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 Plus Bond Account | 66% | 0.49% | Principal Global Investors, LLC |
| 2 | Principal Investment Grade Corporate Active ETF · IG cheaper | 21% | 0.19% | Principal Global Investors, LLC |
| 3 | High Yield Fund · CPHYX, CCHIX, PHYTX, PHYFX | 15% | 0.52% | Principal Global Investors, LLC |
| 4 | Diversified Income Fund · PGDIX, PGBAX, PGDCX, PGBLX | 13% | 0.73% | Principal Global Investors, LLC |
| 5 | Government & High Quality Bond Fund · CMPGX, PMRIX, PRCMX, PMREX, PMRJX | 13% | 0.53% | Principal Global Investors, LLC |
| 6 | Government & High Quality Bond Account | 12% | 0.50% | Principal Global Investors, LLC |
| 7 | Principal Active High Yield ETF · YLD cheaper | 9% | 0.39% | Principal Global Investors, LLC |
| 8 | Bond Market Index Fund · PNIIX, PBIMX, PBOIX, PBIPX, PBIQX, PBIJX cheaper | 8% | 0.12% | Principal Global Investors, LLC |
| 9 | Multi-Manager High Yield Bond Fund · MMHGX cheaper diff. adviser | 8% | 0.44% | Goldman Sachs Asset Management, L.P. |
| 10 | 1290 VT High Yield Bond Portfolio diff. adviser | 7% | 0.77% | Equitable Investment Management Group, LLC |
| 11 | THRIVENT HIGH YIELD FUND · LBHYX, LBHIX diff. adviser | 7% | 0.54% | Thrivent Asset Management, LLC |
| 12 | Short-Term Income Fund · SRHQX, STCCX, PSHIX, PSJIX, PSIOX, PSIQX cheaper | 7% | 0.39% | Principal Global Investors, LLC |
| 13 | Bond Market Index Account cheaper | 7% | 0.15% | Principal Global Investors, LLC |
| 14 | BNY Mellon High Yield ETF · BKHY cheaper diff. adviser | 7% | 0.22% | BNY Mellon ETF Investment Adviser, LLC |
| 15 | Invesco Bond Fund | 7% | — | — |
| 16 | State Street(R) SPDR(R) Portfolio High Yield Bond ETF · SPHY cheaper diff. adviser | 7% | 0.05% | SSGA Funds Management, Inc. |
| 17 | Global Multi-Strategy Fund · PMSAX, PSMIX, PGLSX | 7% | 1.33% | Principal Global Investors, LLC |
| 18 | Schwab High Yield Bond ETF · SCYB cheaper diff. adviser | 7% | 0.03% | Charles Schwab Investment Management, Inc. |
| 19 | iShares Broad USD High Yield Corporate Bond ETF · USHY cheaper diff. adviser | 7% | 0.08% | BlackRock Fund Advisors |
| 20 | JPMorgan Corporate Bond Fund · CBRAX, CBRCX, CBFSX, CBFVX cheaper diff. adviser | 6% | 0.40% | J.P. Morgan Investment Management, Inc. |
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