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 | Allspring Core Plus Bond Fund · STYAX, WFIPX, WIPIX, WIPDX, STYJX | 43% | 0.30% | Allspring Funds Management, LLC |
| 2 | Allspring Core Plus ETF · APLU | 41% | 0.31% | Allspring Funds Management, LLC |
| 3 | Allspring Income Plus Fund · WSIDX, WSINX, WSIAX, WSICX | 31% | 0.39% | Allspring Funds Management, LLC |
| 4 | Allspring Income Plus ETF · AINP | 29% | 0.36% | Allspring Funds Management, LLC |
| 5 | Allspring Short-Term Bond Plus Fund · SSTVX, SSHIX, WFSHX, SSTYX | 17% | 0.25% | Allspring Funds Management, LLC |
| 6 | Core Fixed Income Fund · TIIUX diff. adviser | 16% | 0.47% | CONSULTING GROUP ADVISORY SERVICES LLC |
| 7 | Allspring Managed Account CoreBuilder Shares - Series SP · APSPX | 14% | 0.00% | Allspring Funds Management, LLC |
| 8 | NYLI MacKay Total Return Bond Fund · MTMNX, MTMAX, MTMCX, MTMIX, MTRDX, MTMSX diff. adviser | 11% | 0.35% | New York Life Investment Management LLC |
| 9 | Capital Group Core Plus Income ETF · CGCP diff. adviser | 10% | 0.34% | Capital Research and Management Company |
| 10 | TCW Core Fixed Income Fund · TGCFX, TGFNX, TGCPX diff. adviser | 10% | 0.44% | TCW Investment Management Company LLC |
| 11 | Fidelity Series Sustainable Investment Grade Bond Fund · FIGDX diff. adviser | 10% | 0.00% | Fidelity Management & Research Company LLC |
| 12 | Allspring Government Securities Fund · WGSCX, WGSDX, SGVDX, SGVIX | 9% | 0.48% | Allspring Funds Management, LLC |
| 13 | ALPS | Smith Core Plus Bond ETF · SMTH diff. adviser | 9% | 0.59% | ALPS Advisors, Inc. |
| 14 | Invesco Core Plus Bond Fund · ACPSX, CPCFX, CPBRX, CPBYX, CPIIX, CPBFX diff. adviser | 9% | 0.44% | Invesco Advisers, Inc. |
| 15 | Fidelity Total Bond ETF · FBND diff. adviser | 9% | 0.36% | Fidelity Management & Research Company LLC |
| 16 | BNY Mellon Bond Fund · MPBFX, MIBDX diff. adviser | 9% | 0.58% | BNY Mellon Investment Adviser, Inc. |
| 17 | Fidelity SAI Total Bond Fund · FSMTX diff. adviser | 9% | 0.29% | Fidelity Management & Research Company LLC |
| 18 | First Trust Smith Opportunistic Fixed Income ETF · FIXD diff. adviser | 9% | 0.65% | First Trust Advisors L.P. |
| 19 | NORTH SQUARE MCKEE BOND FUND · NMKYX, NMKBX diff. adviser | 8% | 0.28% | North Square Investments, LLC |
| 20 | SIIT CORE FIXED INCOME FUND · SCOAX diff. adviser | 8% | 0.37% | SEI INVESTMENTS MANAGEMENT Corporation |
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