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 | DWS Global Income Builder Fund · KTRAX, KTRCX, KTRSX, KTRIX, KTRZX | 19% | 0.56% | DWS Investment Management Americas, Inc. |
| 2 | DWS Global Income Builder VIP | 19% | 0.64% | DWS Investment Management Americas, Inc. |
| 3 | DWS Short Duration Fund · PPIAX, PPLCX, DBPIX, PPILX, PPLZX cheaper | 13% | 0.38% | DWS Investment Management Americas, Inc. |
| 4 | Allspring Core Plus ETF · APLU cheaper diff. adviser | 6% | 0.31% | Allspring Funds Management, LLC |
| 5 | Allspring Core Plus Bond Fund · STYAX, WFIPX, WIPIX, WIPDX, STYJX cheaper diff. adviser | 6% | 0.30% | Allspring Funds Management, LLC |
| 6 | MetLife Core Plus Bond Fund · LPCIX, LPCYX cheaper diff. adviser | 6% | 0.45% | METLIFE INVESTMENT MANAGEMENT, LLC |
| 7 | Hartford Dynamic Bond Fund · HDBFX, HDBYX, HDBSX, HDBAX, HDBIX, HDBCX, HDBRX diff. adviser | 6% | 0.58% | Hartford Funds Management Company, LLC |
| 8 | Invesco Bond Fund | 6% | — | — |
| 9 | Western Asset Long Credit VIT · LLAAX, LLACX cheaper diff. adviser | 6% | 0.42% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 10 | Hartford Dynamic Bond ETF · DYNB | 6% | 0.60% | — |
| 11 | Invesco Corporate Bond Fund · ACCEX, ACCHX, ACCWX, ACCBX, ACCZX, ICBFX cheaper diff. adviser | 5% | 0.34% | Invesco Advisers, Inc. |
| 12 | Allspring Managed Account CoreBuilder Shares Series CP · WFCPX cheaper diff. adviser | 5% | 0.00% | Allspring Funds Management, LLC |
| 13 | Allspring Core Bond Portfolio diff. adviser | 5% | — | Allspring Funds Management, LLC |
| 14 | THRIVENT INCOME FUND · LUBIX, LBIIX cheaper diff. adviser | 5% | 0.47% | Thrivent Asset Management, LLC |
| 15 | Aristotle Core Income Fund · PLIAX, PLNCX, PLIIX, PLIDX, PLIHX cheaper diff. adviser | 5% | 0.45% | Aristotle Investment Services, LLC |
| 16 | Nomura Corporate Bond Fund · DGCAX, DGCCX, DGCRX, DGCIX, DGCZX cheaper diff. adviser | 5% | 0.46% | Macquarie Investment Management Business Trust |
| 17 | NORTH SQUARE MCKEE BOND FUND · NMKYX, NMKBX cheaper diff. adviser | 5% | 0.28% | North Square Investments, LLC |
| 18 | BNY Mellon Bond Fund · MPBFX, MIBDX diff. adviser | 5% | 0.58% | BNY Mellon Investment Adviser, Inc. |
| 19 | VictoryShares Core Plus Intermediate Bond ETF · UBND cheaper diff. adviser | 5% | 0.40% | Victory Capital Management Inc. |
| 20 | First Trust Smith Opportunistic Fixed Income ETF · FIXD diff. adviser | 5% | 0.65% | First Trust Advisors L.P. |
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