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 | Victory Fund for Income · IPFIX, VFFCX, GGIFX, VFFIX, VFFYX, VFFRX, VFFMX diff. adviser | 15% | 0.63% | Victory Capital Management Inc. |
| 2 | Franklin U.S. Government Securities VIP Fund cheaper diff. adviser | 7% | 0.53% | Franklin Advisers, Inc. |
| 3 | Saturna Sustainable Bond Fund · SEBFX | 7% | 0.60% | SATURNA CAPITAL CORPORATION |
| 4 | Western Asset Inflation-Linked Income Fund | 6% | — | — |
| 5 | Western Asset Inflation-Linked Opportunities & Income Fund | 6% | — | — |
| 6 | Western Asset Inflation Indexed Plus Bond Fund · WATPX, WAIIX, WAFSX, WAFAX, WAFCX, WAFRX, LWICX diff. adviser | 6% | 0.69% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 7 | DFA Inflation-Protected Securities Portfolio cheaper diff. adviser | 6% | 0.11% | DIMENSIONAL FUND ADVISORS LP |
| 8 | FlexShares iBoxx 3-Year Target Duration TIPS Index Fund · TDTT cheaper diff. adviser | 6% | 0.18% | NORTHERN TRUST INVESTMENTS, INC. |
| 9 | Dimensional VIT Inflation-Protected Securities Portfolio cheaper diff. adviser | 6% | 0.11% | DIMENSIONAL FUND ADVISORS LP |
| 10 | Short Duration Inflation-Protected Income Portfolio diff. adviser | 6% | — | Boston Management and Research |
| 11 | iShares iBonds Oct 2029 Term TIPS ETF · IBIF cheaper diff. adviser | 6% | 0.10% | BlackRock Fund Advisors |
| 12 | MFS Global Governments Portfolio diff. adviser | 6% | 0.70% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 13 | JAMES BALANCED: GOLDEN RAINBOW FUND · GLRBX, GLRIX diff. adviser | 6% | 0.98% | James Investment Research, Inc. |
| 14 | Carillon Chartwell Real Income Fund · BERIX, BERHX, BERSX, BERGX cheaper diff. adviser | 5% | 0.45% | Carillon Tower Advisers, Inc. |
| 15 | Nationwide Inflation-Protected Securities Fund · NIFAX, NIFIX, NWXNX cheaper diff. adviser | 5% | 0.30% | Nationwide Fund Advisors |
| 16 | Invesco Short Duration Inflation Protected Fund · SHTIX, LMTAX, ALMIX, LMTYX cheaper diff. adviser | 5% | 0.30% | Invesco Advisers, Inc. |
| 17 | Saturna Core Fund · SCORX | 4% | 0.75% | SATURNA CAPITAL CORPORATION |
| 18 | MFS Government Securities Fund · MGSIX, MFGSX, MFGJX, MFGBX, MFGDX, MFGGX, MGVSX, MFGHX, MFGKX cheaper diff. adviser | 4% | 0.42% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 19 | EQ/AB Dynamic Moderate Growth Portfolio diff. adviser | 4% | 0.87% | Equitable Investment Management Group, LLC |
| 20 | AB Dynamic Asset Allocation Portfolio diff. adviser | 4% | 0.85% | AllianceBernstein L.P. |
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