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 ETF Trust-Touchstone Strategic Income ETF · SIO cheaper | 81% | 0.50% | Touchstone Advisors, Inc. |
| 2 | Touchstone Variable Series Trust-Touchstone Bond Fund | 27% | 0.62% | Touchstone Advisors, Inc. |
| 3 | Touchstone Funds Group Trust-Touchstone Active Bond Fund · TOBAX, TODCX, TOBYX, TOBIX cheaper | 26% | 0.49% | — |
| 4 | Touchstone ETF Trust-Touchstone Securitized Income ETF · TSEC cheaper | 22% | 0.41% | Touchstone Advisors, Inc. |
| 5 | Touchstone Funds Group Trust-Touchstone High Yield Fund · THYAX, THYCX, THYYX, THIYX | 14% | 0.72% | — |
| 6 | Touchstone Strategic Trust-Touchstone Balanced Fund · SEBLX, SBACX, SIBLX, TBARX | 11% | 0.63% | Touchstone Advisors, Inc. |
| 7 | Touchstone Variable Series Trust-Touchstone Balanced Fund | 10% | 0.79% | Touchstone Advisors, Inc. |
| 8 | NYLI VP Bond Portfolio cheaper diff. adviser | 9% | 0.54% | New York Life Investment Management LLC |
| 9 | ALPS | Smith Core Plus Bond ETF · SMTH cheaper diff. adviser | 8% | 0.59% | ALPS Advisors, Inc. |
| 10 | NYLI VP Balanced Portfolio diff. adviser | 7% | 0.71% | New York Life Investment Management LLC |
| 11 | ALPS | Smith Total Return Bond Fund · SMAMX, SMCHX, SMTHX, SMTRX cheaper diff. adviser | 7% | 0.59% | ALPS Advisors, Inc. |
| 12 | First Trust Smith Opportunistic Fixed Income ETF · FIXD diff. adviser | 6% | 0.65% | First Trust Advisors L.P. |
| 13 | T. Rowe Price Short Duration Income Fund · TSDLX, TSIDX cheaper diff. adviser | 6% | 0.29% | T. Rowe Price Associates, Inc. |
| 14 | Invesco Core Plus Bond Fund · ACPSX, CPCFX, CPBRX, CPBYX, CPIIX, CPBFX cheaper diff. adviser | 6% | 0.44% | Invesco Advisers, Inc. |
| 15 | ALPS | Smith Credit Opportunities Fund · SMCVX, SMCAX, SMCCX, SMCRX diff. adviser | 6% | 0.90% | ALPS Advisors, Inc. |
| 16 | Short-Term Bond Portfolio cheaper diff. adviser | 6% | 0.40% | Mason Street Advisors, LLC |
| 17 | PIMCO Extended Duration Fund · PEDIX, PEDPX diff. adviser | 6% | 6.20% | Pacific Investment Management Company LLC |
| 18 | BNY Mellon Bond Fund · MPBFX, MIBDX cheaper diff. adviser | 6% | 0.58% | BNY Mellon Investment Adviser, Inc. |
| 19 | LifeX Durable Income ETF cheaper diff. adviser | 6% | 0.25% | Stone Ridge Asset Management LLC |
| 20 | LifeX 2065 Longevity Income ETF cheaper diff. adviser | 6% | 0.25% | Stone Ridge Asset Management LLC |
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