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 | HUSSMAN STRATEGIC TOTAL RETURN FUND · HSTRX diff. adviser | 24% | 0.77% | Hussman Strategic Advisors, Inc. |
| 2 | The Diplomat Fund · EMWIX diff. adviser | 23% | 1.02% | Embassy Asset Management LP |
| 3 | NVIT J.P. Morgan Inflation Managed Fund cheaper diff. adviser | 14% | 0.50% | Nationwide Fund Advisors |
| 4 | Frost Low Duration Bond Fund · FILDX, FADLX cheaper diff. adviser | 11% | 0.44% | FROST INVESTMENT ADVISORS, LLC |
| 5 | FPA Short Duration Government ETF · FPAS cheaper | 11% | 0.10% | — |
| 6 | Nationwide Loomis Short Term Bond Fund · NWJSX, NWJTX, NWJUX, NWJVX cheaper diff. adviser | 9% | 0.43% | Nationwide Fund Advisors |
| 7 | FPA New Income Fund · FPNIX, FPNRX cheaper | 9% | 0.45% | — |
| 8 | FPA Flexible Fixed Income Fund · FPFIX, FFIAX, FFIRX cheaper diff. adviser | 9% | 0.55% | First Pacific Advisors, LP |
| 9 | Catholic Values Fixed Income Fund · CFVAX, CFVYX cheaper diff. adviser | 8% | 0.69% | SEI INVESTMENTS MANAGEMENT Corporation |
| 10 | SFT Core Bond Fund cheaper diff. adviser | 8% | 0.53% | Securian Asset Management, Inc. |
| 11 | T. Rowe Price Limited-Term Bond Portfolio · QAAGWX, QAAGUX cheaper diff. adviser | 8% | 0.50% | T. Rowe Price Associates, Inc. |
| 12 | Build Bond Innovation ETF · BFIX cheaper | 7% | 0.45% | — |
| 13 | Intermediate Bond Portfolio cheaper diff. adviser | 7% | 0.44% | Pacific Life Fund Advisors LLC |
| 14 | NVIT Loomis Short Term Bond Fund cheaper diff. adviser | 7% | 0.40% | Nationwide Fund Advisors |
| 15 | Payden Low Duration Fund · PYSBX, PYLDX, PYLWX cheaper diff. adviser | 7% | 0.38% | Payden & Rygel |
| 16 | ALPS | Smith Short Duration Bond Fund · SMASX, SMCMX, SMDSX, SMRSX cheaper diff. adviser | 6% | 0.49% | ALPS Advisors, Inc. |
| 17 | Loomis Sayles Income Fund · LSBDX, LSBRX, LBFAX, LSBNX cheaper diff. adviser | 6% | 0.60% | Natixis Advisors, LLC |
| 18 | Federated Hermes Short-Intermediate Government Fund · FIGKX, FIGTX, FIGIX cheaper diff. adviser | 6% | 0.60% | Federated Advisory Services Company, Federated Investment Management Company |
| 19 | MOA INTERMEDIATE BOND FUND cheaper diff. adviser | 5% | 0.47% | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| 20 | Intermediate Bond Fund · HOIBX diff. adviser | 5% | 0.80% | Homestead Advisers Corp. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.