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 | Intrepid Capital Fund · ICMBX, ICMVX | 22% | 1.16% | Intrepid Capital Management, Inc. |
| 2 | Greenspring Income Opportunities Fund · GRIOX cheaper diff. adviser | 9% | 0.85% | Corbyn Investment Management |
| 3 | The Osterweis Strategic Income Fund · OSTIX cheaper diff. adviser | 7% | 0.83% | Osterweis Capital Management, LLC |
| 4 | PIA High Yield Fund · PHYSX cheaper diff. adviser | 7% | 0.66% | Pacific Income Advisers Inc |
| 5 | PIA High Yield MACS Fund · PIAMX cheaper diff. adviser | 7% | 0.18% | Pacific Income Advisers Inc |
| 6 | Catalyst Insider Income Fund · IIXAX, IIXCX, IIXIX cheaper | 5% | 0.76% | — |
| 7 | RiverPark Strategic Income Fund · RSIIX, RSIVX cheaper | 5% | 1.00% | — |
| 8 | Virtus Seix High Yield Fund · HYPSX, SAMHX, HYIZX cheaper diff. adviser | 4% | 0.53% | Virtus Investment Advisers, LLC |
| 9 | Buffalo High Yield Fund · BUFHX, BUIHX cheaper diff. adviser | 4% | 0.87% | Kornitzer Capital Management, Inc. |
| 10 | Global Atlantic BlackRock High Yield Portfolio cheaper diff. adviser | 4% | 0.63% | Global Atlantic Investment Advisors, LLC |
| 11 | RBC BlueBay Credit Opportunities Fund · RORIX, RCRSX, RCOAX cheaper | 4% | 0.49% | — |
| 12 | Harbor Scientific Alpha High-Yield ETF · SIHY cheaper diff. adviser | 4% | 0.48% | Harbor Capital Advisors, Inc. |
| 13 | BrandywineGLOBAL-Global Income Opportunities Fund Inc | 4% | — | — |
| 14 | BrandywineGLOBAL - HIGH YIELD FUND · BGHCX, BGHIX, BGHSX, BGHAX cheaper diff. adviser | 4% | 0.54% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 15 | Touchstone Funds Group Trust-Touchstone High Yield Fund · THYAX, THYCX, THYYX, THIYX cheaper | 4% | 0.72% | — |
| 16 | SHELTON TACTICAL FUND · DEBTX, DEBIX cheaper diff. adviser | 4% | 0.74% | CCM Partners, LP. dba Shelton Capital Management |
| 17 | BrandywineGLOBAL - CORPORATE CREDIT FUND · BCGIX, BGGCX, BGISX, BCAAX cheaper diff. adviser | 4% | 0.49% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 18 | Catalyst/SMH High Income Fund · HIIFX, HIICX, HIIIX | 4% | 1.24% | — |
| 19 | Harbor Scientific Alpha Income ETF · SIFI cheaper diff. adviser | 4% | 0.50% | Harbor Capital Advisors, Inc. |
| 20 | Fidelity Enhanced High Yield ETF · FDHY cheaper diff. adviser | 4% | 0.35% | Fidelity Management & Research Company LLC |
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