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 VP MacKay Strategic Bond Portfolio | 49% | 0.63% | New York Life Investment Management LLC |
| 2 | NYLI MacKay Total Return Bond Fund · MTMNX, MTMAX, MTMCX, MTMIX, MTRDX, MTMSX cheaper | 42% | 0.35% | New York Life Investment Management LLC |
| 3 | NYLI MacKay Core Plus Bond ETF · CPLB cheaper | 28% | 0.30% | New York Life Investment Management LLC |
| 4 | NYLI Income Builder Fund · MTRAX, MKTRX, MCTRX, MTOIX, MTINX, MTODX, MTISX | 22% | 0.69% | New York Life Investment Management LLC |
| 5 | NYLI MacKay Securitized Income ETF · SECR cheaper | 21% | 0.28% | New York Life Investment Management LLC |
| 6 | NYLI VP Income Builder Portfolio | 18% | 0.62% | New York Life Investment Management LLC |
| 7 | Intermediate Bond Portfolio cheaper diff. adviser | 10% | 0.44% | Pacific Life Fund Advisors LLC |
| 8 | NORTH SQUARE STRATEGIC INCOME FUND · ADVAX, ADVNX diff. adviser | 9% | 0.68% | North Square Investments, LLC |
| 9 | NYLI MacKay High Income ETF · IQHI cheaper | 9% | 0.41% | New York Life Investment Management LLC |
| 10 | Hartford Strategic Income ETF · HFSI cheaper diff. adviser | 8% | 0.49% | Hartford Funds Management Company, LLC |
| 11 | Federated Hermes Total Return Bond ETF · FTRB cheaper diff. adviser | 8% | 0.39% | Federated Advisory Services Company, Federated Investment Management Company |
| 12 | NORTH SQUARE MCKEE BOND FUND · NMKYX, NMKBX cheaper diff. adviser | 7% | 0.28% | North Square Investments, LLC |
| 13 | Hartford Dynamic Bond ETF · DYNB cheaper | 7% | 0.60% | — |
| 14 | Hartford Dynamic Bond Fund · HDBFX, HDBYX, HDBSX, HDBAX, HDBIX, HDBCX, HDBRX cheaper diff. adviser | 7% | 0.58% | Hartford Funds Management Company, LLC |
| 15 | First Trust Smith Opportunistic Fixed Income ETF · FIXD diff. adviser | 7% | 0.65% | First Trust Advisors L.P. |
| 16 | Touchstone Variable Series Trust-Touchstone Bond Fund diff. adviser | 7% | 0.62% | Touchstone Advisors, Inc. |
| 17 | Empower Core Strategies: Flexible Bond Fund · MXEDX, MXEWX cheaper diff. adviser | 7% | 0.45% | Empower Capital Management, LLC |
| 18 | Empower U.S. Government Securities Fund · MXGMX, MXDQX cheaper diff. adviser | 6% | 0.24% | Empower Capital Management, LLC |
| 19 | Allspring Core Plus ETF · APLU cheaper diff. adviser | 6% | 0.31% | Allspring Funds Management, LLC |
| 20 | Touchstone Funds Group Trust-Touchstone Active Bond Fund · TOBAX, TODCX, TOBYX, TOBIX cheaper | 6% | 0.49% | — |
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