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 | NYLI Balanced Fund · MBNAX, MBACX, MBAIX, MBINX, MBERX | 16% | 0.73% | New York Life Investment Management LLC |
| 2 | Lazard US Short Duration Fixed Income Portfolio · UMNIX, UMNOX, RLSDX cheaper diff. adviser | 13% | 0.35% | Lazard Asset Management LLC |
| 3 | NYLI VP Bond Portfolio | 12% | 0.54% | New York Life Investment Management LLC |
| 4 | Eaton Vance Total Return Bond Fund · EBABX, ECBAX, EIBAX, ERABX diff. adviser | 11% | 0.43% | Boston Management and Research |
| 5 | Integrity Short Term Government Fund · MDSAX, MDSIX diff. adviser | 11% | 0.55% | Viking Fund Management, LLC |
| 6 | MKAM ETF · MKAM diff. adviser | 10% | 0.53% | Empowered Funds, LLC d/b/a EA Advisers |
| 7 | LifeX 2030 Income Bucket ETF cheaper diff. adviser | 9% | 0.25% | Stone Ridge Asset Management LLC |
| 8 | WisdomTree 1-3 Year Laddered Treasury Fund · USSH cheaper diff. adviser | 8% | 0.15% | WisdomTree Asset Management, Inc. |
| 9 | PGIM Corporate Bond 0-5 Year ETF · PCS cheaper diff. adviser | 7% | 0.20% | PGIM INVESTMENTS LLC |
| 10 | Fidelity Advisor Limited Term Bond Fund · FDIAX, FNBCX, FTBRX, EFIPX, FJRLX, FIKRX cheaper diff. adviser | 6% | 0.25% | Fidelity Management & Research Company LLC |
| 11 | Fidelity Limited Term Bond ETF · FLTB cheaper diff. adviser | 6% | 0.25% | Fidelity Management & Research Company LLC |
| 12 | Nomura VIP Limited-Term Bond Series diff. adviser | 6% | 0.79% | Macquarie Investment Management Business Trust |
| 13 | EUBEL BRADY & SUTTMAN INCOME FUND · EBSFX cheaper diff. adviser | 6% | 0.18% | Eubel Brady & Suttman Asset Management, Inc. |
| 14 | Doubleline Shiller Enhanced International CAPE · DSEUX, DLEUX diff. adviser | 5% | 0.67% | DoubleLine Capital LP |
| 15 | PGIM Short Duration Multi-Sector Bond ETF · PSDM diff. adviser | 5% | 0.40% | PGIM INVESTMENTS LLC |
| 16 | MFS Limited Maturity Portfolio diff. adviser | 5% | 0.48% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 17 | Doubleline Shiller Enhanced CAPE · DSEEX, DSENX, DDCPX diff. adviser | 5% | 0.50% | Doubleline Alternatives LP |
| 18 | T. Rowe Price Short Duration Income Fund · TSDLX, TSIDX cheaper diff. adviser | 5% | 0.29% | T. Rowe Price Associates, Inc. |
| 19 | Columbia Select Short Corporate Income Fund · ALDAX, RDCLX, CLDZX, CTLRX, CLDYX cheaper diff. adviser | 4% | 0.32% | Columbia Management Investment Advisers, LLC |
| 20 | Strategic Advisers Short Duration Fund · FAUDX cheaper diff. adviser | 4% | 0.20% | Strategic Advisers LLC |
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