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 | PACE Intermediate Fixed Income Investments · PCIFX, PIFAX, PIFYX, PIFTX cheaper | 53% | 0.54% | UBS Asset Management (Americas) LLC |
| 2 | BBH Income Fund · BBNIX, BBNNX cheaper diff. adviser | 23% | 0.44% | Brown Brothers Harriman & Co. |
| 3 | Neuberger Berman Strategic Income Fund · NSTLX, NSTTX, NSTAX, NSTCX, NRSIX cheaper diff. adviser | 18% | 0.51% | Neuberger Berman Investment Advisers LLC |
| 4 | iMGP Low Duration Income Fund · MAHIX diff. adviser | 15% | 0.98% | IM Global Partner Fund Management, LLC |
| 5 | JNL/Neuberger Berman Strategic Income Fund diff. adviser | 13% | 0.64% | Jackson National Asset Management, LLC |
| 6 | VANGUARD LONG-TERM TREASURY FUND · VUSTX, VUSUX cheaper diff. adviser | 8% | 0.10% | The Vanguard Group, Inc. |
| 7 | Neuberger Berman Short Duration Income ETF · NBSD cheaper diff. adviser | 7% | 0.35% | Neuberger Berman Investment Advisers LLC |
| 8 | PIMCO Total Return Portfolio cheaper diff. adviser | 7% | 0.59% | Brighthouse Investment Advisers, LLC |
| 9 | Strategic Advisers Core Income Fund · FPCIX cheaper diff. adviser | 7% | 0.33% | Strategic Advisers LLC |
| 10 | Total Return Portfolio diff. adviser | 7% | 0.72% | Pacific Life Fund Advisors LLC |
| 11 | Fidelity Long-Term Treasury Bond Index Fund · FNBGX cheaper diff. adviser | 7% | 0.03% | Fidelity Management & Research Company LLC |
| 12 | State Street(R) SPDR(R) Portfolio Long Term Treasury ETF · SPTL cheaper diff. adviser | 7% | 0.03% | SSGA Funds Management, Inc. |
| 13 | iShares U.S. Long Government Bond Index Fund cheaper diff. adviser | 7% | 0.10% | BlackRock Fund Advisors |
| 14 | Schwab Long-Term U.S. Treasury ETF · SCHQ cheaper diff. adviser | 7% | 0.03% | Charles Schwab Investment Management, Inc. |
| 15 | VANGUARD LONG-TERM TREASURY INDEX FUND · VLGSX, VLGIX, VGLT cheaper diff. adviser | 7% | 0.03% | The Vanguard Group, Inc. |
| 16 | Multimanager Core Bond Portfolio diff. adviser | 7% | 0.68% | Equitable Investment Management Group, LLC |
| 17 | UBS U.S. Allocation Fund · PWTAX, PWTYX | 6% | 0.77% | UBS Asset Management (Americas) LLC |
| 18 | Short Duration Bond Portfolio diff. adviser | 6% | 0.92% | Neuberger Berman Investment Advisers LLC |
| 19 | Hartford Core Bond ETF · HCRB cheaper diff. adviser | 6% | 0.29% | Hartford Funds Management Company, LLC |
| 20 | Neuberger Berman Flexible Credit Income ETF · NBFC cheaper diff. adviser | 6% | 0.40% | Neuberger Berman Investment Advisers LLC |
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