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 | BlackRock Event Driven Equity Fund diff. adviser | 13% | 1.29% | BlackRock Advisors, LLC |
| 2 | Transamerica ProFund UltraBear VP cheaper diff. adviser | 13% | 0.98% | Transamerica Asset Management, Inc. |
| 3 | PanAgora Global Diversified Risk Portfolio cheaper diff. adviser | 13% | 0.97% | Brighthouse Investment Advisers, LLC |
| 4 | Artisan Floating Rate Fund · APHUX, ARTUX, APDUX cheaper | 13% | 0.92% | Artisan Partners Limited Partnership |
| 5 | Clough Hedged Equity ETF · CBLS diff. adviser | 12% | 1.89% | Clough Capital Partners, LP |
| 6 | BlackRock Balanced Fund, Inc. cheaper diff. adviser | 12% | 0.47% | BlackRock Advisors, LLC |
| 7 | Artisan International Value Fund · ARTKX, APHKX, APDKX cheaper | 11% | 0.97% | Artisan Partners Limited Partnership |
| 8 | BlackRock Balanced Portfolio cheaper diff. adviser | 11% | 0.49% | BlackRock Advisors, LLC |
| 9 | Artisan Focus Fund · ARTTX, APDTX, APHTX cheaper | 11% | 1.07% | Artisan Partners Limited Partnership |
| 10 | BlackRock Floating Rate Income Portfolio cheaper diff. adviser | 9% | 0.63% | BlackRock Advisors, LLC |
| 11 | iShares Mortgage-Backed Securities Active ETF cheaper | 9% | 0.25% | — |
| 12 | Artisan High Income Fund · ARTFX, APDFX, APHFX cheaper | 9% | 0.70% | Artisan Partners Limited Partnership |
| 13 | Artisan Select Equity Fund · APHNX, ARTNX, APDNX cheaper | 9% | 1.09% | Artisan Partners Limited Partnership |
| 14 | BlackRock Credit Relative Value Fund diff. adviser | 8% | 1.32% | BlackRock Advisors, LLC |
| 15 | BlackRock Dynamic High Income Portfolio cheaper diff. adviser | 8% | 0.63% | BlackRock Advisors, LLC |
| 16 | BlackRock Diversified Fixed Income Fund cheaper diff. adviser | 8% | 0.15% | BlackRock Fund Advisors |
| 17 | BlackRock Alpha Strategies Fund | 8% | — | — |
| 18 | BlackRock Emerging Markets Fund, Inc. cheaper diff. adviser | 7% | 0.82% | BlackRock Advisors, LLC |
| 19 | Nuveen Floating Rate Income Fund · NFRAX, NFFCX, NFRIX, NFRFX cheaper | 7% | 0.68% | — |
| 20 | Artisan Global Unconstrained Fund · APDPX, APHPX, APFPX | 7% | 1.54% | Artisan Partners Limited Partnership |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.