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 | HIGH INCOME OPPORTUNITIES PORTFOLIO | 83% | — | Boston Management and Research |
| 2 | Calvert High Yield Bond Fund · CYBAX, CHBCX, CYBIX, CYBRX diff. adviser | 57% | 0.71% | Calvert Research and Management |
| 3 | Eaton Vance High Yield ETF · EVHY cheaper | 57% | 0.48% | — |
| 4 | Multi-Manager High Yield Bond Fund · MMHGX cheaper diff. adviser | 43% | 0.44% | Goldman Sachs Asset Management, L.P. |
| 5 | Eaton Vance Multi-Asset Credit Fund · EAAMX, EIAMX, ECAMX diff. adviser | 34% | 0.67% | Eaton Vance Management |
| 6 | Eaton Vance Short Duration High Income Fund · ESHAX, ESHIX diff. adviser | 33% | 0.65% | Eaton Vance Management |
| 7 | High Yield Portfolio · MSYIX, MSYPX, MSYLX, MSHYX, MSHDX, MRHYX cheaper diff. adviser | 26% | 0.00% | Morgan Stanley Investment Management Inc. |
| 8 | Eaton Vance Ltd Duration Income Fund | 25% | — | — |
| 9 | Pacer Trendpilot US Bond ETF · PTBD cheaper diff. adviser | 25% | 0.60% | Pacer Advisors, Inc. |
| 10 | Columbia Variable Portfolio - High Yield Bond Fund diff. adviser | 25% | 0.64% | Columbia Management Investment Advisers, LLC |
| 11 | Columbia High Yield Bond Fund · INEAX, APECX, CHBRX, RSHRX, CHYZX, CHYYX, CHYEX diff. adviser | 25% | 0.62% | Columbia Management Investment Advisers, LLC |
| 12 | Xtrackers USD High Yield Corporate Bond ETF · HYLB cheaper diff. adviser | 24% | 0.05% | DBX Advisors LLC |
| 13 | Nuveen High Yield Corporate Bond ETF cheaper | 24% | 0.08% | — |
| 14 | Columbia U.S. High Yield ETF · NJNK cheaper diff. adviser | 24% | 0.46% | Columbia Management Investment Advisers, LLC |
| 15 | High Yield Bond Portfolio cheaper diff. adviser | 23% | 0.46% | Mason Street Advisors, LLC |
| 16 | State Street(R) SPDR(R) Bloomberg High Yield Bond ETF · JNK cheaper diff. adviser | 23% | 0.40% | SSGA Funds Management, Inc. |
| 17 | BlackRock High Yield V.I. Fund cheaper diff. adviser | 23% | 0.54% | BlackRock Advisors, LLC |
| 18 | JPMorgan BetaBuilders USD High Yield Corporate Bond ETF · BBHY cheaper diff. adviser | 23% | 0.07% | J.P. Morgan Investment Management, Inc. |
| 19 | Xtrackers USD High Yield BB-B ex Financials ETF · BHYB cheaper diff. adviser | 23% | 0.20% | DBX Advisors LLC |
| 20 | Columbia Income Opportunities Fund · AIOAX, RIOCX, CIOYX, CIOZX, CEPRX, CIODX cheaper diff. adviser | 23% | 0.59% | Columbia Management Investment Advisers, LLC |
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