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 | Impact Bond Fund · GMBZX, GMBYX diff. adviser | 32% | 0.49% | GuideStone Capital Management, LLC |
| 2 | RBC BlueBay Access Capital Community Investment Fund · ACCSX, ACASX, ACATX | 12% | 0.40% | RBC Global Asset Management (US) Inc. |
| 3 | RBC BlueBay Core Plus Bond Fund · RCPAX, RCPRX, RCPIX | 6% | 0.41% | RBC Global Asset Management (US) Inc. |
| 4 | RBC BlueBay Short Duration Fixed Income Fund · RSDIX, RSHFX cheaper | 4% | 0.36% | RBC Global Asset Management (US) Inc. |
| 5 | RBC BlueBay Strategic Income Fund · RBIAX, RBSRX, RBSIX | 4% | 0.59% | RBC Global Asset Management (US) Inc. |
| 6 | RBC BlueBay Emerging Market Debt Fund · RESAX, RBESX, RBERX | 4% | 0.74% | RBC Global Asset Management (US) Inc. |
| 7 | RBC International Small Cap Equity Fund · RISRX, RISSX, RISIX | 3% | 0.94% | RBC Global Asset Management (US) Inc. |
| 8 | Carbon Collective Short Duration Green Bond ETF · CCSB | 3% | 0.51% | — |
| 9 | RBC SMID Cap Growth Fund · TMCAX, TMCIX, RSMRX | 3% | 0.77% | RBC Global Asset Management (US) Inc. |
| 10 | Nomura VIP Investment Grade Series diff. adviser | 3% | 0.63% | Macquarie Investment Management Business Trust |
| 11 | Invesco BulletShares 2033 Corporate Bond ETF cheaper diff. adviser | 2% | 0.10% | Invesco Capital Management LLC |
| 12 | Nomura VIP Corporate Bond Series diff. adviser | 2% | 0.78% | Macquarie Investment Management Business Trust |
| 13 | Avantis Credit ETF · AVGB cheaper | 2% | 0.19% | — |
| 14 | John Hancock Managed Account Shares Investment-Grade Corporate Bond Portfolio · JMABX cheaper diff. adviser | 2% | 0.00% | John Hancock Investment Management LLC |
| 15 | VANGUARD TARGET MATURITY 2033 CORPORATE BOND ETF · VBCG cheaper | 2% | 0.08% | — |
| 16 | RBC BlueBay Ultra-Short Fixed Income Fund · RUSIX, RULFX cheaper | 2% | 0.29% | RBC Global Asset Management (US) Inc. |
| 17 | RBC BlueBay High Yield Bond Fund · RHYAX, RGHYX, RHYRX | 2% | 0.49% | RBC Global Asset Management (US) Inc. |
| 18 | iShares iBonds Dec 2033 Term Corporate ETF · IBDY cheaper diff. adviser | 2% | 0.10% | BlackRock Fund Advisors |
| 19 | LKCM Fixed Income Fund · LKFIX diff. adviser | 2% | 0.50% | LUTHER KING CAPITAL MANAGEMENT CORPORATION |
| 20 | John Hancock Managed Account Shares Bond Completion Portfolio · JHBMX cheaper diff. adviser | 2% | 0.00% | John Hancock Investment Management LLC |
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