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 Managed Income Fund · JMGIX, JMGLX | 38% | 0.25% | J.P. Morgan Investment Management, Inc. |
| 2 | SA JPMorgan Ultra-Short Bond Portfolio diff. adviser | 25% | 0.53% | SunAmerica Asset Management, LLC |
| 3 | Putnam Ultra Short Duration Income Fund diff. adviser | 15% | 0.29% | Franklin Advisers, Inc. |
| 4 | Fidelity Low Duration Bond ETF · FLDB diff. adviser | 13% | 0.20% | Fidelity Management & Research Company LLC |
| 5 | Fidelity SAI Sustainable Low Duration Bond Fund · FAPFX diff. adviser | 13% | 0.20% | Fidelity Management & Research Company LLC |
| 6 | Putnam ESG Ultra Short ETF diff. adviser | 13% | 0.25% | Franklin Advisers, Inc. |
| 7 | Franklin Ultra Short Bond ETF · FLUD cheaper diff. adviser | 13% | 0.15% | Franklin Advisers, Inc. |
| 8 | Fidelity Sustainable Low Duration Bond Fund · FAMZX, FAPBX, FANDX, FAPDX, FAPEX, FAPGX diff. adviser | 12% | 0.20% | Fidelity Management & Research Company LLC |
| 9 | Fidelity Flex Conservative Income Bond Fund · FJTDX cheaper diff. adviser | 11% | 0.00% | Fidelity Management & Research Company LLC |
| 10 | Fidelity Conservative Income Bond Fund · FCNVX, FCNYX, FCNQX, FCNWX diff. adviser | 11% | 0.20% | Fidelity Management & Research Company LLC |
| 11 | Goldman Sachs Ultra Short Bond ETF · GSST cheaper diff. adviser | 11% | 0.16% | Goldman Sachs Asset Management, L.P. |
| 12 | VANGUARD ULTRA-SHORT-TERM BOND FUND · VUSFX, VUBFX cheaper diff. adviser | 11% | 0.09% | The Vanguard Group, Inc. |
| 13 | GuidePath Conservative Income Fund diff. adviser | 10% | 0.82% | AssetMark Inc. |
| 14 | PIMCO Enhanced Short Maturity Active Exchange-Traded Fund · MINT diff. adviser | 10% | 0.36% | Pacific Investment Management Company LLC |
| 15 | VANGUARD ULTRA-SHORT BOND ETF · VUSB cheaper diff. adviser | 10% | 0.10% | The Vanguard Group, Inc. |
| 16 | Invesco Short Term Bond Fund · STBAX, STBCX, STBRX, ISTBX, STBYX, ISTFX diff. adviser | 9% | 0.40% | Invesco Advisers, Inc. |
| 17 | GuidePath Tactical Allocation Fund · GPTUX, GITUX, GTCRX diff. adviser | 9% | 0.48% | AssetMark Inc. |
| 18 | GuidePath Managed Futures Strategy Fund · GPMFX, GIFMX, GMFDX diff. adviser | 9% | 1.21% | AssetMark Inc. |
| 19 | Bond Plus Portfolio diff. adviser | 9% | 0.44% | Pacific Life Fund Advisors LLC |
| 20 | International Equity Plus Bond Alpha Portfolio diff. adviser | 9% | 0.46% | Pacific Life Fund Advisors LLC |
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