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 | Goldman Sachs Variable Insurance Trust Core Fixed Income Fund diff. adviser | 29% | 0.42% | Goldman Sachs Asset Management, L.P. |
| 2 | GuideMark Core Fixed Income Fund · GMCOX, GICFX, GCFQX diff. adviser | 27% | 0.60% | AssetMark Inc. |
| 3 | Goldman Sachs Core Fixed Income Fund · GSFIX, GSCSX, GCFIX, GCFCX, GDFRX, GDFTX, GCFUX, GAKPX diff. adviser | 26% | 0.37% | Goldman Sachs Asset Management, L.P. |
| 4 | SA Multi-Managed Diversified Fixed Income Portfolio diff. adviser | 22% | 0.72% | SunAmerica Asset Management, LLC |
| 5 | Nationwide Bond Portfolio diff. adviser | 21% | — | Nationwide Fund Advisors |
| 6 | Investment Quality Bond Trust · JAJNX, JADUX, JADSX diff. adviser | 21% | 0.70% | John Hancock Variable Trust Advisers LLC |
| 7 | HARTFORD TOTAL RETURN BOND HLS FUND · HIABX, HBNBX diff. adviser | 20% | 0.52% | Hartford Funds Management Company, LLC |
| 8 | Goldman Sachs Bond Fund · GSFAX, GSFCX, GSNIX, GSNSX, GSNRX, GSNTX, GSFUX, GMVPX diff. adviser | 19% | 0.45% | Goldman Sachs Asset Management, L.P. |
| 9 | Global Atlantic Goldman Sachs Core Fixed Income Portfolio diff. adviser | 18% | 0.51% | Global Atlantic Investment Advisors, LLC |
| 10 | Hartford Core Bond ETF · HCRB cheaper diff. adviser | 18% | 0.29% | Hartford Funds Management Company, LLC |
| 11 | Brighthouse/Wellington Balanced Portfolio diff. adviser | 16% | 0.52% | Brighthouse Investment Advisers, LLC |
| 12 | THE HARTFORD TOTAL RETURN BOND FUND · ITBAX, HABCX, HABYX, ITBIX, ITBRX, ITBUX, ITBTX, ITBVX, ITBFX cheaper diff. adviser | 16% | 0.31% | Hartford Funds Management Company, LLC |
| 13 | AST Core Fixed Income Portfolio diff. adviser | 15% | 0.68% | PGIM INVESTMENTS LLC, AST Investment Services, Inc. |
| 14 | VANGUARD TOTAL TREASURY ETF · VTG cheaper diff. adviser | 14% | 0.03% | The Vanguard Group, Inc. |
| 15 | Hartford Total Return Bond ETF · HTRB cheaper diff. adviser | 14% | 0.29% | Hartford Funds Management Company, LLC |
| 16 | Columbia U.S. Treasury Index Fund · LUTAX, IUTIX, CUTRX, CUTYX cheaper diff. adviser | 14% | 0.17% | Columbia Management Investment Advisers, LLC |
| 17 | State Street(R) SPDR(R) Portfolio Treasury ETF · SPTB cheaper diff. adviser | 13% | 0.03% | SSGA Funds Management, Inc. |
| 18 | VANGUARD CORE BOND ETF · VCRB cheaper diff. adviser | 13% | 0.10% | The Vanguard Group, Inc. |
| 19 | VANGUARD CORE-PLUS BOND ETF · VPLS cheaper diff. adviser | 13% | 0.20% | The Vanguard Group, Inc. |
| 20 | MEDIUM-DURATION BOND FUND · GMDYX, GMDZX diff. adviser | 13% | 0.41% | GuideStone Capital Management, LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.