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 | Nuveen Credit Strategies Income Fund | 3% | — | — |
| 2 | Nuveen Floating Rate Income Fund | 3% | — | — |
| 3 | 1WS Credit Income Fund | 3% | — | — |
| 4 | BlackRock Health Sciences Term Trust | 3% | — | — |
| 5 | BlackRock Alpha Strategies Fund | 3% | — | — |
| 6 | BlackRock Balanced Fund, Inc. diff. adviser | 3% | 0.47% | BlackRock Advisors, LLC |
| 7 | BlackRock Equity Dividend Fund diff. adviser | 3% | 0.59% | BlackRock Advisors, LLC |
| 8 | BlackRock Emerging Markets Fund, Inc. diff. adviser | 3% | 0.82% | BlackRock Advisors, LLC |
| 9 | BlackRock Mid-Cap Value Fund diff. adviser | 3% | 0.70% | BlackRock Advisors, LLC |
| 10 | BlackRock Unconstrained Equity Fund diff. adviser | 3% | 0.84% | BlackRock Advisors, LLC |
| 11 | BlackRock Strategic Global Bond Fund, Inc. diff. adviser | 3% | 0.49% | BlackRock Advisors, LLC |
| 12 | BlackRock Managed Volatility V.I. Fund diff. adviser | 3% | 0.61% | BlackRock Advisors, LLC |
| 13 | BlackRock Global Allocation V.I. Fund diff. adviser | 3% | 0.77% | BlackRock Advisors, LLC |
| 14 | BlackRock Balanced Portfolio diff. adviser | 3% | 0.49% | BlackRock Advisors, LLC |
| 15 | BlackRock Global Allocation Portfolio diff. adviser | 3% | 0.59% | BlackRock Advisors, LLC |
| 16 | BlackRock Total Return Fund cheaper | 3% | 0.37% | — |
| 17 | Artisan International Fund · APHIX, ARTIX, APDIX diff. adviser | 3% | 0.96% | Artisan Partners Limited Partnership |
| 18 | Artisan International Value Fund · ARTKX, APHKX, APDKX diff. adviser | 3% | 0.97% | Artisan Partners Limited Partnership |
| 19 | Artisan Sustainable Emerging Markets Fund · APHEX, ARTZX, APDEX diff. adviser | 3% | 1.00% | Artisan Partners Limited Partnership |
| 20 | BlackRock Managed Income Fund cheaper diff. adviser | 3% | 0.42% | BlackRock Advisors, LLC |
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