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 | Artisan High Income Fund · ARTFX, APDFX, APHFX cheaper | 36% | 0.70% | Artisan Partners Limited Partnership |
| 2 | BlackRock Floating Rate Income Portfolio cheaper diff. adviser | 15% | 0.63% | BlackRock Advisors, LLC |
| 3 | First Trust Senior Floating Rate Income Fund II | 14% | — | — |
| 4 | BlackRock Event Driven Equity Fund diff. adviser | 13% | 1.29% | BlackRock Advisors, LLC |
| 5 | Transamerica ProFund UltraBear VP diff. adviser | 13% | 0.98% | Transamerica Asset Management, Inc. |
| 6 | PanAgora Global Diversified Risk Portfolio diff. adviser | 13% | 0.97% | Brighthouse Investment Advisers, LLC |
| 7 | Artisan International Explorer Fund · ARHBX, ARTBX, ARDBX | 13% | 1.22% | Artisan Partners Limited Partnership |
| 8 | Clough Hedged Equity ETF · CBLS diff. adviser | 12% | 1.89% | Clough Capital Partners, LP |
| 9 | BlackRock Balanced Fund, Inc. cheaper diff. adviser | 12% | 0.47% | BlackRock Advisors, LLC |
| 10 | BlackRock Balanced Portfolio cheaper diff. adviser | 11% | 0.49% | BlackRock Advisors, LLC |
| 11 | Artisan International Value Fund · ARTKX, APHKX, APDKX | 11% | 0.97% | Artisan Partners Limited Partnership |
| 12 | Artisan Focus Fund · ARTTX, APDTX, APHTX | 11% | 1.07% | Artisan Partners Limited Partnership |
| 13 | Nuveen Floating Rate Income Fund · NFRAX, NFFCX, NFRIX, NFRFX cheaper | 10% | 0.68% | — |
| 14 | Nuveen Credit Strategies Income Fund | 10% | — | — |
| 15 | T. Rowe Price Floating Rate Fund · PRFRX, PAFRX, TFAIX, TRIZX cheaper diff. adviser | 10% | 0.02% | T. Rowe Price Associates, Inc. |
| 16 | T. Rowe Price Institutional Floating Rate Fund · RPIFX, PFFRX, TRAZX cheaper diff. adviser | 10% | 0.02% | T. Rowe Price Associates, Inc. |
| 17 | T. Rowe Price Floating Rate ETF · TFLR cheaper diff. adviser | 10% | 0.61% | T. Rowe Price Associates, Inc. |
| 18 | Nuveen Floating Rate Income Fund | 9% | — | — |
| 19 | iShares Mortgage-Backed Securities Active ETF cheaper | 9% | 0.25% | — |
| 20 | Bank Loan Core Fund diff. adviser | 9% | — | Federated Advisory Services Company, Federated Investment Management Company |
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