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 | Fidelity Series Floating Rate High Income Fund · FFHCX cheaper | 88% | 0.00% | — |
| 2 | Fidelity Floating Rate Central Fund | 87% | — | — |
| 3 | Fidelity Advisor Floating Rate High Income Fund · FFRAX, FFRCX, FFRTX, FFRIX, FFRHX, FIQSX cheaper | 79% | 0.67% | Fidelity Management & Research Company LLC |
| 4 | JNL Multi-Manager Floating Rate Income Fund cheaper diff. adviser | 46% | 0.63% | Jackson National Asset Management, LLC |
| 5 | BlackRock Floating Rate Income Strategies Fund, Inc. | 31% | — | — |
| 6 | BlackRock Floating Rate Income Trust | 30% | — | — |
| 7 | BlackRock Debt Strategies Fund, Inc. | 28% | — | — |
| 8 | Brighthouse/Eaton Vance Floating Rate Portfolio cheaper diff. adviser | 28% | 0.70% | Brighthouse Investment Advisers, LLC |
| 9 | NYLI VP Floating Rate Portfolio cheaper diff. adviser | 27% | 0.64% | New York Life Investment Management LLC |
| 10 | Eaton Vance VT Floating-Rate Income Fund cheaper diff. adviser | 27% | 0.63% | Eaton Vance Management |
| 11 | State Street(R) Blackstone Senior Loan ETF · SRLN cheaper diff. adviser | 26% | 0.70% | SSGA Funds Management, Inc. |
| 12 | Goldman Sachs High Yield Floating Rate Fund · GFRAX, GFRCX, GSFRX, GFRIX, GFRRX, GFRSX, GGNPX cheaper diff. adviser | 26% | 0.72% | Goldman Sachs Asset Management, L.P. |
| 13 | iShares Floating Rate Loan Active ETF cheaper diff. adviser | 26% | 0.55% | BlackRock Fund Advisors |
| 14 | Eaton Vance Senior Income Trust | 25% | — | — |
| 15 | Shenkman Capital Floating Rate High Income Fund · SFHIX, SFHFX cheaper | 25% | 0.56% | — |
| 16 | Invesco Senior Loan ETF · BKLN cheaper diff. adviser | 25% | 0.65% | Invesco Capital Management LLC |
| 17 | BlackRock Floating Rate Income Portfolio cheaper diff. adviser | 24% | 0.63% | BlackRock Advisors, LLC |
| 18 | Eaton Vance Floating-Rate ETF cheaper | 24% | 0.60% | — |
| 19 | THE HARTFORD FLOATING RATE FUND · HFLAX, HFLCX, HFLYX, HFLIX, HFLRX, HFLSX, HFLTX, HFLFX cheaper diff. adviser | 23% | 0.69% | Hartford Funds Management Company, LLC |
| 20 | Virtus Newfleet Senior Floating Rate Fund · PSFRX, PFSRX, PSFIX, VRSFX cheaper | 23% | 0.60% | — |
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