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 | LifeX 2035 Income Bucket ETF cheaper | 11% | 0.25% | Stone Ridge Asset Management LLC |
| 2 | Loomis Sayles Intermediate Duration Bond Fund · LSDIX, LSDRX, LSCDX, LSDTX, LSDNX cheaper | 8% | 0.35% | Loomis, Sayles & Company, L.P. |
| 3 | Touchstone Funds Group Trust-Touchstone Active Bond Fund · TOBAX, TODCX, TOBYX, TOBIX cheaper | 7% | 0.49% | — |
| 4 | MetLife Core Plus Bond Fund · LPCIX, LPCYX cheaper | 7% | 0.45% | METLIFE INVESTMENT MANAGEMENT, LLC |
| 5 | NVIT Government Bond Fund cheaper | 7% | 0.54% | Nationwide Fund Advisors |
| 6 | Touchstone Variable Series Trust-Touchstone Bond Fund cheaper | 7% | 0.62% | Touchstone Advisors, Inc. |
| 7 | Invesco Core Bond Fund cheaper | 7% | 0.37% | Invesco Advisers, Inc. |
| 8 | Allspring Core Bond Portfolio | 7% | — | Allspring Funds Management, LLC |
| 9 | Fidelity Sustainable Core Plus Bond Fund · FIAEX, FIAJX, FIAIX, FIAMX, FIALX, FIAKX cheaper | 7% | 0.36% | Fidelity Management & Research Company LLC |
| 10 | BNY Mellon Bond Fund · MPBFX, MIBDX cheaper | 7% | 0.58% | BNY Mellon Investment Adviser, Inc. |
| 11 | Fidelity Investment Grade Bond ETF · FIGB cheaper | 7% | 0.36% | Fidelity Management & Research Company LLC |
| 12 | Government Securities Fund · VCGSX cheaper | 6% | 0.58% | The Variable Annuity Life Insurance Company |
| 13 | Fidelity Environmental Bond Fund · FEBEX, FEBBX, FFEBX, FEBFX, FEBDX, FEBGX cheaper | 6% | 0.36% | Fidelity Management & Research Company LLC |
| 14 | Nationwide Loomis Core Bond Fund · NWJGX, NWJHX, NWJIX, NWJJX, NWAZX cheaper | 6% | 0.35% | Nationwide Fund Advisors |
| 15 | Touchstone Variable Series Trust-Touchstone Balanced Fund | 5% | 0.79% | Touchstone Advisors, Inc. |
| 16 | NYLI Balanced Fund · MBNAX, MBACX, MBAIX, MBINX, MBERX | 5% | 0.73% | New York Life Investment Management LLC |
| 17 | Fidelity SAI Total Bond Fund · FSMTX cheaper | 5% | 0.29% | Fidelity Management & Research Company LLC |
| 18 | TCW METWEST Sustainable Securitized Fund · MWERX, MWESX cheaper | 5% | 0.49% | METROPOLITAN WEST ASSET MANAGEMENT, LLC |
| 19 | Federated Hermes Total Return Bond ETF · FTRB cheaper | 5% | 0.39% | Federated Advisory Services Company, Federated Investment Management Company |
| 20 | Fidelity Total Bond ETF · FBND cheaper | 5% | 0.36% | Fidelity Management & Research Company LLC |
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