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 | TSW High Yield Bond Fund · TSWHX cheaper diff. adviser | 8% | 0.65% | JOHCM (USA) Inc. |
| 2 | Nuveen ESG High Yield Corporate Bond ETF · NUHY cheaper diff. adviser | 8% | 0.30% | Nuveen Fund Advisors, LLC |
| 3 | State Street(R) My2029 High Yield Corporate Bond ETF · MYHC cheaper | 7% | 0.39% | — |
| 4 | PIA High Yield MACS Fund · PIAMX cheaper diff. adviser | 7% | 0.18% | Pacific Income Advisers Inc |
| 5 | PIA High Yield Fund · PHYSX cheaper diff. adviser | 7% | 0.66% | Pacific Income Advisers Inc |
| 6 | Nomura VIP High Income Series cheaper diff. adviser | 6% | 0.72% | Macquarie Investment Management Business Trust |
| 7 | Nomura High Income Fund · WHIAX, WRHIX, WHIYX, IVHIX, IYHIX, IHIFX cheaper diff. adviser | 5% | 0.54% | Macquarie Investment Management Business Trust |
| 8 | Global Atlantic BlackRock High Yield Portfolio cheaper diff. adviser | 5% | 0.63% | Global Atlantic Investment Advisors, LLC |
| 9 | Invesco BulletShares 2032 High Yield Corporate Bond ETF cheaper diff. adviser | 5% | 0.42% | Invesco Capital Management LLC |
| 10 | Fidelity Enhanced High Yield ETF · FDHY cheaper diff. adviser | 5% | 0.35% | Fidelity Management & Research Company LLC |
| 11 | Columbia U.S. High Yield ETF · NJNK cheaper diff. adviser | 5% | 0.46% | Columbia Management Investment Advisers, LLC |
| 12 | Lazard US High Yield Portfolio · LZHOX, LZHYX, RLCIX cheaper diff. adviser | 5% | 0.57% | Lazard Asset Management LLC |
| 13 | JPMorgan Active High Yield ETF · JPHY cheaper | 5% | 0.45% | — |
| 14 | Buffalo High Yield Fund · BUFHX, BUIHX diff. adviser | 5% | 0.87% | Kornitzer Capital Management, Inc. |
| 15 | Dunham Floating Rate Bond Fund · DAFRX, DCFRX, DNFRX diff. adviser | 5% | 1.09% | Dunham & Associates Investment Counsel, Inc. |
| 16 | High Yield Bond Core Fund diff. adviser | 5% | — | Federated Advisory Services Company, Federated Investment Management Company |
| 17 | Virtus Newfleet High Yield MACS · VMAHX cheaper diff. adviser | 4% | 0.00% | Virtus Investment Advisers, LLC |
| 18 | T. Rowe Price High Yield Fund, Inc. · PRHYX, PAHIX, PRHIX, TRKZX cheaper diff. adviser | 4% | 0.00% | T. Rowe Price Associates, Inc. |
| 19 | Federated Hermes Institutional High Yield Bond Fund · FIHBX, FIHLX, FIHAX, FIHCX cheaper diff. adviser | 4% | 0.49% | Federated Advisory Services Company, Federated Investment Management Company |
| 20 | T. Rowe Price Institutional High Yield Fund · TRHYX cheaper diff. adviser | 4% | 0.00% | T. Rowe Price Associates, Inc. |
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