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 | PACE Strategic Fixed Income Investments · PCSIX, PBNAX, PSFYX, PSFTX | 53% | 0.61% | UBS Asset Management (Americas) LLC |
| 2 | BBH Income Fund · BBNIX, BBNNX cheaper diff. adviser | 25% | 0.44% | Brown Brothers Harriman & Co. |
| 3 | iMGP Low Duration Income Fund · MAHIX diff. adviser | 18% | 0.98% | IM Global Partner Fund Management, LLC |
| 4 | BBH Limited Duration Fund · BBBMX, BBBIX cheaper diff. adviser | 7% | 0.27% | Brown Brothers Harriman & Co. |
| 5 | Fidelity SAI Sustainable Low Duration Bond Fund · FAPFX cheaper diff. adviser | 5% | 0.20% | Fidelity Management & Research Company LLC |
| 6 | iMGP Dolan McEniry Corporate Bond Fund · IDMAX, IDMIX diff. adviser | 5% | 0.62% | IM Global Partner Fund Management, LLC |
| 7 | Transamerica Strategic Income · TUNAX, TUNIX, TUNRX diff. adviser | 5% | 0.63% | Transamerica Asset Management, Inc. |
| 8 | Goldman Sachs Access Treasury 0-1 Year ETF · GBIL cheaper diff. adviser | 5% | 0.12% | Goldman Sachs Asset Management, L.P. |
| 9 | Credit Suisse Strategic Income Fund · CSOAX, CSOCX, CSOIX | 5% | 0.79% | UBS Asset Management (Americas) LLC |
| 10 | Fidelity Sustainable Low Duration Bond Fund · FAMZX, FAPBX, FANDX, FAPDX, FAPEX, FAPGX cheaper diff. adviser | 4% | 0.20% | Fidelity Management & Research Company LLC |
| 11 | Fidelity Long-Term Treasury Bond Index Fund · FNBGX cheaper diff. adviser | 4% | 0.03% | Fidelity Management & Research Company LLC |
| 12 | Calvert Ultra-Short Duration Income Fund · CULAX, CULIX, CULRX cheaper diff. adviser | 4% | 0.43% | Calvert Research and Management |
| 13 | Calvert Ultra-Short Investment Grade ETF · CVSB cheaper | 4% | 0.24% | — |
| 14 | State Street(R) SPDR(R) Portfolio Long Term Treasury ETF · SPTL cheaper diff. adviser | 4% | 0.03% | SSGA Funds Management, Inc. |
| 15 | MassMutual High Yield Fund · MPHAX, MPHLX, MPHNX, MPHSX, DLHYX, MPHZX, MPHRX, BXHYX, BXHCX, MPHUX, MPHVX cheaper diff. adviser | 4% | 0.13% | MML Investment Advisers, LLC |
| 16 | Fidelity Low Duration Bond ETF · FLDB cheaper diff. adviser | 4% | 0.20% | Fidelity Management & Research Company LLC |
| 17 | VANGUARD LONG-TERM TREASURY INDEX FUND · VLGSX, VLGIX, VGLT cheaper diff. adviser | 4% | 0.03% | The Vanguard Group, Inc. |
| 18 | Schwab Long-Term U.S. Treasury ETF · SCHQ cheaper diff. adviser | 4% | 0.03% | Charles Schwab Investment Management, Inc. |
| 19 | CREDIT SUISSE ASSET MANAGEMENT INCOME FUND, INC. | 4% | — | — |
| 20 | CREDIT SUISSE HIGH YIELD CREDIT FUND | 4% | — | — |
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