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 | TSW Core Plus Bond Fund · TSWFX diff. adviser | 3% | 0.51% | JOHCM (USA) Inc. |
| 2 | Cohen & Steers Short Duration Preferred and Income Active ETF · CSSD | 2% | — | — |
| 3 | Cohen & Steers Low Duration Preferred and Income Fund, Inc. · LPXAX, LPXCX, LPXIX, LPXRX, LPXZX, LPXFX diff. adviser | 2% | 0.60% | Cohen & Steers Capital Management, Inc. |
| 4 | LVIP Fidelity Institutional AM(R) Total Bond Fund diff. adviser | 2% | 0.51% | Lincoln Financial Investments Corporation |
| 5 | Federated Hermes Short-Intermediate Total Return Bond Fund · FGCSX, FGCIX, FGCAX, SRBRX cheaper | 2% | 0.37% | — |
| 6 | Old Westbury Fixed Income Fund · OWFIX diff. adviser | 2% | 0.57% | Bessemer Investment Management LLC |
| 7 | Loomis Sayles Fixed Income Fund · LSFIX diff. adviser | 2% | 0.62% | Loomis, Sayles & Company, L.P. |
| 8 | Loomis Sayles Limited Term Government and Agency Fund · NEFLX, NECLX, NELYX, LGANX, LGATX cheaper diff. adviser | 2% | 0.40% | Loomis, Sayles & Company, L.P. |
| 9 | Loomis Sayles Strategic Income Fund · NEFZX, NECZX, NEZYX, NEZAX, NEZNX, LSSTX diff. adviser | 2% | 0.62% | Natixis Advisors, LLC |
| 10 | Federated Hermes Short-Intermediate Government Fund · FIGKX, FIGTX, FIGIX diff. adviser | 2% | 0.60% | Federated Advisory Services Company, Federated Investment Management Company |
| 11 | BNY Mellon Global Fixed Income Fund · SDGIX, DHGAX, DHGCX, DSDYX diff. adviser | 2% | 0.47% | BNY Mellon Investment Adviser, Inc. |
| 12 | Empower Multi-Sector Bond Fund · MXLMX, MXUGX diff. adviser | 2% | 0.55% | Empower Capital Management, LLC |
| 13 | Empower Core Strategies: Flexible Bond Fund · MXEDX, MXEWX cheaper diff. adviser | 2% | 0.45% | Empower Capital Management, LLC |
| 14 | iShares iBonds Dec 2030 Term Treasury ETF · IBTK cheaper diff. adviser | 2% | 0.07% | BlackRock Fund Advisors |
| 15 | Fidelity Education Fund diff. adviser | 2% | — | Fidelity Management & Research Company LLC |
| 16 | BondBloxx Bloomberg Three Year Target Duration US Treasury ETF · XTRE cheaper diff. adviser | 2% | 0.05% | BondBloxx Investment Management Corporation |
| 17 | AB Ultra Short Income ETF · YEAR cheaper diff. adviser | 2% | 0.25% | AllianceBernstein L.P. |
| 18 | Nuveen ESG 1-5 Year U.S. Aggregate Bond ETF · NUSA cheaper diff. adviser | 2% | 0.15% | Nuveen Fund Advisors, LLC |
| 19 | VANGUARD GOVERNMENT SECURITIES ACTIVE ETF · VGVT cheaper diff. adviser | 2% | 0.10% | The Vanguard Group, Inc. |
| 20 | Franklin U.S. Treasury Bond ETF · FLGV cheaper diff. adviser | 2% | 0.09% | Franklin Advisers, Inc. |
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