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 | Oakhurst Fixed Income Fund · OHFIX | 7% | 0.60% | Fm Investments LLC |
| 2 | ONEASCENT CORE PLUS BOND ETF · OACP diff. adviser | 5% | 0.74% | OneAscent Investment Solutions, LLC |
| 3 | US Treasury 5 Year Note ETF · UFIV cheaper | 4% | 0.15% | Fm Investments LLC |
| 4 | TCW Core Fixed Income Fund · TGCFX, TGFNX, TGCPX diff. adviser | 4% | 0.44% | TCW Investment Management Company LLC |
| 5 | NYLI MacKay Total Return Bond Fund · MTMNX, MTMAX, MTMCX, MTMIX, MTRDX, MTMSX cheaper diff. adviser | 4% | 0.35% | New York Life Investment Management LLC |
| 6 | AAM Low Duration Preferred and Income Securities ETF · PFLD diff. adviser | 4% | 0.45% | ADVISORS ASSET MANAGEMENT, INC. |
| 7 | THRIVENT GOVERNMENT BOND PORTFOLIO diff. adviser | 4% | 0.49% | Thrivent Financial for Lutherans |
| 8 | NYLI VP Bond Portfolio diff. adviser | 4% | 0.54% | New York Life Investment Management LLC |
| 9 | Nomura Global Bond Fund · IVSCX, IVSIX, IVSYX, IVSAX, IYGOX, IVBDX diff. adviser | 4% | 0.56% | Macquarie Investment Management Business Trust |
| 10 | FPA Flexible Fixed Income Fund · FPFIX, FFIAX, FFIRX diff. adviser | 4% | 0.55% | First Pacific Advisors, LP |
| 11 | Intermediate Bond Portfolio diff. adviser | 4% | 0.44% | Pacific Life Fund Advisors LLC |
| 12 | Fidelity Tactical Bond ETF · FTBD diff. adviser | 4% | 0.55% | Fidelity Management & Research Company LLC |
| 13 | FPA New Income Fund · FPNIX, FPNRX | 4% | 0.45% | — |
| 14 | FPA Short Duration Government ETF · FPAS cheaper | 4% | 0.10% | — |
| 15 | TCW Flexible Income ETF cheaper diff. adviser | 4% | 0.40% | TCW Investment Management Company LLC |
| 16 | Intermediate Bond Fund of America · AIBAX, RBOAX, RBOBX, RBOCX, RBOEX, RBOFX, IBFCX, IBFFX, CBOAX, CBOCX, CBOEX, CBOFX, IBAFX, RBOGX, REBBX, RBOHX, IFBFX, TIIBX, TIBBX, FFOOX, FIFBX cheaper diff. adviser | 4% | 0.25% | Capital Research and Management Company |
| 17 | Allspring Managed Account CoreBuilder Shares Series CP · WFCPX cheaper diff. adviser | 3% | 0.00% | Allspring Funds Management, LLC |
| 18 | College Retirement Equities Fund - Core Bond Account · QCBMRX, QCBMPX, QCBMIX, QCBMFX diff. adviser | 3% | — | TIAA-CREF Investment Management, LLC |
| 19 | NYLI VP Balanced Portfolio diff. adviser | 3% | 0.71% | New York Life Investment Management LLC |
| 20 | Boston Partners Small Cap Value Fund II · BPSIX, BPSCX diff. adviser | 3% | 1.09% | Boston Partners Global Investors, Inc. |
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