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 | Strategic Bond Fund · RFCYX, RFDAX, RFCCX, RFCTX, RSBRX, RSYTX cheaper | 58% | 0.42% | Russell Investment Management, LLC |
| 2 | Investment Grade Bond Fund · RFAYX, RFACX, RFATX, RFAAX, RIGRX, RIWTX cheaper | 36% | 0.35% | Russell Investment Management, LLC |
| 3 | Opportunistic Credit Fund · RGCYX, RGCAX, RGCCX, RGCSX, RGCRX, RGOTX cheaper | 13% | 0.62% | Russell Investment Management, LLC |
| 4 | Short Duration Bond Fund · RFBSX, RSBCX, RSBTX, RSBYX, RDBRX, RSDTX cheaper | 11% | 0.44% | Russell Investment Management, LLC |
| 5 | Fidelity Series Government Bond Index Fund · FHNFX cheaper diff. adviser | 8% | 0.00% | Fidelity Management & Research Company LLC |
| 6 | Brown Advisory Mortgage Securities Fund · BAFZX, BIAZX cheaper diff. adviser | 8% | 0.46% | Brown Advisory LLC |
| 7 | Columbia U.S. Treasury Index Fund · LUTAX, IUTIX, CUTRX, CUTYX cheaper diff. adviser | 7% | 0.17% | Columbia Management Investment Advisers, LLC |
| 8 | State Street(R) SPDR(R) Portfolio Treasury ETF · SPTB cheaper diff. adviser | 7% | 0.03% | SSGA Funds Management, Inc. |
| 9 | Schwab U.S. Aggregate Bond ETF · SCHZ cheaper diff. adviser | 7% | 0.03% | Charles Schwab Investment Management, Inc. |
| 10 | VANGUARD TOTAL TREASURY ETF · VTG cheaper diff. adviser | 7% | 0.03% | The Vanguard Group, Inc. |
| 11 | VANGUARD TOTAL BOND MARKET INDEX FUND · VBTLX, VBMFX, VBTIX, BND, VBMPX, VTBSX cheaper diff. adviser | 7% | 0.01% | The Vanguard Group, Inc. |
| 12 | SA Fixed Income Index Portfolio cheaper diff. adviser | 7% | 0.34% | SunAmerica Asset Management, LLC |
| 13 | Multi-Strategy Income Fund · RMYAX, RMYCX, RMYSX, RMYYX, RMIRX, RGYTX cheaper | 7% | 0.58% | Russell Investment Management, LLC |
| 14 | Fidelity SAI U.S. Treasury Bond Index Fund · FUTBX cheaper diff. adviser | 7% | 0.03% | Fidelity Management & Research Company LLC |
| 15 | Multi-Asset Strategy Fund · RAZAX, RAZCX, RMGRX, RMGSX, RMGYX, RMATX | 7% | 0.70% | Russell Investment Management, LLC |
| 16 | TOTAL BOND MARKET INDEX PORTFOLIO cheaper diff. adviser | 7% | 0.14% | The Vanguard Group, Inc. |
| 17 | iShares Government/Credit Bond ETF · GBF cheaper diff. adviser | 7% | 0.20% | BlackRock Fund Advisors |
| 18 | VANGUARD CORE-PLUS BOND INDEX ETF · BNDP cheaper | 7% | 0.05% | — |
| 19 | Bond Index Fund · NOBOX cheaper diff. adviser | 7% | 0.07% | NORTHERN TRUST INVESTMENTS, INC. |
| 20 | LVIP SSGA Bond Index Fund cheaper diff. adviser | 7% | 0.37% | Lincoln Financial Investments Corporation |
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