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 TOTAL RETURN BOND FUND · ITBAX, HABCX, HABYX, ITBIX, ITBRX, ITBUX, ITBTX, ITBVX, ITBFX | 62% | 0.31% | Hartford Funds Management Company, LLC |
| 2 | HARTFORD TOTAL RETURN BOND HLS FUND · HIABX, HBNBX | 35% | 0.52% | Hartford Funds Management Company, LLC |
| 3 | Hartford Core Bond ETF · HCRB | 32% | 0.29% | Hartford Funds Management Company, LLC |
| 4 | Investment Quality Bond Trust · JAJNX, JADUX, JADSX diff. adviser | 26% | 0.70% | John Hancock Variable Trust Advisers LLC |
| 5 | Brighthouse/Wellington Balanced Portfolio diff. adviser | 22% | 0.52% | Brighthouse Investment Advisers, LLC |
| 6 | GuideMark Core Fixed Income Fund · GMCOX, GICFX, GCFQX diff. adviser | 21% | 0.60% | AssetMark Inc. |
| 7 | SA Multi-Managed Diversified Fixed Income Portfolio diff. adviser | 21% | 0.72% | SunAmerica Asset Management, LLC |
| 8 | Destinations Core Fixed Income Fund · DCFFX, DCFZX diff. adviser | 19% | 0.69% | Brinker Capital Investments, LLC |
| 9 | AST Core Fixed Income Portfolio diff. adviser | 14% | 0.68% | PGIM INVESTMENTS LLC, AST Investment Services, Inc. |
| 10 | Hartford Strategic Income ETF · HFSI | 14% | 0.49% | Hartford Funds Management Company, LLC |
| 11 | Empower Core Bond Fund · MXFDX, MXIUX diff. adviser | 14% | 0.35% | Empower Capital Management, LLC |
| 12 | THE HARTFORD STRATEGIC INCOME FUND · HSNCX, HSNIX, HSNAX, HSNYX, HSNRX, HSNSX, HSNTX, HSNVX, HSNFX | 14% | 0.53% | Hartford Funds Management Company, LLC |
| 13 | Fidelity Flex U.S. Bond Index Fund · FIBUX cheaper diff. adviser | 11% | 0.00% | Fidelity Management & Research Company LLC |
| 14 | Fidelity Series Bond Index Fund · FIFZX cheaper diff. adviser | 11% | 0.00% | Fidelity Management & Research Company LLC |
| 15 | VANGUARD TOTAL TREASURY ETF · VTG cheaper diff. adviser | 10% | 0.03% | The Vanguard Group, Inc. |
| 16 | BlackRock Diversified Fixed Income Fund cheaper diff. adviser | 10% | 0.15% | BlackRock Fund Advisors |
| 17 | BNY Mellon Bond Market Index Fund · DBMIX, DBIRX cheaper diff. adviser | 10% | 0.15% | BNY Mellon Investment Adviser, Inc. |
| 18 | Invesco Core Bond Fund diff. adviser | 10% | 0.37% | Invesco Advisers, Inc. |
| 19 | U.S. Government Fund · NOUGX diff. adviser | 10% | 0.45% | NORTHERN TRUST INVESTMENTS, INC. |
| 20 | State Street(R) SPDR(R) Portfolio Treasury ETF · SPTB cheaper diff. adviser | 10% | 0.03% | SSGA Funds Management, Inc. |
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