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 | Brighthouse/Eaton Vance Floating Rate Portfolio diff. adviser | 27% | 0.70% | Brighthouse Investment Advisers, LLC |
| 2 | MassMutual Global Credit Income Opportunities Fund · BXITX, BXIAX, BXIYX, BXICX, BXIDX, BXIEX cheaper | 23% | 0.35% | MML Investment Advisers, LLC |
| 3 | BlackRock Floating Rate Income Strategies Fund, Inc. | 23% | — | — |
| 4 | NYLI VP Floating Rate Portfolio diff. adviser | 23% | 0.64% | New York Life Investment Management LLC |
| 5 | BlackRock Floating Rate Income Trust | 23% | — | — |
| 6 | State Street(R) Blackstone Senior Loan ETF · SRLN diff. adviser | 22% | 0.70% | SSGA Funds Management, Inc. |
| 7 | JNL Multi-Manager Floating Rate Income Fund diff. adviser | 22% | 0.63% | Jackson National Asset Management, LLC |
| 8 | Eaton Vance VT Floating-Rate Income Fund diff. adviser | 22% | 0.63% | Eaton Vance Management |
| 9 | BlackRock Debt Strategies Fund, Inc. | 20% | — | — |
| 10 | iShares Floating Rate Loan Active ETF diff. adviser | 19% | 0.55% | BlackRock Fund Advisors |
| 11 | Invesco Senior Loan ETF · BKLN diff. adviser | 19% | 0.65% | Invesco Capital Management LLC |
| 12 | Eaton Vance Floating-Rate ETF | 19% | 0.60% | — |
| 13 | VIP Floating Rate High Income Portfolio · FFNMX diff. adviser | 19% | 0.73% | Fidelity Management & Research Company LLC |
| 14 | Eaton Vance Senior Income Trust | 19% | — | — |
| 15 | Senior Debt Portfolio diff. adviser | 19% | — | Boston Management and Research |
| 16 | Fidelity Floating Rate Central Fund | 19% | — | — |
| 17 | Lord Abbett Floating Rate Fund · LFRAX, LARCX, LFRFX, LFRIX, LFRRX, LRRRX, LRRKX, LRRTX, LRRVX, LFROX diff. adviser | 19% | 0.54% | Lord, Abbett & Co. LLC |
| 18 | BlackRock Floating Rate Income Portfolio diff. adviser | 18% | 0.63% | BlackRock Advisors, LLC |
| 19 | Fidelity Series Floating Rate High Income Fund · FFHCX cheaper | 18% | 0.00% | — |
| 20 | Shenkman Capital Floating Rate High Income Fund · SFHIX, SFHFX | 18% | 0.56% | — |
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