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 Unconstrained Debt Fund · JSIAX, JINCX, JSISX, JISZX, JSIRX, JSIMX | 64% | 0.51% | J.P. Morgan Investment Management, Inc. |
| 2 | JPMorgan Global Bond Opportunities Fund · GBOAX, GBOCX, GBOSX, GBONX | 52% | 0.51% | J.P. Morgan Investment Management, Inc. |
| 3 | JPMorgan International Bond Opportunities ETF · JPIB | 25% | 0.50% | J.P. Morgan Investment Management, Inc. |
| 4 | JPMorgan Income Fund · JGIAX, JGCGX, JMSIX, JMSFX cheaper | 21% | 0.39% | J.P. Morgan Investment Management, Inc. |
| 5 | JPMorgan Income ETF · JPIE cheaper | 19% | 0.39% | J.P. Morgan Investment Management, Inc. |
| 6 | JPMorgan Core Plus Bond Fund · HLIPX, ONIAX, OBDCX, JCPUX, JCPZX, JCPPX, JCPQX, JCPYX cheaper | 13% | 0.38% | J.P. Morgan Investment Management, Inc. |
| 7 | JPMorgan Core Plus Bond ETF · JCPB cheaper | 11% | 0.38% | J.P. Morgan Investment Management, Inc. |
| 8 | JPMorgan Corporate Bond Fund · CBRAX, CBRCX, CBFSX, CBFVX cheaper | 11% | 0.40% | J.P. Morgan Investment Management, Inc. |
| 9 | JPMorgan Short Duration Core Plus ETF · JSCP cheaper | 10% | 0.33% | J.P. Morgan Investment Management, Inc. |
| 10 | JPMorgan Income Builder Fund · JNBAX, JNBCX, JNBSX, JNBZX | 9% | 0.52% | J.P. Morgan Investment Management, Inc. |
| 11 | EQ/Invesco Moderate Growth Allocation Portfolio | 9% | 0.90% | Equitable Investment Management Group, LLC |
| 12 | JPMorgan Strategic Income Opportunities Fund · JSOSX, JSOAX, JSOCX, JSORX, JSOZX | 8% | 0.50% | J.P. Morgan Investment Management, Inc. |
| 13 | JPMorgan Short Duration Core Plus Fund · JSDHX, JSDCX, JSDSX, JSDRX cheaper | 8% | 0.33% | J.P. Morgan Investment Management, Inc. |
| 14 | PACE Global Fixed Income Investments · PCGLX, PWFAX, PWFYX, PGFTX | 8% | 0.67% | UBS Asset Management (Americas) LLC |
| 15 | EQ/AB Dynamic Aggressive Growth Portfolio | 8% | 0.90% | Equitable Investment Management Group, LLC |
| 16 | EQ/Goldman Sachs Moderate Growth Allocation Portfolio | 8% | 0.90% | Equitable Investment Management Group, LLC |
| 17 | EQ/Goldman Sachs Growth Allocation Portfolio | 8% | 0.90% | Equitable Investment Management Group, LLC |
| 18 | EQ/ClearBridge Select Equity Managed Volatility Portfolio | 8% | 0.82% | Equitable Investment Management Group, LLC |
| 19 | EQ/Invesco Moderate Allocation Portfolio | 7% | 0.90% | Equitable Investment Management Group, LLC |
| 20 | 1290 VT GAMCO Mergers & Acquisitions Portfolio | 7% | 1.07% | Equitable Investment Management Group, LLC |
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