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 | Opportunistic Fixed Income Trust · JAEKX, JAEJX, JAEHX | 51% | 0.89% | John Hancock Variable Trust Advisers LLC |
| 2 | THE HARTFORD STRATEGIC INCOME FUND · HSNCX, HSNIX, HSNAX, HSNYX, HSNRX, HSNSX, HSNTX, HSNVX, HSNFX cheaper | 11% | 0.53% | Hartford Funds Management Company, LLC |
| 3 | Hartford Strategic Income ETF · HFSI cheaper | 11% | 0.49% | Hartford Funds Management Company, LLC |
| 4 | Hartford Multi-Asset Income Fund · ITTAX, HAFCX, IHAYX, ITTRX, ITTSX, ITTTX, ITTIX, ITTFX, ITTVX cheaper | 10% | 0.68% | Hartford Funds Management Company, LLC |
| 5 | Multisector Bond SMA Completion Portfolio · MBSAX cheaper | 9% | 0.00% | — |
| 6 | Invesco Core Plus Bond Fund · ACPSX, CPCFX, CPBRX, CPBYX, CPIIX, CPBFX cheaper | 8% | 0.44% | Invesco Advisers, Inc. |
| 7 | Hartford Total Return Bond ETF · HTRB cheaper | 8% | 0.29% | Hartford Funds Management Company, LLC |
| 8 | Columbia Credit Income Opportunities Fund | 8% | — | — |
| 9 | Columbia Mortgage Opportunities Fund · CLMAX, CLMCX, CLMVX, CLMZX, CMOYX, CLMDX cheaper | 8% | 0.69% | Columbia Management Investment Advisers, LLC |
| 10 | THE HARTFORD TOTAL RETURN BOND FUND · ITBAX, HABCX, HABYX, ITBIX, ITBRX, ITBUX, ITBTX, ITBVX, ITBFX cheaper | 7% | 0.31% | Hartford Funds Management Company, LLC |
| 11 | Columbia Strategic Income Fund · COSIX, CLSCX, LSIZX, CSNRX, CTIVX, CPHUX, LSIDX cheaper | 7% | 0.60% | — |
| 12 | State Street(R) SPDR(R) Bloomberg Convertible Securities ETF · CWB cheaper | 7% | 0.40% | SSGA Funds Management, Inc. |
| 13 | Fidelity SAI Total Bond Fund · FSMTX cheaper | 7% | 0.29% | Fidelity Management & Research Company LLC |
| 14 | 1290 VT Convertible Securities Portfolio cheaper | 7% | 0.65% | Equitable Investment Management Group, LLC |
| 15 | Fidelity Total Bond ETF · FBND cheaper | 7% | 0.36% | Fidelity Management & Research Company LLC |
| 16 | Columbia Quality Income Fund · AUGAX, AUGCX, CUGZX, CGVRX, CUGYX cheaper | 6% | 0.52% | Columbia Management Investment Advisers, LLC |
| 17 | Fidelity Sustainable Core Plus Bond Fund · FIAEX, FIAJX, FIAIX, FIAMX, FIALX, FIAKX cheaper | 6% | 0.36% | Fidelity Management & Research Company LLC |
| 18 | Goldman Sachs Core Bond ETF · GBND cheaper | 6% | 0.25% | Goldman Sachs Asset Management, L.P. |
| 19 | Fidelity SAI Sustainable Core Plus Bond Fund · FIABX cheaper | 6% | 0.36% | Fidelity Management & Research Company LLC |
| 20 | Fidelity Total Bond Fund · FTBFX, FEPAX, FCEPX, FEPTX, FEPIX, FBKWX cheaper | 6% | 0.36% | Fidelity Management & Research Company LLC |
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