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 | Nuveen Green Bond Fund · TGRNX, TGRLX, TGROX, TGRMX, TGRKX | 21% | 0.45% | Teachers Advisors, LLC |
| 2 | Nuveen Core Impact Bond Fund · TSBIX, TSBPX, TSBRX, TSBBX, TSBHX | 20% | 0.35% | Teachers Advisors, LLC |
| 3 | Short-Term Bond Fund · HOSBX diff. adviser | 15% | 0.77% | Homestead Advisers Corp. |
| 4 | Short-Term Government Securities Fund · HOSGX diff. adviser | 13% | 0.75% | Homestead Advisers Corp. |
| 5 | ONEASCENT CORE PLUS BOND ETF · OACP diff. adviser | 12% | 0.74% | OneAscent Investment Solutions, LLC |
| 6 | TCW METWEST LOW DURATION BOND FUND · MWLIX, MWLDX, MWLNX diff. adviser | 11% | 0.43% | METROPOLITAN WEST ASSET MANAGEMENT, LLC |
| 7 | TCW METWEST ULTRA SHORT BOND FUND · MWUIX, MWUSX cheaper diff. adviser | 11% | 0.34% | METROPOLITAN WEST ASSET MANAGEMENT, LLC |
| 8 | VOYA U.S. BOND INDEX PORTFOLIO · ILUAX, ILBAX, ILABX, IUSBX cheaper diff. adviser | 10% | 0.15% | Voya Investments, LLC |
| 9 | New Covenant Income Fund · NCICX diff. adviser | 10% | 0.96% | SEI INVESTMENTS MANAGEMENT Corporation |
| 10 | College Retirement Equities Fund - Responsible Balanced Account · QCSCRX, QCSCPX, QCSCIX, QSCCFX diff. adviser | 9% | — | TIAA-CREF Investment Management, LLC |
| 11 | Loomis Sayles Limited Term Government and Agency Fund · NEFLX, NECLX, NELYX, LGANX, LGATX diff. adviser | 9% | 0.40% | Loomis, Sayles & Company, L.P. |
| 12 | Short-Term Government Fund · TWUSX, TWAVX, TWUOX, TWACX, TWARX, ASGHX cheaper diff. adviser | 9% | 0.34% | American Century Investment Management, Inc. |
| 13 | Invesco Core Fixed Income ETF cheaper diff. adviser | 9% | 0.26% | Invesco Capital Management LLC |
| 14 | Voya Ultra Short Income ETF | 9% | — | — |
| 15 | iShares USD Green Bond ETF · BGRN cheaper diff. adviser | 8% | 0.20% | BlackRock Fund Advisors |
| 16 | Catholic Responsible Investments Short Duration Bond Fund · CRDSX diff. adviser | 8% | 0.35% | Christian Brothers Investment Services, Inc. |
| 17 | Nuveen Short Term Bond Fund · TCTRX, TISRX, TISIX, TSTPX, TCTHX, TCTWX cheaper | 8% | 0.00% | Teachers Advisors, LLC |
| 18 | First American Multi-Manager Fixed-Income Fund · FAFIX diff. adviser | 8% | 0.52% | U.S. Bancorp Asset Management, Inc. |
| 19 | Catholic Responsible Investments Opportunistic Bond Fund · CROVX, CROSX diff. adviser | 8% | 0.41% | Christian Brothers Investment Services, Inc. |
| 20 | Intermediate Bond Fund · HOIBX diff. adviser | 8% | 0.80% | Homestead Advisers Corp. |
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