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 | Senior Debt Portfolio diff. adviser | 18% | — | Boston Management and Research |
| 2 | DoubleLine Floating Rate Fund · DBFRX, DLFRX diff. adviser | 18% | 0.80% | DoubleLine Capital LP |
| 3 | State Street(R) SPDR(R) S&P(R) Leveraged Loan ETF · LVLN cheaper diff. adviser | 18% | 0.40% | SSGA Funds Management, Inc. |
| 4 | Eaton Vance VT Floating-Rate Income Fund diff. adviser | 18% | 0.63% | Eaton Vance Management |
| 5 | BlackRock Floating Rate Income Strategies Fund, Inc. | 17% | — | — |
| 6 | Floating-Rate Portfolio diff. adviser | 17% | — | Boston Management and Research |
| 7 | BlackRock Floating Rate Income Trust | 17% | — | — |
| 8 | Brighthouse/Eaton Vance Floating Rate Portfolio diff. adviser | 17% | 0.70% | Brighthouse Investment Advisers, LLC |
| 9 | THE HARTFORD FLOATING RATE FUND · HFLAX, HFLCX, HFLYX, HFLIX, HFLRX, HFLSX, HFLTX, HFLFX diff. adviser | 17% | 0.69% | Hartford Funds Management Company, LLC |
| 10 | iShares Floating Rate Loan Active ETF cheaper diff. adviser | 17% | 0.55% | BlackRock Fund Advisors |
| 11 | Eaton Vance Senior Floating-Rate Trust | 16% | — | — |
| 12 | Virtus Newfleet Senior Floating Rate Fund · PSFRX, PFSRX, PSFIX, VRSFX | 16% | 0.60% | — |
| 13 | BlackRock Floating Rate Income Portfolio diff. adviser | 16% | 0.63% | BlackRock Advisors, LLC |
| 14 | American Beacon DoubleLine Floating Rate Income Fund · SOUAX, SOUCX, SPFLX, SPFPX, SPFYX diff. adviser | 16% | 0.74% | American Beacon Advisors, Inc. |
| 15 | Eaton Vance Floating-Rate ETF | 16% | 0.60% | — |
| 16 | Bank Loan Core Fund diff. adviser | 16% | — | Federated Advisory Services Company, Federated Investment Management Company |
| 17 | Neuberger Berman Floating Rate Income Fund · NFIAX, NFICX, NFIIX diff. adviser | 16% | 0.62% | Neuberger Berman Investment Advisers LLC |
| 18 | Eaton Vance Floating-Rate Income Trust | 16% | — | — |
| 19 | Payden Floating Rate Fund · PYFRX, PYFIX, PYBLX diff. adviser | 16% | 0.61% | Payden & Rygel |
| 20 | Fidelity Advisor Floating Rate High Income Fund · FFRAX, FFRCX, FFRTX, FFRIX, FFRHX, FIQSX diff. adviser | 16% | 0.67% | Fidelity Management & Research Company LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.