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 | Old Westbury Fixed Income Fund · OWFIX diff. adviser | 6% | 0.57% | Bessemer Investment Management LLC |
| 2 | NYLI MacKay Strategic Bond Fund · MASAX, MSICX, MSDIX, MSYDX, MSYEX diff. adviser | 6% | 0.62% | New York Life Investment Management LLC |
| 3 | NYLI MacKay Total Return Bond Fund · MTMNX, MTMAX, MTMCX, MTMIX, MTRDX, MTMSX cheaper diff. adviser | 6% | 0.35% | New York Life Investment Management LLC |
| 4 | Carillon Reams Unconstrained Bond Fund · SUBDX, SUBEX, SUBFX, SUBTX diff. adviser | 6% | 0.50% | Carillon Tower Advisers, Inc. |
| 5 | Hartford Dynamic Bond Fund · HDBFX, HDBYX, HDBSX, HDBAX, HDBIX, HDBCX, HDBRX diff. adviser | 6% | 0.58% | Hartford Funds Management Company, LLC |
| 6 | Hartford Dynamic Bond ETF · DYNB | 6% | 0.60% | — |
| 7 | iShares iBonds Dec 2032 Term Treasury ETF · IBTM cheaper diff. adviser | 5% | 0.07% | BlackRock Fund Advisors |
| 8 | Empower U.S. Government Securities Fund · MXGMX, MXDQX cheaper diff. adviser | 5% | 0.24% | Empower Capital Management, LLC |
| 9 | PIMCO Short Term Municipal Bond Active Exchange-Traded Fund · SMMU cheaper diff. adviser | 3% | 0.35% | Pacific Investment Management Company LLC |
| 10 | SBH COLORADO TAX FREE FUND · WTCOX, WICOX | 3% | 0.50% | SEGALL BRYANT AND HAMILL LLC |
| 11 | First Trust Smith Opportunistic Fixed Income ETF · FIXD diff. adviser | 3% | 0.65% | First Trust Advisors L.P. |
| 12 | NYLI MacKay Core Plus Bond ETF · CPLB cheaper diff. adviser | 3% | 0.30% | New York Life Investment Management LLC |
| 13 | PGIM Ultra Short Municipal Bond ETF · PUSH cheaper diff. adviser | 3% | 0.15% | PGIM INVESTMENTS LLC |
| 14 | Neuberger Berman Municipal High Income Fund · NMHAX, NMHCX, NMHIX diff. adviser | 3% | 0.50% | Neuberger Berman Investment Advisers LLC |
| 15 | SHORT DURATION MUNICIPAL FUND · SUMAX, SHYMX diff. adviser | 2% | 0.57% | SEI INVESTMENTS MANAGEMENT Corporation |
| 16 | Fidelity Investment Grade Bond ETF · FIGB cheaper diff. adviser | 2% | 0.36% | Fidelity Management & Research Company LLC |
| 17 | PIMCO Municipal Income Opportunities Active Exchange-Traded Fund · MINO cheaper diff. adviser | 2% | 0.39% | Pacific Investment Management Company LLC |
| 18 | Federated Hermes Total Return Bond ETF · FTRB cheaper diff. adviser | 2% | 0.39% | Federated Advisory Services Company, Federated Investment Management Company |
| 19 | Empower Core Strategies: Flexible Bond Fund · MXEDX, MXEWX cheaper diff. adviser | 2% | 0.45% | Empower Capital Management, LLC |
| 20 | PGIM Short Duration Muni Fund · PDSAX, PDSCX, PDSZX, PDSQX cheaper diff. adviser | 2% | 0.29% | PGIM INVESTMENTS LLC |
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