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 | Neuberger Berman Floating Rate Income Fund · NFIAX, NFICX, NFIIX cheaper diff. adviser | 21% | 0.62% | Neuberger Berman Investment Advisers LLC |
| 2 | Lord Abbett Floating Rate Fund · LFRAX, LARCX, LFRFX, LFRIX, LFRRX, LRRRX, LRRKX, LRRTX, LRRVX, LFROX cheaper diff. adviser | 21% | 0.54% | Lord, Abbett & Co. LLC |
| 3 | Virtus Newfleet Senior Floating Rate Fund · PSFRX, PFSRX, PSFIX, VRSFX cheaper | 18% | 0.60% | — |
| 4 | NYLI Floating Rate Fund · MXFNX, MXFAX, MXFCX, MXFIX, MXFEX, MXFMX cheaper diff. adviser | 17% | 0.64% | New York Life Investment Management LLC |
| 5 | THE HARTFORD FLOATING RATE FUND · HFLAX, HFLCX, HFLYX, HFLIX, HFLRX, HFLSX, HFLTX, HFLFX cheaper diff. adviser | 17% | 0.69% | Hartford Funds Management Company, LLC |
| 6 | Shenkman Capital Floating Rate High Income Fund · SFHIX, SFHFX cheaper | 17% | 0.56% | — |
| 7 | VIP Floating Rate High Income Portfolio · FFNMX cheaper diff. adviser | 16% | 0.73% | Fidelity Management & Research Company LLC |
| 8 | Fidelity Floating Rate Central Fund | 16% | — | — |
| 9 | American Beacon DoubleLine Floating Rate Income Fund · SOUAX, SOUCX, SPFLX, SPFPX, SPFYX diff. adviser | 16% | 0.74% | American Beacon Advisors, Inc. |
| 10 | Fidelity Series Floating Rate High Income Fund · FFHCX cheaper | 16% | 0.00% | — |
| 11 | State Street(R) Blackstone Senior Loan ETF · SRLN cheaper diff. adviser | 16% | 0.70% | SSGA Funds Management, Inc. |
| 12 | Fidelity Advisor Floating Rate High Income Fund · FFRAX, FFRCX, FFRTX, FFRIX, FFRHX, FIQSX cheaper diff. adviser | 16% | 0.67% | Fidelity Management & Research Company LLC |
| 13 | Goldman Sachs High Yield Floating Rate Fund · GFRAX, GFRCX, GSFRX, GFRIX, GFRRX, GFRSX, GGNPX cheaper diff. adviser | 16% | 0.72% | Goldman Sachs Asset Management, L.P. |
| 14 | JNL Multi-Manager Floating Rate Income Fund cheaper diff. adviser | 16% | 0.63% | Jackson National Asset Management, LLC |
| 15 | NYLI VP Floating Rate Portfolio cheaper diff. adviser | 15% | 0.64% | New York Life Investment Management LLC |
| 16 | PIMCO Senior Loan Active Exchange-Traded Fund cheaper diff. adviser | 15% | 0.63% | Pacific Investment Management Company LLC |
| 17 | Franklin Senior Loan ETF · FLBL cheaper diff. adviser | 15% | 0.45% | Franklin Advisers, Inc. |
| 18 | T. Rowe Price Institutional Floating Rate Fund · RPIFX, PFFRX, TRAZX cheaper diff. adviser | 15% | 0.02% | T. Rowe Price Associates, Inc. |
| 19 | Eaton Vance Senior Income Trust | 15% | — | — |
| 20 | T. Rowe Price Floating Rate Fund · PRFRX, PAFRX, TFAIX, TRIZX cheaper diff. adviser | 15% | 0.02% | T. Rowe Price Associates, Inc. |
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