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 | 13% | 0.38% | John Hancock Investment Management LLC |
| 2 | John Hancock Core Bond ETF · JHCR | 12% | 0.29% | John Hancock Investment Management LLC |
| 3 | Bond Fund · JHNBX, JHCBX, JHBIX, JHBSX, JHRBX, JBFRX | 11% | 0.35% | John Hancock Investment Management LLC |
| 4 | Active Bond Trust · JAHDX, JAHFX, JAHEX diff. adviser | 10% | 0.65% | John Hancock Variable Trust Advisers LLC |
| 5 | Select Bond Trust · JAGBX, JAFZX, JHBDX diff. adviser | 9% | 0.60% | John Hancock Variable Trust Advisers LLC |
| 6 | John Hancock Income Securities Trust | 8% | — | — |
| 7 | John Hancock Core Plus Bond ETF · JHCP | 8% | 0.36% | John Hancock Investment Management LLC |
| 8 | John Hancock Mortgage-Backed Securities ETF · JHMB | 6% | 0.39% | John Hancock Investment Management LLC |
| 9 | Income Fund · JHFIX, JSTCX, JSTIX, JSNFX, JSNVX, JSNWX, JSNSX | 4% | 0.42% | John Hancock Investment Management LLC |
| 10 | Virtus Newfleet Securitized Income ETF · VABS diff. adviser | 4% | 0.39% | Virtus Investment Advisers, LLC |
| 11 | Nuveen Securitized Credit Managed Accounts Portfolio · NNSDX | 4% | 0.00% | — |
| 12 | Balanced Fund · SVBAX, SVBCX, SVBIX, JBAFX, JBAVX, JBAWX, JBATX | 4% | 0.61% | John Hancock Investment Management LLC |
| 13 | Carillon Reams Unconstrained Bond Fund · SUBDX, SUBEX, SUBFX, SUBTX diff. adviser | 4% | 0.50% | Carillon Tower Advisers, Inc. |
| 14 | Short Duration Bond Fund · JSNRX, JSNAX, JSNCX, JSNIX | 4% | 0.26% | John Hancock Investment Management LLC |
| 15 | Mercer Core Fixed Income Fund · MCFVX, MCFQX, MCFWX, MCFIX diff. adviser | 4% | 0.14% | Mercer Investments LLC |
| 16 | Transamerica Aegon Bond VP diff. adviser | 4% | 0.53% | Transamerica Asset Management, Inc. |
| 17 | Carillon Reams Core Bond Fund · CRCBX, CRCDX, SCCIX, CRCUX diff. adviser | 4% | 0.35% | Carillon Tower Advisers, Inc. |
| 18 | Nuveen Multi-Market Income Fund | 3% | — | — |
| 19 | Virtus Newfleet Multi-Sector Short Term Bond Fund · NARAX, PSTCX, PMSTX, PIMSX, VMSSX | 3% | 0.52% | — |
| 20 | Payden Low Duration Fund · PYSBX, PYLDX, PYLWX diff. adviser | 3% | 0.38% | Payden & Rygel |
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