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 | Guggenheim Macro Opportunities Fund · GIOAX, GIOCX, GIOIX, GIOSX, GIOPX cheaper diff. adviser | 22% | 0.94% | Guggenheim Partners Investment Management, LLC |
| 2 | PACE Intermediate Fixed Income Investments · PCIFX, PIFAX, PIFYX, PIFTX cheaper diff. adviser | 18% | 0.54% | UBS Asset Management (Americas) LLC |
| 3 | Guggenheim Strategic Opportunities Fund | 16% | — | — |
| 4 | PACE Strategic Fixed Income Investments · PCSIX, PBNAX, PSFYX, PSFTX cheaper diff. adviser | 15% | 0.61% | UBS Asset Management (Americas) LLC |
| 5 | Guggenheim Active Allocation Fund | 13% | — | — |
| 6 | BBH Income Fund · BBNIX, BBNNX cheaper diff. adviser | 12% | 0.44% | Brown Brothers Harriman & Co. |
| 7 | Guggenheim Total Return Bond Fund · GIBAX, GIBCX, GIBIX, GIBRX, GIBLX cheaper diff. adviser | 9% | 0.42% | Guggenheim Partners Investment Management, LLC |
| 8 | Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust | 9% | — | — |
| 9 | Guggenheim Active INvestment Series (GAINS)-Core Plus Fund · GUCPX cheaper diff. adviser | 8% | 0.09% | Guggenheim Partners Investment Management, LLC |
| 10 | Series E (Total Return Bond Series) cheaper diff. adviser | 8% | 0.92% | Guggenheim Partners Investment Management, LLC |
| 11 | MassMutual High Yield Fund · MPHAX, MPHLX, MPHNX, MPHSX, DLHYX, MPHZX, MPHRX, BXHYX, BXHCX, MPHUX, MPHVX cheaper diff. adviser | 7% | 0.13% | MML Investment Advisers, LLC |
| 12 | Mercer Opportunistic Fixed Income Fund · MOFAX, MOFTX, MOFYX, MOFIX cheaper diff. adviser | 7% | 0.51% | Mercer Investments LLC |
| 13 | Guggenheim High Yield Fund · SHYIX, SIHAX, SIHSX, SHYSX, SIHPX cheaper diff. adviser | 7% | 0.66% | Guggenheim Partners Investment Management, LLC |
| 14 | Nuveen ESG High Yield Corporate Bond ETF · NUHY cheaper diff. adviser | 6% | 0.30% | Nuveen Fund Advisors, LLC |
| 15 | Guggenheim Core Bond Fund · SIUSX, SDICX, GIUSX, SIUPX cheaper diff. adviser | 6% | 0.47% | Guggenheim Partners Investment Management, LLC |
| 16 | State Street(R) SPDR(R) Bloomberg High Yield Bond ETF · JNK cheaper diff. adviser | 6% | 0.40% | SSGA Funds Management, Inc. |
| 17 | MassMutual Diversified Bond Fund · MDVAX, MDBLX, MDBSX, MDBYX, MDBZX, MDBFX, MDBRX, MMOBX, MMEFX, MMOKX cheaper diff. adviser | 6% | 0.32% | MML Investment Advisers, LLC |
| 18 | Transamerica AEGON High Yield Bond VP cheaper diff. adviser | 6% | 0.63% | Transamerica Asset Management, Inc. |
| 19 | Calvert High Yield Bond Fund · CYBAX, CHBCX, CYBIX, CYBRX cheaper diff. adviser | 6% | 0.71% | Calvert Research and Management |
| 20 | MassMutual Global Credit Income Opportunities Fund · BXITX, BXIAX, BXIYX, BXICX, BXIDX, BXIEX cheaper diff. adviser | 6% | 0.35% | MML Investment Advisers, LLC |
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