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 | JPMorgan Core Plus Bond Fund · HLIPX, ONIAX, OBDCX, JCPUX, JCPZX, JCPPX, JCPQX, JCPYX | 46% | 0.38% | J.P. Morgan Investment Management, Inc. |
| 2 | Variable Portfolio - Partners Core Bond Fund diff. adviser | 22% | 0.48% | Columbia Management Investment Advisers, LLC |
| 3 | JPMorgan Active Bond ETF · JBND cheaper | 21% | 0.25% | J.P. Morgan Investment Management, Inc. |
| 4 | Core Fixed Income Fund · TIIUX diff. adviser | 15% | 0.47% | CONSULTING GROUP ADVISORY SERVICES LLC |
| 5 | JPMorgan Core Bond Fund · WOBDX, PGBOX, OBOCX, JCBUX, JCBRX, JCBZX, JCBPX, JCBQX cheaper | 13% | 0.30% | J.P. Morgan Investment Management, Inc. |
| 6 | JPMorgan Corporate Bond Fund · CBRAX, CBRCX, CBFSX, CBFVX | 13% | 0.40% | J.P. Morgan Investment Management, Inc. |
| 7 | JPMorgan Income Fund · JGIAX, JGCGX, JMSIX, JMSFX | 13% | 0.39% | J.P. Morgan Investment Management, Inc. |
| 8 | JPMorgan Core Bond Trust | 12% | — | J.P. Morgan Investment Management, Inc. |
| 9 | JPMorgan Short Duration Core Plus Fund · JSDHX, JSDCX, JSDSX, JSDRX cheaper | 12% | 0.33% | J.P. Morgan Investment Management, Inc. |
| 10 | JPMorgan Short Duration Core Plus ETF · JSCP cheaper | 12% | 0.33% | J.P. Morgan Investment Management, Inc. |
| 11 | JPMorgan Income ETF · JPIE | 12% | 0.39% | J.P. Morgan Investment Management, Inc. |
| 12 | JPMorgan Global Bond Opportunities Fund · GBOAX, GBOCX, GBOSX, GBONX | 12% | 0.51% | J.P. Morgan Investment Management, Inc. |
| 13 | AST J.P. Morgan Fixed Income Central Portfolio diff. adviser | 11% | — | PGIM INVESTMENTS LLC |
| 14 | JPMorgan Flexible Debt ETF · JFLX | 11% | 0.45% | — |
| 15 | JPMorgan International Bond Opportunities ETF · JPIB | 11% | 0.50% | J.P. Morgan Investment Management, Inc. |
| 16 | JPMorgan Active High Yield ETF · JPHY | 10% | 0.45% | — |
| 17 | JPMorgan Mortgage-Backed Securities ETF · JMTG cheaper | 10% | 0.24% | — |
| 18 | Transamerica JPMorgan Tactical Allocation VP diff. adviser | 9% | 0.80% | Transamerica Asset Management, Inc. |
| 19 | Bridge Builder Core Bond Fund · BBTBX cheaper diff. adviser | 9% | 0.12% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 20 | LVIP JPMorgan Core Bond Fund diff. adviser | 9% | 0.47% | Lincoln Financial Investments Corporation |
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