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 | SIMT Core Fixed Income Fund · SCXIX, TRLVX, SCFYX | 64% | 0.49% | — |
| 2 | Core Bond Fund · JHCDX, JICDX | 29% | 0.61% | — |
| 3 | Catholic Values Fixed Income Fund · CFVAX, CFVYX | 25% | 0.69% | SEI INVESTMENTS MANAGEMENT Corporation |
| 4 | Select Bond Portfolio cheaper diff. adviser | 23% | 0.31% | Mason Street Advisors, LLC |
| 5 | Core Bond Trust · JVCNX, JADKX, JAAEX diff. adviser | 21% | 0.62% | John Hancock Variable Trust Advisers LLC |
| 6 | Allspring Core Bond Portfolio diff. adviser | 21% | — | Allspring Funds Management, LLC |
| 7 | SIIT LONG DURATION FUND · LDRAX | 20% | 0.39% | SEI INVESTMENTS MANAGEMENT Corporation |
| 8 | Variable Portfolio - Partners Core Bond Fund diff. adviser | 20% | 0.48% | Columbia Management Investment Advisers, LLC |
| 9 | SIIT LIMITED DURATION BOND FUND · SLDBX cheaper | 18% | 0.32% | SEI INVESTMENTS MANAGEMENT Corporation |
| 10 | SIIT INTERMEDIATE DURATION CREDIT FUND · SIDCX cheaper | 18% | 0.32% | SEI INVESTMENTS MANAGEMENT Corporation |
| 11 | Multi-Manager Total Return Bond Strategies Fund · CTRZX | 18% | 0.47% | — |
| 12 | MetLife Core Plus Bond Fund · LPCIX, LPCYX diff. adviser | 18% | 0.45% | METLIFE INVESTMENT MANAGEMENT, LLC |
| 13 | SIIT LONG DURATION CREDIT BOND FUND · SLDAX | 16% | 0.37% | SEI INVESTMENTS MANAGEMENT Corporation |
| 14 | New Covenant Income Fund · NCICX | 14% | 0.96% | SEI INVESTMENTS MANAGEMENT Corporation |
| 15 | VANGUARD TOTAL BOND MARKET II INDEX FUND · VTBIX, VTBNX cheaper diff. adviser | 13% | 0.02% | The Vanguard Group, Inc. |
| 16 | Schwab U.S. Aggregate Bond Index Fund · SWAGX cheaper diff. adviser | 13% | 0.04% | Charles Schwab Investment Management, Inc. |
| 17 | State Street(R) SPDR(R) Portfolio Treasury ETF · SPTB cheaper diff. adviser | 12% | 0.03% | SSGA Funds Management, Inc. |
| 18 | College Retirement Equities Fund - Core Bond Account · QCBMRX, QCBMPX, QCBMIX, QCBMFX diff. adviser | 12% | — | TIAA-CREF Investment Management, LLC |
| 19 | SIMT Multi-Asset Inflation Managed Fund · SIFAX, SLFYX | 12% | 1.04% | — |
| 20 | State Street Aggregate Bond Index Portfolio · SSAFX cheaper diff. adviser | 12% | 0.02% | SSGA Funds Management, Inc. |
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