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 | BlackRock Ltd Duration Income Trust | 7% | — | — |
| 2 | iShares Floating Rate Loan Active ETF diff. adviser | 7% | 0.55% | BlackRock Fund Advisors |
| 3 | BlackRock Debt Strategies Fund, Inc. | 7% | — | — |
| 4 | BlackRock Floating Rate Income Trust | 7% | — | — |
| 5 | BlackRock Floating Rate Income Strategies Fund, Inc. | 7% | — | — |
| 6 | THE HARTFORD FLOATING RATE FUND · HFLAX, HFLCX, HFLYX, HFLIX, HFLRX, HFLSX, HFLTX, HFLFX | 7% | 0.69% | Hartford Funds Management Company, LLC |
| 7 | Hartford Low Duration High Income Fund · HFHAX, HFHCX, HFHIX, HFHRX, HFHSX, HFHTX, HFHYX, HFHFX | 6% | 0.65% | Hartford Funds Management Company, LLC |
| 8 | BlackRock Floating Rate Income Portfolio diff. adviser | 6% | 0.63% | BlackRock Advisors, LLC |
| 9 | THE HARTFORD STRATEGIC INCOME FUND · HSNCX, HSNIX, HSNAX, HSNYX, HSNRX, HSNSX, HSNTX, HSNVX, HSNFX | 6% | 0.53% | Hartford Funds Management Company, LLC |
| 10 | Senior Debt Portfolio diff. adviser | 6% | — | Boston Management and Research |
| 11 | Fidelity Advisor Floating Rate High Income Fund · FFRAX, FFRCX, FFRTX, FFRIX, FFRHX, FIQSX diff. adviser | 6% | 0.67% | Fidelity Management & Research Company LLC |
| 12 | JNL/Lord Abbett Short Duration Income Fund diff. adviser | 5% | 0.50% | Jackson National Asset Management, LLC |
| 13 | JNL Multi-Manager Floating Rate Income Fund diff. adviser | 5% | 0.63% | Jackson National Asset Management, LLC |
| 14 | Eaton Vance Multi-Asset Credit Fund · EAAMX, EIAMX, ECAMX diff. adviser | 5% | 0.67% | Eaton Vance Management |
| 15 | Brighthouse/Eaton Vance Floating Rate Portfolio diff. adviser | 5% | 0.70% | Brighthouse Investment Advisers, LLC |
| 16 | VIP Floating Rate High Income Portfolio · FFNMX diff. adviser | 5% | 0.73% | Fidelity Management & Research Company LLC |
| 17 | NYLI Floating Rate Fund · MXFNX, MXFAX, MXFCX, MXFIX, MXFEX, MXFMX diff. adviser | 5% | 0.64% | New York Life Investment Management LLC |
| 18 | Fidelity Series Floating Rate High Income Fund · FFHCX cheaper | 5% | 0.00% | — |
| 19 | Eaton Vance Senior Floating-Rate Trust | 5% | — | — |
| 20 | Catholic Responsible Investments Short Duration Bond Fund · CRDSX cheaper diff. adviser | 5% | 0.35% | Christian Brothers Investment Services, Inc. |
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