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 | Empower Inflation-Protected Securities Fund · MXIOX, MXIHX diff. adviser | 27% | 0.35% | Empower Capital Management, LLC |
| 2 | Empower Core Strategies: Inflation-Protected Securities Fund · MXEGX, MXEYX diff. adviser | 27% | 0.35% | Empower Capital Management, LLC |
| 3 | Goldman Sachs Inflation Protected Securities Fund · GSAPX, GSCFX, GSIPX, GSRPX, GSTPX, GSRUX, GGJPX diff. adviser | 25% | 0.33% | Goldman Sachs Asset Management, L.P. |
| 4 | HUSSMAN STRATEGIC TOTAL RETURN FUND · HSTRX diff. adviser | 24% | 0.77% | Hussman Strategic Advisors, Inc. |
| 5 | Fidelity Series 5+ Year Inflation-Protected Bond Index Fund · FSTDX cheaper diff. adviser | 17% | 0.00% | Fidelity Management & Research Company LLC |
| 6 | American Beacon AHL TargetRisk Fund · AHTIX, AHTYX, AHTPX, AHACX, AHTAX diff. adviser | 15% | 1.04% | American Beacon Advisors, Inc. |
| 7 | Loomis Sayles Inflation Protected Securities Fund · LSGSX, LIPRX, LIPNX diff. adviser | 13% | 0.35% | Loomis, Sayles & Company, L.P. |
| 8 | LifeX 2055 Inflation-Protected Longevity Income ETF diff. adviser | 12% | 0.25% | Stone Ridge Asset Management LLC |
| 9 | PIMCO Broad U.S. TIPS Index Exchange-Traded Fund · TIPZ diff. adviser | 11% | 0.20% | Pacific Investment Management Company LLC |
| 10 | Western Asset Inflation Indexed Plus Bond Fund · WATPX, WAIIX, WAFSX, WAFAX, WAFCX, WAFRX, LWICX diff. adviser | 10% | 0.69% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 11 | SA American Century Inflation Managed Portfolio diff. adviser | 10% | 0.66% | SunAmerica Asset Management, LLC |
| 12 | Global X Interest Rate Volatility & Inflation Hedge ETF · IRVH diff. adviser | 10% | 0.45% | Global X Management Company LLC |
| 13 | PGIM TIPS Fund · PQTSX diff. adviser | 10% | 0.30% | PGIM INVESTMENTS LLC |
| 14 | Fidelity Inflation-Protected Bond Index Central Fund | 9% | — | — |
| 15 | NVIT J.P. Morgan Inflation Managed Fund diff. adviser | 9% | 0.50% | Nationwide Fund Advisors |
| 16 | Northern Trust 2035 Inflation-Linked Distributing Ladder ETF · TIPB diff. adviser | 9% | 0.10% | NORTHERN TRUST INVESTMENTS, INC. |
| 17 | Northern Trust 2045 Inflation-Linked Distributing Ladder ETF · TIPC diff. adviser | 9% | 0.10% | NORTHERN TRUST INVESTMENTS, INC. |
| 18 | Inflation Protection Fund · PIFPX, PBPPX, PIPJX, PIPIX diff. adviser | 9% | 0.11% | Principal Global Investors, LLC |
| 19 | Inflation Managed Portfolio diff. adviser | 9% | 0.45% | Mason Street Advisors, LLC |
| 20 | State Street(R) SPDR(R) Bloomberg 1-10 Year TIPS ETF · TIPX diff. adviser | 9% | 0.15% | SSGA Funds Management, Inc. |
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