, RRFCX, RRFIX, FIPRX cheaper | 16% | 0.31% | — |
| 13 | PGIM TIPS Fund · PQTSX cheaper diff. adviser | 15% | 0.30% | PGIM INVESTMENTS LLC |
| 14 | American Beacon AHL TargetRisk Fund · AHTIX, AHTYX, AHTPX, AHACX, AHTAX diff. adviser | 15% | 1.04% | American Beacon Advisors, Inc. |
| 15 | Global X Interest Rate Volatility & Inflation Hedge ETF · IRVH cheaper diff. adviser | 14% | 0.45% | Global X Management Company LLC |
| 16 | Western Asset Inflation Indexed Plus Bond Fund · WATPX, WAIIX, WAFSX, WAFAX, WAFCX, WAFRX, LWICX cheaper diff. adviser | 14% | 0.69% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 17 | Loomis Sayles Inflation Protected Securities Fund · LSGSX, LIPRX, LIPNX cheaper diff. adviser | 13% | 0.35% | Loomis, Sayles & Company, L.P. |
| 18 | Invesco V.I. Balanced-Risk Allocation Fund diff. adviser | 13% | 0.88% | Invesco Advisers, Inc. |
| 19 | Invesco Income Advantage U.S. Fund · SCAUX, SCCUX, SCRUX, SCIUX, SCNUX, SCAYX diff. adviser | 13% | 0.77% | Invesco Advisers, Inc. |
| 20 | Invesco Advantage International Fund diff. adviser | 12% | 0.85% | Invesco Advisers, Inc. |
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