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 | BNY Mellon Short-Term U.S. Government Securities Fund · MPSUX, MISTX cheaper | 11% | 0.50% | — |
| 2 | Government Income Fund · JHGIX, TCGIX, JGIFX, JTSRX | 7% | 0.60% | — |
| 3 | Parnassus Fixed Income Fund · PRFIX, PFPLX cheaper diff. adviser | 4% | 0.39% | Parnassus Investments, LLC |
| 4 | VALUE LINE CORE BOND FUND · VAGIX diff. adviser | 4% | 0.80% | EULAV Asset Management |
| 5 | Lord Abbett Climate Focused Bond Fund · CFBUX, CFBTX, CFBRX, CFLQX, CFBAX, CFLIX, CFLNX, CFLFX, CFBCX cheaper | 3% | 0.42% | — |
| 6 | Federated Hermes Short-Term Government Fund · FSGVX, FSGIX cheaper diff. adviser | 2% | 0.37% | Federated Advisory Services Company, Federated Investment Management Company |
| 7 | MFS Prudent Investor Fund · FPPAX, FPPDX, FPPEX, FPPJX, FPPRX, FPPSX, FPPQX, FPPUX, FPPVX diff. adviser | 2% | 0.95% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 8 | Penn Mutual AM Strategic Income Fund · PMUBX diff. adviser | 2% | 0.73% | Penn Mutual Asset Management, LLC |
| 9 | Oakhurst Short Duration High Yield Credit Fund · OHSHX | 2% | 0.95% | Fm Investments LLC |
| 10 | BlackRock Enhanced Government Fund, Inc. | 2% | — | — |
| 11 | BNY Mellon Intermediate Bond Fund · MPIBX, MIIDX diff. adviser | 1% | 0.60% | BNY Mellon Investment Adviser, Inc. |
| 12 | BlackRock Sustainable Total Return Fund cheaper | 1% | 0.40% | — |
| 13 | Allspring Adjustable Rate Government Fund · ESAAX, ESACX, EKIZX, ESADX cheaper | 1% | 0.46% | — |
| 14 | SA Multi-Managed Growth Portfolio diff. adviser | 1% | 1.08% | SunAmerica Asset Management, LLC |
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