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 | Core Income Portfolio diff. adviser | 58% | 0.55% | Pacific Life Fund Advisors LLC |
| 2 | Aristotle Core Bond Fund · PLEBX, PLEDX, PLEHX cheaper | 38% | 0.44% | Aristotle Investment Services, LLC |
| 3 | Aristotle Strategic Income Fund · PLCNX, PLSRX, PLSTX, PLSFX, PLSHX | 26% | 0.59% | Aristotle Investment Services, LLC |
| 4 | VANGUARD TOTAL TREASURY ETF · VTG cheaper diff. adviser | 12% | 0.03% | The Vanguard Group, Inc. |
| 5 | State Street(R) SPDR(R) Portfolio Treasury ETF · SPTB cheaper diff. adviser | 12% | 0.03% | SSGA Funds Management, Inc. |
| 6 | Aristotle Short Duration Income Fund · PLADX, PLCSX, PLSDX, PLDSX, PLDHX cheaper | 12% | 0.39% | Aristotle Investment Services, LLC |
| 7 | Fidelity Series Government Bond Index Fund · FHNFX cheaper diff. adviser | 11% | 0.00% | Fidelity Management & Research Company LLC |
| 8 | Columbia U.S. Treasury Index Fund · LUTAX, IUTIX, CUTRX, CUTYX cheaper diff. adviser | 11% | 0.17% | Columbia Management Investment Advisers, LLC |
| 9 | VANGUARD INTERMEDIATE-TERM BOND INDEX FUND · VBIIX, VBILX, VBIMX, BIV, VBIUX cheaper diff. adviser | 11% | 0.02% | The Vanguard Group, Inc. |
| 10 | BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF · XTEN cheaper diff. adviser | 10% | 0.08% | BondBloxx Investment Management Corporation |
| 11 | Fidelity SAI U.S. Treasury Bond Index Fund · FUTBX cheaper diff. adviser | 10% | 0.03% | Fidelity Management & Research Company LLC |
| 12 | Fidelity Investment Grade Bond Central Fund | 10% | — | — |
| 13 | VictoryShares Core Intermediate Bond ETF · UITB cheaper diff. adviser | 10% | 0.38% | Victory Capital Management Inc. |
| 14 | VIP Investment Grade Bond II Portfolio cheaper diff. adviser | 10% | 0.39% | Fidelity Management & Research Company LLC |
| 15 | VIP Investment Grade Central Fund diff. adviser | 9% | — | Fidelity Management & Research Company LLC |
| 16 | VIP Investment Grade Bond Portfolio cheaper diff. adviser | 9% | 0.38% | Fidelity Management & Research Company LLC |
| 17 | Aristotle High Yield Bond Fund · PLHIX, PLHYX, PLAHX, PLCHX | 9% | 0.55% | Aristotle Investment Services, LLC |
| 18 | Global X Long-Term Treasury Ladder ETF · LLDR cheaper diff. adviser | 9% | 0.12% | Global X Management Company LLC |
| 19 | Aristotle Pacific EXclusive Series (H) · APXHX cheaper | 9% | 0.00% | — |
| 20 | Goldman Sachs High Yield Floating Rate Fund · GFRAX, GFRCX, GSFRX, GFRIX, GFRRX, GFRSX, GGNPX diff. adviser | 9% | 0.72% | Goldman Sachs Asset Management, L.P. |
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