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 | Frost Total Return Bond Fund · FAJEX, FIJEX, FATRX cheaper | 13% | 0.46% | FROST INVESTMENT ADVISORS, LLC |
| 2 | Angel Oak High Yield Opportunities ETF · AOHY cheaper diff. adviser | 2% | 0.56% | Angel Oak Capital Advisors, LLC |
| 3 | SA PineBridge High-Yield Bond Portfolio diff. adviser | 2% | 0.72% | SunAmerica Asset Management, LLC |
| 4 | TCW METWEST HIGH YIELD BOND FUND · MWHIX, MWHYX cheaper diff. adviser | 2% | 0.60% | METROPOLITAN WEST ASSET MANAGEMENT, LLC |
| 5 | High Yield Fund · THYUX diff. adviser | 2% | 0.82% | CONSULTING GROUP ADVISORY SERVICES LLC |
| 6 | First Trust Intermediate Duration Investment Grade Corporate ETF · FIIG cheaper diff. adviser | 2% | 0.49% | First Trust Advisors L.P. |
| 7 | ALPS | Smith Credit Opportunities Fund · SMCVX, SMCAX, SMCCX, SMCRX diff. adviser | 2% | 0.90% | ALPS Advisors, Inc. |
| 8 | RBC BlueBay Strategic Income Fund · RBIAX, RBSRX, RBSIX cheaper diff. adviser | 2% | 0.59% | RBC Global Asset Management (US) Inc. |
| 9 | Fidelity Preferred Securities and Income ETF · FPFD cheaper diff. adviser | 2% | 0.59% | Fidelity Management & Research Company LLC |
| 10 | PIA High Yield MACS Fund · PIAMX cheaper diff. adviser | 2% | 0.18% | Pacific Income Advisers Inc |
| 11 | Eaton Vance Preferred Securities and Income ETF cheaper | 2% | 0.39% | — |
| 12 | PGIM Corporate Bond 10+ Year ETF · PCL cheaper diff. adviser | 2% | 0.25% | PGIM INVESTMENTS LLC |
| 13 | Columbia Variable Portfolio - Corporate Bond Fund cheaper diff. adviser | 2% | 0.47% | Columbia Management Investment Advisers, LLC |
| 14 | American High Income Trust cheaper diff. adviser | 2% | 0.33% | Capital Research and Management Company |
| 15 | John Hancock Corporate Bond ETF · JHCB cheaper diff. adviser | 2% | 0.29% | John Hancock Investment Management LLC |
| 16 | PIA High Yield Fund · PHYSX diff. adviser | 2% | 0.66% | Pacific Income Advisers Inc |
| 17 | Preferred Securities and Income SMA Shares · PISHX cheaper diff. adviser | 2% | 0.00% | Cohen & Steers Capital Management, Inc. |
| 18 | AAM Insight Select Income Fund · CPUAX, CPUCX, CPUIX, CPUYX cheaper diff. adviser | 2% | 0.50% | ADVISORS ASSET MANAGEMENT, INC. |
| 19 | Victory Pioneer Securitized Income Fund · SYFFX, SIFFX cheaper diff. adviser | 2% | 0.65% | Victory Capital Management Inc. |
| 20 | American High Income Trust · AHITX, RITAX, RITBX, RITCX, RITEX, RITFX, AHTCX, AHTFX, CITAX, CITCX, CITEX, CITFX, AHIFX, RITGX, RTEHX, RITHX, HIGFX, TAIHX, TAHIX, FTAHX, FAHHX cheaper diff. adviser | 2% | 0.36% | Capital Research and Management Company |
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