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 | T. Rowe Price Ultra Short-Term Bond Fund · TRBUX, TRSTX, TRZWX cheaper | 62% | 0.00% | T. Rowe Price Associates, Inc. |
| 2 | T. Rowe Price Short-Term Bond Fund, Inc. · PRWBX, PASHX, TBSIX, TRZOX cheaper | 16% | 0.00% | T. Rowe Price Associates, Inc. |
| 3 | T. Rowe Price Short Duration Income Fund · TSDLX, TSIDX | 15% | 0.29% | T. Rowe Price Associates, Inc. |
| 4 | JNL/T. Rowe Price Short-Term Bond Fund diff. adviser | 14% | 0.42% | Jackson National Asset Management, LLC |
| 5 | Short Duration Bond Portfolio diff. adviser | 13% | 0.44% | Pacific Life Fund Advisors LLC |
| 6 | Short-Term Bond Portfolio diff. adviser | 13% | 0.40% | Mason Street Advisors, LLC |
| 7 | T. Rowe Price Limited-Term Bond Portfolio · QAAGWX, QAAGUX | 13% | 0.50% | T. Rowe Price Associates, Inc. |
| 8 | Lord Abbett Ultra Short Bond Fund · LUBAX, LUBFX, LUBYX, LUBVX, LUBWX, LUBOX, LUSNX diff. adviser | 8% | 0.24% | Lord, Abbett & Co. LLC |
| 9 | Mid-Cap Plus Bond Alpha Portfolio diff. adviser | 8% | 0.46% | Pacific Life Fund Advisors LLC |
| 10 | Bond Plus Portfolio diff. adviser | 7% | 0.44% | Pacific Life Fund Advisors LLC |
| 11 | VANGUARD ULTRA-SHORT BOND ETF · VUSB cheaper diff. adviser | 7% | 0.10% | The Vanguard Group, Inc. |
| 12 | Large-Cap Plus Bond Alpha Portfolio diff. adviser | 7% | 0.44% | Pacific Life Fund Advisors LLC |
| 13 | Small-Cap Plus Bond Alpha Portfolio diff. adviser | 7% | 0.49% | Pacific Life Fund Advisors LLC |
| 14 | Baird Ultra Short Bond Fund · BUBIX, BUBSX cheaper diff. adviser | 7% | 0.15% | Robert W. Baird & Co. Incorporated |
| 15 | International Equity Plus Bond Alpha Portfolio diff. adviser | 7% | 0.46% | Pacific Life Fund Advisors LLC |
| 16 | QQQ Plus Bond Alpha Portfolio diff. adviser | 7% | 0.40% | Pacific Life Fund Advisors LLC |
| 17 | Lord Abbett Short Duration Income Fund · LLDYX, LALDX, LDLAX, LDLFX, LDLQX, LDLRX, LDLKX, LDLTX, LDLVX, LOLDX diff. adviser | 6% | 0.32% | Lord, Abbett & Co. LLC |
| 18 | Short Duration Income Portfolio diff. adviser | 6% | 0.84% | Lord, Abbett & Co. LLC |
| 19 | Strategic Advisers Short Duration Fund · FAUDX diff. adviser | 6% | 0.20% | Strategic Advisers LLC |
| 20 | VANGUARD ULTRA-SHORT-TERM BOND FUND · VUSFX, VUBFX cheaper diff. adviser | 6% | 0.09% | The Vanguard Group, Inc. |
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