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 | iShares ESG Advanced Investment Grade Corporate Bond ETF · ELQD cheaper | 6% | 0.18% | BlackRock Fund Advisors |
| 2 | PGIM ESG Total Return Bond Fund cheaper | 5% | 0.40% | PGIM INVESTMENTS LLC |
| 3 | PGIM ESG Short Duration Multi-Sector Bond Fund cheaper | 3% | 0.32% | PGIM INVESTMENTS LLC |
| 4 | AB Total Return Bond Portfolio · ABQUX, ABQCX, ABQYX, ABQIX, ABQZX cheaper | 2% | 0.52% | AllianceBernstein L.P. |
| 5 | AST Emerging Markets Equity Portfolio | 2% | 1.43% | PGIM INVESTMENTS LLC, AST Investment Services, Inc. |
| 6 | PGIM ESG High Yield Fund · PGAQX, PGANX, PGAUX, PGAVX cheaper | 2% | 0.42% | — |
| 7 | MML Dynamic Bond Fund | 2% | 0.57% | MML Investment Advisers, LLC |
| 8 | LVIP Western Asset Core Bond Fund | 2% | 0.55% | Lincoln Financial Investments Corporation |
| 9 | AST High Yield Portfolio | 2% | 0.94% | PGIM INVESTMENTS LLC, AST Investment Services, Inc. |
| 10 | Allspring Global Investment Grade Credit Fund · WGCRX, WGCIX, WGCAX, WGCCX cheaper | 2% | 0.45% | — |
| 11 | Western Asset Total Return ETF · WBND | 2% | 0.65% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 12 | Western Asset Short Duration Income ETF · WINC cheaper | 1% | 0.29% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 13 | ESG Core Bond Fund · JBOAX, JBOIX, JBORX cheaper | 1% | 0.45% | — |
| 14 | NVIT BNY Mellon Core Plus Bond Fund cheaper | 1% | 0.48% | Nationwide Fund Advisors |
| 15 | Victory Total Return Bond Fund · MUCAX, MUCCX, MUCYX, MUCRX | 1% | 0.58% | Victory Capital Management Inc. |
| 16 | JPMorgan Unconstrained Debt Fund · JSIAX, JINCX, JSISX, JISZX, JSIRX, JSIMX cheaper | 1% | 0.51% | J.P. Morgan Investment Management, Inc. |
| 17 | MassMutual Total Return Bond Fund · MSPSX, MSPHX, MSPLX, MSPGX, MSPNX, MSPZX, MPTRX, MMNNX cheaper | 1% | 0.33% | — |
| 18 | Pioneer Bond Fund cheaper | 1% | 0.36% | — |
| 19 | AST Global Bond Portfolio | 1% | 1.01% | PGIM INVESTMENTS LLC |
| 20 | TCW MetWest Intermediate Bond Fund · MWIIX, MWIMX cheaper | 1% | 0.49% | METROPOLITAN WEST ASSET MANAGEMENT, LLC |
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