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 | Madison Core Bond Fund · MBOAX, MBOYX, MBOIX, MBORX cheaper | 48% | 0.28% | Madison Asset Management, LLC |
| 2 | Core Bond Fund | 36% | 0.57% | Madison Asset Management, LLC |
| 3 | Transamerica Madison Diversified Income VP diff. adviser | 25% | 0.83% | Transamerica Asset Management, Inc. |
| 4 | Madison Short-Term Strategic Income ETF · MSTI | 22% | 0.36% | Madison Asset Management, LLC |
| 5 | Madison High Quality Bond Fund · MIIBX, MIIRX | 9% | 0.41% | Madison Asset Management, LLC |
| 6 | T. Rowe Price U.S. Treasury Intermediate Index Fund · PRTIX, PRKIX, TRZTX cheaper diff. adviser | 9% | 0.00% | T. Rowe Price Associates, Inc. |
| 7 | Fidelity Investment Grade Bond Central Fund | 9% | — | — |
| 8 | JPMorgan BetaBuilders U.S. Treasury Bond 3-10 Year ETF · BBIB cheaper diff. adviser | 8% | 0.04% | J.P. Morgan Investment Management, Inc. |
| 9 | Franklin U.S. Treasury Bond ETF · FLGV cheaper diff. adviser | 8% | 0.09% | Franklin Advisers, Inc. |
| 10 | VIP Investment Grade Central Fund diff. adviser | 7% | — | Fidelity Management & Research Company LLC |
| 11 | Fidelity Intermediate Treasury Bond Index Fund · FUAMX cheaper diff. adviser | 7% | 0.03% | Fidelity Management & Research Company LLC |
| 12 | Fidelity SAI Intermediate Treasury Bond Index Fund · FSIWX cheaper diff. adviser | 7% | 0.03% | Fidelity Management & Research Company LLC |
| 13 | VANGUARD INTERMEDIATE-TERM BOND INDEX FUND · VBIIX, VBILX, VBIMX, BIV, VBIUX cheaper diff. adviser | 7% | 0.02% | The Vanguard Group, Inc. |
| 14 | Steward Select Bond Fund · SEACX, SEAKX, SEAAX, SEABX diff. adviser | 7% | 0.59% | Crossmark Global Investments, Inc. |
| 15 | RMB Quality Intermediate Core Fund · RMBQX cheaper diff. adviser | 7% | 0.35% | Curi RMB Capital, LLC |
| 16 | VIP Investment Grade Bond Portfolio diff. adviser | 7% | 0.38% | Fidelity Management & Research Company LLC |
| 17 | Schwab Intermediate-Term U.S. Treasury ETF · SCHR cheaper diff. adviser | 7% | 0.03% | Charles Schwab Investment Management, Inc. |
| 18 | State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF · SPTI cheaper diff. adviser | 7% | 0.03% | SSGA Funds Management, Inc. |
| 19 | Fidelity Series Investment Grade Bond Fund · FSIGX cheaper diff. adviser | 7% | 0.00% | Fidelity Management & Research Company LLC |
| 20 | Baird Intermediate Bond Fund · BIMIX, BIMSX cheaper diff. adviser | 7% | 0.30% | Robert W. Baird & Co. Incorporated |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.