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 | Bank Loan Core Fund diff. adviser | 17% | — | Federated Advisory Services Company, Federated Investment Management Company |
| 2 | Shenkman Capital Floating Rate High Income Fund · SFHIX, SFHFX cheaper | 16% | 0.56% | — |
| 3 | Catalyst/CIFC Senior Secured Income Fund · CFRAX, CFRCX, CFRIX, CFRFX | 15% | 0.94% | — |
| 4 | Lord Abbett Floating Rate Fund · LFRAX, LARCX, LFRFX, LFRIX, LFRRX, LRRRX, LRRKX, LRRTX, LRRVX, LFROX cheaper diff. adviser | 15% | 0.54% | Lord, Abbett & Co. LLC |
| 5 | Transamerica Floating Rate · TFLAX, TFLCX, TFLIX cheaper diff. adviser | 13% | 0.63% | Transamerica Asset Management, Inc. |
| 6 | Eaton Vance VT Floating-Rate Income Fund cheaper diff. adviser | 13% | 0.63% | Eaton Vance Management |
| 7 | Putnam Floating Rate Income Fund · PFLRX diff. adviser | 13% | 0.69% | Franklin Advisers, Inc. |
| 8 | Nomura Floating Rate Fund · DDFAX, DDFCX, DDFFX, DDFLX, DDFZX cheaper diff. adviser | 13% | 0.60% | Macquarie Investment Management Business Trust |
| 9 | THE HARTFORD FLOATING RATE FUND · HFLAX, HFLCX, HFLYX, HFLIX, HFLRX, HFLSX, HFLTX, HFLFX diff. adviser | 13% | 0.69% | Hartford Funds Management Company, LLC |
| 10 | American Beacon DoubleLine Floating Rate Income Fund · SOUAX, SOUCX, SPFLX, SPFPX, SPFYX diff. adviser | 13% | 0.74% | American Beacon Advisors, Inc. |
| 11 | Brighthouse/Eaton Vance Floating Rate Portfolio diff. adviser | 13% | 0.70% | Brighthouse Investment Advisers, LLC |
| 12 | BlackRock Floating Rate Income Trust | 13% | — | — |
| 13 | Eaton Vance Floating-Rate Income Trust | 12% | — | — |
| 14 | Virtus Newfleet Floating Rate MACS · VMAFX cheaper diff. adviser | 12% | 0.00% | Virtus Investment Advisers, LLC |
| 15 | Eaton Vance Senior Income Trust | 12% | — | — |
| 16 | First Trust Senior Floating Rate Income Fund II | 12% | — | — |
| 17 | Goldman Sachs High Yield Floating Rate Fund · GFRAX, GFRCX, GSFRX, GFRIX, GFRRX, GFRSX, GGNPX diff. adviser | 12% | 0.72% | Goldman Sachs Asset Management, L.P. |
| 18 | Virtus Newfleet Senior Floating Rate Fund · PSFRX, PFSRX, PSFIX, VRSFX cheaper | 12% | 0.60% | — |
| 19 | BlackRock Floating Rate Income Strategies Fund, Inc. | 12% | — | — |
| 20 | Eaton Vance Senior Floating-Rate Trust | 12% | — | — |
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