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 | Timothy Plan Fixed Income Fund · TFIAX, TFICX, TPFIX cheaper | 39% | 0.90% | Timothy Partners Ltd. |
| 2 | Barrow Hanley Total Return Bond Fund · BTRIX cheaper diff. adviser | 12% | 0.35% | JOHCM (USA) Inc. |
| 3 | Timothy Plan Large/Mid Cap Value Fund · TLVAX, TLVCX, TMVIX cheaper | 12% | 1.16% | Timothy Partners Ltd. |
| 4 | Timothy Plan Strategic Growth Fund · TSGAX, TSGCX, TISGX cheaper | 11% | 1.50% | Timothy Partners Ltd. |
| 5 | American Beacon Diversified Fund · ZABDFX diff. adviser | 9% | — | American Beacon Advisors, Inc. |
| 6 | Timothy Plan Conservative Growth Fund · TCGAX, TCVCX, TIICX cheaper | 8% | 1.54% | Timothy Partners Ltd. |
| 7 | Venerable Bond Index Fund cheaper diff. adviser | 8% | 0.36% | Venerable Investment Advisers, LLC |
| 8 | LifeX 2065 Longevity Income ETF cheaper diff. adviser | 7% | 0.25% | Stone Ridge Asset Management LLC |
| 9 | MML VIP Fidelity Institutional AM Core Plus Bond Fund cheaper diff. adviser | 7% | 0.63% | MML Investment Advisers, LLC |
| 10 | LifeX Durable Income ETF cheaper diff. adviser | 7% | 0.25% | Stone Ridge Asset Management LLC |
| 11 | Fidelity Investment Grade Bond ETF · FIGB cheaper diff. adviser | 7% | 0.36% | Fidelity Management & Research Company LLC |
| 12 | Symmetry Panoramic US Systematic Fixed Income Fund · SPUBX cheaper diff. adviser | 6% | 0.50% | Symmetry Partners, LLC |
| 13 | VIP Investment Grade Bond II Portfolio cheaper diff. adviser | 6% | 0.39% | Fidelity Management & Research Company LLC |
| 14 | American Beacon Balanced Fund · AADBX, AABPX, ABLSX, ACBYX, ABFAX, ABCCX cheaper diff. adviser | 6% | 0.88% | American Beacon Advisors, Inc. |
| 15 | VIP Investment Grade Bond Portfolio cheaper diff. adviser | 6% | 0.38% | Fidelity Management & Research Company LLC |
| 16 | Fidelity Total Bond K6 Fund · FTKFX cheaper diff. adviser | 5% | 0.30% | Fidelity Management & Research Company LLC |
| 17 | Fidelity Investment Grade Bond Central Fund | 5% | — | — |
| 18 | State Street Income V.I.S. Fund · SSIMX cheaper diff. adviser | 5% | 1.37% | SSGA Funds Management, Inc. |
| 19 | VANGUARD INTERMEDIATE-TERM TREASURY FUND · VFITX, VFIUX cheaper diff. adviser | 5% | 0.10% | The Vanguard Group, Inc. |
| 20 | VIP Investment Grade Central Fund diff. adviser | 5% | — | Fidelity Management & Research Company LLC |
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