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 | Janus Henderson Absolute Return Income Opportunities Fund · JUCAX, JUCCX, JUCDX, JUCIX, JUCNX, JUCSX, JUCTX, JUCRX | 12% | 0.40% | Janus Henderson Investors US LLC |
| 2 | Fidelity Short-Term Bond Fund · FSHBX, FBNAX, FBNTX, FANCX, FBNIX, FIKTX diff. adviser | 8% | 0.25% | Fidelity Management & Research Company LLC |
| 3 | Aristotle Short Duration Income Fund · PLADX, PLCSX, PLSDX, PLDSX, PLDHX diff. adviser | 8% | 0.39% | Aristotle Investment Services, LLC |
| 4 | Victory Pioneer Short Term Income Fund · PSHYX, STABX, STIIX, STIKX diff. adviser | 7% | 0.44% | Victory Capital Management Inc. |
| 5 | Short Duration Bond Portfolio diff. adviser | 7% | 0.44% | Pacific Life Fund Advisors LLC |
| 6 | Janus Henderson Short Duration Flexible Bond Fund · JASBX, JSHAX, JSHCX, JSHIX, JSHSX, JNSTX, JSHNX | 7% | 0.40% | Janus Henderson Investors US LLC |
| 7 | ALPS | Smith Short Duration Bond Fund · SMASX, SMCMX, SMDSX, SMRSX diff. adviser | 7% | 0.49% | ALPS Advisors, Inc. |
| 8 | First Trust Enhanced Short Maturity ETF · FTSM diff. adviser | 7% | 0.29% | First Trust Advisors L.P. |
| 9 | Fidelity Series Short-Term Credit Fund · FYBTX cheaper diff. adviser | 7% | 0.00% | Fidelity Management & Research Company LLC |
| 10 | Putnam Ultra Short Duration Income Fund diff. adviser | 7% | 0.29% | Franklin Advisers, Inc. |
| 11 | JNL/T. Rowe Price Short-Term Bond Fund diff. adviser | 7% | 0.42% | Jackson National Asset Management, LLC |
| 12 | Transamerica Short-Term Bond · TSIWX, ITAAX, ITACX, TSTIX, TASTX, TAAQX, TAASX, TAAUX diff. adviser | 7% | 0.41% | Transamerica Asset Management, Inc. |
| 13 | Short-Term Bond Portfolio diff. adviser | 7% | 0.40% | Mason Street Advisors, LLC |
| 14 | Baird Short-Term Bond Fund · BSBIX, BSBSX diff. adviser | 7% | 0.30% | Robert W. Baird & Co. Incorporated |
| 15 | T. Rowe Price Short-Term Bond Fund, Inc. · PRWBX, PASHX, TBSIX, TRZOX cheaper diff. adviser | 7% | 0.00% | T. Rowe Price Associates, Inc. |
| 16 | THRIVENT SHORT-TERM BOND FUND · LBLAX, THLIX diff. adviser | 7% | 0.44% | Thrivent Asset Management, LLC |
| 17 | Short Duration Bond Fund · JSNRX, JSNAX, JSNCX, JSNIX diff. adviser | 7% | 0.26% | John Hancock Investment Management LLC |
| 18 | T. Rowe Price Limited-Term Bond Portfolio · QAAGWX, QAAGUX diff. adviser | 6% | 0.50% | T. Rowe Price Associates, Inc. |
| 19 | THRIVENT SHORT-TERM BOND PORTFOLIO diff. adviser | 6% | 0.45% | Thrivent Financial for Lutherans |
| 20 | Fidelity SAI Short-Term Bond Fund · FZOMX cheaper diff. adviser | 6% | 0.21% | Fidelity Management & Research Company LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.