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 | CHANNEL INCOME FUND · CPSIX diff. adviser | 11% | 1.40% | Channel Investment Partners LLC |
| 2 | Virtus Seix Total Return Bond Fund · CBPSX, SAMFX, SAMZX diff. adviser | 9% | 0.31% | Virtus Investment Advisers, LLC |
| 3 | Virtus Seix Core Bond Fund · STGIX, STIGX, STGZX diff. adviser | 8% | 0.36% | Virtus Investment Advisers, LLC |
| 4 | Aristotle Core Bond Fund · PLEBX, PLEDX, PLEHX diff. adviser | 7% | 0.44% | Aristotle Investment Services, LLC |
| 5 | Victory Pioneer Strategic Income VCT Portfolio diff. adviser | 6% | 0.82% | Victory Capital Management Inc. |
| 6 | Invesco Core Plus Bond Fund · ACPSX, CPCFX, CPBRX, CPBYX, CPIIX, CPBFX diff. adviser | 5% | 0.44% | Invesco Advisers, Inc. |
| 7 | WisdomTree 7-10 Year Treasury Digital Fund · WTSTX cheaper diff. adviser | 5% | 0.05% | WisdomTree Digital Management, Inc. |
| 8 | NYLI VP Bond Portfolio diff. adviser | 4% | 0.54% | New York Life Investment Management LLC |
| 9 | Unconstrained Bond Series · EXCPX, MNCPX, MUBWX cheaper diff. adviser | 4% | 0.06% | Manning & Napier Advisors, LLC |
| 10 | Nuveen Core Impact Bond Fund · TSBIX, TSBPX, TSBRX, TSBBX, TSBHX diff. adviser | 4% | 0.35% | Teachers Advisors, LLC |
| 11 | Invesco V.I. Core Plus Bond Fund diff. adviser | 4% | 0.62% | Invesco Advisers, Inc. |
| 12 | FIS Faith Income ETF · FTHB | 4% | 0.65% | — |
| 13 | Optimum Fixed Income Fund · OAFIX, OCFIX, OIFIX diff. adviser | 4% | 0.79% | Macquarie Investment Management Business Trust |
| 14 | Federated Hermes Short-Intermediate Government Fund · FIGKX, FIGTX, FIGIX diff. adviser | 4% | 0.60% | Federated Advisory Services Company, Federated Investment Management Company |
| 15 | Invesco Core Fixed Income ETF diff. adviser | 4% | 0.26% | Invesco Capital Management LLC |
| 16 | VOYA U.S. BOND INDEX PORTFOLIO · ILUAX, ILBAX, ILABX, IUSBX diff. adviser | 3% | 0.15% | Voya Investments, LLC |
| 17 | Touchstone ETF Trust-Touchstone Strategic Income ETF · SIO diff. adviser | 3% | 0.50% | Touchstone Advisors, Inc. |
| 18 | Touchstone Strategic Trust-Touchstone Strategic Income Fund · TQPCX, TQPAX, TQPYX, TQPIX diff. adviser | 3% | 0.62% | Touchstone Advisors, Inc. |
| 19 | Thornburg Multi Sector Bond ETF · TMB diff. adviser | 3% | 0.55% | Thornburg Investment Management, Inc. |
| 20 | ONEASCENT CORE PLUS BOND ETF · OACP diff. adviser | 3% | 0.74% | OneAscent Investment Solutions, LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.