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 | NYLI MacKay Strategic Bond Fund · MASAX, MSICX, MSDIX, MSYDX, MSYEX | 21% | 0.62% | New York Life Investment Management LLC |
| 2 | NYLI MacKay Total Return Bond Fund · MTMNX, MTMAX, MTMCX, MTMIX, MTRDX, MTMSX | 20% | 0.35% | New York Life Investment Management LLC |
| 3 | NYLI VP MacKay Strategic Bond Portfolio | 19% | 0.63% | New York Life Investment Management LLC |
| 4 | NYLI MacKay Core Plus Bond ETF · CPLB | 19% | 0.30% | New York Life Investment Management LLC |
| 5 | NYLI VP Income Builder Portfolio | 9% | 0.62% | New York Life Investment Management LLC |
| 6 | NYLI Income Builder Fund · MTRAX, MKTRX, MCTRX, MTOIX, MTINX, MTODX, MTISX | 9% | 0.69% | New York Life Investment Management LLC |
| 7 | Nuveen Securitized Credit Managed Accounts Portfolio · NNSDX cheaper | 4% | 0.00% | — |
| 8 | College Retirement Equities Fund - Core Bond Account · QCBMRX, QCBMPX, QCBMIX, QCBMFX diff. adviser | 3% | — | TIAA-CREF Investment Management, LLC |
| 9 | Nuveen Life Core Bond Fund · TLBDX diff. adviser | 3% | 0.35% | Teachers Advisors, LLC |
| 10 | iShares Total USD Fixed Income Market ETF · BTOT cheaper | 3% | 0.09% | — |
| 11 | iShares U.S. Securitized Bond Index Fund cheaper diff. adviser | 3% | 0.01% | BlackRock Fund Advisors |
| 12 | Victory Pioneer Securitized Income Fund · SYFFX, SIFFX diff. adviser | 3% | 0.65% | Victory Capital Management Inc. |
| 13 | Nuveen Core Plus Bond Fund · TCBPX, TCBRX, TIBFX, TBPPX, TCBHX, TCBWX cheaper diff. adviser | 3% | 0.00% | Teachers Advisors, LLC |
| 14 | Nuveen Core Bond Fund · TIBDX, TIDRX, TIORX, TIDPX, TIBHX, TBBWX cheaper diff. adviser | 3% | 0.00% | Teachers Advisors, LLC |
| 15 | Symmetry Panoramic US Systematic Fixed Income Fund · SPUBX diff. adviser | 3% | 0.50% | Symmetry Partners, LLC |
| 16 | NVIT Government Bond Fund diff. adviser | 3% | 0.54% | Nationwide Fund Advisors |
| 17 | MFS Government Securities Portfolio diff. adviser | 3% | 0.56% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 18 | AMT Core Fixed Income Fund · AAEYX diff. adviser | 2% | 0.70% | SEI INVESTMENTS MANAGEMENT Corporation |
| 19 | Angel Oak Mortgage-Backed Securities ETF · MBS diff. adviser | 2% | 0.49% | Angel Oak Capital Advisors, LLC |
| 20 | Nuveen Core Impact Bond Fund · TSBIX, TSBPX, TSBRX, TSBBX, TSBHX diff. adviser | 2% | 0.35% | Teachers Advisors, LLC |
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