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 | The U.S. Government Fixed Income Securities Portfolio · HCUSX | 4% | 0.14% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
| 2 | SA Multi-Managed Income/Equity Portfolio | 4% | 1.14% | SunAmerica Asset Management, LLC |
| 3 | T. Rowe Price Multi-Strategy Total Return Fund · TMSRX, TMSSX | 3% | 1.04% | T. Rowe Price Associates, Inc. |
| 4 | MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund · MMBUX | 3% | 0.00% | — |
| 5 | Bernstein Intermediate Duration Institutional Portfolio · SIIDX | 3% | 0.45% | AllianceBernstein L.P. |
| 6 | SA Multi-Managed Moderate Growth Portfolio | 3% | 1.04% | SunAmerica Asset Management, LLC |
| 7 | BlackRock Sustainable Total Return Fund | 3% | 0.40% | — |
| 8 | Parnassus Fixed Income Fund · PRFIX, PFPLX | 3% | 0.39% | Parnassus Investments, LLC |
| 9 | AB Total Return Bond Portfolio · ABQUX, ABQCX, ABQYX, ABQIX, ABQZX | 3% | 0.52% | AllianceBernstein L.P. |
| 10 | AST Global Bond Portfolio | 3% | 1.01% | PGIM INVESTMENTS LLC |
| 11 | TCW MetWest Intermediate Bond Fund · MWIIX, MWIMX | 2% | 0.49% | METROPOLITAN WEST ASSET MANAGEMENT, LLC |
| 12 | MassMutual Select T. Rowe Price International Equity Fund · MMIUX | 2% | 0.00% | — |
| 13 | JPMorgan Unconstrained Debt Fund · JSIAX, JINCX, JSISX, JISZX, JSIRX, JSIMX | 2% | 0.51% | J.P. Morgan Investment Management, Inc. |
| 14 | MassMutual Total Return Bond Fund · MSPSX, MSPHX, MSPLX, MSPGX, MSPNX, MSPZX, MPTRX, MMNNX | 2% | 0.33% | — |
| 15 | Fidelity Global Credit Fund · FGBZX, FGBWX, FGBYX, FGBIX, FGBFX, FIQYX | 2% | 0.41% | Fidelity Management & Research Company LLC |
| 16 | SA PIMCO VCP Tactical Balanced Portfolio | 2% | 0.92% | SunAmerica Asset Management, LLC |
| 17 | SA Multi-Managed Income Portfolio | 2% | 1.14% | SunAmerica Asset Management, LLC |
| 18 | Fidelity Sustainable Core Plus Bond ETF · FSBD | 2% | 0.36% | Fidelity Management & Research Company LLC |
| 19 | PSF PGIM Government Income Portfolio | 2% | 0.52% | PGIM INVESTMENTS LLC |
| 20 | NVIT BNY Mellon Core Plus Bond Fund | 2% | 0.48% | Nationwide Fund Advisors |
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