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 | Credit Series · MCDWX, MCDIX, MCDSX | 25% | 0.10% | Manning & Napier Advisors, LLC |
| 2 | Core Bond Series · EXCRX, EXCIX, MCBZX, MCBWX cheaper | 17% | 0.05% | Manning & Napier Advisors, LLC |
| 3 | Pro-Blend Conservative Term Series · MNCCX, MNCRX, EXDAX, MNCIX, MNCWX | 17% | 0.10% | Manning & Napier Advisors, LLC |
| 4 | High Yield Bond Series · MNHYX, MNHAX, MHYZX, MHYWX | 16% | 0.11% | Manning & Napier Advisors, LLC |
| 5 | Pro-Blend Moderate Term Series · MNMCX, MNMRX, EXBAX, MNMIX, MNMWX | 14% | 0.10% | Manning & Napier Advisors, LLC |
| 6 | Pro-Blend Extended Term Series · MNECX, MNBRX, MNBAX, MNBIX, MNBWX | 11% | 0.10% | Manning & Napier Advisors, LLC |
| 7 | iShares U.S. Treasury Bond ETF · GOVT cheaper diff. adviser | 9% | 0.05% | BlackRock Fund Advisors |
| 8 | Touchstone ETF Trust-Touchstone Securitized Income ETF · TSEC diff. adviser | 6% | 0.41% | Touchstone Advisors, Inc. |
| 9 | Amplify BlackSwan Growth & Treasury Core ETF | 6% | 0.49% | — |
| 10 | Amplify BlackSwan ISWN ETF · ISWN | 6% | 0.49% | — |
| 11 | Virtus Newfleet Core Plus Bond Fund · SAVAX, SAVCX, SAVYX, VBFRX | 6% | 0.35% | — |
| 12 | Aptus Enhanced Yield ETF · JUCY diff. adviser | 6% | 0.60% | Aptus Capital Advisors, LLC |
| 13 | Eaton Vance Total Return Bond ETF · EVTR | 5% | 0.32% | — |
| 14 | WisdomTree 7-10 Year Treasury Digital Fund · WTSTX cheaper diff. adviser | 5% | 0.05% | WisdomTree Digital Management, Inc. |
| 15 | Global Atlantic Wellington Research Managed Risk Portfolio diff. adviser | 5% | 1.20% | Global Atlantic Investment Advisors, LLC |
| 16 | The Bond Fund of America diff. adviser | 5% | 0.23% | Capital Research and Management Company |
| 17 | iShares iBonds Dec 2031 Term Treasury ETF · IBTL diff. adviser | 5% | 0.07% | BlackRock Fund Advisors |
| 18 | Invesco Core Plus Bond Fund · ACPSX, CPCFX, CPBRX, CPBYX, CPIIX, CPBFX diff. adviser | 5% | 0.44% | Invesco Advisers, Inc. |
| 19 | Invesco V.I. Core Plus Bond Fund diff. adviser | 5% | 0.62% | Invesco Advisers, Inc. |
| 20 | K2 Alternative Strategies Fund · FAAAX, FASCX, FSKKX, FASRX, FABZX diff. adviser | 5% | 2.18% | K2/D&S Management Co., L.L.C |
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