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 cheaper diff. adviser | 22% | 0.70% | Brighthouse Investment Advisers, LLC |
| 2 | Eaton Vance VT Floating-Rate Income Fund cheaper diff. adviser | 22% | 0.63% | Eaton Vance Management |
| 3 | Eaton Vance Senior Income Trust | 21% | — | — |
| 4 | Eaton Vance Floating-Rate Income Trust | 21% | — | — |
| 5 | Senior Debt Portfolio diff. adviser | 21% | — | Boston Management and Research |
| 6 | Eaton Vance Senior Floating-Rate Trust | 20% | — | — |
| 7 | Floating-Rate Portfolio diff. adviser | 20% | — | Boston Management and Research |
| 8 | Eaton Vance Floating-Rate ETF cheaper | 16% | 0.60% | — |
| 9 | BlackRock Floating Rate Income Strategies Fund, Inc. | 15% | — | — |
| 10 | Virtus Newfleet Floating Rate MACS · VMAFX cheaper diff. adviser | 14% | 0.00% | Virtus Investment Advisers, LLC |
| 11 | BlackRock Floating Rate Income Trust | 14% | — | — |
| 12 | T. Rowe Price Institutional Floating Rate Fund · RPIFX, PFFRX, TRAZX cheaper diff. adviser | 13% | 0.02% | T. Rowe Price Associates, Inc. |
| 13 | Franklin Senior Loan ETF · FLBL cheaper diff. adviser | 13% | 0.45% | Franklin Advisers, Inc. |
| 14 | T. Rowe Price Floating Rate Fund · PRFRX, PAFRX, TFAIX, TRIZX cheaper diff. adviser | 13% | 0.02% | T. Rowe Price Associates, Inc. |
| 15 | Invesco Senior Loan ETF · BKLN cheaper diff. adviser | 12% | 0.65% | Invesco Capital Management LLC |
| 16 | Bank Loan Core Fund diff. adviser | 12% | — | Federated Advisory Services Company, Federated Investment Management Company |
| 17 | BlackRock Floating Rate Income Portfolio cheaper diff. adviser | 12% | 0.63% | BlackRock Advisors, LLC |
| 18 | First Trust Senior Floating Rate Income Fund II | 12% | — | — |
| 19 | JPMorgan Floating Rate Income Fund · JPHAX, JPHCX, JPHSX, JPHRX cheaper diff. adviser | 12% | 0.66% | J.P. Morgan Investment Management, Inc. |
| 20 | Franklin Floating Rate Master Series · XFFLX diff. adviser | 12% | — | Franklin Advisers, Inc. |
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