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 | Mercer Short Duration Fixed Income Fund · MSDYX, MSDZX, MSDBX, MSDWX cheaper diff. adviser | 28% | 0.20% | Mercer Investments LLC |
| 2 | Aristotle Ultra Short Income Fund · PLUAX, PLUDX, PLUIX, PLUHX cheaper | 13% | 0.32% | Aristotle Investment Services, LLC |
| 3 | Aristotle Core Income Fund · PLIAX, PLNCX, PLIIX, PLIDX, PLIHX | 12% | 0.45% | Aristotle Investment Services, LLC |
| 4 | Baird Short-Term Bond Fund · BSBIX, BSBSX cheaper diff. adviser | 10% | 0.30% | Robert W. Baird & Co. Incorporated |
| 5 | Nuveen Short Term Bond Fund · TCTRX, TISRX, TISIX, TSTPX, TCTHX, TCTWX cheaper diff. adviser | 9% | 0.00% | Teachers Advisors, LLC |
| 6 | THRIVENT SHORT-TERM BOND PORTFOLIO diff. adviser | 8% | 0.45% | Thrivent Financial for Lutherans |
| 7 | Janus Henderson Short Duration Income ETF · VNLA cheaper diff. adviser | 8% | 0.23% | Janus Henderson Investors US LLC |
| 8 | Short-Term Income Account diff. adviser | 8% | 0.41% | Principal Global Investors, LLC |
| 9 | Core Income Portfolio diff. adviser | 8% | 0.55% | Pacific Life Fund Advisors LLC |
| 10 | SHORT-TERM INVESTMENT-GRADE PORTFOLIO cheaper diff. adviser | 7% | 0.14% | The Vanguard Group, Inc. |
| 11 | NVIT Loomis Short Term Bond Fund diff. adviser | 7% | 0.40% | Nationwide Fund Advisors |
| 12 | VANGUARD TARGET MATURITY 2029 CORPORATE BOND ETF · VBCC cheaper | 7% | 0.08% | — |
| 13 | Fidelity Short-Term Bond Index Fund · FNSOX cheaper diff. adviser | 7% | 0.03% | Fidelity Management & Research Company LLC |
| 14 | Aristotle Pacific EXclusive Series (H) · APXHX cheaper | 7% | 0.00% | — |
| 15 | VANGUARD INSTITUTIONAL SHORT-TERM BOND FUND · VISTX cheaper diff. adviser | 7% | 0.02% | The Vanguard Group, Inc. |
| 16 | Limited Term U.S. Government Fund · NSIUX diff. adviser | 7% | 0.44% | NORTHERN TRUST INVESTMENTS, INC. |
| 17 | VANGUARD SHORT-TERM INVESTMENT-GRADE FUND · VFSTX, VFSUX, VFSIX cheaper diff. adviser | 7% | 0.07% | The Vanguard Group, Inc. |
| 18 | Short Duration Bond Fund · RFBSX, RSBCX, RSBTX, RSBYX, RDBRX, RSDTX diff. adviser | 7% | 0.44% | Russell Investment Management, LLC |
| 19 | VOYA LIMITED MATURITY BOND PORTFOLIO · IMBAX, ILBPX, ILMBX cheaper diff. adviser | 7% | 0.29% | Voya Investments, LLC |
| 20 | Short Duration Fund · ACSKX, ACSPX, ACSNX, ACSUX, ACSQX, ASHHX, ASDDX, ASDOX cheaper diff. adviser | 7% | 0.01% | American Century Investment Management, Inc. |
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