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 | Credit Suisse Strategic Income Fund · CSOAX, CSOCX, CSOIX | 49% | 0.79% | UBS Asset Management (Americas) LLC |
| 2 | BlackRock Floating Rate Income Strategies Fund, Inc. | 23% | — | — |
| 3 | BlackRock Floating Rate Income Trust | 23% | — | — |
| 4 | iShares Floating Rate Loan Active ETF cheaper diff. adviser | 23% | 0.55% | BlackRock Fund Advisors |
| 5 | Neuberger Berman Floating Rate Income Fund · NFIAX, NFICX, NFIIX cheaper diff. adviser | 23% | 0.62% | Neuberger Berman Investment Advisers LLC |
| 6 | Eaton Vance Senior Floating-Rate Trust | 22% | — | — |
| 7 | Senior Debt Portfolio diff. adviser | 22% | — | Boston Management and Research |
| 8 | Fidelity Advisor Floating Rate High Income Fund · FFRAX, FFRCX, FFRTX, FFRIX, FFRHX, FIQSX cheaper diff. adviser | 21% | 0.67% | Fidelity Management & Research Company LLC |
| 9 | Brighthouse/Eaton Vance Floating Rate Portfolio diff. adviser | 21% | 0.70% | Brighthouse Investment Advisers, LLC |
| 10 | BlackRock Floating Rate Income Portfolio cheaper diff. adviser | 21% | 0.63% | BlackRock Advisors, LLC |
| 11 | NYLI Floating Rate Fund · MXFNX, MXFAX, MXFCX, MXFIX, MXFEX, MXFMX cheaper diff. adviser | 21% | 0.64% | New York Life Investment Management LLC |
| 12 | BlackRock Debt Strategies Fund, Inc. | 20% | — | — |
| 13 | Floating-Rate Portfolio diff. adviser | 20% | — | Boston Management and Research |
| 14 | State Street(R) Blackstone Senior Loan ETF · SRLN diff. adviser | 20% | 0.70% | SSGA Funds Management, Inc. |
| 15 | THE HARTFORD FLOATING RATE FUND · HFLAX, HFLCX, HFLYX, HFLIX, HFLRX, HFLSX, HFLTX, HFLFX cheaper diff. adviser | 20% | 0.69% | Hartford Funds Management Company, LLC |
| 16 | Eaton Vance VT Floating-Rate Income Fund cheaper diff. adviser | 20% | 0.63% | Eaton Vance Management |
| 17 | Fidelity Series Floating Rate High Income Fund · FFHCX cheaper | 19% | 0.00% | — |
| 18 | Eaton Vance Floating-Rate Income Trust | 19% | — | — |
| 19 | VIP Floating Rate High Income Portfolio · FFNMX diff. adviser | 19% | 0.73% | Fidelity Management & Research Company LLC |
| 20 | Fidelity Floating Rate Central Fund | 19% | — | — |
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