Similar funds
Computed 2026-07-05
| # | Fund | Overlap | Net exp. | Adviser |
|---|
| 1 |
BNY Mellon Short-Term U.S. Government Securities Fund
· MPSUX, MISTX
cheaper
|
9%
|
0.50% |
— |
| 2 |
Oakhurst Short Duration Bond Fund
· OHSDX
|
7%
|
0.60% |
Fm Investments LLC |
| 3 |
LIFEX Income Fund 1963M
|
7%
|
1.00% |
— |
| 4 |
TCW MetWest Corporate Bond Fund
cheaper
|
7%
|
0.50% |
— |
| 5 |
SA Multi-Managed Income Portfolio
|
6%
|
1.14% |
SunAmerica Asset Management, LLC |
| 6 |
SA Multi-Managed Income/Equity Portfolio
|
6%
|
1.14% |
SunAmerica Asset Management, LLC |
| 7 |
TCW MetWest AlphaTrak 500 Fund
cheaper
|
5%
|
0.46% |
— |
| 8 |
Parnassus Fixed Income Fund
· PRFIX, PFPLX
cheaper
|
4%
|
0.39% |
Parnassus Investments, LLC |
| 9 |
Mesirow Enhanced Core Plus Fund
· MFBVX, MFBIX
cheaper
|
3%
|
0.54% |
— |
| 10 |
Allspring Managed Fixed Income Portfolio
|
2%
|
— |
— |
| 11 |
SA BlackRock VCP Global Multi Asset Portfolio
|
2%
|
0.92% |
SunAmerica Asset Management, LLC |
| 12 |
NYLI VP Indexed Bond Portfolio
cheaper
|
2%
|
0.31% |
— |
| 13 |
SA Multi-Managed Moderate Growth Portfolio
|
2%
|
1.04% |
SunAmerica Asset Management, LLC |
| 14 |
Disciplined Growth Investors Fund
|
2%
|
0.78% |
Disciplined Growth Investors, Inc. |
| 15 |
Amplify BlackSwan Tech & Treasury ETF
cheaper
|
2%
|
0.49% |
— |
| 16 |
SA Multi-Managed Growth Portfolio
|
1%
|
1.08% |
SunAmerica Asset Management, LLC |
| 17 |
LIFEX Income Fund 1952F
|
1%
|
1.00% |
— |
| 18 |
LIFEX Income Fund 1953F
|
1%
|
1.00% |
— |
| 19 |
LIFEX Income Fund 1954F
|
1%
|
1.00% |
— |
| 20 |
LIFEX Income Fund 1955F
|
1%
|
1.00% |
— |
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