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 | Investment Grade Bond Fund · TAUSX, TCUSX, TIUSX, JIGBX, JIGMX, JIGEX | 24% | 0.38% | John Hancock Investment Management LLC |
| 2 | John Hancock Core Bond ETF · JHCR | 23% | 0.29% | John Hancock Investment Management LLC |
| 3 | Select Bond Trust · JAGBX, JAFZX, JHBDX diff. adviser | 23% | 0.60% | John Hancock Variable Trust Advisers LLC |
| 4 | Bond Fund · JHNBX, JHCBX, JHBIX, JHBSX, JHRBX, JBFRX | 21% | 0.35% | John Hancock Investment Management LLC |
| 5 | John Hancock Income Securities Trust | 21% | — | — |
| 6 | Active Bond Trust · JAHDX, JAHFX, JAHEX diff. adviser | 20% | 0.65% | John Hancock Variable Trust Advisers LLC |
| 7 | John Hancock Core Plus Bond ETF · JHCP | 19% | 0.36% | John Hancock Investment Management LLC |
| 8 | John Hancock Corporate Bond ETF · JHCB | 15% | 0.29% | John Hancock Investment Management LLC |
| 9 | BondBloxx BBB Rated 5-10 Year Corporate Bond ETF diff. adviser | 11% | 0.19% | BondBloxx Investment Management Corporation |
| 10 | Balanced Fund · SVBAX, SVBCX, SVBIX, JBAFX, JBAVX, JBAWX, JBATX | 9% | 0.61% | John Hancock Investment Management LLC |
| 11 | Nomura VIP Corporate Bond Series diff. adviser | 8% | 0.78% | Macquarie Investment Management Business Trust |
| 12 | Nomura Corporate Bond Fund · DGCAX, DGCCX, DGCRX, DGCIX, DGCZX diff. adviser | 7% | 0.46% | Macquarie Investment Management Business Trust |
| 13 | VANGUARD TARGET MATURITY 2033 CORPORATE BOND ETF · VBCG | 7% | 0.08% | — |
| 14 | Spectrum Preferred and Capital Securities Income Fund · PNARX, PPARX, PQARX, PUSAX, PPSIX, PPSJX, PPSAX, PRFCX, PPREX diff. adviser | 7% | 0.71% | Principal Global Investors, LLC |
| 15 | Nomura VIP Investment Grade Series diff. adviser | 7% | 0.63% | Macquarie Investment Management Business Trust |
| 16 | Invesco U.S. Hybrid Bond ETF | 7% | 0.40% | — |
| 17 | Mercer Core Fixed Income Fund · MCFVX, MCFQX, MCFWX, MCFIX diff. adviser | 7% | 0.14% | Mercer Investments LLC |
| 18 | Principal Investment Grade Corporate Active ETF · IG diff. adviser | 7% | 0.19% | Principal Global Investors, LLC |
| 19 | Venerable Intermediate Corporate Bond Index Fund diff. adviser | 7% | 0.36% | Venerable Investment Advisers, LLC |
| 20 | VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND · VICSX, VICBX, VCIT diff. adviser | 7% | 0.03% | The Vanguard Group, Inc. |
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