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 | JOHNSON CORE PLUS BOND FUND · JCPLX | 30% | 0.45% | Johnson Investment Counsel, Inc. |
| 2 | JOHNSON INSTITUTIONAL INTERMEDIATE BOND FUND · JIBEX, JIMEX | 20% | 0.25% | Johnson Investment Counsel, Inc. |
| 3 | JOHNSON INSTITUTIONAL SHORT DURATION BOND FUND · JIBDX, JIMDX | 9% | 0.25% | Johnson Investment Counsel, Inc. |
| 4 | JOHNSON ENHANCED RETURN FUND · JENHX | 9% | 0.35% | Johnson Investment Counsel, Inc. |
| 5 | BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF · XTEN cheaper diff. adviser | 8% | 0.08% | BondBloxx Investment Management Corporation |
| 6 | iShares 10-20 Year Treasury Bond ETF · TLH cheaper diff. adviser | 7% | 0.15% | BlackRock Fund Advisors |
| 7 | iShares iBonds Dec 2044 Term Treasury ETF · IBGA cheaper diff. adviser | 7% | 0.07% | BlackRock Fund Advisors |
| 8 | Bond Fund · APBDX, AIBNX, AABOX diff. adviser | 7% | 0.49% | Cavanal Hill Investment Management, Inc. |
| 9 | Madison Aggregate Bond ETF · MAGG diff. adviser | 6% | 0.36% | Madison Asset Management, LLC |
| 10 | Fidelity Series Long-Term Treasury Bond Index Fund · FTLTX cheaper diff. adviser | 6% | 0.00% | Fidelity Management & Research Company LLC |
| 11 | Pro-Blend Conservative Term Series · MNCCX, MNCRX, EXDAX, MNCIX, MNCWX cheaper diff. adviser | 6% | 0.10% | Manning & Napier Advisors, LLC |
| 12 | Pro-Blend Moderate Term Series · MNMCX, MNMRX, EXBAX, MNMIX, MNMWX cheaper diff. adviser | 6% | 0.10% | Manning & Napier Advisors, LLC |
| 13 | Pro-Blend Extended Term Series · MNECX, MNBRX, MNBAX, MNBIX, MNBWX cheaper diff. adviser | 6% | 0.10% | Manning & Napier Advisors, LLC |
| 14 | Core Bond Series · EXCRX, EXCIX, MCBZX, MCBWX cheaper diff. adviser | 5% | 0.05% | Manning & Napier Advisors, LLC |
| 15 | Schwab Long-Term U.S. Treasury ETF · SCHQ cheaper diff. adviser | 5% | 0.03% | Charles Schwab Investment Management, Inc. |
| 16 | State Street(R) SPDR(R) Portfolio Long Term Treasury ETF · SPTL cheaper diff. adviser | 5% | 0.03% | SSGA Funds Management, Inc. |
| 17 | U.S. Government Securities Fund · CAUSX, CAUKX diff. adviser | 5% | 0.76% | CCM Partners, LP. dba Shelton Capital Management |
| 18 | T. Rowe Price U.S. Treasury Intermediate Index Fund · PRTIX, PRKIX, TRZTX cheaper diff. adviser | 5% | 0.00% | T. Rowe Price Associates, Inc. |
| 19 | Madison Core Bond Fund · MBOAX, MBOYX, MBOIX, MBORX diff. adviser | 5% | 0.28% | Madison Asset Management, LLC |
| 20 | Fidelity Long-Term Treasury Bond Index Fund · FNBGX cheaper diff. adviser | 5% | 0.03% | Fidelity Management & Research Company LLC |
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