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 | NYLI VP Floating Rate Portfolio cheaper | 20% | 0.64% | New York Life Investment Management LLC |
| 2 | State Street(R) Blackstone Senior Loan ETF · SRLN cheaper | 20% | 0.70% | SSGA Funds Management, Inc. |
| 3 | Shenkman Capital Floating Rate High Income Fund · SFHIX, SFHFX cheaper | 20% | 0.56% | — |
| 4 | Eaton Vance Floating-Rate ETF cheaper | 19% | 0.60% | — |
| 5 | Franklin Floating Rate Daily Access Fund · FAFRX, FCFRX, FDAAX, FFRDX cheaper | 19% | 0.62% | Franklin Advisers, Inc. |
| 6 | Invesco Senior Loan ETF · BKLN cheaper | 19% | 0.65% | Invesco Capital Management LLC |
| 7 | JNL Multi-Manager Floating Rate Income Fund cheaper | 19% | 0.63% | Jackson National Asset Management, LLC |
| 8 | Franklin Floating Rate Master Series · XFFLX | 19% | — | Franklin Advisers, Inc. |
| 9 | BlackRock Floating Rate Income Trust | 19% | — | — |
| 10 | Franklin Senior Loan ETF · FLBL cheaper | 18% | 0.45% | Franklin Advisers, Inc. |
| 11 | Lord Abbett Floating Rate Fund · LFRAX, LARCX, LFRFX, LFRIX, LFRRX, LRRRX, LRRKX, LRRTX, LRRVX, LFROX cheaper | 18% | 0.54% | Lord, Abbett & Co. LLC |
| 12 | Bank Loan Core Fund | 18% | — | Federated Advisory Services Company, Federated Investment Management Company |
| 13 | BlackRock Floating Rate Income Strategies Fund, Inc. | 18% | — | — |
| 14 | BlackRock Debt Strategies Fund, Inc. | 17% | — | — |
| 15 | State Street(R) SPDR(R) S&P(R) Leveraged Loan ETF · LVLN cheaper | 16% | 0.40% | SSGA Funds Management, Inc. |
| 16 | First Trust Senior Floating Rate Income Fund II | 16% | — | — |
| 17 | Eaton Vance VT Floating-Rate Income Fund cheaper | 16% | 0.63% | Eaton Vance Management |
| 18 | Floating Rate Income Fund · JFIAX, JFIGX, JFIHX, JFIIX, JFIDX, JFIRX cheaper | 16% | 0.67% | — |
| 19 | Brighthouse/Eaton Vance Floating Rate Portfolio cheaper | 16% | 0.70% | Brighthouse Investment Advisers, LLC |
| 20 | PIMCO Senior Loan Active Exchange-Traded Fund cheaper | 16% | 0.63% | Pacific Investment Management Company LLC |
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