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 | Active Bond Trust · JAHDX, JAHFX, JAHEX diff. adviser | 40% | 0.65% | John Hancock Variable Trust Advisers LLC |
| 2 | Bond Fund · JHNBX, JHCBX, JHBIX, JHBSX, JHRBX, JBFRX cheaper | 36% | 0.35% | John Hancock Investment Management LLC |
| 3 | John Hancock Core Bond ETF · JHCR cheaper | 31% | 0.29% | John Hancock Investment Management LLC |
| 4 | Select Bond Trust · JAGBX, JAFZX, JHBDX diff. adviser | 29% | 0.60% | John Hancock Variable Trust Advisers LLC |
| 5 | Investment Grade Bond Fund · TAUSX, TCUSX, TIUSX, JIGBX, JIGMX, JIGEX | 28% | 0.38% | John Hancock Investment Management LLC |
| 6 | John Hancock Income Securities Trust | 28% | — | — |
| 7 | John Hancock Managed Account Shares Investment-Grade Corporate Bond Portfolio · JMABX cheaper | 19% | 0.00% | John Hancock Investment Management LLC |
| 8 | Mercer Core Fixed Income Fund · MCFVX, MCFQX, MCFWX, MCFIX cheaper diff. adviser | 18% | 0.14% | Mercer Investments LLC |
| 9 | Balanced Fund · SVBAX, SVBCX, SVBIX, JBAFX, JBAVX, JBAWX, JBATX | 17% | 0.61% | John Hancock Investment Management LLC |
| 10 | SFT Core Bond Fund diff. adviser | 12% | 0.53% | Securian Asset Management, Inc. |
| 11 | TCW Core Fixed Income Portfolio diff. adviser | 11% | 0.47% | Brighthouse Investment Advisers, LLC |
| 12 | The Bond Fund of America cheaper diff. adviser | 11% | 0.23% | Capital Research and Management Company |
| 13 | CTIVP - TCW Core Plus Bond Fund diff. adviser | 11% | 0.49% | Columbia Management Investment Advisers, LLC |
| 14 | TCW METWEST TOTAL RETURN BOND FUND · MWTIX, MWTRX, MWTNX, MWTSX, MWTTX diff. adviser | 10% | 0.37% | METROPOLITAN WEST ASSET MANAGEMENT, LLC |
| 15 | SIMT Core Fixed Income Fund · SCXIX, TRLVX, SCFYX | 10% | 0.49% | — |
| 16 | John Hancock Managed Account Shares Non-Investment-Grade Corporate Bond Portfolio · JMADX cheaper | 10% | 0.00% | John Hancock Investment Management LLC |
| 17 | SIIT LONG DURATION FUND · LDRAX diff. adviser | 9% | 0.39% | SEI INVESTMENTS MANAGEMENT Corporation |
| 18 | Catholic Values Fixed Income Fund · CFVAX, CFVYX diff. adviser | 9% | 0.69% | SEI INVESTMENTS MANAGEMENT Corporation |
| 19 | Variable Portfolio - Partners Core Bond Fund diff. adviser | 9% | 0.48% | Columbia Management Investment Advisers, LLC |
| 20 | Nuveen Core Impact Bond Fund · TSBIX, TSBPX, TSBRX, TSBBX, TSBHX cheaper diff. adviser | 9% | 0.35% | Teachers Advisors, LLC |
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