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 | Doubleline Shiller Enhanced International CAPE · DSEUX, DLEUX diff. adviser | 4% | 0.67% | DoubleLine Capital LP |
| 2 | Invesco AAA CLO Floating Rate Note ETF diff. adviser | 4% | 0.19% | Invesco Capital Management LLC |
| 3 | iShares AAA CLO Active ETF diff. adviser | 3% | 0.20% | BlackRock Fund Advisors |
| 4 | PGIM AAA CLO ETF · PAAA diff. adviser | 3% | 0.19% | PGIM INVESTMENTS LLC |
| 5 | Hartford AAA CLO ETF · TRPA diff. adviser | 3% | 0.24% | Hartford Funds Management Company, LLC |
| 6 | Columbia AAA CLO ETF · AAAC | 3% | 0.20% | — |
| 7 | Fidelity AAA CLO ETF · FAAA cheaper | 2% | 0.00% | — |
| 8 | Janus Henderson AAA CLO ETF · JAAA diff. adviser | 2% | 0.20% | Janus Henderson Investors US LLC |
| 9 | Eldridge AAA CLO ETF · CLOX | 2% | 0.20% | — |
| 10 | JNL/DoubleLine Shiller Enhanced CAPE Fund diff. adviser | 2% | 0.68% | Jackson National Asset Management, LLC |
| 11 | Doubleline Shiller Enhanced CAPE · DSEEX, DSENX, DDCPX diff. adviser | 2% | 0.50% | Doubleline Alternatives LP |
| 12 | TCW AAA CLO ETF diff. adviser | 2% | 0.20% | TCW Investment Management Company LLC |
| 13 | Goldman Sachs Enhanced Income Fund · GEIIX, GEADX, GEIAX, GHIRX, GEIUX, GAEPX, GESVX diff. adviser | 1% | 0.35% | Goldman Sachs Asset Management, L.P. |
| 14 | Medalist Partners Short Duration Fund · SEMIX, SEMRX diff. adviser | 1% | 0.61% | Medalist Partners LP |
| 15 | DoubleLine Low Duration Bond Fund · DBLSX, DLSNX, DDLDX diff. adviser | 1% | 0.39% | DoubleLine Capital LP |
| 16 | VanEck CLO ETF · CLOI diff. adviser | 1% | 0.36% | Van Eck Associates Corporation |
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