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 | AST Multi-Sector Fixed Income Portfolio | 10% | 0.72% | PGIM INVESTMENTS LLC, AST Investment Services, Inc. |
| 2 | Franklin Long Duration Credit Fund · FLDBX diff. adviser | 7% | 0.30% | Franklin Templeton Institutional, LLC |
| 3 | SIIT LONG DURATION CREDIT BOND FUND · SLDAX diff. adviser | 7% | 0.37% | SEI INVESTMENTS MANAGEMENT Corporation |
| 4 | T. Rowe Price Institutional Long Duration Credit Fund · RPLCX diff. adviser | 7% | 0.45% | T. Rowe Price Associates, Inc. |
| 5 | Sterling Capital Long Duration Corporate Bond Fund · SCCMX, SCCNX, SCCPX, STRFX diff. adviser | 7% | 0.38% | Sterling Capital Management LLC |
| 6 | State Street(R) SPDR(R) MarketAxess Investment Grade 400 Corporate Bond ETF · LQIG cheaper diff. adviser | 6% | 0.07% | SSGA Funds Management, Inc. |
| 7 | SIIT LONG DURATION FUND · LDRAX diff. adviser | 6% | 0.39% | SEI INVESTMENTS MANAGEMENT Corporation |
| 8 | VANGUARD LONG-TERM INVESTMENT-GRADE FUND · VWESX, VWETX cheaper diff. adviser | 6% | 0.10% | The Vanguard Group, Inc., Wellington Management Company LLP |
| 9 | VANGUARD LONG-TERM CORPORATE BOND INDEX FUND · VLTCX, VLCIX, VCLT cheaper diff. adviser | 6% | 0.03% | The Vanguard Group, Inc. |
| 10 | State Street(R) SPDR(R) Portfolio Long Term Corporate Bond ETF · SPLB cheaper diff. adviser | 6% | 0.04% | SSGA Funds Management, Inc. |
| 11 | Columbia Variable Portfolio - Long Government/Credit Bond Fund diff. adviser | 6% | 0.47% | Columbia Management Investment Advisers, LLC |
| 12 | BondBloxx BBB Rated 10+ Year Corporate Bond ETF cheaper diff. adviser | 5% | 0.19% | BondBloxx Investment Management Corporation |
| 13 | iShares Core 10+ Year USD Bond ETF · ILTB cheaper diff. adviser | 5% | 0.06% | BlackRock Fund Advisors |
| 14 | Columbia Variable Portfolio - Corporate Bond Fund diff. adviser | 5% | 0.47% | Columbia Management Investment Advisers, LLC |
| 15 | iShares 10+ Year Investment Grade Corporate Bond ETF · IGLB cheaper diff. adviser | 5% | 0.04% | BlackRock Fund Advisors |
| 16 | Western Asset Long Credit VIT · LLAAX, LLACX diff. adviser | 5% | 0.42% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 17 | iShares U.S. Long Credit Bond Index Fund cheaper diff. adviser | 5% | 0.12% | BlackRock Fund Advisors |
| 18 | VANGUARD LONG-TERM BOND INDEX FUND · VBLLX, BLV, VBLIX, VBLAX cheaper diff. adviser | 5% | 0.02% | The Vanguard Group, Inc. |
| 19 | Transamerica Long Credit · TLCFX, TLCJX, TLCKX, TLCDX diff. adviser | 5% | 0.56% | Transamerica Asset Management, Inc. |
| 20 | FlexShares Credit-Scored US Long Corporate Bond Index Fund · LKOR cheaper diff. adviser | 4% | 0.15% | NORTHERN TRUST INVESTMENTS, INC. |
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