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 | Touchstone Variable Series Trust-Touchstone Bond Fund | 64% | 0.62% | Touchstone Advisors, Inc. |
| 2 | Touchstone ETF Trust-Touchstone Strategic Income ETF · SIO | 28% | 0.50% | Touchstone Advisors, Inc. |
| 3 | Touchstone Variable Series Trust-Touchstone Balanced Fund | 27% | 0.79% | Touchstone Advisors, Inc. |
| 4 | Touchstone Strategic Trust-Touchstone Balanced Fund · SEBLX, SBACX, SIBLX, TBARX | 27% | 0.63% | Touchstone Advisors, Inc. |
| 5 | Touchstone Strategic Trust-Touchstone Strategic Income Fund · TQPCX, TQPAX, TQPYX, TQPIX | 26% | 0.62% | Touchstone Advisors, Inc. |
| 6 | Nomura VIP Limited Duration Bond Series | 11% | 0.54% | Macquarie Investment Management Business Trust |
| 7 | Nomura VIP Limited-Term Bond Series | 11% | 0.79% | Macquarie Investment Management Business Trust |
| 8 | Nomura Limited-Term Diversified Income Fund · DTRIX, DTICX, DLTRX, DTINX, DLTZX cheaper | 11% | 0.30% | Macquarie Investment Management Business Trust |
| 9 | LifeX 2035 Income Bucket ETF cheaper | 10% | 0.25% | Stone Ridge Asset Management LLC |
| 10 | Loomis Sayles Intermediate Duration Bond Fund · LSDIX, LSDRX, LSCDX, LSDTX, LSDNX cheaper | 9% | 0.35% | Loomis, Sayles & Company, L.P. |
| 11 | BNY Mellon Bond Fund · MPBFX, MIBDX | 8% | 0.58% | BNY Mellon Investment Adviser, Inc. |
| 12 | NYLI MacKay Total Return Bond Fund · MTMNX, MTMAX, MTMCX, MTMIX, MTRDX, MTMSX cheaper | 8% | 0.35% | New York Life Investment Management LLC |
| 13 | Limited Term U.S. Government Fund · NSIUX cheaper | 8% | 0.44% | NORTHERN TRUST INVESTMENTS, INC. |
| 14 | TCW Corporate Bond ETF cheaper | 8% | 0.35% | TCW Investment Management Company LLC |
| 15 | Nomura Diversified Income Fund · DPDFX, DPCFX, DPRFX, DPFFX, DPZRX cheaper | 8% | 0.32% | Macquarie Investment Management Business Trust |
| 16 | Allspring Core Bond Portfolio | 7% | — | Allspring Funds Management, LLC |
| 17 | Rareview Total Return Bond ETF · RTRE | 7% | 0.70% | — |
| 18 | Invesco Core Bond Fund cheaper | 7% | 0.37% | Invesco Advisers, Inc. |
| 19 | NYLI VP Bond Portfolio | 7% | 0.54% | New York Life Investment Management LLC |
| 20 | WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund · SHAG cheaper | 7% | 0.12% | WisdomTree Asset Management, Inc. |
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