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 | Catalyst/SMH Total Return Income Fund · TRIFX, TRICX, TRIIX | 27% | 1.95% | — |
| 2 | T. Rowe Price U.S. High Yield ETF · THYF cheaper | 7% | 0.50% | T. Rowe Price Associates, Inc. |
| 3 | ABSOLUTE CONVERTIBLE ARBITRAGE FUND · ARBOX, ARBIX | 7% | 1.47% | Absolute Investment Advisers LLC |
| 4 | T. Rowe Price U.S. High Yield Fund · TUHYX, TUHAX, TUHIX cheaper | 7% | 0.60% | T. Rowe Price Associates, Inc. |
| 5 | RBC BlueBay Credit Opportunities Fund · RORIX, RCRSX, RCOAX cheaper | 6% | 0.49% | — |
| 6 | JNL/T. Rowe Price U.S. High Yield Fund cheaper | 6% | 0.64% | Jackson National Asset Management, LLC |
| 7 | SHELTON TACTICAL FUND · DEBTX, DEBIX cheaper | 6% | 0.74% | CCM Partners, LP. dba Shelton Capital Management |
| 8 | BondBloxx USD High Yield Bond Healthcare Sector ETF · XHYH cheaper | 6% | 0.35% | BondBloxx Investment Management Corporation |
| 9 | Destiny Tech100 Inc. | 6% | — | — |
| 10 | Nomura Alternative Income Fund | 6% | — | — |
| 11 | Niagara Income Opportunities Fund | 6% | — | — |
| 12 | Denali Structured Return Strategy Fund | 6% | — | — |
| 13 | Catalyst/Perini Strategic Income Fund | 6% | — | — |
| 14 | Prospect Enhanced Yield Fund | 6% | — | — |
| 15 | Oaktree Asset-Backed Income Fund Inc. | 6% | — | — |
| 16 | Oaktree Asset-Backed Income Private Placement Fund Inc. | 6% | — | — |
| 17 | Provident Trust Strategy Fund · PROVX cheaper | 6% | 0.95% | Provident Trust Company |
| 18 | Rational Equity Armor Fund · HDCAX, HDCTX, HDCEX | 6% | 1.61% | Rational Advisors, Inc. |
| 19 | Rational Premium Income Fund · HRSAX, HRSTX, HRSFX | 6% | 2.04% | Rational Advisors, Inc. |
| 20 | JAMES MICRO CAP FUND · JMCRX | 6% | 1.50% | James Investment Research, Inc. |
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