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 | Nationwide Loomis Core Bond Fund · NWJGX, NWJHX, NWJIX, NWJJX, NWAZX diff. adviser | 41% | 0.35% | Nationwide Fund Advisors |
| 2 | NVIT Loomis Core Bond Fund diff. adviser | 36% | 0.44% | Nationwide Fund Advisors |
| 3 | NVIT Loomis Short Term Bond Fund diff. adviser | 34% | 0.40% | Nationwide Fund Advisors |
| 4 | Nationwide Loomis Short Term Bond Fund · NWJSX, NWJTX, NWJUX, NWJVX diff. adviser | 28% | 0.43% | Nationwide Fund Advisors |
| 5 | EQ/Core Plus Bond Portfolio diff. adviser | 22% | 0.68% | Equitable Investment Management Group, LLC |
| 6 | FPA Flexible Fixed Income Fund · FPFIX, FFIAX, FFIRX diff. adviser | 12% | 0.55% | First Pacific Advisors, LP |
| 7 | Catholic Responsible Investments Bond Fund · CRBVX, CRBSX diff. adviser | 12% | 0.35% | Christian Brothers Investment Services, Inc. |
| 8 | Multi-Manager Total Return Bond Strategies Fund · CTRZX | 12% | 0.47% | — |
| 9 | Allspring Core Bond Portfolio diff. adviser | 11% | — | Allspring Funds Management, LLC |
| 10 | Loomis Sayles Limited Term Government and Agency Fund · NEFLX, NECLX, NELYX, LGANX, LGATX | 10% | 0.40% | Loomis, Sayles & Company, L.P. |
| 11 | Schwab Intermediate-Term U.S. Treasury ETF · SCHR cheaper diff. adviser | 10% | 0.03% | Charles Schwab Investment Management, Inc. |
| 12 | State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF · SPTI cheaper diff. adviser | 10% | 0.03% | SSGA Funds Management, Inc. |
| 13 | Nomura Limited-Term Diversified Income Fund · DTRIX, DTICX, DLTRX, DTINX, DLTZX cheaper diff. adviser | 10% | 0.30% | Macquarie Investment Management Business Trust |
| 14 | LifeX 2035 Income Bucket ETF cheaper diff. adviser | 10% | 0.25% | Stone Ridge Asset Management LLC |
| 15 | Limited Term U.S. Government Fund · NSIUX diff. adviser | 9% | 0.44% | NORTHERN TRUST INVESTMENTS, INC. |
| 16 | Touchstone Funds Group Trust-Touchstone Active Bond Fund · TOBAX, TODCX, TOBYX, TOBIX | 9% | 0.49% | — |
| 17 | VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND · VSIGX, VIIGX, VGIT cheaper diff. adviser | 9% | 0.03% | The Vanguard Group, Inc. |
| 18 | Fidelity Investment Grade Bond ETF · FIGB diff. adviser | 9% | 0.36% | Fidelity Management & Research Company LLC |
| 19 | Touchstone Variable Series Trust-Touchstone Bond Fund diff. adviser | 8% | 0.62% | Touchstone Advisors, Inc. |
| 20 | JNL/T. Rowe Price Capital Appreciation Fund diff. adviser | 8% | 0.67% | Jackson National Asset Management, LLC |
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