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 | BNY Mellon New Jersey Municipal Bond Fund, Inc. · DRNJX, DCNJX, DZNJX, DNMIX, DNJYX diff. adviser | 5% | 0.56% | BNY Mellon Investment Adviser, Inc. |
| 2 | NEW YORK MUNICIPAL BOND FUND · SENYX, SNYYX | 4% | 0.57% | SEI INVESTMENTS MANAGEMENT Corporation |
| 3 | PACE Municipal Fixed Income Investments · PCMNX, PMUAX, PMUYX, PMUTX cheaper diff. adviser | 3% | 0.43% | UBS Asset Management (Americas) LLC |
| 4 | Western Asset New Jersey Municipals Fund · SHNJX, SNJLX, LNJIX, LNISX cheaper diff. adviser | 2% | 0.52% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 5 | Nuveen New Jersey Quality Municipal Income Fund | 2% | — | — |
| 6 | City National Rochdale Strategic Credit Fund | 2% | — | — |
| 7 | Yieldstreet Alternative Income Fund Inc. | 2% | — | — |
| 8 | SAAT CONSERVATIVE STRATEGY ALLOCATION FUND · SMGAX | 2% | 1.24% | SEI INVESTMENTS MANAGEMENT Corporation |
| 9 | SAAT DEFENSIVE STRATEGY ALLOCATION FUND · STDAX | 2% | 0.93% | SEI INVESTMENTS MANAGEMENT Corporation |
| 10 | SAAT MODERATE STRATEGY ALLOCATION FUND · SXMAX | 2% | 1.25% | SEI INVESTMENTS MANAGEMENT Corporation |
| 11 | SAAT Defensive Strategy Fund · SNSAX, SEDIX, SDSDX | 2% | 1.12% | SEI INVESTMENTS MANAGEMENT Corporation |
| 12 | SIMT Core Fixed Income Fund · SCXIX, TRLVX, SCFYX cheaper | 2% | 0.49% | — |
| 13 | SIMT Large Cap Growth Fund · SPGIX, SELCX, SLRYX | 2% | 0.73% | — |
| 14 | SIMT U.S. Managed Volatility Fund · SVOAX, SEVIX, SUSYX | 2% | 0.89% | — |
| 15 | SIIT LONG DURATION FUND · LDRAX cheaper | 2% | 0.39% | SEI INVESTMENTS MANAGEMENT Corporation |
| 16 | SIIT HIGH YIELD BOND FUND · SGYAX | 2% | 0.57% | SEI INVESTMENTS MANAGEMENT Corporation |
| 17 | SIIT CORE FIXED INCOME FUND · SCOAX cheaper | 2% | 0.37% | SEI INVESTMENTS MANAGEMENT Corporation |
| 18 | SIIT LARGE CAP FUND · SLCAX cheaper | 2% | 0.47% | SEI INVESTMENTS MANAGEMENT Corporation |
| 19 | SIIT LARGE CAP INDEX FUND · LCIAX cheaper | 2% | 0.13% | SEI INVESTMENTS MANAGEMENT Corporation |
| 20 | SIIT LARGE CAP DISCIPLINED EQUITY FUND · SCPAX cheaper | 2% | 0.47% | SEI INVESTMENTS MANAGEMENT Corporation |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.