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 | Short-Term Income Account | 74% | 0.41% | Principal Global Investors, LLC |
| 2 | VOYA LIMITED MATURITY BOND PORTFOLIO · IMBAX, ILBPX, ILMBX cheaper diff. adviser | 9% | 0.29% | Voya Investments, LLC |
| 3 | Mercer Short Duration Fixed Income Fund · MSDYX, MSDZX, MSDBX, MSDWX cheaper diff. adviser | 9% | 0.20% | Mercer Investments LLC |
| 4 | LoCorr Hedged Core Fund · LHEAX, LHEIX diff. adviser | 9% | 1.98% | LoCorr Fund Management LLC |
| 5 | SHORT-TERM INVESTMENT-GRADE PORTFOLIO cheaper diff. adviser | 8% | 0.14% | The Vanguard Group, Inc. |
| 6 | VANGUARD SHORT-TERM INVESTMENT-GRADE FUND · VFSTX, VFSUX, VFSIX cheaper diff. adviser | 8% | 0.07% | The Vanguard Group, Inc. |
| 7 | MFS Commodity Strategy Fund · MCSAX, MCSFX, MCSHX, MCSIX, MCSNX, MCSOX, MCSQX, MCSTX, MCSRX diff. adviser | 8% | 0.81% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 8 | LoCorr Macro Strategies Fund · LFMAX, LFMCX, LFMIX diff. adviser | 8% | 1.88% | LoCorr Fund Management LLC |
| 9 | LoCorr Market Trend Fund · LOTAX, LOTCX, LOTIX diff. adviser | 8% | 1.77% | LoCorr Fund Management LLC |
| 10 | VANGUARD TARGET MATURITY 2029 CORPORATE BOND ETF · VBCC cheaper | 7% | 0.08% | — |
| 11 | WisdomTree U.S. Short-Term Corporate Bond Fund · QSIG cheaper diff. adviser | 7% | 0.18% | WisdomTree Asset Management, Inc. |
| 12 | Fidelity Limited Term Bond ETF · FLTB cheaper diff. adviser | 7% | 0.25% | Fidelity Management & Research Company LLC |
| 13 | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND · VSCSX, VSTBX, VCSH cheaper diff. adviser | 7% | 0.03% | The Vanguard Group, Inc. |
| 14 | Core Plus Bond Fund · PBMMX, PBMPX, PMSIX, PBMJX, PRBDX | 7% | 0.49% | Principal Global Investors, LLC |
| 15 | Core Plus Bond Account | 7% | 0.49% | Principal Global Investors, LLC |
| 16 | Fidelity Advisor Limited Term Bond Fund · FDIAX, FNBCX, FTBRX, EFIPX, FJRLX, FIKRX cheaper diff. adviser | 7% | 0.25% | Fidelity Management & Research Company LLC |
| 17 | Aristotle Short Duration Income Fund · PLADX, PLCSX, PLSDX, PLDSX, PLDHX diff. adviser | 6% | 0.39% | Aristotle Investment Services, LLC |
| 18 | THRIVENT SHORT-TERM BOND FUND · LBLAX, THLIX diff. adviser | 6% | 0.44% | Thrivent Asset Management, LLC |
| 19 | Federated Hermes Short Duration Corporate ETF · FCSH cheaper diff. adviser | 6% | 0.30% | Federated Advisory Services Company, Federated Investment Management Company |
| 20 | iShares Short Duration Bond Active ETF · NEAR cheaper diff. adviser | 6% | 0.25% | BlackRock Fund Advisors |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.