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 | PGIM Floating Rate Income ETF · PFRL cheaper | 62% | 0.72% | PGIM INVESTMENTS LLC |
| 2 | PGIM Credit Income Fund | 22% | — | — |
| 3 | Brighthouse/Eaton Vance Floating Rate Portfolio cheaper diff. adviser | 18% | 0.70% | Brighthouse Investment Advisers, LLC |
| 4 | Eaton Vance VT Floating-Rate Income Fund cheaper diff. adviser | 18% | 0.63% | Eaton Vance Management |
| 5 | JNL Multi-Manager Floating Rate Income Fund cheaper diff. adviser | 17% | 0.63% | Jackson National Asset Management, LLC |
| 6 | Eaton Vance Floating-Rate Income Trust | 17% | — | — |
| 7 | Eaton Vance Senior Income Trust | 17% | — | — |
| 8 | Shenkman Capital Floating Rate High Income Fund · SFHIX, SFHFX cheaper | 16% | 0.56% | — |
| 9 | Senior Debt Portfolio diff. adviser | 16% | — | Boston Management and Research |
| 10 | Eaton Vance Senior Floating-Rate Trust | 16% | — | — |
| 11 | VIP Floating Rate High Income Portfolio · FFNMX cheaper diff. adviser | 16% | 0.73% | Fidelity Management & Research Company LLC |
| 12 | Neuberger Berman Floating Rate Income Fund · NFIAX, NFICX, NFIIX cheaper diff. adviser | 16% | 0.62% | Neuberger Berman Investment Advisers LLC |
| 13 | NYLI VP Floating Rate Portfolio cheaper diff. adviser | 16% | 0.64% | New York Life Investment Management LLC |
| 14 | Fidelity Series Floating Rate High Income Fund · FFHCX cheaper | 16% | 0.00% | — |
| 15 | Goldman Sachs High Yield Floating Rate Fund · GFRAX, GFRCX, GSFRX, GFRIX, GFRRX, GFRSX, GGNPX cheaper diff. adviser | 15% | 0.72% | Goldman Sachs Asset Management, L.P. |
| 16 | BlackRock Floating Rate Income Trust | 15% | — | — |
| 17 | Lord Abbett Floating Rate Fund · LFRAX, LARCX, LFRFX, LFRIX, LFRRX, LRRRX, LRRKX, LRRTX, LRRVX, LFROX cheaper diff. adviser | 15% | 0.54% | Lord, Abbett & Co. LLC |
| 18 | Fidelity Advisor Floating Rate High Income Fund · FFRAX, FFRCX, FFRTX, FFRIX, FFRHX, FIQSX cheaper diff. adviser | 15% | 0.67% | Fidelity Management & Research Company LLC |
| 19 | Fidelity Floating Rate Central Fund | 15% | — | — |
| 20 | Floating-Rate Portfolio diff. adviser | 15% | — | Boston Management and Research |
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