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 | THRIVENT INCOME FUND · LUBIX, LBIIX | 16% | 0.47% | Thrivent Asset Management, LLC |
| 2 | THRIVENT INCOME PORTFOLIO diff. adviser | 14% | 0.44% | Thrivent Financial for Lutherans |
| 3 | THRIVENT SHORT-TERM BOND PORTFOLIO diff. adviser | 11% | 0.45% | Thrivent Financial for Lutherans |
| 4 | T. Rowe Price QM U.S. Bond ETF · TAGG cheaper diff. adviser | 10% | 0.08% | T. Rowe Price Associates, Inc. |
| 5 | Guardian Total Return Bond VIP Fund diff. adviser | 9% | 0.82% | Park Avenue Institutional Advisers LLC |
| 6 | THRIVENT SHORT-TERM BOND FUND · LBLAX, THLIX | 8% | 0.44% | Thrivent Asset Management, LLC |
| 7 | Total Return Portfolio diff. adviser | 8% | 0.71% | Lord, Abbett & Co. LLC |
| 8 | Lord Abbett Total Return Fund · LTRAX, LTRCX, LTRPX, LTRYX, LTRFX, LTRQX, LTRRX, LTRKX, LTRTX, LTRHX, LTROX cheaper diff. adviser | 7% | 0.36% | Lord, Abbett & Co. LLC |
| 9 | THRIVENT MULTISECTOR BOND FUND · AAINX, IIINX | 7% | 0.68% | Thrivent Asset Management, LLC |
| 10 | Fidelity SAI Enhanced Core Bond Fund · FECBX cheaper diff. adviser | 7% | 0.15% | Fidelity Management & Research Company LLC |
| 11 | U.S. Government Fund · NOUGX diff. adviser | 7% | 0.45% | NORTHERN TRUST INVESTMENTS, INC. |
| 12 | MFS Active Core Plus Bond ETF · MFSB cheaper diff. adviser | 7% | 0.34% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 13 | Fidelity Series Long-Term Treasury Bond Index Fund · FTLTX cheaper diff. adviser | 7% | 0.00% | Fidelity Management & Research Company LLC |
| 14 | First Trust Smith Unconstrained Bond ETF · UCON diff. adviser | 7% | 0.86% | First Trust Advisors L.P. |
| 15 | Fidelity Long-Term Treasury Bond Index Fund · FNBGX cheaper diff. adviser | 7% | 0.03% | Fidelity Management & Research Company LLC |
| 16 | ALPS | Smith Core Plus Bond ETF · SMTH diff. adviser | 7% | 0.59% | ALPS Advisors, Inc. |
| 17 | Lord Abbett Core Plus Bond Fund · LAPLX, LAPCX, LPLFX, LAPIX, LAPQX, LAPUX, LAPVX, LAPWX, LOPLX cheaper diff. adviser | 7% | 0.36% | Lord, Abbett & Co. LLC |
| 18 | Fidelity Intermediate Bond Fund · FTHRX diff. adviser | 7% | 0.45% | Fidelity Management & Research Company LLC |
| 19 | First Trust Smith Opportunistic Fixed Income ETF · FIXD diff. adviser | 6% | 0.65% | First Trust Advisors L.P. |
| 20 | NVIT Loomis Core Bond Fund diff. adviser | 6% | 0.44% | Nationwide Fund Advisors |
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