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 | Pioneer Diversified High Income Fund, Inc. | 40% | — | — |
| 2 | Pioneer Floating Rate Fund diff. adviser | 7% | 0.78% | Amundi Asset Management US, Inc. |
| 3 | Victory Pioneer Balanced Fund · PCBCX, PCBKX, AYBLX, AOBLX diff. adviser | 7% | 0.63% | Victory Capital Management Inc. |
| 4 | Gotham Defensive Long 500 Fund · GDLFX diff. adviser | 6% | 1.35% | Gotham Asset Management, LLC |
| 5 | Victory Pioneer Multi-Asset Income Fund · PMACX, PMFKX, PMFYX, PMAIX diff. adviser | 5% | 0.55% | Victory Capital Management Inc. |
| 6 | Victory Pioneer Floating Rate Fund · FLYRX, FLARX, FLRCX, FLRKX diff. adviser | 5% | 0.78% | Victory Capital Management Inc. |
| 7 | Polen Growth Fund · POLRX, POLIX diff. adviser | 5% | 0.97% | Polen Capital Management, L.L.C. |
| 8 | Victory Pioneer High Yield Fund · TYHYX, TAHYX, PYICX diff. adviser | 4% | 0.85% | Victory Capital Management Inc. |
| 9 | Touchstone ETF Trust-Touchstone Climate Transition ETF · HEAT diff. adviser | 4% | 0.69% | Touchstone Advisors, Inc. |
| 10 | Polen U.S. SMID Company Growth Fund · PBMRX, PBMIX diff. adviser | 4% | 1.05% | Polen Capital Management, L.L.C. |
| 11 | BNY Mellon Concentrated Growth ETF · BKCG diff. adviser | 4% | 0.50% | BNY Mellon ETF Investment Adviser, LLC |
| 12 | AMG Veritas China Fund · MMCFX, MIMFX | 4% | 0.93% | AMG Funds LLC |
| 13 | BNY Mellon Core Bond ETF · BKAG cheaper diff. adviser | 4% | 0.00% | BNY Mellon ETF Investment Adviser, LLC |
| 14 | Victory Pioneer CAT Bond Fund · ACBAX, ACBKX, CBYYX diff. adviser | 4% | 1.31% | Victory Capital Management Inc. |
| 15 | Pioneer Equity Premium Income Fund · MUARX diff. adviser | 3% | 0.90% | Amundi Asset Management US, Inc. |
| 16 | Polen Focus Growth ETF | 3% | 0.49% | — |
| 17 | NYLI MacKay Utah Muni Fund · UTACX, UTAYX, UTAHX, UTAVX diff. adviser | 3% | 0.55% | New York Life Investment Management LLC |
| 18 | Princeton Adaptive Premium Fund diff. adviser | 3% | 1.58% | PRINCETON FUND ADVISORS, LLC |
| 19 | Wilmington Real Asset Fund · WMMRX, WMRIX diff. adviser | 3% | 0.75% | Wilmington Funds Management Corporation |
| 20 | NYLI MacKay Short Term Muni Fund · MYTBX, MSTAX, MSTIX, MSTEX, MSTUX cheaper diff. adviser | 3% | 0.39% | New York Life Investment Management LLC |
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