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 Aggregate Bond ETF · MAGG | 22% | 0.36% | Madison Asset Management, LLC |
| 2 | Madison Core Bond Fund · MBOAX, MBOYX, MBOIX, MBORX cheaper | 18% | 0.28% | Madison Asset Management, LLC |
| 3 | Core Bond Fund | 12% | 0.57% | Madison Asset Management, LLC |
| 4 | Transamerica Madison Diversified Income VP diff. adviser | 6% | 0.83% | Transamerica Asset Management, Inc. |
| 5 | Catalyst Insider Income Fund · IIXAX, IIXCX, IIXIX | 5% | 0.76% | — |
| 6 | Aristotle Short Duration Income Fund · PLADX, PLCSX, PLSDX, PLDSX, PLDHX diff. adviser | 5% | 0.39% | Aristotle Investment Services, LLC |
| 7 | Fidelity Series Short-Term Credit Fund · FYBTX cheaper diff. adviser | 4% | 0.00% | Fidelity Management & Research Company LLC |
| 8 | Federated Hermes Short Duration Corporate ETF · FCSH cheaper diff. adviser | 4% | 0.30% | Federated Advisory Services Company, Federated Investment Management Company |
| 9 | Columbia Variable Portfolio - Limited Duration Credit Fund diff. adviser | 4% | 0.41% | Columbia Management Investment Advisers, LLC |
| 10 | Columbia Select Short Corporate Income Fund · ALDAX, RDCLX, CLDZX, CTLRX, CLDYX cheaper diff. adviser | 4% | 0.32% | Columbia Management Investment Advisers, LLC |
| 11 | MOA INTERMEDIATE BOND FUND diff. adviser | 3% | 0.47% | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| 12 | First Trust Limited Duration Investment Grade Corporate ETF · FSIG diff. adviser | 3% | 0.44% | First Trust Advisors L.P. |
| 13 | Aristotle Core Bond Fund · PLEBX, PLEDX, PLEHX diff. adviser | 3% | 0.44% | Aristotle Investment Services, LLC |
| 14 | Rational Premium Income Fund · HRSAX, HRSTX, HRSFX diff. adviser | 3% | 2.04% | Rational Advisors, Inc. |
| 15 | SPDR SSGA My2029 Corporate Bond ETF · MYCI cheaper diff. adviser | 3% | 0.15% | SSGA Funds Management, Inc. |
| 16 | AST J.P. Morgan Fixed Income Central Portfolio diff. adviser | 3% | — | PGIM INVESTMENTS LLC |
| 17 | JOHNSON INSTITUTIONAL INTERMEDIATE BOND FUND · JIBEX, JIMEX cheaper diff. adviser | 3% | 0.25% | Johnson Investment Counsel, Inc. |
| 18 | Aristotle High Yield Bond Fund · PLHIX, PLHYX, PLAHX, PLCHX diff. adviser | 3% | 0.55% | Aristotle Investment Services, LLC |
| 19 | Aristotle Core Income Fund · PLIAX, PLNCX, PLIIX, PLIDX, PLIHX diff. adviser | 3% | 0.45% | Aristotle Investment Services, LLC |
| 20 | JOHNSON INSTITUTIONAL CORE BOND FUND · JIBFX, JIMFX cheaper diff. adviser | 3% | 0.25% | Johnson Investment Counsel, Inc. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.