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 | Short Term Government Income Trust · JAFYX, JAJPX, JAFWX diff. adviser | 10% | 0.67% | John Hancock Variable Trust Advisers LLC |
| 2 | ONEASCENT CORE PLUS BOND ETF · OACP diff. adviser | 9% | 0.74% | OneAscent Investment Solutions, LLC |
| 3 | Allspring Core Bond Portfolio diff. adviser | 9% | — | Allspring Funds Management, LLC |
| 4 | MetLife Core Plus Bond Fund · LPCIX, LPCYX diff. adviser | 8% | 0.45% | METLIFE INVESTMENT MANAGEMENT, LLC |
| 5 | LifeX 2030 Income Bucket ETF diff. adviser | 8% | 0.25% | Stone Ridge Asset Management LLC |
| 6 | Build Bond Innovation ETF · BFIX | 7% | 0.45% | — |
| 7 | Guardian Core Plus Fixed Income VIP Fund diff. adviser | 7% | 0.82% | Park Avenue Institutional Advisers LLC |
| 8 | Empower Core Strategies: Flexible Bond Fund · MXEDX, MXEWX diff. adviser | 7% | 0.45% | Empower Capital Management, LLC |
| 9 | Limited Term U.S. Government Fund · NSIUX diff. adviser | 7% | 0.44% | NORTHERN TRUST INVESTMENTS, INC. |
| 10 | State Street(R) SPDR(R) MarketAxess Investment Grade 400 Corporate Bond ETF · LQIG cheaper diff. adviser | 7% | 0.07% | SSGA Funds Management, Inc. |
| 11 | Payden Low Duration Fund · PYSBX, PYLDX, PYLWX diff. adviser | 7% | 0.38% | Payden & Rygel |
| 12 | WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund · SHAG cheaper diff. adviser | 7% | 0.12% | WisdomTree Asset Management, Inc. |
| 13 | LoCorr Market Trend Fund · LOTAX, LOTCX, LOTIX diff. adviser | 7% | 1.77% | LoCorr Fund Management LLC |
| 14 | ALPS | Smith Total Return Bond Fund · SMAMX, SMCHX, SMTHX, SMTRX diff. adviser | 7% | 0.59% | ALPS Advisors, Inc. |
| 15 | SIIT CORE FIXED INCOME FUND · SCOAX diff. adviser | 7% | 0.37% | SEI INVESTMENTS MANAGEMENT Corporation |
| 16 | NORTH SQUARE MCKEE BOND FUND · NMKYX, NMKBX diff. adviser | 7% | 0.28% | North Square Investments, LLC |
| 17 | SIIT INTERMEDIATE DURATION CREDIT FUND · SIDCX diff. adviser | 6% | 0.32% | SEI INVESTMENTS MANAGEMENT Corporation |
| 18 | RBC BlueBay Short Duration Fixed Income Fund · RSDIX, RSHFX diff. adviser | 6% | 0.36% | RBC Global Asset Management (US) Inc. |
| 19 | THRIVENT GOVERNMENT BOND PORTFOLIO diff. adviser | 6% | 0.49% | Thrivent Financial for Lutherans |
| 20 | Hartford Strategic Income ETF · HFSI diff. adviser | 6% | 0.49% | Hartford Funds Management Company, LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.