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 | Carillon Reams Core Plus Bond Fund · SCPDX, SCPEX, SCPZX, SCPWX cheaper | 28% | 0.06% | Carillon Tower Advisers, Inc. |
| 2 | Carillon Reams Core Bond Fund · CRCBX, CRCDX, SCCIX, CRCUX cheaper | 18% | 0.35% | Carillon Tower Advisers, Inc. |
| 3 | Hartford Dynamic Bond Fund · HDBFX, HDBYX, HDBSX, HDBAX, HDBIX, HDBCX, HDBRX diff. adviser | 13% | 0.58% | Hartford Funds Management Company, LLC |
| 4 | Hartford Dynamic Bond ETF · DYNB | 12% | 0.60% | — |
| 5 | Old Westbury Fixed Income Fund · OWFIX diff. adviser | 11% | 0.57% | Bessemer Investment Management LLC |
| 6 | NYLI MacKay Total Return Bond Fund · MTMNX, MTMAX, MTMCX, MTMIX, MTRDX, MTMSX cheaper diff. adviser | 9% | 0.35% | New York Life Investment Management LLC |
| 7 | 1290 Diversified Bond Fund · TNUAX, TNUIX, TNURX diff. adviser | 8% | 0.50% | Equitable Investment Management, LLC |
| 8 | EQ/Core Plus Bond Portfolio diff. adviser | 8% | 0.68% | Equitable Investment Management Group, LLC |
| 9 | Empower U.S. Government Securities Fund · MXGMX, MXDQX cheaper diff. adviser | 7% | 0.24% | Empower Capital Management, LLC |
| 10 | Payden Strategic Income Fund · PYSGX, PYSIX, PYSLX diff. adviser | 7% | 0.56% | Payden & Rygel |
| 11 | BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF · XSVN cheaper diff. adviser | 6% | 0.05% | BondBloxx Investment Management Corporation |
| 12 | MML VIP Fidelity Institutional AM Core Plus Bond Fund diff. adviser | 6% | 0.63% | MML Investment Advisers, LLC |
| 13 | NYLI MacKay Strategic Bond Fund · MASAX, MSICX, MSDIX, MSYDX, MSYEX diff. adviser | 6% | 0.62% | New York Life Investment Management LLC |
| 14 | iShares 7-10 Year Treasury Bond ETF · IEF cheaper diff. adviser | 6% | 0.15% | BlackRock Fund Advisors |
| 15 | VY BrandyWineGLOBAL - Bond Portfolio · VGSBX diff. adviser | 6% | 0.58% | Voya Investments, LLC |
| 16 | WisdomTree 7-10 Year Treasury Digital Fund · WTSTX cheaper diff. adviser | 6% | 0.05% | WisdomTree Digital Management, Inc. |
| 17 | BrandywineGLOBAL-U.S. Fixed Income ETF cheaper diff. adviser | 6% | 0.39% | Franklin Advisers, Inc. |
| 18 | WisdomTree 7-10 Year Laddered Treasury Fund · USIN cheaper diff. adviser | 6% | 0.15% | WisdomTree Asset Management, Inc. |
| 19 | iShares iBonds Dec 2035 Term Treasury ETF · IBTQ cheaper diff. adviser | 6% | 0.07% | BlackRock Fund Advisors |
| 20 | Short Duration Bond Fund · RFBSX, RSBCX, RSBTX, RSBYX, RDBRX, RSDTX cheaper diff. adviser | 6% | 0.44% | Russell Investment Management, LLC |
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