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 | Aristotle Floating Rate Income Fund · PLFLX, PLFDX, PLFRX, PLBCX | 23% | 0.72% | Aristotle Investment Services, LLC |
| 2 | Floating Rate Income Portfolio | 19% | 0.72% | Pacific Life Fund Advisors LLC |
| 3 | Invesco Senior Loan ETF · BKLN | 15% | 0.65% | Invesco Capital Management LLC |
| 4 | Aristotle High Yield Bond Fund · PLHIX, PLHYX, PLAHX, PLCHX | 13% | 0.55% | Aristotle Investment Services, LLC |
| 5 | Pacer Aristotle Pacific Floating Rate High Income ETF · FLRT | 12% | 0.60% | Pacer Advisors, Inc. |
| 6 | BlackRock Floating Rate Income Strategies Fund, Inc. | 11% | — | — |
| 7 | Franklin Senior Loan ETF · FLBL | 11% | 0.45% | Franklin Advisers, Inc. |
| 8 | Virtus Newfleet Senior Floating Rate Fund · PSFRX, PFSRX, PSFIX, VRSFX | 11% | 0.60% | — |
| 9 | BlackRock Floating Rate Income Trust | 10% | — | — |
| 10 | Aristotle Strategic Income Fund · PLCNX, PLSRX, PLSTX, PLSFX, PLSHX | 10% | 0.59% | Aristotle Investment Services, LLC |
| 11 | First Trust Senior Floating Rate Income Fund II | 10% | — | — |
| 12 | Virtus Newfleet Floating Rate MACS · VMAFX | 10% | 0.00% | Virtus Investment Advisers, LLC |
| 13 | Brighthouse/Eaton Vance Floating Rate Portfolio | 10% | 0.70% | Brighthouse Investment Advisers, LLC |
| 14 | Aristotle Core Income Fund · PLIAX, PLNCX, PLIIX, PLIDX, PLIHX | 9% | 0.45% | Aristotle Investment Services, LLC |
| 15 | BlackRock Floating Rate Income Portfolio | 9% | 0.63% | BlackRock Advisors, LLC |
| 16 | Eaton Vance VT Floating-Rate Income Fund | 9% | 0.63% | Eaton Vance Management |
| 17 | BlackRock Debt Strategies Fund, Inc. | 9% | — | — |
| 18 | Goldman Sachs High Yield Floating Rate Fund · GFRAX, GFRCX, GSFRX, GFRIX, GFRRX, GFRSX, GGNPX | 9% | 0.72% | Goldman Sachs Asset Management, L.P. |
| 19 | iShares Floating Rate Loan Active ETF | 9% | 0.55% | BlackRock Fund Advisors |
| 20 | State Street(R) Blackstone Senior Loan ETF · SRLN | 8% | 0.70% | SSGA Funds Management, Inc. |
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