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 | Loomis Sayles High Income Opportunities Fund · LSIOX cheaper | 86% | 0.00% | Loomis, Sayles & Company, L.P. |
| 2 | Loomis Sayles High Income Fund · NEFHX, NEHCX, NEHYX, LSHNX, NEHTX cheaper diff. adviser | 80% | 0.65% | Natixis Advisors, LLC |
| 3 | Morningstar Multisector Bond Fund · MSTMX diff. adviser | 27% | 0.79% | Morningstar Investment Management LLC |
| 4 | Loomis Sayles Strategic Income Fund · NEFZX, NECZX, NEZYX, NEZAX, NEZNX, LSSTX cheaper diff. adviser | 26% | 0.62% | Natixis Advisors, LLC |
| 5 | NVIT Loomis Short Term High Yield Fund diff. adviser | 18% | 0.87% | Nationwide Fund Advisors |
| 6 | Loomis Sayles Income Fund · LSBDX, LSBRX, LBFAX, LSBNX cheaper diff. adviser | 16% | 0.60% | Natixis Advisors, LLC |
| 7 | Loomis Sayles Strategic Alpha Fund · LABAX, LABCX, LASYX, LSATX, LASNX cheaper diff. adviser | 16% | 0.68% | Natixis Advisors, LLC |
| 8 | MFS INTERMEDIATE HIGH INCOME FUND | 15% | — | — |
| 9 | MFS High Yield Portfolio cheaper diff. adviser | 15% | 0.72% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 10 | Pacer Trendpilot US Bond ETF · PTBD cheaper diff. adviser | 15% | 0.60% | Pacer Advisors, Inc. |
| 11 | MFS High Yield Pooled Portfolio · HYPPX cheaper diff. adviser | 15% | 0.03% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 12 | Loomis Sayles Fixed Income Fund · LSFIX cheaper | 15% | 0.62% | Loomis, Sayles & Company, L.P. |
| 13 | MFS High Income Fund · MHITX, MHIJX, MHIBX, MHICX, MHIIX, MHIGX, MIHRX, MHIHX, MHIKX cheaper diff. adviser | 15% | 0.52% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 14 | Goldman Sachs Access High Yield Corporate Bond ETF · GHYB cheaper diff. adviser | 14% | 0.15% | Goldman Sachs Asset Management, L.P. |
| 15 | Xtrackers USD High Yield Corporate Bond ETF · HYLB cheaper diff. adviser | 13% | 0.05% | DBX Advisors LLC |
| 16 | Nuveen High Yield Corporate Bond ETF cheaper | 13% | 0.08% | — |
| 17 | BlackRock High Yield Portfolio cheaper diff. adviser | 13% | 0.51% | BlackRock Advisors, LLC |
| 18 | BondBloxx BB Rated USD High Yield Corporate Bond ETF · XBB cheaper diff. adviser | 13% | 0.20% | BondBloxx Investment Management Corporation |
| 19 | JPMorgan BetaBuilders USD High Yield Corporate Bond ETF · BBHY cheaper diff. adviser | 13% | 0.07% | J.P. Morgan Investment Management, Inc. |
| 20 | Nuveen High Yield Managed Accounts Portfolio · NMYHX cheaper | 13% | 0.00% | — |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.