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 | JNL/DoubleLine Shiller Enhanced CAPE Fund diff. adviser | 50% | 0.68% | Jackson National Asset Management, LLC |
| 2 | Doubleline Shiller Enhanced CAPE · DSEEX, DSENX, DDCPX diff. adviser | 47% | 0.50% | Doubleline Alternatives LP |
| 3 | DoubleLine Low Duration Bond Fund · DBLSX, DLSNX, DDLDX cheaper diff. adviser | 44% | 0.39% | DoubleLine Capital LP |
| 4 | Doubleline Shiller Enhanced International CAPE · DSEUX, DLEUX diff. adviser | 33% | 0.67% | DoubleLine Capital LP |
| 5 | Destinations Low Duration Fixed Income Fund · DLDFX, DLDZX diff. adviser | 23% | 0.79% | Brinker Capital Investments, LLC |
| 6 | State Street(R) DoubleLine(R) Total Return Tactical ETF · TOTL | 18% | 0.55% | SSGA Funds Management, Inc. |
| 7 | NVIT DoubleLine Total Return Tactical Fund diff. adviser | 12% | 0.60% | Nationwide Fund Advisors |
| 8 | ELFUN INCOME FUND · EINFX cheaper | 12% | 0.36% | SSGA Funds Management, Inc. |
| 9 | THRIVENT GOVERNMENT BOND FUND · TBFAX, TBFIX diff. adviser | 11% | 0.45% | Thrivent Asset Management, LLC |
| 10 | State Street Income Fund · SSASX cheaper | 9% | 0.21% | SSGA Funds Management, Inc. |
| 11 | State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF · SPSB cheaper | 8% | 0.04% | SSGA Funds Management, Inc. |
| 12 | Fidelity SAI Short-Term Bond Fund · FZOMX cheaper diff. adviser | 8% | 0.21% | Fidelity Management & Research Company LLC |
| 13 | NVIT Loomis Short Term Bond Fund cheaper diff. adviser | 8% | 0.40% | Nationwide Fund Advisors |
| 14 | Neuberger Berman Short Duration Income ETF · NBSD cheaper diff. adviser | 7% | 0.35% | Neuberger Berman Investment Advisers LLC |
| 15 | SPDR SSGA My2029 Corporate Bond ETF · MYCI cheaper | 7% | 0.15% | SSGA Funds Management, Inc. |
| 16 | SPDR SSGA My2030 Corporate Bond ETF · MYCJ cheaper | 7% | 0.15% | SSGA Funds Management, Inc. |
| 17 | State Street Income V.I.S. Fund · SSIMX | 7% | 1.37% | SSGA Funds Management, Inc. |
| 18 | State Street Aggregate Bond Index Portfolio · SSAFX cheaper | 7% | 0.02% | SSGA Funds Management, Inc. |
| 19 | State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF · SPIB cheaper | 7% | 0.04% | SSGA Funds Management, Inc. |
| 20 | DoubleLine Global Bond Fund · DBLGX, DLGBX diff. adviser | 7% | 0.64% | DoubleLine Capital LP |
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