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 | JNL/Neuberger Berman Strategic Income Fund diff. adviser | 45% | 0.64% | Jackson National Asset Management, LLC |
| 2 | PACE Strategic Fixed Income Investments · PCSIX, PBNAX, PSFYX, PSFTX diff. adviser | 18% | 0.61% | UBS Asset Management (Americas) LLC |
| 3 | Neuberger Berman Short Duration Income ETF · NBSD cheaper | 17% | 0.35% | Neuberger Berman Investment Advisers LLC |
| 4 | Neuberger Berman Flexible Credit Income ETF · NBFC cheaper | 14% | 0.40% | Neuberger Berman Investment Advisers LLC |
| 5 | Short Duration Bond Portfolio | 14% | 0.92% | Neuberger Berman Investment Advisers LLC |
| 6 | Janus Henderson Securitized Income ETF · JSI cheaper diff. adviser | 13% | 0.50% | Janus Henderson Investors US LLC |
| 7 | Janus Henderson Income ETF · JIII diff. adviser | 13% | 0.54% | Janus Henderson Investors US LLC |
| 8 | BlackRock Diversified Fixed Income Fund cheaper diff. adviser | 12% | 0.15% | BlackRock Fund Advisors |
| 9 | AB Income Fund · AKGAX, AKGCX, ACGYX, ACGZX diff. adviser | 12% | 0.54% | AllianceBernstein L.P. |
| 10 | Janus Henderson Mortgage-Backed Securities ETF · JMBS cheaper diff. adviser | 11% | 0.21% | Janus Henderson Investors US LLC |
| 11 | Neuberger Berman Total Return Bond ETF · NBTR cheaper | 11% | 0.38% | Neuberger Berman Investment Advisers LLC |
| 12 | Invesco Core Bond Fund cheaper diff. adviser | 11% | 0.37% | Invesco Advisers, Inc. |
| 13 | Columbia Diversified Fixed Income Allocation ETF · DIAL cheaper diff. adviser | 11% | 0.29% | Columbia Management Investment Advisers, LLC |
| 14 | Jackson Credit Opportunities Fund | 10% | — | — |
| 15 | Neuberger Berman Core Bond Fund · NCRIX, NCRLX, NCRAX, NCRCX, NRCRX cheaper | 10% | 0.28% | Neuberger Berman Investment Advisers LLC |
| 16 | iShares Flexible Income Active ETF cheaper diff. adviser | 10% | 0.40% | BlackRock Fund Advisors |
| 17 | Schwab High Yield Bond ETF · SCYB cheaper diff. adviser | 10% | 0.03% | Charles Schwab Investment Management, Inc. |
| 18 | Neuberger Berman High Income Bond Fund · NHINX, NHILX, NHIAX, NHICX, NHIRX, NRHIX, NHIEX cheaper | 10% | 0.09% | Neuberger Berman Investment Advisers LLC |
| 19 | State Street(R) SPDR(R) Portfolio High Yield Bond ETF · SPHY cheaper diff. adviser | 9% | 0.05% | SSGA Funds Management, Inc. |
| 20 | VANGUARD STAR CORE-PLUS BOND FUND · VCPSX cheaper diff. adviser | 9% | 0.20% | The Vanguard Group, Inc. |
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