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 | Neuberger High Yield Strategies Fund Inc. | 14% | — | — |
| 2 | LVIP Nomura High Yield Fund diff. adviser | 13% | 0.74% | Lincoln Financial Investments Corporation |
| 3 | Neuberger Berman High Income Bond Fund · NHINX, NHILX, NHIAX, NHICX, NHIRX, NRHIX, NHIEX cheaper diff. adviser | 13% | 0.09% | Neuberger Berman Investment Advisers LLC |
| 4 | High Yield Bond Portfolio cheaper diff. adviser | 13% | 0.46% | Mason Street Advisors, LLC |
| 5 | Nomura VIP Fund for Income Series diff. adviser | 13% | 0.75% | Macquarie Investment Management Business Trust |
| 6 | Franklin High Income Fund · FHAIX, FCHIX, FVHIX, FHIRX, FHRRX, FHQRX cheaper diff. adviser | 13% | 0.51% | Franklin Advisers, Inc. |
| 7 | Nomura VIP High Income Series diff. adviser | 12% | 0.72% | Macquarie Investment Management Business Trust |
| 8 | Federated Hermes High Income Bond Fund II diff. adviser | 12% | 0.83% | Federated Advisory Services Company, Federated Investment Management Company |
| 9 | MFS High Yield Portfolio diff. adviser | 12% | 0.72% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 10 | Nomura High Income Fund · WHIAX, WRHIX, WHIYX, IVHIX, IYHIX, IHIFX cheaper diff. adviser | 12% | 0.54% | Macquarie Investment Management Business Trust |
| 11 | Federated Hermes Institutional High Yield Bond Fund · FIHBX, FIHLX, FIHAX, FIHCX cheaper diff. adviser | 12% | 0.49% | Federated Advisory Services Company, Federated Investment Management Company |
| 12 | Venerable High Yield Fund · VHYVX, VHYIX diff. adviser | 12% | 0.72% | Venerable Investment Advisers, LLC |
| 13 | BondBloxx B Rated USD High Yield Corporate Bond ETF · XB cheaper diff. adviser | 12% | 0.30% | BondBloxx Investment Management Corporation |
| 14 | MFS High Yield Pooled Portfolio · HYPPX cheaper diff. adviser | 12% | 0.03% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 15 | MFS High Income Fund · MHITX, MHIJX, MHIBX, MHICX, MHIIX, MHIGX, MIHRX, MHIHX, MHIKX cheaper diff. adviser | 12% | 0.52% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 16 | High Yield Bond Core Fund diff. adviser | 12% | — | Federated Advisory Services Company, Federated Investment Management Company |
| 17 | Franklin High Yield Corporate ETF · FLHY cheaper diff. adviser | 11% | 0.40% | Franklin Advisers, Inc. |
| 18 | NYLI MacKay High Income ETF · IQHI cheaper diff. adviser | 11% | 0.41% | New York Life Investment Management LLC |
| 19 | Virtus Seix High Yield Fund · HYPSX, SAMHX, HYIZX cheaper diff. adviser | 11% | 0.53% | Virtus Investment Advisers, LLC |
| 20 | Federated Hermes Sustainable High Yield Bond Fund, Inc. · FHIIX, FHICX, FHBRX, FHISX diff. adviser | 11% | 0.64% | Federated Advisory Services Company, Federated Investment Management Company |
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