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 | Polen High Income ETF cheaper | 63% | 0.56% | Polen Capital Credit, LLC |
| 2 | Polen Credit Opportunities Fund | 36% | — | — |
| 3 | Polen Floating Rate Income ETF cheaper | 35% | 0.49% | Polen Capital Credit, LLC |
| 4 | Multi-Manager High Yield Opportunity Fund · NMHYX cheaper diff. adviser | 17% | 0.69% | NORTHERN TRUST INVESTMENTS, INC. |
| 5 | Nomura High Income Fund · WHIAX, WRHIX, WHIYX, IVHIX, IYHIX, IHIFX cheaper diff. adviser | 11% | 0.54% | Macquarie Investment Management Business Trust |
| 6 | ProShares High Yield-Interest Rate Hedged · HYHG cheaper diff. adviser | 11% | 0.50% | PROSHARE ADVISORS LLC |
| 7 | LVIP Nomura High Yield Fund cheaper diff. adviser | 11% | 0.74% | Lincoln Financial Investments Corporation |
| 8 | Nomura VIP Fund for Income Series cheaper diff. adviser | 10% | 0.75% | Macquarie Investment Management Business Trust |
| 9 | Federated Hermes High Income Bond Fund II diff. adviser | 10% | 0.83% | Federated Advisory Services Company, Federated Investment Management Company |
| 10 | Franklin Templeton SMACS Series I cheaper diff. adviser | 10% | 0.00% | Franklin Advisers, Inc. |
| 11 | Columbia U.S. High Yield ETF · NJNK cheaper diff. adviser | 10% | 0.46% | Columbia Management Investment Advisers, LLC |
| 12 | Neuberger High Yield Strategies Fund Inc. | 10% | — | — |
| 13 | Diversified Income Fund · PGDIX, PGBAX, PGDCX, PGBLX cheaper diff. adviser | 9% | 0.73% | Principal Global Investors, LLC |
| 14 | Columbia High Yield Bond Fund · INEAX, APECX, CHBRX, RSHRX, CHYZX, CHYYX, CHYEX cheaper diff. adviser | 9% | 0.62% | Columbia Management Investment Advisers, LLC |
| 15 | Aristotle High Yield Bond Fund · PLHIX, PLHYX, PLAHX, PLCHX cheaper diff. adviser | 9% | 0.55% | Aristotle Investment Services, LLC |
| 16 | Columbia Variable Portfolio - High Yield Bond Fund cheaper diff. adviser | 9% | 0.64% | Columbia Management Investment Advisers, LLC |
| 17 | BondBloxx CCC Rated USD High Yield Corporate Bond ETF · XCCC cheaper diff. adviser | 9% | 0.40% | BondBloxx Investment Management Corporation |
| 18 | High Yield Portfolio · MSYIX, MSYPX, MSYLX, MSHYX, MSHDX, MRHYX cheaper diff. adviser | 9% | 0.00% | Morgan Stanley Investment Management Inc. |
| 19 | Neuberger Berman High Income Bond Fund · NHINX, NHILX, NHIAX, NHICX, NHIRX, NRHIX, NHIEX cheaper diff. adviser | 9% | 0.09% | Neuberger Berman Investment Advisers LLC |
| 20 | High Yield Bond Portfolio cheaper diff. adviser | 9% | 0.43% | Pacific Life Fund Advisors LLC |
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