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 | Navigator Tactical U.S. Allocation Fund · NTAIX | 70% | 1.03% | Clark Capital Management Group, Inc. |
| 2 | Navigator Tactical Fixed Income Fund · NTBAX, NTBCX, NTBIX | 36% | 1.03% | Clark Capital Management Group, Inc. |
| 3 | Dimensional Ultrashort Fixed Income ETF · DUSB cheaper diff. adviser | 13% | 0.15% | DIMENSIONAL FUND ADVISORS LP |
| 4 | SPDR SSGA My2026 Corporate Bond ETF · MYCF cheaper diff. adviser | 10% | 0.15% | SSGA Funds Management, Inc. |
| 5 | First Trust Enhanced Short Maturity ETF · FTSM cheaper diff. adviser | 8% | 0.29% | First Trust Advisors L.P. |
| 6 | CrossingBridge Ultra-Short Duration Fund · CBUDX | 7% | 0.92% | — |
| 7 | Invesco BulletShares 2026 Corporate Bond ETF · BSCQ cheaper diff. adviser | 7% | 0.10% | Invesco Capital Management LLC |
| 8 | EQ/PIMCO Ultra Short Bond Portfolio diff. adviser | 6% | 0.56% | Equitable Investment Management Group, LLC |
| 9 | PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund · EMNT cheaper diff. adviser | 5% | 0.24% | Pacific Investment Management Company LLC |
| 10 | SIIT ULTRA SHORT DURATION BOND FUND · SUSAX cheaper diff. adviser | 5% | 0.25% | SEI INVESTMENTS MANAGEMENT Corporation |
| 11 | SDIT Ultra Short Duration Bond Fund · SECPX, SECYX cheaper diff. adviser | 5% | 0.37% | SEI INVESTMENTS MANAGEMENT Corporation |
| 12 | Thrivent Ultra Short Bond ETF · TUSB cheaper diff. adviser | 5% | 0.20% | Thrivent Asset Management, LLC |
| 13 | PIMCO Enhanced Short Maturity Active Exchange-Traded Fund · MINT cheaper diff. adviser | 5% | 0.36% | Pacific Investment Management Company LLC |
| 14 | iShares iBonds 2026 Term High Yield and Income ETF · IBHF cheaper diff. adviser | 5% | 0.35% | BlackRock Fund Advisors |
| 15 | SA JPMorgan Ultra-Short Bond Portfolio diff. adviser | 5% | 0.53% | SunAmerica Asset Management, LLC |
| 16 | Invesco Ultra Short Duration ETF · GSY cheaper diff. adviser | 5% | 0.22% | Invesco Capital Management LLC |
| 17 | iShares iBonds Dec 2026 Term Corporate ETF · IBDR cheaper diff. adviser | 5% | 0.10% | BlackRock Fund Advisors |
| 18 | Thornburg Ultra Short Income Fund · TLDAX, TLDIX cheaper diff. adviser | 5% | 0.35% | Thornburg Investment Management, Inc. |
| 19 | Calvert Ultra-Short Investment Grade ETF · CVSB cheaper | 5% | 0.24% | — |
| 20 | JNL/Neuberger Berman Gold Plus Strategy Fund diff. adviser | 5% | 0.93% | Jackson National Asset Management, LLC |
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