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 T. Rowe Price Fixed Income Central Portfolio | 9% | — | — |
| 2 | SA BlackRock VCP Global Multi Asset Portfolio diff. adviser | 8% | 0.92% | SunAmerica Asset Management, LLC |
| 3 | Amplify BlackSwan Tech & Treasury ETF | 7% | 0.49% | — |
| 4 | AB Total Return Bond Portfolio · ABQUX, ABQCX, ABQYX, ABQIX, ABQZX diff. adviser | 6% | 0.52% | AllianceBernstein L.P. |
| 5 | LifeX 2052 Longevity Income ETF cheaper diff. adviser | 6% | 0.25% | Stone Ridge Asset Management LLC |
| 6 | LifeX 2053 Longevity Income ETF cheaper diff. adviser | 6% | 0.25% | Stone Ridge Asset Management LLC |
| 7 | LifeX 2054 Longevity Income ETF cheaper diff. adviser | 6% | 0.25% | Stone Ridge Asset Management LLC |
| 8 | LifeX 2051 Longevity Income ETF cheaper diff. adviser | 5% | 0.25% | Stone Ridge Asset Management LLC |
| 9 | JNL/Western Asset Global Multi-Sector Bond Fund diff. adviser | 5% | 0.66% | Jackson National Asset Management, LLC |
| 10 | Fidelity Sustainable Core Plus Bond ETF · FSBD cheaper diff. adviser | 5% | 0.36% | Fidelity Management & Research Company LLC |
| 11 | Oakhurst Short Duration Bond Fund · OHSDX diff. adviser | 4% | 0.60% | Fm Investments LLC |
| 12 | Government Income Fund · JHGIX, TCGIX, JGIFX, JTSRX | 4% | 0.60% | — |
| 13 | NVIT BNY Mellon Core Plus Bond Fund diff. adviser | 4% | 0.48% | Nationwide Fund Advisors |
| 14 | Bernstein Intermediate Duration Institutional Portfolio · SIIDX diff. adviser | 4% | 0.45% | AllianceBernstein L.P. |
| 15 | LifeX 2049 Longevity Income ETF cheaper diff. adviser | 3% | 0.25% | Stone Ridge Asset Management LLC |
| 16 | LifeX 2048 Longevity Income ETF cheaper diff. adviser | 3% | 0.25% | Stone Ridge Asset Management LLC |
| 17 | Penn Mutual AM 1847 Income Fund · PMEFX diff. adviser | 3% | 0.65% | Penn Mutual Asset Management, LLC |
| 18 | Penn Mutual AM Strategic Income Fund · PMUBX diff. adviser | 3% | 0.73% | Penn Mutual Asset Management, LLC |
| 19 | Mesirow Enhanced Core Plus Fund · MFBVX, MFBIX | 3% | 0.54% | — |
| 20 | PPM Core Plus Fixed Income Fund | 3% | 0.45% | — |
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