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 | High-Yield Fund · ABHIX, AHYVX, ACYIX, AHDCX, AHYRX, AHYDX, AHYHX, AHYLX cheaper diff. adviser | 8% | 0.45% | American Century Investment Management, Inc. |
| 2 | American High Income Trust cheaper diff. adviser | 7% | 0.33% | Capital Research and Management Company |
| 3 | Voya Short Duration High Income Fund · VVJCX, VVJDX, VVJBX, VVJGX, VVJWX cheaper diff. adviser | 7% | 0.56% | Voya Investments, LLC |
| 4 | American High Income Trust · AHITX, RITAX, RITBX, RITCX, RITEX, RITFX, AHTCX, AHTFX, CITAX, CITCX, CITEX, CITFX, AHIFX, RITGX, RTEHX, RITHX, HIGFX, TAIHX, TAHIX, FTAHX, FAHHX cheaper diff. adviser | 7% | 0.36% | Capital Research and Management Company |
| 5 | BondBloxx USD High Yield Bond Telecom, Media & Technology Sector ETF · XHYT cheaper diff. adviser | 7% | 0.35% | BondBloxx Investment Management Corporation |
| 6 | State Street(R) My2029 High Yield Corporate Bond ETF · MYHC cheaper | 6% | 0.39% | — |
| 7 | Greenspring Income Opportunities Fund · GRIOX diff. adviser | 6% | 0.85% | Corbyn Investment Management |
| 8 | ProShares High Yield-Interest Rate Hedged · HYHG cheaper diff. adviser | 6% | 0.50% | PROSHARE ADVISORS LLC |
| 9 | Systematic High Yield Bond Series · MSYZX, MSHIX, MSYSX, MSHWX cheaper diff. adviser | 6% | 0.11% | Manning & Napier Advisors, LLC |
| 10 | BondBloxx B Rated USD High Yield Corporate Bond ETF · XB cheaper diff. adviser | 6% | 0.30% | BondBloxx Investment Management Corporation |
| 11 | Invesco BulletShares 2026 High Yield Corporate Bond ETF · BSJQ cheaper diff. adviser | 6% | 0.43% | Invesco Capital Management LLC |
| 12 | Destra Multi-Alternative Fund | 5% | — | — |
| 13 | Arca US Treasury Fund | 5% | — | — |
| 14 | Upright Growth Fund · UPUPX diff. adviser | 5% | 2.45% | Upright Financial Corporation |
| 15 | Upright Assets Allocation Plus Fund diff. adviser | 5% | 2.49% | Upright Financial Corporation |
| 16 | Upright Growth and Income Fund diff. adviser | 5% | 2.53% | Upright Financial Corporation |
| 17 | Camelot Event Driven Fund diff. adviser | 5% | 1.74% | Camelot Event-Driven Advisors, LLC |
| 18 | Towpath Focus Fund · TOWFX diff. adviser | 5% | 0.93% | Oelschlager Investments, LLC |
| 19 | Towpath Technology Fund · TOWTX diff. adviser | 5% | 1.12% | Oelschlager Investments, LLC |
| 20 | Xtrackers Short Duration High Yield Bond ETF · SHYL cheaper diff. adviser | 5% | 0.20% | DBX Advisors LLC |
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