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 | Sit U S Government Securities Fund Inc · SNGVX, SNGYX cheaper | 4% | 0.55% | Sit Investment Associates, Inc. |
| 2 | Sit Balanced Fund · SIBAX | 2% | 0.89% | Sit Investment Associates, Inc. |
| 3 | Government & High Quality Bond Fund · CMPGX, PMRIX, PRCMX, PMREX, PMRJX cheaper diff. adviser | 2% | 0.53% | Principal Global Investors, LLC |
| 4 | Federated Hermes Short Duration Corporate ETF · FCSH cheaper diff. adviser | 2% | 0.30% | Federated Advisory Services Company, Federated Investment Management Company |
| 5 | Government & High Quality Bond Account cheaper diff. adviser | 2% | 0.50% | Principal Global Investors, LLC |
| 6 | UVA Unconstrained Medium-Term Fixed Income ETF · FFIU cheaper diff. adviser | 2% | 0.54% | OBP Capital LLC |
| 7 | WesMark Government Bond Fund · WMBDX diff. adviser | 1% | 1.08% | WESBANCO INVESTMENT DEPARTMENT |
| 8 | ALPS | Smith Credit Opportunities Fund · SMCVX, SMCAX, SMCCX, SMCRX diff. adviser | 1% | 0.90% | ALPS Advisors, Inc. |
| 9 | Angel Oak Financial Strategies Income Term Trust | 1% | — | — |
| 10 | FPA Flexible Fixed Income Fund · FPFIX, FFIAX, FFIRX cheaper diff. adviser | 1% | 0.55% | First Pacific Advisors, LP |
| 11 | NYLI MacKay U.S. Infrastructure Bond Fund · MGVAX, MGVCX, MGOIX, MGVNX, MGVDX cheaper diff. adviser | 1% | 0.51% | New York Life Investment Management LLC |
| 12 | MassMutual Diversified Bond Fund · MDVAX, MDBLX, MDBSX, MDBYX, MDBZX, MDBFX, MDBRX, MMOBX, MMEFX, MMOKX cheaper diff. adviser | 1% | 0.32% | MML Investment Advisers, LLC |
| 13 | MassMutual Core Bond Fund · MMCBX, MCBLX, MCBNX, MCBDX, MCBYX, MCZZX, MCZRX, MMNWX, MMCAX, MMCDX cheaper diff. adviser | 1% | 0.05% | MML Investment Advisers, LLC |
| 14 | Federated Hermes Corporate Bond Strategy Portfolio · FCSPX cheaper diff. adviser | 1% | 0.00% | Federated Advisory Services Company, Federated Investment Management Company |
| 15 | TCW METWEST TOTAL RETURN BOND FUND · MWTIX, MWTRX, MWTNX, MWTSX, MWTTX cheaper diff. adviser | 1% | 0.37% | METROPOLITAN WEST ASSET MANAGEMENT, LLC |
| 16 | Short Duration Fund · ACSKX, ACSPX, ACSNX, ACSUX, ACSQX, ASHHX, ASDDX, ASDOX cheaper diff. adviser | 1% | 0.01% | American Century Investment Management, Inc. |
| 17 | American Century Short Duration Strategic Income ETF · SDSI cheaper | 1% | 0.32% | — |
| 18 | John Hancock Managed Account Shares Investment-Grade Corporate Bond Portfolio · JMABX cheaper diff. adviser | 1% | 0.00% | John Hancock Investment Management LLC |
| 19 | FPA New Income Fund · FPNIX, FPNRX cheaper | 1% | 0.45% | — |
| 20 | Short Duration Strategic Income Fund · ASDVX, ASDJX, ASADX, ASCDX, ASDRX, ASXDX, ASDHX, ASYDX cheaper diff. adviser | 1% | 0.27% | American Century Investment Management, Inc. |
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