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 | Government Long Bond 1.2x Strategy Fund · RYGBX, RYABX, RYCGX, RYHBX diff. adviser | 96% | 1.02% | Security Investors, LLC |
| 2 | PROFUND VP U.S. GOVERNMENT PLUS diff. adviser | 46% | 1.38% | ProFund Advisors LLC |
| 3 | Government Long Bond 1.2x Strategy Fund diff. adviser | 36% | 1.40% | Security Investors, LLC |
| 4 | Global X Treasury Bond Enhanced Income ETF · TLTX diff. adviser | 6% | 0.29% | Global X Management Company LLC |
| 5 | CTIVP - TCW Core Plus Bond Fund diff. adviser | 4% | 0.49% | Columbia Management Investment Advisers, LLC |
| 6 | John Hancock Core Plus Bond ETF · JHCP diff. adviser | 4% | 0.36% | John Hancock Investment Management LLC |
| 7 | SIIT LONG DURATION FUND · LDRAX diff. adviser | 4% | 0.39% | SEI INVESTMENTS MANAGEMENT Corporation |
| 8 | Carillon Reams Core Plus Bond Fund · SCPDX, SCPEX, SCPZX, SCPWX cheaper diff. adviser | 4% | 0.06% | Carillon Tower Advisers, Inc. |
| 9 | SFT Core Bond Fund diff. adviser | 3% | 0.53% | Securian Asset Management, Inc. |
| 10 | Carillon Reams Core Bond Fund · CRCBX, CRCDX, SCCIX, CRCUX diff. adviser | 3% | 0.35% | Carillon Tower Advisers, Inc. |
| 11 | JOHNSON INSTITUTIONAL CORE BOND FUND · JIBFX, JIMFX diff. adviser | 3% | 0.25% | Johnson Investment Counsel, Inc. |
| 12 | Catholic Values Fixed Income Fund · CFVAX, CFVYX diff. adviser | 3% | 0.69% | SEI INVESTMENTS MANAGEMENT Corporation |
| 13 | TCW Core Fixed Income Portfolio diff. adviser | 3% | 0.47% | Brighthouse Investment Advisers, LLC |
| 14 | Fidelity Advisor Multi-Asset Income Fund · FWATX, FAZYX, FWBTX, FAYZX, FMSDX, FIWBX diff. adviser | 3% | 0.76% | Fidelity Management & Research Company LLC |
| 15 | TCW METWEST TOTAL RETURN BOND FUND · MWTIX, MWTRX, MWTNX, MWTSX, MWTTX diff. adviser | 3% | 0.37% | METROPOLITAN WEST ASSET MANAGEMENT, LLC |
| 16 | WisdomTree Long-Term Treasury Digital Fund · WTLGX cheaper diff. adviser | 2% | 0.05% | WisdomTree Digital Management, Inc. |
| 17 | SIIT CORE FIXED INCOME FUND · SCOAX diff. adviser | 2% | 0.37% | SEI INVESTMENTS MANAGEMENT Corporation |
| 18 | Victory Pioneer Bond VCT Portfolio diff. adviser | 2% | 0.53% | Victory Capital Management Inc. |
| 19 | Payden Core Bond Fund · PYCBX, PYCWX, PYCSX diff. adviser | 1% | 0.44% | Payden & Rygel |
| 20 | PIMCO ESG Income Fund · PEGBX, PEGAX, PEGIX, PEGPX, PEGQX diff. adviser | 1% | 1.00% | Pacific Investment Management Company LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.