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 | LoCorr Macro Strategies Fund · LFMAX, LFMCX, LFMIX diff. adviser | 12% | 1.88% | LoCorr Fund Management LLC |
| 2 | LoCorr Long/Short Commodities Strategy Fund · LCSAX, LCSCX, LCSIX diff. adviser | 12% | 2.12% | LoCorr Fund Management LLC |
| 3 | LoCorr Market Trend Fund · LOTAX, LOTCX, LOTIX diff. adviser | 12% | 1.77% | LoCorr Fund Management LLC |
| 4 | Mercer Short Duration Fixed Income Fund · MSDYX, MSDZX, MSDBX, MSDWX diff. adviser | 11% | 0.20% | Mercer Investments LLC |
| 5 | STERLING CAPITAL SHORT DURATION BOND ETF | 11% | 0.33% | — |
| 6 | Nuveen Core Plus Bond Fund · TCBPX, TCBRX, TIBFX, TBPPX, TCBHX, TCBWX | 10% | 0.00% | Teachers Advisors, LLC |
| 7 | LoCorr Hedged Core Fund · LHEAX, LHEIX diff. adviser | 10% | 1.98% | LoCorr Fund Management LLC |
| 8 | Nuveen Core Bond Fund · TIBDX, TIDRX, TIORX, TIDPX, TIBHX, TBBWX | 9% | 0.00% | Teachers Advisors, LLC |
| 9 | Morningstar Alternatives Fund · MSTVX diff. adviser | 9% | 1.39% | Morningstar Investment Management LLC |
| 10 | Sterling Capital Total Return Bond Fund · BIBTX, BICAX, BICCX, STRDX diff. adviser | 9% | 0.35% | Sterling Capital Management LLC |
| 11 | Aristotle Short Duration Income Fund · PLADX, PLCSX, PLSDX, PLDSX, PLDHX diff. adviser | 9% | 0.39% | Aristotle Investment Services, LLC |
| 12 | GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF · COMB diff. adviser | 9% | 0.25% | GraniteShares Advisors LLC |
| 13 | Short-Term Bond Fund · HOSBX diff. adviser | 8% | 0.77% | Homestead Advisers Corp. |
| 14 | College Retirement Equities Fund - Core Bond Account · QCBMRX, QCBMPX, QCBMIX, QCBMFX diff. adviser | 8% | — | TIAA-CREF Investment Management, LLC |
| 15 | Nuveen Short Duration Impact Bond Fund · TSDJX, TSDFX, TSDBX, TSDDX, TSDHX | 8% | 0.35% | Teachers Advisors, LLC |
| 16 | Morningstar Multisector Bond Fund · MSTMX diff. adviser | 8% | 0.79% | Morningstar Investment Management LLC |
| 17 | iShares iBonds Dec 2030 Term Treasury ETF · IBTK diff. adviser | 8% | 0.07% | BlackRock Fund Advisors |
| 18 | The Bond Fund of America diff. adviser | 7% | 0.23% | Capital Research and Management Company |
| 19 | Intermediate Bond Fund · HOIBX diff. adviser | 7% | 0.80% | Homestead Advisers Corp. |
| 20 | College Retirement Equities Fund - Inflation-Linked Bond Account · QCILRX, QCILPX, QCILIX, QCILFX diff. adviser | 7% | — | TIAA-CREF Investment Management, LLC |
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