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 Floating Rate Fund · APHUX, ARTUX, APDUX | 36% | 0.92% | Artisan Partners Limited Partnership |
| 2 | BlackRock High Yield Portfolio cheaper diff. adviser | 16% | 0.48% | BlackRock Advisors, LLC |
| 3 | High Yield Bond Portfolio cheaper diff. adviser | 14% | 0.46% | Mason Street Advisors, LLC |
| 4 | Federated Hermes Institutional High Yield Bond Fund · FIHBX, FIHLX, FIHAX, FIHCX cheaper diff. adviser | 13% | 0.49% | Federated Advisory Services Company, Federated Investment Management Company |
| 5 | BlackRock High Yield V.I. Fund cheaper diff. adviser | 13% | 0.54% | BlackRock Advisors, LLC |
| 6 | High Yield Bond Core Fund diff. adviser | 13% | — | Federated Advisory Services Company, Federated Investment Management Company |
| 7 | Neuberger Berman High Income Bond Fund · NHINX, NHILX, NHIAX, NHICX, NHIRX, NRHIX, NHIEX cheaper diff. adviser | 13% | 0.09% | Neuberger Berman Investment Advisers LLC |
| 8 | Eaton Vance Income Fund of Boston · EVIBX, ECIBX, ERIBX, EIBIX, EIBRX cheaper diff. adviser | 13% | 0.62% | Boston Management and Research |
| 9 | Columbia Variable Portfolio - High Yield Bond Fund cheaper diff. adviser | 13% | 0.64% | Columbia Management Investment Advisers, LLC |
| 10 | HIGH INCOME OPPORTUNITIES PORTFOLIO diff. adviser | 12% | — | Boston Management and Research |
| 11 | Federated Hermes Sustainable High Yield Bond Fund, Inc. · FHIIX, FHICX, FHBRX, FHISX cheaper diff. adviser | 12% | 0.64% | Federated Advisory Services Company, Federated Investment Management Company |
| 12 | BlackRock High Yield Portfolio cheaper diff. adviser | 12% | 0.51% | BlackRock Advisors, LLC |
| 13 | First Trust High Yield Opportunities 2027 Term Fund | 12% | — | — |
| 14 | Eaton Vance High Yield ETF · EVHY cheaper | 12% | 0.48% | — |
| 15 | Aristotle High Yield Bond Fund · PLHIX, PLHYX, PLAHX, PLCHX cheaper diff. adviser | 12% | 0.55% | Aristotle Investment Services, LLC |
| 16 | Columbia High Yield Bond Fund · INEAX, APECX, CHBRX, RSHRX, CHYZX, CHYYX, CHYEX cheaper diff. adviser | 12% | 0.62% | Columbia Management Investment Advisers, LLC |
| 17 | Victory High Yield Fund · GUHYX, RHYCX, RHYKX, RSYYX diff. adviser | 12% | 0.78% | Victory Capital Management Inc. |
| 18 | 1290 VT High Yield Bond Portfolio diff. adviser | 12% | 0.77% | Equitable Investment Management Group, LLC |
| 19 | Columbia U.S. High Yield ETF · NJNK cheaper diff. adviser | 12% | 0.46% | Columbia Management Investment Advisers, LLC |
| 20 | Federated Hermes Opportunistic High Yield Bond Fund · FHYTX, FHTIX, FHYAX, FHYCX, FHYLX diff. adviser | 12% | 0.72% | Federated Advisory Services Company, Federated Investment Management Company |
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