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 | First Trust Short Duration High Income Fund · FDHAX, FDHCX, FDHIX | 20% | 1.00% | First Trust Advisors L.P. |
| 2 | First Trust Senior Floating Rate Income Fund II | 18% | — | — |
| 3 | First Trust High Yield Opportunities 2027 Term Fund | 11% | — | — |
| 4 | First Trust Tactical High Yield ETF · HYLS cheaper | 11% | 0.69% | First Trust Advisors L.P. |
| 5 | First Trust Managed Futures Strategy Fund · FMF | 9% | 0.99% | First Trust Advisors L.P. |
| 6 | First Trust Global Tactical Commodity Strategy Fund · FTGC | 9% | 0.98% | First Trust Advisors L.P. |
| 7 | First Trust Alternative Absolute Return Strategy ETF · FAAR | 9% | 0.97% | First Trust Advisors L.P. |
| 8 | FPA Queens Road Small Cap Value Fund · QRSVX, QRSAX, QRSIX diff. adviser | 9% | 0.80% | First Pacific Advisors, LP |
| 9 | FPA Queens Road Value Fund · QRVLX diff. adviser | 9% | 0.74% | First Pacific Advisors, LP |
| 10 | FT Energy Income Partners Strategy ETF · EIPX | 9% | 0.95% | First Trust Advisors L.P. |
| 11 | Virtus Newfleet Senior Floating Rate Fund · PSFRX, PFSRX, PSFIX, VRSFX cheaper | 8% | 0.60% | — |
| 12 | NYLI VP Floating Rate Portfolio cheaper diff. adviser | 8% | 0.64% | New York Life Investment Management LLC |
| 13 | Blackstone Senior Floating Rate 2027 Term Fund | 8% | — | — |
| 14 | First Trust North American Energy Infrastructure Fund · EMLP | 7% | 0.95% | First Trust Advisors L.P. |
| 15 | Shenkman Capital Floating Rate High Income Fund · SFHIX, SFHFX cheaper | 7% | 0.56% | — |
| 16 | JNL Multi-Manager Floating Rate Income Fund cheaper diff. adviser | 7% | 0.63% | Jackson National Asset Management, LLC |
| 17 | T. Rowe Price Institutional Floating Rate Fund · RPIFX, PFFRX, TRAZX cheaper diff. adviser | 7% | 0.02% | T. Rowe Price Associates, Inc. |
| 18 | State Street(R) Blackstone Senior Loan ETF · SRLN diff. adviser | 7% | 0.70% | SSGA Funds Management, Inc. |
| 19 | Lord Abbett Floating Rate Fund · LFRAX, LARCX, LFRFX, LFRIX, LFRRX, LRRRX, LRRKX, LRRTX, LRRVX, LFROX cheaper diff. adviser | 7% | 0.54% | Lord, Abbett & Co. LLC |
| 20 | T. Rowe Price Floating Rate Fund · PRFRX, PAFRX, TFAIX, TRIZX cheaper diff. adviser | 7% | 0.02% | T. Rowe Price Associates, Inc. |
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