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 | SBH QUALITY HIGH YIELD FUND · WTLTX, WILTX | 5% | 0.70% | SEGALL BRYANT AND HAMILL LLC |
| 2 | iShares 1-3 Year Treasury Bond ETF · SHY cheaper diff. adviser | 4% | 0.15% | BlackRock Fund Advisors |
| 3 | International Equity Plus Bond Alpha Portfolio diff. adviser | 4% | 0.46% | Pacific Life Fund Advisors LLC |
| 4 | Bond Plus Portfolio diff. adviser | 4% | 0.44% | Pacific Life Fund Advisors LLC |
| 5 | QQQ Plus Bond Alpha Portfolio diff. adviser | 4% | 0.40% | Pacific Life Fund Advisors LLC |
| 6 | Mid-Cap Plus Bond Alpha Portfolio diff. adviser | 4% | 0.46% | Pacific Life Fund Advisors LLC |
| 7 | Small-Cap Plus Bond Alpha Portfolio diff. adviser | 4% | 0.49% | Pacific Life Fund Advisors LLC |
| 8 | Large-Cap Plus Bond Alpha Portfolio diff. adviser | 4% | 0.44% | Pacific Life Fund Advisors LLC |
| 9 | Versatile Bond Portfolio · PRVBX, PRVDX, PRVHX diff. adviser | 4% | 0.65% | Pacific Heights Asset Management, LLC |
| 10 | BondBloxx Bloomberg Two Year Target Duration US Treasury ETF · XTWO cheaper diff. adviser | 4% | 0.05% | BondBloxx Investment Management Corporation |
| 11 | iShares iBonds Dec 2027 Term Treasury ETF · IBTH cheaper diff. adviser | 4% | 0.07% | BlackRock Fund Advisors |
| 12 | MFS Limited Maturity Portfolio diff. adviser | 4% | 0.48% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 13 | MFS Limited Maturity Fund · MQLIX, MQLFX, MQLJX, MQLBX, MQLCX, MQLGX, MLMRX, MQLHX, MQLKX cheaper diff. adviser | 4% | 0.35% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 14 | Short-Term Treasury Portfolio · PRTBX diff. adviser | 3% | 0.65% | Pacific Heights Asset Management, LLC |
| 15 | Goldman Sachs Short Duration Government Fund · GSTGX, GSDSX, GSSDX, GSDCX, GTDTX, GSTUX, GMDPX diff. adviser | 3% | 0.48% | Goldman Sachs Asset Management, L.P. |
| 16 | Defensive Market Strategies Fund · GDMYX, GDMZX diff. adviser | 3% | 0.64% | GuideStone Capital Management, LLC |
| 17 | Neuberger Berman Option Strategy ETF · NBOS diff. adviser | 3% | 0.57% | Neuberger Berman Investment Advisers LLC |
| 18 | MRP SynthEquity ETF · SNTH diff. adviser | 3% | 0.95% | Tidal Investments LLC |
| 19 | Lord Abbett Short Duration Core Bond Fund · LDCAX, LDCCX, LDCFX, LSCOX, LSCIX, LDCRX, LSCSX, LSCUX, LDCVX cheaper diff. adviser | 3% | 0.31% | Lord, Abbett & Co. LLC |
| 20 | MFS Commodity Strategy Fund · MCSAX, MCSFX, MCSHX, MCSIX, MCSNX, MCSOX, MCSQX, MCSTX, MCSRX diff. adviser | 3% | 0.81% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
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