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 | Guardian Short Duration Bond VIP Fund diff. adviser | 18% | 0.45% | Park Avenue Institutional Advisers LLC |
| 2 | Nomura VIP Limited-Term Bond Series diff. adviser | 14% | 0.79% | Macquarie Investment Management Business Trust |
| 3 | Nomura VIP Limited Duration Bond Series diff. adviser | 12% | 0.54% | Macquarie Investment Management Business Trust |
| 4 | Short-Term Bond Portfolio diff. adviser | 11% | 0.40% | Mason Street Advisors, LLC |
| 5 | T. Rowe Price Short Duration Income Fund · TSDLX, TSIDX diff. adviser | 10% | 0.29% | T. Rowe Price Associates, Inc. |
| 6 | Short-Term Bond Fund of America · ASBAX, ASBFX, CAAFX, CFAMX, RAMAX, RAMBX, RAMCX, RAMEX, RAMFX, ASBCX, CCAMX, CEAMX, SBFFX, RMMGX, RAAEX, RAAGX, FSBTX, TTSBX, TSTBX, FTSBX, FFTSX diff. adviser | 10% | 0.29% | Capital Research and Management Company |
| 7 | NYLI VP Bond Portfolio diff. adviser | 9% | 0.54% | New York Life Investment Management LLC |
| 8 | Nomura Limited-Term Diversified Income Fund · DTRIX, DTICX, DLTRX, DTINX, DLTZX diff. adviser | 9% | 0.30% | Macquarie Investment Management Business Trust |
| 9 | NYLI VP Balanced Portfolio diff. adviser | 7% | 0.71% | New York Life Investment Management LLC |
| 10 | Impax Core Bond Fund · PXBIX, PAXBX diff. adviser | 6% | 0.46% | Impax Asset Management LLC |
| 11 | Touchstone Variable Series Trust-Touchstone Bond Fund diff. adviser | 5% | 0.62% | Touchstone Advisors, Inc. |
| 12 | Touchstone ETF Trust-Touchstone Strategic Income ETF · SIO diff. adviser | 5% | 0.50% | Touchstone Advisors, Inc. |
| 13 | Touchstone Funds Group Trust-Touchstone Active Bond Fund · TOBAX, TODCX, TOBYX, TOBIX | 5% | 0.49% | — |
| 14 | WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund · SHAG cheaper diff. adviser | 5% | 0.12% | WisdomTree Asset Management, Inc. |
| 15 | Touchstone Strategic Trust-Touchstone Strategic Income Fund · TQPCX, TQPAX, TQPYX, TQPIX diff. adviser | 5% | 0.62% | Touchstone Advisors, Inc. |
| 16 | Short Duration Bond Portfolio diff. adviser | 5% | 0.44% | Pacific Life Fund Advisors LLC |
| 17 | Lazard US Short Duration Fixed Income Portfolio · UMNIX, UMNOX, RLSDX diff. adviser | 4% | 0.35% | Lazard Asset Management LLC |
| 18 | ALPS | Smith Short Duration Bond Fund · SMASX, SMCMX, SMDSX, SMRSX diff. adviser | 4% | 0.49% | ALPS Advisors, Inc. |
| 19 | JNL/T. Rowe Price Short-Term Bond Fund diff. adviser | 4% | 0.42% | Jackson National Asset Management, LLC |
| 20 | MFS Government Securities Portfolio diff. adviser | 4% | 0.56% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.