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 | Miller Convertible Bond Fund · MCFAX, MCIFX, MCFCX | 53% | 1.04% | Wellesley Asset Management, Inc. |
| 2 | Advent Convertible Bond ETF · ACVT cheaper | 17% | 0.65% | — |
| 3 | ABSOLUTE FLEXIBLE FUND · FLXIX diff. adviser | 13% | 1.52% | Absolute Investment Advisers LLC |
| 4 | Miller Market Neutral Income Fund · MMNCX, MMNIX, MMNAX | 13% | 1.66% | Wellesley Asset Management, Inc. |
| 5 | Victory Investment Grade Convertible Fund · SBFCX, VICIX, SBFMX cheaper diff. adviser | 13% | 0.95% | Victory Capital Management Inc. |
| 6 | EUBEL BRADY & SUTTMAN INCOME AND APPRECIATION FUND · EBSZX cheaper diff. adviser | 12% | 0.24% | Eubel Brady & Suttman Asset Management, Inc. |
| 7 | American Beacon SSI Alternative Income Fund · SSIJX, PSCIX, PSCAX diff. adviser | 10% | 1.35% | American Beacon Advisors, Inc. |
| 8 | ABSOLUTE CONVERTIBLE ARBITRAGE FUND · ARBOX, ARBIX diff. adviser | 9% | 1.47% | Absolute Investment Advisers LLC |
| 9 | NYLI MacKay Convertible Fund · MCOAX, MCSVX, MCCVX, MCINX, MCNVX cheaper diff. adviser | 8% | 0.59% | New York Life Investment Management LLC |
| 10 | Rational/Pier 88 Convertible Securities Fund · PBXIX, PBXAX, PBXCX diff. adviser | 7% | 0.99% | Rational Advisors, Inc. |
| 11 | WESTWOOD ALTERNATIVE INCOME FUND · WMNUX, WMNIX, WMNAX, WWACX cheaper diff. adviser | 7% | 0.76% | Westwood Management Corp. |
| 12 | 1290 VT Convertible Securities Portfolio cheaper diff. adviser | 6% | 0.65% | Equitable Investment Management Group, LLC |
| 13 | iShares Convertible Bond ETF · ICVT cheaper diff. adviser | 6% | 0.20% | BlackRock Fund Advisors |
| 14 | BlackRock Credit Relative Value Fund diff. adviser | 6% | 1.32% | BlackRock Advisors, LLC |
| 15 | State Street(R) SPDR(R) Bloomberg Convertible Securities ETF · CWB cheaper diff. adviser | 6% | 0.40% | SSGA Funds Management, Inc. |
| 16 | Lazard US Convertibles Portfolio · CONRX, CONIX, CONOX cheaper diff. adviser | 6% | 0.70% | Lazard Asset Management LLC |
| 17 | BlackRock Event Driven Equity Fund diff. adviser | 6% | 1.29% | BlackRock Advisors, LLC |
| 18 | BlackRock Dynamic High Income Portfolio cheaper diff. adviser | 6% | 0.63% | BlackRock Advisors, LLC |
| 19 | BlackRock Balanced Portfolio cheaper diff. adviser | 6% | 0.49% | BlackRock Advisors, LLC |
| 20 | BlackRock Diversified Fixed Income Fund cheaper diff. adviser | 6% | 0.15% | BlackRock Fund Advisors |
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