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 | PIA High Yield MACS Fund · PIAMX cheaper diff. adviser | 15% | 0.18% | Pacific Income Advisers Inc |
| 2 | PIA High Yield Fund · PHYSX cheaper diff. adviser | 15% | 0.66% | Pacific Income Advisers Inc |
| 3 | BondBloxx B Rated USD High Yield Corporate Bond ETF · XB cheaper diff. adviser | 9% | 0.30% | BondBloxx Investment Management Corporation |
| 4 | Dunham Floating Rate Bond Fund · DAFRX, DCFRX, DNFRX diff. adviser | 9% | 1.09% | Dunham & Associates Investment Counsel, Inc. |
| 5 | Franklin High Yield Corporate ETF · FLHY cheaper diff. adviser | 9% | 0.40% | Franklin Advisers, Inc. |
| 6 | High Yield Fixed Income Fund · NHFIX cheaper diff. adviser | 9% | 0.61% | NORTHERN TRUST INVESTMENTS, INC. |
| 7 | Venerable High Yield Fund · VHYVX, VHYIX cheaper diff. adviser | 9% | 0.72% | Venerable Investment Advisers, LLC |
| 8 | BondBloxx USD High Yield Bond Financial & REIT Sector ETF · XHYF cheaper diff. adviser | 8% | 0.35% | BondBloxx Investment Management Corporation |
| 9 | Putnam VT High Yield Fund cheaper diff. adviser | 8% | 0.73% | Franklin Advisers, Inc. |
| 10 | RBC BlueBay Credit Opportunities Fund · RORIX, RCRSX, RCOAX cheaper | 8% | 0.49% | — |
| 11 | Fidelity Enhanced High Yield ETF · FDHY cheaper diff. adviser | 8% | 0.35% | Fidelity Management & Research Company LLC |
| 12 | Franklin High Income Fund · FHAIX, FCHIX, FVHIX, FHIRX, FHRRX, FHQRX cheaper diff. adviser | 8% | 0.51% | Franklin Advisers, Inc. |
| 13 | Empower High Yield Bond Fund · MXHYX, MXFRX cheaper diff. adviser | 8% | 0.58% | Empower Capital Management, LLC |
| 14 | Callodine Specialty Income Fund | 8% | — | — |
| 15 | Barrow Hanley Credit Opportunities Fund · BCONX cheaper diff. adviser | 8% | 0.77% | JOHCM (USA) Inc. |
| 16 | Western Asset High Income Opportunity Fund Inc. | 8% | — | — |
| 17 | State Street(R) SPDR(R) Bloomberg High Yield Bond ETF · JNK cheaper diff. adviser | 7% | 0.40% | SSGA Funds Management, Inc. |
| 18 | Putnam High Yield Fund · PHYIX, PHYBX, PHYMX cheaper diff. adviser | 7% | 0.63% | Franklin Advisers, Inc. |
| 19 | BNY Mellon High Yield ETF · BKHY cheaper diff. adviser | 7% | 0.22% | BNY Mellon ETF Investment Adviser, LLC |
| 20 | Timothy Plan High Yield Bond Fund · TPHAX, TPHCX, TPHIX diff. adviser | 7% | 0.95% | Timothy Partners Ltd. |
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