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 | LoCorr Market Trend Fund · LOTAX, LOTCX, LOTIX cheaper | 61% | 1.77% | LoCorr Fund Management LLC |
| 2 | LoCorr Macro Strategies Fund · LFMAX, LFMCX, LFMIX cheaper | 59% | 1.88% | LoCorr Fund Management LLC |
| 3 | LoCorr Hedged Core Fund · LHEAX, LHEIX cheaper | 50% | 1.98% | LoCorr Fund Management LLC |
| 4 | iShares iBonds Dec 2030 Term Treasury ETF · IBTK cheaper diff. adviser | 14% | 0.07% | BlackRock Fund Advisors |
| 5 | Nuveen Short Term Bond Fund · TCTRX, TISRX, TISIX, TSTPX, TCTHX, TCTWX cheaper diff. adviser | 12% | 0.00% | Teachers Advisors, LLC |
| 6 | Nuveen ESG 1-5 Year U.S. Aggregate Bond ETF · NUSA cheaper diff. adviser | 10% | 0.15% | Nuveen Fund Advisors, LLC |
| 7 | WisdomTree 3-7 Year Treasury Digital Fund · WTTSX cheaper diff. adviser | 10% | 0.05% | WisdomTree Digital Management, Inc. |
| 8 | iShares iBonds Dec 2029 Term Treasury ETF · IBTJ cheaper diff. adviser | 9% | 0.07% | BlackRock Fund Advisors |
| 9 | Fidelity Short-Term Treasury Bond Index Fund · FUMBX cheaper diff. adviser | 9% | 0.03% | Fidelity Management & Research Company LLC |
| 10 | Federated Hermes Short-Intermediate Total Return Bond Fund · FGCSX, FGCIX, FGCAX, SRBRX cheaper | 9% | 0.37% | — |
| 11 | Invesco MSCI Treasury Duration Rotation ETF cheaper | 9% | 0.15% | — |
| 12 | Franklin Multisector Income ETF cheaper | 9% | 0.39% | — |
| 13 | Limited Term U.S. Government Fund · NSIUX cheaper diff. adviser | 9% | 0.44% | NORTHERN TRUST INVESTMENTS, INC. |
| 14 | BondBloxx Bloomberg Three Year Target Duration US Treasury ETF · XTRE cheaper diff. adviser | 9% | 0.05% | BondBloxx Investment Management Corporation |
| 15 | Frost Low Duration Bond Fund · FILDX, FADLX cheaper diff. adviser | 9% | 0.44% | FROST INVESTMENT ADVISORS, LLC |
| 16 | State Farm Interim Fund · SFITX cheaper diff. adviser | 8% | 0.16% | State Farm Investment Management Corp. |
| 17 | MFS Commodity Strategy Fund · MCSAX, MCSFX, MCSHX, MCSIX, MCSNX, MCSOX, MCSQX, MCSTX, MCSRX cheaper diff. adviser | 8% | 0.81% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 18 | Schwab Intermediate-Term U.S. Treasury ETF · SCHR cheaper diff. adviser | 8% | 0.03% | Charles Schwab Investment Management, Inc. |
| 19 | iShares 3-7 Year Treasury Bond ETF · IEI cheaper diff. adviser | 8% | 0.15% | BlackRock Fund Advisors |
| 20 | Fidelity Education Fund diff. adviser | 8% | — | Fidelity Management & Research Company LLC |
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