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 | Payden Low Duration Fund · PYSBX, PYLDX, PYLWX | 20% | 0.38% | Payden & Rygel |
| 2 | Payden Global Low Duration Fund · PYGSX | 17% | 0.70% | Payden & Rygel |
| 3 | CM Commodity Index Fund · CMCAX, COMIX, CMCYX diff. adviser | 12% | 0.65% | Van Eck Absolute Return Advisers Corporation |
| 4 | AQR Managed Futures Strategy Fund · AQMIX, AQMNX, AQMRX diff. adviser | 10% | 3.01% | AQR Capital Management, LLc |
| 5 | Navigator Tactical Fixed Income Fund · NTBAX, NTBCX, NTBIX diff. adviser | 10% | 1.03% | Clark Capital Management Group, Inc. |
| 6 | State Street SPDR Portfolio Ultra Short T-Bill ETF · SPTU cheaper | 10% | 0.05% | — |
| 7 | VanEck CMCI Commodity Strategy ETF · CMCI diff. adviser | 10% | 0.65% | Van Eck Absolute Return Advisers Corporation |
| 8 | VANGUARD ULTRA-SHORT-TERM BOND FUND · VUSFX, VUBFX cheaper diff. adviser | 10% | 0.09% | The Vanguard Group, Inc. |
| 9 | First Trust Enhanced Short Maturity ETF · FTSM diff. adviser | 9% | 0.29% | First Trust Advisors L.P. |
| 10 | LOW-DURATION BOND FUND · GLDYX, GLDZX diff. adviser | 9% | 0.38% | GuideStone Capital Management, LLC |
| 11 | Fidelity Sustainable Low Duration Bond Fund · FAMZX, FAPBX, FANDX, FAPDX, FAPEX, FAPGX cheaper diff. adviser | 9% | 0.20% | Fidelity Management & Research Company LLC |
| 12 | Fulcrum Diversified Absolute Return Fund · FARYX, FARAX, FARIX diff. adviser | 9% | 1.20% | Fulcrum Asset Management LLP |
| 13 | VANGUARD ULTRA-SHORT BOND ETF · VUSB cheaper diff. adviser | 9% | 0.10% | The Vanguard Group, Inc. |
| 14 | JPMorgan Ultra-Short Income ETF · JPST cheaper diff. adviser | 9% | 0.18% | J.P. Morgan Investment Management, Inc. |
| 15 | American Beacon AHL Managed Futures Strategy Fund · AHLAX, AHLCX, AHLYX, AHLIX, AHLPX diff. adviser | 9% | 1.53% | American Beacon Advisors, Inc. |
| 16 | Fidelity Conservative Income Bond Fund · FCNVX, FCNYX, FCNQX, FCNWX cheaper diff. adviser | 9% | 0.20% | Fidelity Management & Research Company LLC |
| 17 | Payden Securitized Income Fund · PYSFX, PYSCX | 8% | 0.56% | Payden & Rygel |
| 18 | Abbey Capital Futures Strategy Fund · ABYAX, ABYCX, ABYIX diff. adviser | 8% | 1.79% | Abbey Capital Limited |
| 19 | Fidelity Low Duration Bond ETF · FLDB cheaper diff. adviser | 8% | 0.20% | Fidelity Management & Research Company LLC |
| 20 | Invesco Short Term Bond Fund · STBAX, STBCX, STBRX, ISTBX, STBYX, ISTFX diff. adviser | 8% | 0.40% | Invesco Advisers, Inc. |
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